ServiceNow Inc. (NOW)$102.13
Market Cap: 202.44 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for ServiceNow Inc. (NOW).
TECHNOLOGY
SOFTWARE - APPLICATION
DCF ready
Valuation
43.4x
EV/FCF, 2.3% FCF yield
Quality
13.5%
ROIC, 34.5% FCF margin
Growth
24.1%
5Y sales (revenue) CAGR
Balance sheet
0.0x
Debt/equity, 1.0x current ratio
Superinvestors
5
Top: Polen Capital Management (5.3%)
Strengths to research
- Revenue compounded at 24.1% over five years.
- Free cash flow compounded at 27.3% over five years.
- Free cash flow margin is healthy at 34.5%.
- Debt/equity looks manageable at 0.0x.
Watchouts
- P/E is elevated at 61.2x.
- P/FCF is elevated at 44.2x.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for NOW.
Grade B
80
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| NOW Target | ServiceNow Inc. | $202.4B | 61.2x | 43.4x | 13.5% | 24.1% | 34.5% | 77.5% | -1.5x | N/A |
| UBER | Uber Technologies Inc. | $178.7B | 15.2x | 18.7x | 26.7% | 36.1% | 18.8% | N/A | 0.6x | N/A |
| INTU | Intuit Inc. | $176.7B | 23.4x | 29.4x | 15.1% | 19.7% | 32.5% | N/A | 0.6x | N/A |
| ADBE | Adobe Inc. | $162.4B | 14.7x | 16.6x | 40.0% | 13.1% | 41.4% | 89.3% | 0.1x | N/A |
| CRM | Salesforce.com | $261.6B | 23.1x | 18.7x | 10.1% | 14.3% | 34.7% | 77.7% | 0.7x | N/A |
| SHOP | Shopify Inc. | $127.0B | 109.6x | 62.5x | 9.1% | 31.6% | 17.4% | 48.1% | -1.0x | N/A |
| ADP | Automatic Data Processing Inc. | $123.4B | 22.6x | 24.3x | 65.9% | 7.1% | 24.0% | N/A | N/A | N/A |
| SAP | SAP SE | $353.0B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| MSTR | MicroStrategy Inc. | $105.7B | -10.5x | -1478.6x | -7.4% | -0.1% | -15.8% | 68.7% | N/A | N/A |
Financial Charts
No financial data available for NOW (annual).
5 superinvestors own NOW
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Polen Capital Management Polen Capital Management | 7,269,453 | $760M | 5.26% | 0.0% |
| Chase Coleman Tiger Global Management | 1,500,000 | $157M | 0.69% | 0.0% |
| Chuck Akre Akre Capital Management | 1,096,099 | $115M | 1.87% | 0.0% |
| Torray Funds Torray Funds | 54,854 | $6M | 0.90% | 0.0% |
| Hillman Value Fund Hillman Value Fund | 3,377 | $353,000 | 0.25% | 0.0% |