CHARGED ALPHA
Stock Analysis
NOW Technology Latest YouTube: Q1 2026

ServiceNow Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
3
Episodes linked
3
Latest video
Q1 2026
Podcast available
Yes
Current price
$102.15
-1.82 (-1.75%)
Trailing / Forward P/E
60.80x
Forward: 20.32x
Market cap / Volume
Volume:
Revenue / Earnings Growth
22.1%
Earnings: 2.3%
Margins
13.3% op
Gross: 76.6% · Net: 12.6%
Balance sheet
0.84x current
Debt / Equity: 20.7
52-week range / Beta
$81.24 - $211.48
Beta: 0.93
Analyst target
$141.86
Upside: 38.9%
Cash / shareholder return
4.85% FCF yield
Dividend yield: —

Company context

Industry: Software - Application
Country: United States
Employees:
Price to book: 8.98x
Return on equity: 16.1%
ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally. The company provides asset management, integrated risk management, IT service management, Operational Technology management, Security Operations, strategic portfolio management, IT operations management products; customer service management product; field service management applications; and sales and order management services. It also offers human resources delivery; legal and contract operations; workplace service delivery products; app engine product; automation engine; platform privacy and security product; and source-to-pay operations. In addition, the company provides RaptorDB, a database built to manage workloads at scale; ServiceNow Impact that provides customers with software tools, guided plans, and AI-driven recommendations; customer support; and workflow data fabric. It serves government, financial services, healthcare and life science, manufacturing, Public Sector, retail, technology, and Telecom sectors through service providers and resale partners. The company has a strategic collaboration with Cohesity, Inc. to develop, operate, and safeguard autonomous AI agents and data with enterprise-grade reliability. The company was formerly known as Service-now.com and changed its name to ServiceNow, Inc. in May 2012. ServiceNow, Inc. was founded in 2004 and is headquartered in Santa Clara, California.

Price chart

Market context for NOW

Competitive view

NOW vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

ServiceNow Inc. latest YouTube video thumbnail YouTube
ServiceNow Inc.
NOW
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Intel Corporation latest YouTube video thumbnail YouTube
Intel Corporation
INTC
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Salesforce latest YouTube video thumbnail YouTube
Salesforce
CRM
Latest video
Q1 FY2027
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
NOW
$105.35B
ServiceNow Inc.
INTC
$626.09B
Intel Corporation
CRM
$135.86B
Salesforce
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
NOW
60.8x
ServiceNow Inc.
INTC
Intel Corporation
CRM
19.2x
Salesforce
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
NOW
20.3x
ServiceNow Inc.
INTC
80.8x
Intel Corporation
CRM
10.7x
Salesforce
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
NOW
22.1%
ServiceNow Inc.
INTC
7.2%
Intel Corporation
CRM
13.3%
Salesforce
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
NOW
2.3%
ServiceNow Inc.
INTC
Intel Corporation
CRM
52.2%
Salesforce
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
NOW
13.3%
ServiceNow Inc.
INTC
6.9%
Intel Corporation
CRM
21.8%
Salesforce
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
NOW
76.6%
ServiceNow Inc.
INTC
37.2%
Intel Corporation
CRM
77.6%
Salesforce
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
NOW
12.6%
ServiceNow Inc.
INTC
-5.9%
Intel Corporation
CRM
18.7%
Salesforce
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
NOW
16.1%
ServiceNow Inc.
INTC
-2.9%
Intel Corporation
CRM
16.9%
Salesforce
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
NOW
4.8%
ServiceNow Inc.
INTC
-1.3%
Intel Corporation
CRM
12.2%
Salesforce
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
NOW
20.73x
ServiceNow Inc.
INTC
36.03x
Intel Corporation
CRM
124.28x
Salesforce
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
NOW
0.84x
ServiceNow Inc.
INTC
2.31x
Intel Corporation
CRM
0.79x
Salesforce
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
NOW
0.93
ServiceNow Inc.
INTC
2.23
Intel Corporation
CRM
1.15
Salesforce
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
NOW
ServiceNow Inc.
INTC
Intel Corporation
CRM
1.0%
Salesforce
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
NOW
38.9%
ServiceNow Inc.
INTC
-25.2%
Intel Corporation
CRM
53.9%
Salesforce

Episode timeline

Episode archive for NOW

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode live
Published youtube complete
NOW Q1 2026 earnings analysis
Quarterly earnings-analysis entry for ServiceNow Inc.. Use the links on the right to open the video or podcast episode.
Q4 2025
Episode live
Published youtube podcast complete
Charged Alpha | ServiceNow (NOW) | Q4 2025 Earnings Deep Dive — Ep 96
Quarterly earnings-analysis entry for ServiceNow Inc.. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
Published podcast complete
Charged Alpha | ServiceNow Inc. (NOW) | S&P 500 Deep Dive — Ep. 164
Quarterly earnings-analysis entry for ServiceNow Inc.. Use the links on the right to open the video or podcast episode.