ServiceNow Inc (NOW)
SottovalutatoFondamentale
64
Prezzo
$138.45
Capitalizzazione
$135.90B
Parte 1 · Quanto vale l'azienda
Panoramica
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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Concorrenti diretti
Con chi questa società si contende gli stessi clienti
Generato il 19 settembre 2026 con claude-haiku-4-5 — condiviso con tutti gli utenti
Citata da ServiceNow nel suo stesso 10-K, Salesforce propone una piattaforma cloud di workflow concorrente: con Service Cloud e IT Service si contende gli stessi budget aziendali per assistenza clienti e help desk interno.
Jira Service Management è l'alternativa che più spesso si trova in gara contro ServiceNow per la gestione dei servizi IT, soprattutto nelle aziende i cui team di sviluppo lavorano già con gli strumenti Atlassian.
Indicata come concorrente nel 10-K di ServiceNow, Microsoft spinge Power Platform, Dynamics 365 e gli agenti basati su Copilot come alternativa per l'automazione dei processi, spesso inclusa in contratti a cui ServiceNow sta partecipando.
Con Freshservice si contende gli stessi contratti di help desk IT puntando su un prodotto più leggero e rapido da avviare, e vince soprattutto nelle aziende medie che giudicano ServiceNow troppo impegnativo.
BMC Helix è una piattaforma ITSM che si rivolge esattamente alle stesse grandi direzioni IT aziendali, ed è l'azienda da cui proviene il fondatore di ServiceNow; oggi non è quotata ed è controllata da KKR.
Stato Patrimoniale e Liquidità
Ricavi
$14.73B
Ultimi 12 mesi (al 30/06/2026)
Utile Netto
$1.67B
Ultimi 12 mesi (al 30/06/2026)
Free Cash Flow
$4.58B
Patrimonio Netto Totale
$12.96B
Passività Totali
$13.07B
Rapporto di Liquidità
0.70
Copertura Interessi
-
Debito/EBITDA
4.12
Utile per Azione
Ricavi e Utile Netto
Free Cash Flow
Scomposizione Ricavi
Prospetto storico
Margini nel tempo
Il debito nel tempo
Quanto pesa il debito
Griglia della crescita
Crescita — Ricavi
Stima del Fair Value
Fair Value
$190.72
Prezzo Attuale
$138.45
Margine di Sicurezza
+27.4%
Range Fair Value
$123.97 - $257.47
Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.
Metodi di Stima
Metriche di Valutazione
Rapporto P/E
83.76
ROE
13.5%
Rapporto P/B
11.07
P/FCF
30.25
Margine Lordo
74.8%
ROIC
6.8%
Radar Redditività
Creazione di Valore (Vantaggio Competitivo)
ROIC
6.8%
WACC
9.1%
ROIC − WACC
-2.3 pp
Il ROIC è sotto il costo del capitale: l'azienda distrugge valore per ogni dollaro investito.
Criteri di Analisi Fondamentale
Superati (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
Non superati (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%
Non disponibili (2)
- Dividend Payout NaN%
- Interest Coverage
Piotroski F-Score
Segnali misti: alcune aree necessitano attenzione
Qualità degli Utili
Alta qualità: utili supportati da cash
Diluizione Azionaria
Numero di azioni stabile
Partecipazioni istituzionali
Governance
Team Dirigenziale
| Nome | Ruolo | Età |
|---|---|---|
| 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 | - |
Rischio Audit
2
Rischio CdA
9
Rischio Compensi
7
Rischio Diritti Azionisti
2
Parte 2 · Il prezzo e il momento d'ingresso
Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.
Documenti
- Vedi documento
Relazione annuale (10-K)
Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.
Depositato il 2026-01-29
- Vedi documento
Relazione trimestrale (10-Q)
Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.
Depositato il 2026-07-23
- Vedi documento
Comunicazione price-sensitive (8-K)
Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.
Depositato il 2026-07-22
via SEC EDGAR
Storico Ricavi
via SEC EDGAR
Ultime Notizie
Ultime notizie per NOW, da 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