ServiceNow Inc (NOW)vsUber Technologies Inc (UBER)
NOW
ServiceNow Inc
$141.90
-1.47%
TECHNOLOGY · Cap: $137.02B
UBER
Uber Technologies Inc
$71.00
-0.64%
TECHNOLOGY · Cap: $146.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 275% more annual revenue ($55.23B vs $14.73B). UBER leads profitability with a 17.3% profit margin vs 11.3%. NOW appears more attractively valued with a PEG of 0.95. UBER earns a higher WallStSmart Score of 64/100 (C+).
NOW
Hold49
out of 100
Grade: D+
UBER
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.9%
Fair Value
$626.98
Current Price
$141.90
$485.08 discount
Margin of Safety
+0.4%
Fair Value
$71.93
Current Price
$71.00
$0.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Every $100 of equity generates 35 in profit
Earnings expanding 85.5% YoY
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.8B in free cash flow
Areas to Watch
Trading at 11.7x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : UBER
The strongest argument for UBER centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 17.3% and operating margin at 13.3%. Revenue growth of 12.2% demonstrates continued momentum.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 81.8x leaves little room for execution misses.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
NOW profiles as a growth stock while UBER is a mature play — different risk/reward profiles.
UBER carries more volatility with a beta of 1.16 — expect wider price swings.
NOW is growing revenue faster at 24.0% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
UBER scores higher overall (64/100 vs 49/100), backed by strong 17.3% margins and 12.2% revenue growth. NOW offers better value entry with a 78.9% margin of safety. 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.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
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