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ServiceNow Inc (NOW)

Subavaliada
TechnologySoftware - ApplicationUnited States

Fundamental

64

Preço

$134.01

Capitalização de Mercado

$135.90B

Parte 1 · Quanto vale a empresa

Visão Geral

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 setembro de 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.

Balanço & Liquidez

Receita

$14.73B

Últimos 12 meses (até 30/06/2026)

Resultado Líquido

$1.67B

Últimos 12 meses (até 30/06/2026)

Fluxo de Caixa Livre

$4.58B

Capital Próprio Total

$12.96B

Passivo Total

$13.07B

Rácio de Liquidez

0.70

Cobertura de Juros

-

Dívida/EBITDA

4.12

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

Caso geralSubvalorizada

Valor Justo

$190.72

Preço Atual

$134.01

Margem de Segurança

+29.7%

Intervalo de Valor Justo

$123.97 - $257.47

Dispersão entre os métodos de avaliação utilizados, não um intervalo de confiança calibrado estatisticamente.

Métodos de Estimativa

Preço-alvo dos analistas:$144.99
Fluxo de caixa descontado (DCF):$344.49
Multiplicador de lucros (P/E):$51.64
Fórmula de crescimento de Graham:$82.37
Valor da capacidade de gerar lucro (EPV):$13.09
P/B justificado:$19.11
Desconto de dividendos (Gordon):Dados insuficientes para o calcular
P/FFO, fundos de operações:$38.47
Lucros de meio de ciclo:Dados insuficientes para o calcular
Multiplicador sobre as receitas:$72.72
Consenso dos Analistas:Compra Forte (50B / 3H / 2S)
Última Surpresa de Resultados:+4.35%

Métricas de Avaliação

Rácio P/E

83.76

ROE

13.5%

Rácio P/B

11.07

P/FCF

30.25

Margem Bruta

74.8%

ROIC

6.8%

Radar de Rentabilidade

Criação de Valor (Vantagem Competitiva)

ROIC

6.8%

WACC

9.1%

ROIC − WACC

-2.3 pp

O ROIC está abaixo do custo do capital — a empresa está a destruir valor a cada dólar investido.

Critérios de Análise Fundamental

Aprovado (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

Reprovado (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%

Indisponível (2)

  • Dividend Payout NaN%
  • Interest Coverage

Piotroski F-Score

5/9

Sinais mistos: algumas áreas requerem atenção

score
criteria

Qualidade dos Resultados

3.18

Alta qualidade: resultados respaldados por caixa

Diluição de Ações

0.6%

Número de ações estável

Participações institucionais

Governação

Equipa Executiva

NomeCargoIdade
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-

Risco de Auditoria

2

Risco do Conselho

9

Risco de Remuneração

7

Risco dos Direitos dos Acionistas

2

Parte 2 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Documentos

  • Relatório anual (10-K)

    Uma visão anual do negócio, dos resultados financeiros e dos riscos da empresa.

    Arquivado em 2026-01-29

    Ver documento
  • Relatório trimestral (10-Q)

    Uma atualização sobre o desempenho financeiro dos últimos três meses.

    Arquivado em 2026-07-23

    Ver documento
  • Relatório de fato relevante (8-K)

    Um aviso sobre um fato relevante, como uma mudança na liderança ou um grande anúncio.

    Arquivado em 2026-07-22

    Ver documento

via SEC EDGAR

Histórico de Resultados

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