ServiceNow’s third-quarter revenue rose 20.5% to $4.1 billion, while adjusted earnings per share rose 4% and missed FactSet consensus by $0.02. Shares are down roughly 25% on the earnings report.
ServiceNow can become the execution and governance platform for enterprise AI, capturing usage revenue as agents automate more work.
Agents could reduce paid-user demand and shift customer spending toward model providers or competing platforms before usage revenue compensates.
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Metric
|
NOW
|
MSFT
|
CRM
|
|---|---|---|---|
Price/Earnings (Normalized) | 28.80 | 28.88 | 13.19 |
Price/Book Value | 8.65 | 8.22 | 4.76 |
Price/Sales | 7.36 | 11.20 | 4.53 |
Price/Cash Flow | 19.71 | 20.02 | 13.02 |
|
Metric
|
NOW
|
MSFT
|
CRM
|
|---|---|---|---|
Quick Ratio | 0.58 | 0.83 | 0.67 |
Current Ratio | 0.72 | 1.22 | 0.84 |
Interest Coverage | 11.70 | 55.15 | 13.24 |
|
Metric
|
NOW
|
MSFT
|
CRM
|
|---|---|---|---|
Return on Assets (Normalized) | 14.52% | 19.01% | 14.29% |
Return on Equity (Normalized) | 31.98% | 32.28% | 29.43% |
Return on Invested Capital (Normalized) | 22.26% | 28.37% | 20.36% |
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1-Day Chart
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Morningstar Rating for Stocks
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United States