ServiceNow Inc (NOW)vsAtlassian Corp Plc (TEAM)
NOW
ServiceNow Inc
$112.45
+1.96%
TECHNOLOGY · Cap: $131.65B
TEAM
Atlassian Corp Plc
$99.47
-2.00%
TECHNOLOGY · Cap: $22.46B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 126% more annual revenue ($13.96B vs $6.19B). NOW leads profitability with a 12.6% profit margin vs -3.5%. TEAM appears more attractively valued with a PEG of 0.68. TEAM earns a higher WallStSmart Score of 56/100 (C).
NOW
Buy54
out of 100
Grade: C-
TEAM
Buy56
out of 100
Grade: C
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
+81.1%
Fair Value
$459.43
Current Price
$99.47
$359.96 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
Revenue surging 31.7% year-over-year
Earnings expanding 172.2% YoY
Growing faster than its price suggests
Areas to Watch
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Trading at 16.6x book value
Elevated debt levels
ROE of -24.7% — below average capital efficiency
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 : TEAM
The strongest argument for TEAM centers on Revenue Growth, EPS Growth, PEG Ratio. Revenue growth of 31.7% demonstrates continued momentum. PEG of 0.68 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 : TEAM
The primary concerns for TEAM are Price/Book, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
NOW profiles as a growth stock while TEAM is a hypergrowth play — different risk/reward profiles.
TEAM carries more volatility with a beta of 1.07 — expect wider price swings.
TEAM is growing revenue faster at 31.7% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
TEAM scores higher overall (56/100 vs 54/100) and 31.7% revenue growth. NOW offers better value entry with a 82.6% margin of safety. Both earn "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.
Atlassian Corp Plc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Atlassian Corporation Plc designs, develops, licenses and maintains various software products worldwide. The company is headquartered in Sydney, Australia.
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