NOW
ServiceNow, Inc.$138.06Technology · Software - Application · 软件 / SaaS / Agent 落地 (IGV) · as of 2026-10-06
估值
PE TTM85.2
PE NTM (混合)28.9
Fwd PE (Yahoo +1y)27.6
PEG NTM1.25
PEG (Yahoo)0.97
EV/EBITDA49.9
EV/Rev9.8
P/S9.7
FCF yield3.6%
Fwd PE 自身分位n=1，样本不足
增长 / 质量
Revenue TTM14.7B
Rev growth (yoy q)24%
Earnings growth-22%
EPS +1y vs 0y23%
Gross margin75%
Op margin4%
Net margin11%
FCF / OCF5.1B / 5.3B
Debt / Cash8.5B / 4.7B
Mkt cap / EV142.7B / 144.5B
共识 / 修正
Target mean145.0 (5%)
Rec mean (1=StrongBuy)1.43
SB/B/H/S10/35/2/2
Analysts46
+1y EPS up/down 30d17 / 19
+1y EPS chg 90d-0%
Surprise avg 4q5.6%
Next earnings2026-10-28
FY end2026-12-31
价格 / 情绪
52w high / low193.0 / 81.2
vs 52w high-28%
Ret 1m / 3m-2% / 24%
RS vs SPY 1m / 3m-4% / 20%
Beta0.99
Short % float2.8%
Div yield0.00%
共识预期 (EPS / Revenue)
| Period | End | EPS avg | low–high | g | 90d ago | Up/Dn 30d | Rev avg | Rev g |
|---|---|---|---|---|---|---|---|---|
| 0q | 2026-09-30 | 1.03 | 0.91–1.17 | 6% | 1.09 | 0/0 | 4.1B | 20% |
| +1q | 2026-12-31 | 1.17 | 1.03–1.32 | 27% | 1.21 | 0/0 | 4.4B | 22% |
| 0y | 2026-12-31 | 4.07 | 3.84–4.36 | 16% | 4.12 | 0/0 | 16.2B | 22% |
| +1y | 2027-12-31 | 5.01 | 4.35–5.57 | 23% | 5.03 | 17/19 | 19.3B | 19% |
财报历史 (EPS actual vs estimate)
| Quarter | Actual | Estimate | Surprise |
|---|---|---|---|
| 2025-09-30 | 0.96 | 0.85 | 13.0% |
| 2025-12-31 | 0.92 | 0.89 | 4.0% |
| 2026-03-31 | 0.97 | 0.97 | 0.4% |
| 2026-06-30 | 0.90 | 0.86 | 5.1% |
价格（1 年）与 Forward PE 快照历史
Forward PE 历史区间：每日快照累积中（目前 1 天）