NOWServiceNow

$130.78

Is the business good?

How good a business is NOW?

ServiceNow earns 8.6% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

8.6%

Return on invested capital · cost of capital 9.0% · 0.36 points below what the capital costs: growth destroys value

Operating margin
11%

Operating margin · Software - Application median 8.2% · 12 months to Q2 2026

Cash conversion
2.74×

Cash conversion · 2.32× a year ago · every dollar of reported profit arrived as cash, and more

Share count, year on year
−1.2%

Share count, year on year · bought back, each share owns more of the company

Operating margin by fiscal year
YearOperating margin
FY20204.4%
FY20214.4%
FY20224.9%
FY20238.5%
FY202412%
FY202514%
Details
Gross margin12 months to Q2 2026
75%
Operating margin12 months to Q2 2026
11%
Net margin12 months to Q2 2026
11%
Free cash flow margin
31%
R&D as % of revenue
22%
Revenue, trailing twelve months
$14.7B
Free cash flow, trailing twelve months
$4.58B
Net income, trailing twelve months
$1.67B
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
8.6%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.