Added to YB: 2026-06-19
Pitch date: 2026-06-16
NOW [bullish]
ServiceNow, Inc.
Author Info
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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
$104.5B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
32.56
P/E
60.32
EV/Sales
7.09
Sector
Software
Category
growth
Show full summary:
$NOW - a quiet monopoly hiding in plain sight.
NOW: Quiet monopoly running back office for 90% of F500, down ~50% from ATH on AI seat-based fears (market has it backwards—agentic AI is a tailwind). 98% renewal, 120%+ NRR, 22% sub growth at $13B rev, 32% FCF margin, ~20x EV/FCF vs 40-60x history. Risks: pricey Armis ($7.8B)/Moveworks M&A, SBC-adj FCF yield only ~3.9%.
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