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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry
vs
history
Cash to Debt 1.69
NOW's Cash to Debt is ranked lower than
65% of the 1806 Companies
in the Global Information Technology Services industry.

( Industry Median: 8.17 vs. NOW: 1.69 )
Ranked among companies with meaningful Cash to Debt only.
NOW' s Cash to Debt Range Over the Past 10 Years
Min: 1.48  Med: 10000.00 Max: No Debt
Current: 1.69
Equity to Asset 0.31
NOW's Equity to Asset is ranked lower than
84% of the 1719 Companies
in the Global Information Technology Services industry.

( Industry Median: 0.61 vs. NOW: 0.31 )
Ranked among companies with meaningful Equity to Asset only.
NOW' s Equity to Asset Range Over the Past 10 Years
Min: -0.22  Med: 0.32 Max: 0.51
Current: 0.31
-0.22
0.51
F-Score: 5
Z-Score: 5.16
M-Score: -3.36
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 4/10

vs
industry
vs
history
Operating margin (%) -16.55
NOW's Operating margin (%) is ranked lower than
80% of the 1762 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.75 vs. NOW: -16.55 )
Ranked among companies with meaningful Operating margin (%) only.
NOW' s Operating margin (%) Range Over the Past 10 Years
Min: -65.08  Med: -15.61 Max: 11.4
Current: -16.55
-65.08
11.4
Net-margin (%) -19.73
NOW's Net-margin (%) is ranked lower than
81% of the 1763 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.38 vs. NOW: -19.73 )
Ranked among companies with meaningful Net-margin (%) only.
NOW' s Net-margin (%) Range Over the Past 10 Years
Min: -68.56  Med: -17.36 Max: 10.61
Current: -19.73
-68.56
10.61
ROE (%) -40.82
NOW's ROE (%) is ranked lower than
86% of the 1707 Companies
in the Global Information Technology Services industry.

( Industry Median: 5.90 vs. NOW: -40.82 )
Ranked among companies with meaningful ROE (%) only.
NOW' s ROE (%) Range Over the Past 10 Years
Min: -43.6  Med: -40.37 Max: -23.12
Current: -40.82
-43.6
-23.12
ROA (%) -12.48
NOW's ROA (%) is ranked lower than
78% of the 1810 Companies
in the Global Information Technology Services industry.

( Industry Median: 3.01 vs. NOW: -12.48 )
Ranked among companies with meaningful ROA (%) only.
NOW' s ROA (%) Range Over the Past 10 Years
Min: -13.83  Med: -10.84 Max: 12.28
Current: -12.48
-13.83
12.28
ROC (Joel Greenblatt) (%) -133.31
NOW's ROC (Joel Greenblatt) (%) is ranked lower than
80% of the 1778 Companies
in the Global Information Technology Services industry.

( Industry Median: 22.73 vs. NOW: -133.31 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
NOW' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: -168.9  Med: -128.75 Max: 223.09
Current: -133.31
-168.9
223.09
» NOW's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q1 2015

NOW Guru Trades in Q1 2015

Louis Moore Bacon 50,000 sh (New)
John Burbank 200,000 sh (New)
Paul Tudor Jones 19,870 sh (+60.51%)
Pioneer Investments 84,951 sh (+28.89%)
Jim Simons 237,000 sh (+11.01%)
Ken Fisher 15,300 sh (+0.66%)
RS Investment Management 24,200 sh (unchged)
Steven Cohen Sold Out
» More
Q2 2015

NOW Guru Trades in Q2 2015

RS Investment Management 24,200 sh (unchged)
Ken Fisher 15,300 sh (unchged)
John Burbank Sold Out
Louis Moore Bacon Sold Out
Jim Simons Sold Out
Pioneer Investments 84,608 sh (-0.40%)
Paul Tudor Jones 9,616 sh (-51.61%)
» More
Q3 2015

NOW Guru Trades in Q3 2015

Ron Baron 67,089 sh (New)
Paul Tudor Jones 29,852 sh (+210.44%)
Ken Fisher 16,907 sh (+10.50%)
RS Investment Management 24,200 sh (unchged)
Pioneer Investments 71,256 sh (-15.78%)
» More
Q4 2015

NOW Guru Trades in Q4 2015

Ken Fisher 17,694 sh (+4.65%)
» More
» Details

Insider Trades

Latest Guru Trades with NOW

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Guru Investment Theses on ServiceNow Inc

Baron Funds Comments on ServiceNow Inc. - Nov 10, 2015

During the quarter, the Fund initiated a position in ServiceNow, Inc. (NYSE:NOW), a Software as a Service (SaaS) company that allows customers to manage and automate IT operations. The company has leveraged its superior architecture and product flexibility to rapidly increase its market share within IT Service Management, and it already counts 25% of the Global 2000 as customers. We believe that ServiceNow’s newly introduced products, its outstanding brand recognition and its customers’ need to enhance productivity should allow the company to successfully increase its share within the larger IT Operation Management market. The company’s average contract value within its existing customers grew by 40% last year alone. We believe the company already serves an addressable market of $15 billion annually, which is more than 15 times larger than its current size. We believe that opportunity will continue to expand as ServiceNow introduces new products to service adjacent markets. ServiceNow’s growth is supported by a secular trend of IT spend shifting from legacy on premise solutions towards SaaS offerings as IT environments are becoming increasingly complex. The company has high levels of recurring revenues and generates high customer retention rates of approximately 97%.



From Baron Opportunity Fund's third quarter 2015 letter.



Check out Ron Baron latest stock trades

Top Ranked Articles about ServiceNow Inc

Baron Funds Comments on ServiceNow Inc. Guru stock highlight
During the quarter, the Fund initiated a position in ServiceNow, Inc. (NYSE:NOW), a Software as a Service (SaaS) company that allows customers to manage and automate IT operations. The company has leveraged its superior architecture and product flexibility to rapidly increase its market share within IT Service Management, and it already counts 25% of the Global 2000 as customers. We believe that ServiceNow’s newly introduced products, its outstanding brand recognition and its customers’ need to enhance productivity should allow the company to successfully increase its share within the larger IT Operation Management market. The company’s average contract value within its existing customers grew by 40% last year alone. We believe the company already serves an addressable market of $15 billion annually, which is more than 15 times larger than its current size. We believe that opportunity will continue to expand as ServiceNow introduces new products to service adjacent markets. ServiceNow’s growth is supported by a secular trend of IT spend shifting from legacy on premise solutions towards SaaS offerings as IT environments are becoming increasingly complex. The company Read more...
Weekly CEO Sells Highlight: ServiceNow Inc, Eagle Pharmaceuticals Inc, Avago Technologies Ltd, Xactly Corp.
According to GuruFocus Insider Data, these are the largest CEO sales during the past week: ServiceNow Inc, Eagle Pharmaceuticals Inc, Avago Technologies Ltd, Xactly Corp. Read more...

Ratios

vs
industry
vs
history
Forward P/E 47.17
NOW's Forward P/E is ranked lower than
88% of the 939 Companies
in the Global Information Technology Services industry.

( Industry Median: 16.64 vs. NOW: 47.17 )
Ranked among companies with meaningful Forward P/E only.
N/A
P/B 13.04
NOW's P/B is ranked lower than
99% of the 2326 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.38 vs. NOW: 13.04 )
Ranked among companies with meaningful P/B only.
NOW' s P/B Range Over the Past 10 Years
Min: 13.12  Med: 22.51 Max: 27.72
Current: 13.04
13.12
27.72
P/S 7.81
NOW's P/S is ranked lower than
98% of the 2326 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.69 vs. NOW: 7.81 )
Ranked among companies with meaningful P/S only.
NOW' s P/S Range Over the Past 10 Years
Min: 5.39  Med: 14.40 Max: 22.13
Current: 7.81
5.39
22.13
PFCF 38.37
NOW's PFCF is ranked lower than
77% of the 1266 Companies
in the Global Information Technology Services industry.

( Industry Median: 21.98 vs. NOW: 38.37 )
Ranked among companies with meaningful PFCF only.
NOW' s PFCF Range Over the Past 10 Years
Min: 38.57  Med: 147.67 Max: 937.6
Current: 38.37
38.57
937.6
POCF 27.89
NOW's POCF is ranked lower than
76% of the 1556 Companies
in the Global Information Technology Services industry.

( Industry Median: 15.90 vs. NOW: 27.89 )
Ranked among companies with meaningful POCF only.
NOW' s POCF Range Over the Past 10 Years
Min: 24.91  Med: 64.56 Max: 120.62
Current: 27.89
24.91
120.62
Current Ratio 1.55
NOW's Current Ratio is ranked lower than
65% of the 1733 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.97 vs. NOW: 1.55 )
Ranked among companies with meaningful Current Ratio only.
NOW' s Current Ratio Range Over the Past 10 Years
Min: 1  Med: 1.81 Max: 2.43
Current: 1.55
1
2.43
Quick Ratio 1.55
NOW's Quick Ratio is ranked lower than
60% of the 1733 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.88 vs. NOW: 1.55 )
Ranked among companies with meaningful Quick Ratio only.
NOW' s Quick Ratio Range Over the Past 10 Years
Min: 1  Med: 1.81 Max: 2.43
Current: 1.55
1
2.43
Days Sales Outstanding 73.81
NOW's Days Sales Outstanding is ranked lower than
54% of the 1430 Companies
in the Global Information Technology Services industry.

( Industry Median: 70.48 vs. NOW: 73.81 )
Ranked among companies with meaningful Days Sales Outstanding only.
NOW' s Days Sales Outstanding Range Over the Past 10 Years
Min: 81.98  Med: 93.12 Max: 117.06
Current: 73.81
81.98
117.06
Days Payable 41.41
NOW's Days Payable is ranked lower than
52% of the 1290 Companies
in the Global Information Technology Services industry.

( Industry Median: 44.10 vs. NOW: 41.41 )
Ranked among companies with meaningful Days Payable only.
NOW' s Days Payable Range Over the Past 10 Years
Min: 17.41  Med: 26.16 Max: 35.4
Current: 41.41
17.41
35.4

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 15.93
NOW's Price/Tangible Book is ranked lower than
87% of the 1836 Companies
in the Global Information Technology Services industry.

( Industry Median: 4.26 vs. NOW: 15.93 )
Ranked among companies with meaningful Price/Tangible Book only.
NOW' s Price/Tangible Book Range Over the Past 10 Years
Min: 15.64  Med: 24.95 Max: 34.4
Current: 15.93
15.64
34.4
Price/Median PS Value 0.55
NOW's Price/Median PS Value is ranked higher than
87% of the 2139 Companies
in the Global Information Technology Services industry.

( Industry Median: 1.05 vs. NOW: 0.55 )
Ranked among companies with meaningful Price/Median PS Value only.
NOW' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.41  Med: 0.99 Max: 1.27
Current: 0.55
0.41
1.27
Earnings Yield (Greenblatt) (%) -2.34
NOW's Earnings Yield (Greenblatt) (%) is ranked lower than
72% of the 1745 Companies
in the Global Information Technology Services industry.

( Industry Median: 2.60 vs. NOW: -2.34 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
NOW' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: -2.34  Med: 0.00 Max: 0
Current: -2.34
-2.34
0

More Statistics

Revenue(Mil) $1005
EPS $ -1.34
Beta1.42
Short Percentage of Float5.01%
52-Week Range $46.00 - 91.28
Shares Outstanding(Mil)159.00

Analyst Estimate

Dec15 Dec16 Dec17 Dec18
Revenue(Mil) 1,005 1,362 1,783 2,213
EPS($) -0.16 0.66 1.00 1.47
EPS without NRI($) -0.16 0.66 1.00 1.47

Business Description

Industry: Application Software » Information Technology Services
Compare: » details
Traded in other countries:4S0.Germany,
ServiceNow Inc was incorporated as Glidesoft, Inc. in California in June 2004 and in May 2012, the Company reincorporated into Delaware as ServiceNow, Inc. The Company along with its subsidiaries is a provider of cloud-based services to automate enterprise IT operations. The services include a suite of applications built on proprietary platform that automates workflow and integrates related business processes. It helps to transform IT organizations from reactive, manual and task-oriented, to pro-active, automated and service-oriented organizations. It offers service under a Software-as-a-Service, or SaaS, business model. The customers of the Company include customers that operate in variety of industries, including financial services, consumer products, IT services, health care and technology. Its competitors include BMC Software, Inc., CA, Inc., Hewlett-Packard Company and International Business Machines Corporation.
» More Articles for NOW

Headlines

Articles On GuruFocus.com
Baron Funds Comments on ServiceNow Inc. Nov 10 2015 
Weekly CEO Sells Highlight: Patrick Industries, Microsemi, ServiceNow, Sharps Compliance Sep 13 2015 
Weekly Insider Sells Highlight: IMS, NOW, BMY, EA Aug 11 2015 
Weekly CEO Sells Highlight: ServiceNow Inc, Eagle Pharmaceuticals Inc, Avago Technologies Ltd, Xactl Jul 11 2015 
Red Hat Moves Higher After Beating Estimates Mar 27 2015 
Weekly Insider Sells Highlight: NOW, DIS, JPM, ILMN Jan 25 2015 
Red Hat: The Face of Linux Sep 21 2014 
A Leader in the Global Security Software Aug 20 2014 
Weekly CEO Sells Highlight: Rocket Fuel Inc, Gilead Sciences Inc, ServiceNow Inc, and First American Feb 09 2014 
Weekly Top Insider Sells Oct 07 2013 

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