ServiceNow Inc (NOW)vsTrade Desk Inc (TTD)
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
TTD
Trade Desk Inc
$21.97
-1.66%
COMMUNICATION SERVICES · Cap: $10.63B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 358% more annual revenue ($13.28B vs $2.90B). TTD leads profitability with a 15.3% profit margin vs 13.2%. TTD appears more attractively valued with a PEG of 0.86. TTD earns a higher WallStSmart Score of 72/100 (B).
NOW
Buy56
out of 100
Grade: C
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-404.2%
Fair Value
$20.44
Current Price
$103.06
$82.62 premium
Margin of Safety
-60.9%
Fair Value
$16.92
Current Price
$21.97
$5.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 20.7% year-over-year
Generating 2.0B in free cash flow
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : NOW
The strongest argument for NOW centers on Market Cap, Revenue Growth, Free Cash Flow. Revenue growth of 20.7% demonstrates continued momentum. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : TTD
The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 62.7x leaves little room for execution misses.
Bear Case : TTD
The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
NOW profiles as a growth stock while TTD is a mature play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.19 — expect wider price swings.
NOW is growing revenue faster at 20.7% — sustainability is the question.
NOW generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
TTD scores higher overall (72/100 vs 56/100), backed by strong 15.3% margins and 14.3% revenue growth. 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.
Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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