ServiceNow Inc (NOW)vsTyler Technologies Inc (TYL)
NOW
ServiceNow Inc
$104.65
-1.53%
TECHNOLOGY · Cap: $116.47B
TYL
Tyler Technologies Inc
$338.27
-3.10%
TECHNOLOGY · Cap: $15.05B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 469% more annual revenue ($13.28B vs $2.33B). TYL leads profitability with a 13.5% profit margin vs 13.2%. NOW appears more attractively valued with a PEG of 1.09. NOW earns a higher WallStSmart Score of 56/100 (C).
NOW
Buy56
out of 100
Grade: C
TYL
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-412.0%
Fair Value
$20.44
Current Price
$104.65
$84.21 premium
Margin of Safety
-449.7%
Fair Value
$61.72
Current Price
$338.27
$276.55 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
Earnings expanding 110.0% YoY
Areas to Watch
Trading at 8.5x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : TYL
The strongest argument for TYL centers on EPS Growth.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 66.1x leaves little room for execution misses.
Bear Case : TYL
The primary concerns for TYL are PEG Ratio, P/E Ratio. A P/E of 48.6x leaves little room for execution misses.
Key Dynamics to Monitor
NOW profiles as a growth stock while TYL is a value play — different risk/reward profiles.
NOW carries more volatility with a beta of 1.02 — 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
NOW scores higher overall (56/100 vs 49/100) and 20.7% revenue growth. Both earn "Buy" and "Hold" 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.
Tyler Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Tyler Technologies, Inc., based in Plano, Texas, is the largest provider of software to the United States public sector.
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