#SaaS Analysis

ServiceNow (NOW) beat on revenue, EPS, cRPO, and FCF, yet plunged -17.75% post-earnings. We dissect the multiple compression: three quarters of cRPO deceleration, Armis -200bp FCF self-discount, and the 'multi-year story' confession.

Is Palantir stock a buy right now? Its fundamentals score near-perfect, but one critical weakness holds it back. We break down 10 key metrics to assess PLTR's fair value.

ServiceNow stock crashed 53% from highs, but 98% of customers never leave. We score 10 key fundamentals, compare NOW vs CRM vs WDAY, and estimate fair value.