ServiceNow, Inc. (NOW) Fundamental Analysis

ServiceNow, Inc. is in a high-growth phase, expanding revenue 22% year-over-year as it scales. It is solidly profitable, with a latest net margin of 12%. Cash generation is healthy, funding the business from its own operations. On the latest filing the majority of indicators are constructive.

Beat Index assesses ServiceNow, Inc. across sixteen analysis tabs, spanning revenue and income, margins, cash flow, returns, liquidity and leverage, working capital, intrinsic value, commitments, insider activity, risk, and its latest 10-Q reads strongest on revenue growth, profit margins and cash generation while flagging balance-sheet strength for closer review. Every figure is taken as-reported from SEC EDGAR filings, with no vendor adjustments.

At a glance

  • PositiveGrowth: Revenue up 22% YoY
  • WatchBalance Sheet: Current ratio 0.8x (low debt, cash-generative)
  • ConcernNo red flags in the latest quarter.

Trend matrix, last 4 quarters

Dimension2026-03-312025-12-312025-09-302025-06-30
GrowthRevenue up 22% YoYRevenue up 21% YoYRevenue up 22% YoYRevenue up 22% YoY
ProfitabilityNet margin 12%Net margin 11%Net margin 15%Net margin 12%
Cash GenerationFCF margin 41%FCF margin 56%FCF margin 17%FCF margin 16%
Balance SheetCurrent ratio 0.8x (low debt, cash-generative)Debt/equity 0.1xDebt/equity 0.1xDebt/equity 0.1x

Quarterly financials

Metric2026-03-312025-12-312025-09-302025-06-302025-03-31
Revenue$3.77B$3.57B$3.41B$3.21B$3.09B
Cash & equivalents$2.70B$3.73B$2.73B$3.12B$3.37B
Net income$469.0M$401.0M$502.0M$385.0M$460.0M
Operating cash flow$1.67B$2.24B$813.0M$716.0M$1.68B
Free cash flow$1.53B$2.00B$578.0M$526.0M$1.47B

Figures in USD, as reported to the SEC. Longer history is available in the full analysis.

Sourced directly from SEC EDGARAs of 2026-03-31 (Q1 FY2026) · Evaluated as of 2026-04-23

What's inside the full dashboard

Sixteen analysis tabs, all sourced from SEC filings, no estimates.

  • Cash Flow: Free cash flow generation and operating cash flow trends.
  • Intrinsic Value: Discounted cash flow (DCF) valuation and enterprise multiples.
  • Liquidity & Leverage: Balance-sheet strength: assets, liabilities, debt and liquidity ratios.
  • Margins: Gross, operating, and net profit margin analysis.
  • Returns: Return on equity, return on assets, and return on invested capital.
  • Revenue & Income: Revenue growth, composition, and year-over-year income trends.
  • Working Capital: Working-capital efficiency, cash conversion and asset-turnover metrics.
  • Risk: Debt levels, liquidity ratios, and financial risk indicators.
  • Insider: Insider stock transactions and executive activity.
  • Commitments: Operating leases, purchase commitments, and future obligations.

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Live valuation, management commentary, and peer comparison, all sourced directly from SEC filings. Free to access.