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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
NOW Cloud, Data & AI Software

ServiceNow

Enterprise workflow AI

Detail page

ServiceNow can embed AI agents into workflows that already route critical enterprise work.

Price $101.97
1D change -0.38%
Market cap $105.84B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric NOW
Price $101.97
1D Change -0.38%
Market Cap $105.84B
Enterprise Value $109.64B
Trailing P/E 73.4
Forward P/E 21.2
PEG Ratio 0.80x
Price / Sales 6.9
EV / Revenue 7.1
Revenue Growth 20.5%
Earnings Growth -44.2%
Gross Margin 73.1%
Operating Margin 17.4%
Net Margin 9.4%
ROE 11.8%
Free Cash Flow $5.75B
FCF Margin 37.3%
Debt / Equity 0.64x
Current Ratio 0.72x
Dividend Yield 0.00%
Next Earnings Jan 27, 2027
Quarterly Revenue $4.11B
Revenue QoQ +3.0%
Quarterly Net Income $277.0M
Net Income QoQ -7.0%

NOW thesis lens

Enterprise workflow AI

Why it could benefit

  • ServiceNow can embed AI agents into workflows that already route critical enterprise work.
  • Customers often adopt AI features inside an existing platform rather than buying a net-new point solution.
  • The company can expand wallet share as automation moves from ticket triage to real work execution.

Moat / edge

  • Mission-critical workflow position in large enterprises.
  • High switching costs tied to customized process automation.
  • Strong land-and-expand model.

What to watch

  • Now Assist monetization and renewal behavior.
  • Expansion into more departments beyond IT service management.
  • Proof that AI lifts deal sizes rather than just bundles into existing contracts.

Key risks

  • Premium valuation leaves less room for execution misses.
  • Platform consolidation by customers could slow seat or module expansion.