Company context

ServiceNow, Inc.

NYSE:NOW

Packaged Software · benchmarked against Packaged Software inside the IGV constituent company universe.

Active tabPeers

Current readWeak

Last close102.13

1M return-5.37%

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries3563 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NYSE:NOW 1W -1.81%, 1M -5.37%, 3M -1.25%, 6M -9.77%, 1Y -44.34%, 3Y -9.40%; NASDAQ:EA 1W +0.60%, 1M +1.89%, 3M +3.99%, 6M +3.91%, 1Y +21.59%, 3Y +74.68%; NASDAQ:SNPS 1W -6.75%, 1M -12.07%, 3M -21.98%, 6M -8.35%, 1Y -35.56%, 3Y -12.06%; NASDAQ:INTU 1W -1.63%, 1M +6.56%, 3M -28.07%, 6M -33.08%, 1Y -56.52%, 3Y -44.13%; NYSE:CRM 1W -1.23%, 1M +2.96%, 3M -4.97%, 6M -13.00%, 1Y -33.44%, 3Y -18.58%; NASDAQ:ROP 1W -3.06%, 1M -3.07%, 3M +6.66%, 6M -0.83%, 1Y -32.92%, 3Y -28.64%; NASDAQ:CDNS 1W -5.38%, 1M -8.18%, 3M -0.28%, 6M +14.77%, 1Y -1.54%, 3Y +48.39%; NASDAQ:TTWO 1W -0.98%, 1M -8.20%, 3M -2.04%, 6M +9.29%, 1Y +1.69%, 3Y +67.74%; NASDAQ:PANW 1W -4.15%, 1M -5.10%, 3M +37.06%, 6M +117.37%, 1Y +78.09%, 3Y +194.07%; NASDAQ:CRWD 1W -5.95%, 1M -3.88%, 3M -69.03%, 6M -51.04%, 1Y -54.77%, 3Y +28.12%; NASDAQ:ADSK 1W -2.17%, 1M +2.32%, 3M -12.79%, 6M -16.20%, 1Y -32.52%, 3Y -1.66%

Company1W1M

3M

6M

1Y

3Y

NYSE:NOW-1.81%-5.37%-1.25%-9.77%-44.34%-9.40%

NASDAQ:EA+0.60%+1.89%+3.99%+3.91%+21.59%+74.68%

NASDAQ:SNPS-6.75%-12.07%-21.98%-8.35%-35.56%-12.06%

NASDAQ:INTU-1.63%+6.56%-28.07%-33.08%-56.52%-44.13%

NYSE:CRM-1.23%+2.96%-4.97%-13.00%-33.44%-18.58%

NASDAQ:ROP-3.06%-3.07%+6.66%-0.83%-32.92%-28.64%

NASDAQ:CDNS-5.38%-8.18%-0.28%+14.77%-1.54%+48.39%

NASDAQ:TTWO-0.98%-8.20%-2.04%+9.29%+1.69%+67.74%

NASDAQ:PANW-4.15%-5.10%+37.06%+117.37%+78.09%+194.07%

NASDAQ:CRWD-5.95%-3.88%-69.03%-51.04%-54.77%+28.12%

NASDAQ:ADSK-2.17%+2.32%-12.79%-16.20%-32.52%-1.66%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NASDAQ:PANW+78.09% 1Y · +194.07% 3Y

NASDAQ:EA+21.59% 1Y · +74.68% 3Y

NASDAQ:TTWO+1.69% 1Y · +67.74% 3Y

NASDAQ:CDNS-1.54% 1Y · +48.39% 3Y

Risk and quality spread

NASDAQ:ADSKGM +85.68% · ROE +50.40%

NASDAQ:CDNSGM +85.15% · ROE +20.66%

NASDAQ:INTUGM +77.64% · ROE +22.50%

NYSE:NOWGM +76.56% · ROE +16.07%

Valuation screen

NASDAQ:INTUP/E 17.79 · FCF yield +9.60%

NYSE:CRMP/E 20.12 · FCF yield +10.30%

NASDAQ:ROPP/E 22.67 · FCF yield +6.97%

NASDAQ:ADSKP/E 31.82 · FCF yield +5.94%

Valuation versus growth

P/E against 1Y return

NYSE:NOW P/E 62.28 1Y -44.34%, NASDAQ:EA P/E 59.83 1Y +21.59%, NASDAQ:SNPS P/E 87.56 1Y -35.56%, NASDAQ:INTU P/E 17.79 1Y -56.52%, NYSE:CRM P/E 20.12 1Y -33.44%, NASDAQ:ROP P/E 22.67 1Y -32.92%, NASDAQ:CDNS P/E 77.02 1Y -1.54%, NASDAQ:TTWO P/E n/a 1Y +1.69%, NASDAQ:PANW P/E 286.80 1Y +78.09%, NASDAQ:CRWD P/E n/a 1Y -54.77%, NASDAQ:ADSK P/E 31.82 1Y -32.52%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NYSE:NOWServiceNow, Inc.

62.2833rd pctile7.6946th pctile+4.29%54th pctile+76.56%62nd pctile+16.07%54th pctile0.2179th pctile

NASDAQ:EAElectronic Arts Inc.

59.8350th pctile7.0143rd pctile+4.43%57th pctile+78.33%86th pctile+13.49%43rd pctile0.2786th pctile

NASDAQ:SNPSSynopsys, Inc.

87.560th pctile8.5114th pctile+3.63%29th pctile+64.88%14th pctile+3.83%14th pctile0.3657th pctile

NASDAQ:INTUIntuit Inc.

17.79100th pctile3.8486th pctile+9.60%86th pctile+77.64%71st pctile+22.50%100th pctile0.3371st pctile

NYSE:CRMSalesforce, Inc.

20.1283rd pctile3.47100th pctile+10.30%100th pctile+75.12%43rd pctile+16.91%71st pctile1.240th pctile

NASDAQ:ROPRoper Technologies, Inc.

22.6767th pctile4.6871st pctile+6.97%71st pctile+69.40%29th pctile+9.01%29th pctile0.5629th pctile

NASDAQ:CDNSCadence Design Systems, Inc.

77.0217th pctile16.340th pctile+1.57%14th pctile+85.15%100th pctile+20.66%86th pctile0.4743rd pctile

NASDAQ:TTWOTake-Two Interactive Software, Inc.

n/an/a6.5957th pctile+1.04%0th pctile+54.24%0th pctile-10.56%0th pctile0.8414th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.