+6%

est. 2Y upside i

Rank

#2674

Sector

Enterprise Software

Est. Liquidity

~0Y

Data Quality

Data: Medium

ServiceNow is a mature public company with a strong moat and consistent growth.

Last updated: July 3, 2026

Bull (15%)+52%

AI workflow leadership sustains 12x forward multiple on $14.27B projected revenue, yielding 57% pre-dilution upside, net 52% after 5% dilution.

Base (40%)+26%

Multiple converges to comp range midpoint of 10x on $14.27B revenue, 30.7% pre-dilution upside, net 25.7% after 5% dilution.

Bear (45%)-27%

Multiple compresses to 6x on $14.27B revenue due to competitive pressure from Microsoft and Salesforce, yielding -21.5% pre-dilution, net -26.5% after 5% dilution.

Est. time to liquidity~0.0 years

Preference Stack Risk

low

Funding Intensity

0%

Total funding of $83.7M is negligible relative to $109B market cap, so no preference overhang.

Dilution Risk

low

As a public company, dilution from stock-based compensation is minimal at ~5% over 2 years.

Secondary Liquidity

active

Publicly traded on NYSE, fully liquid.

Questions to Ask at the Interview

Strategic questions based on servicenow's data — designed to show you've done your homework.

  • 1

    How does ServiceNow plan to defend against Microsoft's bundling of Power Automate?

  • 2

    What is the revenue synergy from the Armis acquisition and how will it affect growth?

  • 3

    Given the layoffs, how does the company balance efficiency with innovation?

Community

Valuation Sentiment

Our model estimates +6% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.