ServiceNow Inc (NOW)
Sous-évaluéFondamental
64
Prix
$134.01
Capitalisation boursière
$135.90B
Partie 1 · Ce que vaut l'entreprise
Vue d'ensemble
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
Generated on 19 septembre 2026 with claude-haiku-4-5 — shared with all users
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.
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.
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.
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 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.
Bilan & Liquidités
Chiffre d'affaires
$14.73B
12 derniers mois (au 30/06/2026)
Résultat net
$1.67B
12 derniers mois (au 30/06/2026)
Flux de trésorerie libre
$4.58B
Capitaux propres totaux
$12.96B
Passif total
$13.07B
Ratio de liquidité général
0.70
Couverture des intérêts
-
Dette/EBITDA
4.12
Bénéfice par action
Chiffre d'affaires & Résultat net
Flux de trésorerie libre
Décomposition du résultat
État historique
Marges dans le temps
La dette dans le temps
Le poids de la dette
Grille de la croissance
Croissance — Chiffre d'affaires
Estimation de la juste valeur
Juste valeur
$190.72
Prix actuel
$134.01
Marge de sécurité
+29.7%
Fourchette de juste valeur
$123.97 - $257.47
Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.
Méthodes d'estimation
Indicateurs de valorisation
Ratio P/E
83.76
ROE
13.5%
Ratio P/B
11.07
P/FCF
30.25
Marge brute
74.8%
ROIC
6.8%
Radar de rentabilité
Création de valeur (avantage concurrentiel)
ROIC
6.8%
WACC
9.1%
ROIC − WACC
-2.3 pp
Le ROIC est inférieur au coût du capital — l'entreprise détruit de la valeur pour chaque dollar investi.
Critères d'analyse fondamentale
Réussi (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
Échoué (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%
Indisponible (2)
- Dividend Payout NaN%
- Interest Coverage
Score F de Piotroski
Signaux mixtes : certains domaines nécessitent attention
Qualité des bénéfices
Qualité élevée : bénéfices soutenus par la trésorerie
Dilution du capital
Le nombre d'actions est stable
Participations institutionnelles
Gouvernance
Équipe dirigeante
| Nom | Titre | Âge |
|---|---|---|
| Mr. William R. McDermott | Chairman & CEO | 63 |
| Ms. Gina M. Mastantuono | President & CFO | 55 |
| Mr. Amit K. Zavery | President, Chief Product Officer & COO | 53 |
| Mr. Frederic B. Luddy | Founder & Director | 70 |
| Ms. Jacqueline P. Canney | Chief People & AI Enablement Officer | 57 |
| Mr. Paul Fipps | President of Global Customer Operations | 52 |
| Mr. Hossein Nowbar | President, Secretary & Chief Legal Officer | - |
| Ms. Danielle Fontaine | CAO & Corporate Controller | - |
| Mr. Pat Casey | Executive VP & CTO | - |
| Mr. Darren Yip | Head of Investor Relations | - |
Risque d'audit
2
Risque du conseil
9
Risque de rémunération
7
Risque droits des actionnaires
2
Partie 2 · Le prix et le moment d'entrer
Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.
Documents
- Voir le document
Rapport annuel (10-K)
Un aperçu annuel de l'activité, des résultats financiers et des risques de l'entreprise.
Déposé le 2026-01-29
- Voir le document
Rapport trimestriel (10-Q)
Une mise à jour de la performance financière des trois derniers mois.
Déposé le 2026-07-23
- Voir le document
Rapport d'événement important (8-K)
Un avis concernant un événement important, comme un changement de direction ou une annonce majeure.
Déposé le 2026-07-22
via SEC EDGAR
Historique des résultats
via SEC EDGAR
Latest News
Recent headlines for NOW, sourced from Markets Gazette.
- 16d agoPOSITIVEPerché 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.
- 8/28/2026POSITIVEÈ 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.
- 8/20/2026POSITIVEServiceNow, 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.
- 8/19/2026POSITIVEServiceNow’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.
- 8/14/2026NEUTRALServiceNow 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.
- 7/23/2026NEGATIVEServiceNow’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.
- 7/23/2026POSITIVEWhy 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