ServiceNow Inc (NOW)vsVertiv Holdings Co (VRT)
NOW
ServiceNow Inc
$89.00
-2.72%
TECHNOLOGY · Cap: $96.52B
VRT
Vertiv Holdings Co
$367.92
+8.22%
INDUSTRIALS · Cap: $130.60B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 29% more annual revenue ($13.96B vs $10.84B). VRT leads profitability with a 14.4% profit margin vs 12.6%. NOW appears more attractively valued with a PEG of 0.89. VRT earns a higher WallStSmart Score of 67/100 (B-).
NOW
Buy59
out of 100
Grade: C
VRT
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+85.5%
Fair Value
$628.08
Current Price
$89.00
$539.08 discount
Intrinsic value data unavailable for VRT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 22.1% year-over-year
Generating 1.5B in free cash flow
Every $100 of equity generates 45 in profit
Revenue surging 30.1% year-over-year
Earnings expanding 135.7% YoY
Large-cap with strong market position
Areas to Watch
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 35.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bull Case : VRT
The strongest argument for VRT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bear Case : NOW
The primary concerns for NOW are EPS Growth, Altman Z-Score, Piotroski F-Score. A P/E of 55.7x leaves little room for execution misses.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, P/E Ratio, Price/Book. A P/E of 85.4x leaves little room for execution misses.
Key Dynamics to Monitor
VRT carries more volatility with a beta of 2.10 — expect wider price swings.
VRT is growing revenue faster at 30.1% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VRT scores higher overall (67/100 vs 59/100) and 30.1% revenue growth. NOW offers better value entry with a 85.5% 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.
Vertiv Holdings Co
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Vertiv Holdings Co designs, manufactures and services critical digital infrastructure technologies and lifecycle services for data centers, communication networks, and commercial and industrial environments in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Columbus, Ohio.
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