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ServiceNow Inc (NOW)

Infravalorada
TechnologySoftware - ApplicationUnited States

Fundamental

64

Precio

$136.61

Capitalización Bursátil

$135.90B

Parte 1 · Cuánto vale la empresa

Resumen

ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Brazil, Europe, the Middle East and Africa, Asia Pacific, and internationally. The company provides asset management, integrated risk management, IT service management, Operational Technology management, Security Operations, strategic portfolio management, IT operations management products; customer service management product; field service management applications; and sales and order management services. It also offers human resources delivery; legal and contract operations; workplace service delivery products; app engine product; automation engine; platform privacy and security product; and source-to-pay operations. In addition, the company provides RaptorDB, a database built to manage workloads at scale; ServiceNow Impact that provides customers with software tools, guided plans, and AI-driven recommendations; customer support; and workflow data fabric. It serves government, financial services, healthcare and life science, manufacturing, Public Sector, retail, technology, and Telecom sectors through service providers and resale partners. The company has a strategic collaboration with Cohesity, Inc. to develop, operate, and safeguard autonomous AI agents and data with enterprise-grade reliability; and with ServiceNow to Advance Ai-Powered Solution for Mission-Critical Infrastructure Monitoring. The company was formerly known as Service-now.com and changed its name to ServiceNow, Inc. in May 2012. ServiceNow, Inc. has a strategic alliance with Accenture for integrated risk management and third-party risk management solutions, and with Tech Mahindra to validate and deliver production-ready, industry-specific enterprise AI and automation solutions at scale. ServiceNow, Inc. was founded in 2004 and is headquartered in Santa Clara, California.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 19 de septiembre de 2026 with claude-haiku-4-5 — shared with all users

P/E: 20.9Score: 73Market cap: $187.04B

Named by ServiceNow in its own 10-K, Salesforce sells a rival cloud workflow platform whose Service Cloud and IT Service products chase the same enterprise service-desk and customer-service budgets.

P/E: —Score: 55Market cap: —

Jira Service Management is the most common alternative bid against ServiceNow for IT service management, especially in companies whose development teams already run on Atlassian tools.

P/E: 28.6Score: 72Market cap: $3.70T

Named as a competitor in ServiceNow's 10-K, Microsoft pushes Power Platform, Dynamics 365 and Copilot-based agents as a workflow-automation alternative bundled into deals ServiceNow is bidding for.

P/E: 20.3Score: 74Market cap: $1.97B

Freshservice competes for the same IT service-desk contracts with a lighter, faster-to-deploy product, typically winning mid-market accounts that consider ServiceNow too heavy.

BMC Software, Inc.Not tracked

BMC Helix is a direct ITSM platform competitor sold to the same large-enterprise IT organizations, and it is where ServiceNow's founder came from; the company is privately held under KKR ownership.

Balance y Liquidez

Ingresos

$14.73B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$1.67B

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$4.58B

Patrimonio Neto Total

$12.96B

Pasivo Total

$13.07B

Ratio de Liquidez

0.70

Cobertura de Intereses

-

Deuda/EBITDA

4.12

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Caso generalInfravalorado

Valor Justo

$190.72

Precio Actual

$136.61

Margen de Seguridad

+28.4%

Rango de Valor Justo

$123.97 - $257.47

Dispersión entre los métodos de valoración utilizados, no un intervalo de confianza calibrado estadísticamente.

Métodos de Estimación

Precio objetivo de los analistas:$144.99
Flujo de caja descontado (DCF):$344.49
Múltiplo sobre beneficios (P/E):$51.64
Fórmula de crecimiento de Graham:$82.37
Valor de la capacidad de generar beneficios (EPV):$13.09
P/B justificado:$19.11
Descuento de dividendos (Gordon):Datos insuficientes para calcularlo
P/FFO, fondos de operaciones:$38.47
Beneficios de mitad de ciclo:Datos insuficientes para calcularlo
Múltiplo sobre ingresos:$72.72
Consenso de Analistas:Compra Fuerte (50B / 3H / 2S)
Última Sorpresa de Resultados:+4.35%

Métricas de Valoración

Ratio P/E

83.76

ROE

13.5%

Ratio P/B

11.07

P/FCF

30.25

Margen Bruto

74.8%

ROIC

6.8%

Radar de Rentabilidad

Creación de Valor (Ventaja Competitiva)

ROIC

6.8%

WACC

9.1%

ROIC − WACC

-2.3 pp

El ROIC está por debajo del coste del capital: la empresa destruye valor por cada dólar invertido.

Criterios de Análisis Fundamental

Superado (18)

  • EPS shows upward trend
  • Price CAGR 24.46%
  • ROIC 6.8%
  • Gross Margin 74.8%
  • Debt/Equity ratio
  • Operating Margin 11.4%
  • Positive Free Cash Flow
  • CapEx intensity
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 13.8%
  • Revenue Growth 5Y 24.1%
  • Analyst Consensus 91% Buy
  • Earnings Surprise avg 4.8%
  • PEG Ratio 1.20
  • Earnings Quality (OCF/NI) 3.18
  • Share Dilution 0.6%
  • Piotroski F-Score 5/9

Fallido (7)

  • P/FCF 30.25
  • P/B Ratio 11.07
  • Current Ratio
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Net Margin Trend 11.3% vs 13.8%

No disponible (2)

  • Dividend Payout NaN%
  • Interest Coverage

Piotroski F-Score

5/9

Señales mixtas: algunas áreas requieren atención

score
criteria

Calidad de los Beneficios

3.18

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

0.6%

El número de acciones es estable

Participaciones institucionales

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. William R. McDermottChairman & CEO63
Ms. Gina M. MastantuonoPresident & CFO55
Mr. Amit K. ZaveryPresident, Chief Product Officer & COO53
Mr. Frederic B. LuddyFounder & Director70
Ms. Jacqueline P. CanneyChief People & AI Enablement Officer57
Mr. Paul FippsPresident of Global Customer Operations52
Mr. Hossein NowbarPresident, Secretary & Chief Legal Officer-
Ms. Danielle FontaineCAO & Corporate Controller-
Mr. Pat CaseyExecutive VP & CTO-
Mr. Darren YipHead of Investor Relations-

Riesgo de Auditoría

2

Riesgo del Consejo

9

Riesgo de Compensación

7

Riesgo de Derechos del Accionista

2

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Documentos

  • Informe anual (10-K)

    Un resumen anual del negocio, los resultados financieros y los riesgos de la empresa.

    Presentado el 2026-01-29

    Ver documento
  • Informe trimestral (10-Q)

    Una actualización del desempeño financiero de los últimos tres meses.

    Presentado el 2026-07-23

    Ver documento
  • Informe de hecho relevante (8-K)

    Un aviso sobre un hecho relevante, como un cambio de dirección o un anuncio importante.

    Presentado el 2026-07-22

    Ver documento

via SEC EDGAR

Historial de Resultados

via SEC EDGAR

Latest News

Recent headlines for NOW, sourced from Markets Gazette.

  • 17d agoPOSITIVE
    Perché le richieste di rallentare l'IA possono favorire le azioni ServiceNow

    ServiceNow shares surged 7.4% to $142.35 on Monday, bucking a broader tech downturn. This rally suggests investors are reassessing the threat of AI agents to established enterprise applications. While the PHLX Semiconductor Index fell 5.9% amid calls for a slowdown in advanced AI model development, ServiceNow's rise indicates a potential benefit from slower AI progress. For investors, this suggests that a more cautious approach to AI deployment could enhance the value of governance solutions, a key area for ServiceNow, mitigating disruption risks and potentially boosting its market position.

  • 8/28/2026POSITIVE
    È un'opportunità d'oro comprare ServiceNow mentre si avvicina un raro pattern?

    ServiceNow shares have experienced a significant rally, climbing 70% from their year-to-date low to reach $138. This upward momentum is supported by robust demand for its services and the anticipation of a 'golden cross' pattern, a bullish technical indicator. Despite a previous dip from a high of $240 to $81.23, attributed partly to the rise of AI tools like ChatGPT, ServiceNow's fundamentals remain strong. The company's ability to navigate the evolving tech landscape and capitalize on its service offerings suggests continued growth potential for investors.

  • 8/20/2026POSITIVE
    ServiceNow, Adobe e Workday: BofA alza i target — cosa alimenta l'ottimismo

    Bank of America has raised price targets for several software companies, including ServiceNow, Workday, and Adobe, citing their strong potential to monetize artificial intelligence. This optimism is fueling a broader rally in the software sector, with ServiceNow shares climbing 6.5% on Wednesday. The move signals a shift in investor sentiment, moving away from fears that AI would disrupt traditional software business models. Instead, investors are increasingly betting on established companies to leverage AI, potentially enhancing their existing product offerings and driving revenue growth. This positive outlook suggests continued upward momentum for these software giants.

  • 8/19/2026POSITIVE
    ServiceNow’s stock leads a software rally. Here’s what’s energizing investors.

    ServiceNow Inc. is leading a rally in traditional software stocks, driven by increasing investor confidence that the sector can effectively navigate and integrate Artificial Intelligence (AI) disruption rather than be replaced by it. This sentiment suggests that established software providers are well-positioned to leverage AI advancements, potentially enhancing their product offerings and maintaining competitive advantages. The positive outlook for ServiceNow and its peers indicates a potential for sustained growth and may attract further investment into the software sector as a whole.

  • 8/14/2026NEUTRAL
    ServiceNow CFO: Trillions are being spent on AI initiatives. Are companies asking these 3 key questions?

    ServiceNow's CFO highlighted the immense scale of AI investments, with trillions being allocated globally. This surge in spending underscores a critical juncture for businesses, forcing rapid, often uncertain, investment decisions. The CFO's commentary implies that companies are grappling with strategic choices regarding AI deployment and ROI. While the news points to significant capital flowing into AI, it doesn't provide specific financial figures or direct guidance from ServiceNow itself, making its immediate market impact neutral. Investors should monitor how ServiceNow capitalizes on this AI spending trend.

  • 7/23/2026NEGATIVE
    ServiceNow’s stock falls as a new AI threat overshadows earnings beat

    ServiceNow Inc. (NOW) experienced a stock decline despite beating earnings expectations, as the recent launch of OpenAI's Presence AI model has rekindled concerns about potential disruption to its enterprise software offerings. While the company's own AI advancements are showing traction, the competitive threat from a major AI player like OpenAI introduces significant uncertainty. Investors are now weighing the company's current performance against the long-term implications of this new competitive landscape, leading to a cautious sentiment despite the positive earnings report.

  • 7/23/2026POSITIVE
    Why ServiceNow’s stock is a rare bright spot while the rest of tech stumbles

    ServiceNow Inc. shares experienced a notable surge, outperforming a struggling tech sector. This positive momentum is attributed to the company's recent earnings beat and a robust artificial intelligence pipeline, which collectively provided a much-needed boost for software investors. The company's ability to deliver strong results and demonstrate significant growth potential in AI positions it as a standout performer, offering a compelling narrative for those seeking resilient tech investments amidst broader market headwinds.

via Markets Gazette