ServiceNow, Inc. NOW
Software - Application, Technology
$137.87
−0.07%
- Market cap
- $142.6B
- PE
- 86.2×
- 10y median 148×
- Forward PE
- Price to sales
- 9.7×
- EV/EBIT
- 83.1×
- Revenue, 12 months
- $14.7B
- +22% on a year ago
- Net margin
- 11.3%
- Free cash flow yield
- 3.2%
ServiceNow trades at 86.2× trailing earnings, cheaper than 82% of the last ten years. Revenue was $14.7B over the last twelve months, up 22% on a year earlier with a 11% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $2.4B | $2.6B | $2.6B | $2.8B | $3B+21% | $3.1B+19% | $3.2B+22% | $3.4B+22% | $3.6B+21% | $3.8B+22% | $4B+24% | |
| Cost of revenue | $516M | $520M | $552M | $584M | $631M+22% | $651M+25% | $724M+31% | $774M+33% | $834M+32% | $940M+44% | $1.2B+62% |
| Gross profit | $1.9B | $2.1B | $2.1B | $2.2B | $2.3B+21% | $2.4B+17% | $2.5B+20% | $2.6B+19% | $2.7B+18% | $2.8B+16% | $2.8B+13% |
| R&D | $562M | $606M | $643M | $626M | $668M+19% | $703M+16% | $734M+14% | $750M+20% | $773M+16% | $823M+17% | $915M+25% |
| SG&A | $1.1B | $1.1B | $1.2B | $1.2B | $1.3B+18% | $1.3B+12% | $1.4B+17% | $1.3B+12% | $1.5B+18% | $1.5B+17% | $1.7B+24% |
| $270M | $332M | $240M | $418M | $374M+39% | $451M+36% | $358M+49% | $572M+37% | $443M+18% | $503M+12% | $162M−55% | |
| Interest expense | $6M | $6M | $6M | $6M | $5M−17% | $6M+0% | $6M+0% | $6M+0% | $5M+0% | $6M+0% | $66M+1000% |
| Pre-tax income | $347M | $425M | $334M | $516M | $463M+33% | $555M+31% | $471M+41% | $694M+35% | $541M+17% | $673M+21% | $438M−7% |
| $52M | $78M | $72M | $84M | $79M+52% | $95M+22% | $86M+19% | $192M+129% | $140M+77% | $204M+115% | $140M+63% | |
| Net income | $295M | $347M | $262M | $432M | $384M+30% | $460M+33% | $385M+47% | $502M+16% | $401M+4% | $469M+2% | $298M−23% |
| $0.29 | $0.33 | $0.25 | $0.41 | $0.37+29% | $0.44+32% | $0.37+47% | $0.48+16% | $0.38+3% | $0.45+2% | $0.29−22% | |
| 1B | 1B | 1B | 1B | 1B+1% | 1B+1% | 1B+1% | 1B+1% | 1B+0% | 1B−1% | 1B−1% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Application within ten times ServiceNow's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| NOWServiceNow, Inc. | $142.6B | 86.2× | 148× | 9.7× | +22% | 11.3% | |
| UBERUber Technologies, Inc. | $139.8B | 15.0× | 17.7× | 2.5× | +17% | 17.3% | |
| CRMSalesforce, Inc. | $184.8B | 20.5× | 121× | 4.2× | +11% | 22.0% | |
| ADPAutomatic Data Processing, Inc. | $104.9B | 24.1× | 30.4× | 4.8× | +7% | 20.1% | |
| CDNSCadence Design Systems, Inc. | $98.1B | 70.8× | 59.4× | 16.8× | +15% | 23.6% | |
| SHOPShopify Inc. | $213.6B | 111× | 99.5× | 16.1× | +33% | 14.5% | |
| APPAppLovin Corporation | $94.1B | 21.6× | 67.8× | 13.8× | +48% | 64.6% | |
| ADBEAdobe Inc. | $90.6B | 13.0× | 48.5× | 3.5× | +12% | 28.0% | |
| INTUIntuit Inc. | $79.4B | 18.0× | 49.3× | 3.7× | +14% | 21.3% | |
| ADSKAutodesk, Inc. | $49.1B | 30.4× | 58.4× | 6.3× | +18% | 21.1% | |
| VEEVVeeva Systems Inc. | $45.7B | 46.5× | 75.6× | 13.2× | +17% | 29.3% | |
| Peer median | $96.1B | 22.9× | 58.9× | 5.5× | +16% | 21.6% |
About
- Industry
- Software - Application
- Sector
- Technology
Valuation data, not investment advice. Prices as of .