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ServiceNow Inc (NOW)

Undervalued
TechnologySoftware - ApplicationUnited States

Fundamental

64

मूल्य

$134.01

मार्केट कैप

$135.90B

भाग 1 · कंपनी का मूल्य कितना है

अवलोकन

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.

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Direct competitors

Who this company fights with for the same customers

Compare

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

P/E: 20.9Score: 81Market 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: 60Market 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: 80Market 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: 72Market 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.

बैलेंस शीट और तरलता

राजस्व

$14.73B

पिछले 12 महीने (30/6/2026 तक)

शुद्ध आय

$1.67B

पिछले 12 महीने (30/6/2026 तक)

Free Cash Flow

$4.58B

कुल इक्विटी

$12.96B

कुल देनदारियाँ

$13.07B

Current Ratio

0.70

Interest Coverage

-

Debt/EBITDA

4.12

Earnings Per Share

राजस्व और शुद्ध आय

Free Cash Flow

आय विवरण

ऐतिहासिक विवरण

समय के साथ मार्जिन

समय के साथ ऋण

ऋण कितना भारी है

वृद्धि तालिका

वृद्धि — राजस्व

Fair Value अनुमान

सामान्य मामलाकम मूल्यांकित

Fair Value

$190.72

वर्तमान मूल्य

$134.01

Margin of Safety

+29.7%

Fair Value सीमा

$123.97 - $257.47

इस्तेमाल किए गए valuation methods के बीच का फैलाव, कोई सांख्यिकीय रूप से calibrated confidence interval नहीं।

अनुमान विधियाँ

विश्लेषकों का लक्ष्य मूल्य:$144.99
डिस्काउंटेड कैश फ्लो (DCF):$344.49
आय गुणक (P/E):$51.64
Graham वृद्धि फॉर्मूला:$82.37
अर्निंग पावर वैल्यू (EPV):$13.09
उचित P/B:$19.11
लाभांश डिस्काउंट (Gordon):इसकी गणना के लिए पर्याप्त डेटा नहीं
P/FFO, परिचालन से प्राप्त निधि:$38.47
मध्य-चक्र आय:इसकी गणना के लिए पर्याप्त डेटा नहीं
राजस्व गुणक:$72.72
विश्लेषक सहमति:दृढ़ खरीदें (50B / 3H / 2S)
अंतिम Earnings सरप्राइज़:+4.35%

मूल्यांकन मेट्रिक्स

P/E Ratio

83.76

ROE

13.5%

P/B Ratio

11.07

P/FCF

30.25

Gross Margin

74.8%

ROIC

6.8%

लाभप्रदता Radar

मूल्य सृजन (प्रतिस्पर्धी बढ़त)

ROIC

6.8%

WACC

9.1%

ROIC − WACC

-2.3 pp

ROIC पूंजी की लागत से कम है — कंपनी निवेशित हर डॉलर पर मूल्य नष्ट कर रही है।

Fundamental विश्लेषण मानदंड

पास (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

फेल (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%

अनुपलब्ध (2)

  • Dividend Payout NaN%
  • Interest Coverage

Piotroski F-Score

5/9

मिश्रित संकेत: कुछ क्षेत्रों पर ध्यान देना आवश्यक

score
criteria

Earnings गुणवत्ता

3.18

उच्च गुणवत्ता: earnings नकदी द्वारा समर्थित

शेयर Dilution

0.6%

शेयर संख्या स्थिर है

संस्थागत होल्डिंग

प्रशासन

कार्यकारी टीम

नामपदआयु
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-

Audit जोखिम

2

बोर्ड जोखिम

9

मुआवजा जोखिम

7

शेयरधारक अधिकार जोखिम

2

भाग 2 · कीमत और खरीदने का समय

यह हिस्सा यह नहीं बताता कि कंपनी अच्छी है या नहीं: यह तय करने में मदद करता है कि उसे कब खरीदें, जब फंडामेंटल आपको आश्वस्त कर चुके हों। इसमें: तकनीकी विश्लेषण, संभावना, ऐतिहासिक गिरावट, गामा एक्सपोज़र।

दस्तावेज़

  • वार्षिक रिपोर्ट (10-K)

    कंपनी के कारोबार, वित्तीय नतीजों और जोखिमों का वार्षिक सिंहावलोकन।

    दाखिल तिथि: 2026-01-29

    दस्तावेज़ देखें
  • तिमाही रिपोर्ट (10-Q)

    पिछले तीन महीनों के वित्तीय प्रदर्शन का अपडेट।

    दाखिल तिथि: 2026-07-23

    दस्तावेज़ देखें
  • विशेष रिपोर्ट (8-K)

    किसी बड़ी घटना, जैसे नेतृत्व में बदलाव या बड़ी घोषणा, की सूचना।

    दाखिल तिथि: 2026-07-22

    दस्तावेज़ देखें

via SEC EDGAR

आय का इतिहास

via SEC EDGAR

Latest News

Recent headlines for NOW, sourced from Markets Gazette.

  • 16d 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

Disclaimer

यह प्लेटफ़ॉर्म केवल शैक्षिक उद्देश्यों के लिए है। यह कोई वित्तीय, निवेश, या ट्रेडिंग सलाह नहीं देता। सभी स्कोर, मूल्यांकन, और संकेत सार्वजनिक रूप से उपलब्ध डेटा के स्वचालित विश्लेषण पर आधारित हैं जो अधूरे या गलत हो सकते हैं। निवेश निर्णय लेने से पहले हमेशा अपना शोध करें और एक योग्य वित्तीय सलाहकार से परामर्श लें।

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