Added to YB: 2026-05-01
Pitch date: 2026-04-29
NOW [neutral]
ServiceNow, Inc.
+0.41%
current return
Author Info
Company Info
ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.
Market Cap
$93.3B
Pitch Price
$87.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
28.89
P/E
53.87
EV/Sales
6.29
Sector
Software
Category
growth
ServiceNow, or Service Some Other Time?
NOW (quick overview): Leading enterprise workflow platform, 98% renewal rate, $27.7B backlog. Recently spent $11B acquiring Armis/Veza/Moveworks to close security gaps & triple TAM. Q1 rev $3.77B (+22% YoY), raised FY26 guide to $15.74B. Trades 54x earnings, 8x book despite 15% ROE. True FCF margin 14.5% after SBC dilution offset. CEO bought $3M personally, 5 execs halted sales plans. Risk: expensive at 49x true FCF, M&A integration uncertain, margins pressured
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