ServiceNow Inc (NOW)
割安ファンダメンタル
64
株価
$134.01
時価総額
$135.90B
パート1 · 企業の価値
概要
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 2026年9月19日 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.
貸借対照表と流動性
売上高
$14.73B
直近12か月(2026/6/30まで)
純利益
$1.67B
直近12か月(2026/6/30まで)
フリーキャッシュフロー
$4.58B
自己資本合計
$12.96B
負債合計
$13.07B
流動比率
0.70
利払い倍率
-
負債/EBITDA
4.12
一株当たり利益(EPS)
売上高と純利益
フリーキャッシュフロー
収益内訳
財務推移表
利益率の推移
負債の推移
負債の重さ
成長率グリッド
成長率 — 売上高
適正価値の推定
適正価値
$190.72
現在株価
$134.01
安全マージン
+29.7%
適正価値レンジ
$123.97 - $257.47
使用した評価手法間のばらつきであり、統計的に較正された信頼区間ではありません。
推定方法
バリュエーション指標
P/E レシオ
83.76
ROE
13.5%
P/B レシオ
11.07
P/FCF
30.25
粗利益率
74.8%
ROIC
6.8%
収益性レーダー
価値創造(経済的モート)
ROIC
6.8%
WACC
9.1%
ROIC − WACC
-2.3 pp
ROICが資本コストを下回っています。投資した1ドルごとに企業は価値を破壊しています。
ファンダメンタル分析基準
合格(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
不合格(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%
データなし(2)
- Dividend Payout NaN%
- Interest Coverage
Piotroski F-スコア
まちまちのシグナル:一部の領域に注意が必要
利益の質
高品質:利益はキャッシュに裏付けられている
株式希薄化
株式数は安定している
機関投資家の保有
ガバナンス
経営陣
| 氏名 | 役職 | 年齢 |
|---|---|---|
| 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 | - |
監査リスク
2
取締役会リスク
9
報酬リスク
7
株主権利リスク
2
パート2 · 株価と買い時
この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容:テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。
業績推移
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