ServiceNow Inc (NOW)vsSS&C Technologies Holdings Inc (SSNC)
NOW
ServiceNow Inc
$112.45
-0.90%
TECHNOLOGY · Cap: $131.65B
SSNC
SS&C Technologies Holdings Inc
$69.91
+0.73%
TECHNOLOGY · Cap: $16.30B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 118% more annual revenue ($13.96B vs $6.41B). SSNC leads profitability with a 12.7% profit margin vs 12.6%. SSNC appears more attractively valued with a PEG of 0.70. SSNC earns a higher WallStSmart Score of 66/100 (B-).
NOW
Buy54
out of 100
Grade: C-
SSNC
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.6%
Fair Value
$613.35
Current Price
$112.45
$500.90 discount
Margin of Safety
+44.6%
Fair Value
$131.61
Current Price
$69.91
$61.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 22.1% year-over-year
Generating 1.5B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 24.2%
Areas to Watch
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Elevated debt levels
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : NOW
The strongest argument for NOW centers on Market Cap, Debt/Equity, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bull Case : SSNC
The strongest argument for SSNC centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.70 suggests the stock is reasonably priced for its growth.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 76.0x leaves little room for execution misses.
Bear Case : SSNC
The primary concerns for SSNC are Debt/Equity, Piotroski F-Score, Altman Z-Score.
Key Dynamics to Monitor
NOW profiles as a growth stock while SSNC is a value play — different risk/reward profiles.
SSNC carries more volatility with a beta of 1.10 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
SSNC scores higher overall (66/100 vs 54/100). NOW offers better value entry with a 82.6% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ServiceNow Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.
SS&C Technologies Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SS&C Technologies Holdings, Inc. provides software products and software-enabled services to the healthcare and financial services industries. The company is headquartered in Windsor, Connecticut.
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