Análisis Argos
NOW
NOWCara1 señal de riesgo
ServiceNow, Inc. · Technology
US$ 106.32
precio al 2026-07-04
Valor justo Argos*
US$ 66–72
vs. su valor justo
48% por encima
Score Argos
43/100
LA RESPUESTA
El mercado le pide crezca 28.2% al año — más de lo que ha demostrado (13%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 23% el último año.
✓Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Piotroski F-Score débil (3/9)
VALOR1/6FUTURO6/6PASADO2/6SALUD5/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO6/6PASADO2/6SALUD5/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoHistorial aceptable
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos43de 100Cara
Ingresos▲21%
US$ 13.3 B
Margen operativo▲10%
13.7%
Flujo de caja libre▲34%
US$ 4.6 B
Deuda neta
US$ -0.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 109.6B
P/E62.7x
EV/EBITDA42.6x
FCF yield4.2%
ROIC11.3%
Margen operativo13.7%
Crecim. ingresos+20.9%/año
Piotroski F3/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

247wallst.com · 2 jul
Adobe vs ServiceNow: The Better Buy Amid Rising AI Competition
ServiceNow (NYSE:NOW | NOW Price Prediction) and Adobe (NASDAQ:ADBE) have both posted fresh results, with sharply different profiles.
zacks.com · 2 jul
ServiceNow Trades at Premium Valuation: How to Play the Stock
NOW's AI Control Tower demand supports long-term growth, but premium valuation, acquisition integration costs and margin pressure warrant caution.
247wallst.com · 2 jul
The Dow Just Had Its Best First Half Since 2021, but This Jobs Number Is Flashing Yellow
The Dow just closed out its best first half since 2021, up 8.7% year-to-date, yet Wednesday's open felt like a nervous glance at the door. CNBC's Dominic Chu kicked off July with mixed earnings, one big M&A shrug, and a jobs report that gave the bulls something to chew on. Chu flagged the labor data.... The Dow Just Had Its Best First Half Since 2021, but This Jobs Number Is Flashing Yellow
fool.com · 1 jul
Is ServiceNow Stock a Buy After Its Brutal First Half?
ServiceNow shares have fallen about 50% from their 52-week high during this year's software sell-off. The company's subscription revenue grew 22% year over year in its latest quarter.
youtube.com · 1 jul
Bull v. Bear: Will NOW Became an AI Disruptor or be Disrupted?
Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. ServiceNow (NOW) has taken a beating ever since the SaaS-pocalypse after investors expressed AI disruption fears.
zacks.com · 1 jul
NOW Benefits From Enterprise AI Adoption: Buy, Sell, or Hold the Stock?
ServiceNow rides enterprise AI demand with new security offerings, strategic partnerships, and strong workflow adoption, but risks still cloud the outlook.
zacks.com · 1 jul
Will ServiceNow (NOW) Beat Estimates Again in Its Next Earnings Report?
ServiceNow (NOW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
zacks.com · 1 jul
Can AI-Powered Security Services Fuel ServiceNow's Long-Term Growth?
NOW is expanding its AI-powered security business through partnerships and acquisitions, strengthening its platform for long-term enterprise growth.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.