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Now Inc (DNOW)



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Upturn Advisory Summary
06/27/2025: DNOW (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $17.5
1 Year Target Price $17.5
1 | Strong Buy |
0 | Buy |
1 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -33% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.66B USD | Price to earnings Ratio 21.11 | 1Y Target Price 17.5 |
Price to earnings Ratio 21.11 | 1Y Target Price 17.5 | ||
Volume (30-day avg) 2 | Beta 1.09 | 52 Weeks Range 11.42 - 18.45 | Updated Date 06/30/2025 |
52 Weeks Range 11.42 - 18.45 | Updated Date 06/30/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.75 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.4% | Operating Margin (TTM) 5.51% |
Management Effectiveness
Return on Assets (TTM) 5.16% | Return on Equity (TTM) 7.56% |
Valuation
Trailing PE 21.11 | Forward PE 35.97 | Enterprise Value 1485847292 | Price to Sales(TTM) 0.69 |
Enterprise Value 1485847292 | Price to Sales(TTM) 0.69 | ||
Enterprise Value to Revenue 0.62 | Enterprise Value to EBITDA 9.35 | Shares Outstanding 105107000 | Shares Floating 103023977 |
Shares Outstanding 105107000 | Shares Floating 103023977 | ||
Percent Insiders 2.36 | Percent Institutions 100.61 |
Analyst Ratings
Rating 2 | Target Price 17.5 | Buy - | Strong Buy 1 |
Buy - | Strong Buy 1 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Now Inc

Company Overview
History and Background
Now Inc., (ServiceNow - NOW), was founded in 2004 by Fred Luddy as Glidesoft, Inc., and rebranded to ServiceNow in 2010. It began with a focus on IT service management (ITSM) solutions delivered via the cloud. The company has grown through strategic acquisitions and product expansions, evolving into a broad platform for digital workflows across various enterprise functions.
Core Business Areas
- IT Service Management (ITSM): ServiceNow's core offering, providing tools for managing IT incidents, problems, changes, and service requests. Helps organizations streamline IT operations and improve service delivery.
- IT Operations Management (ITOM): Automates IT infrastructure discovery, monitoring, and remediation. Improves operational efficiency and reduces downtime.
- IT Business Management (ITBM): Provides project and portfolio management, demand management, and financial management capabilities for IT organizations. Aligns IT investments with business goals.
- Customer Service Management (CSM): Helps organizations manage customer interactions, resolve issues, and improve customer satisfaction. Integrates with other ServiceNow modules for seamless service delivery.
- HR Service Delivery (HRSD): Automates HR processes, such as onboarding, employee inquiries, and benefits administration. Improves employee experience and reduces HR costs.
- Security Operations: Streamlines security incident response, vulnerability management, and threat intelligence. Helps organizations protect against cyberattacks and data breaches.
- Creator Workflows: Empowers citizen developers to build custom applications and workflows on the ServiceNow platform.
Leadership and Structure
Bill McDermott serves as the President and Chief Executive Officer. The organizational structure is based on functional departments, with dedicated teams for product development, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- ITSM: ServiceNow's flagship product for IT service management. It is a market leader with an estimated market share of 40-50% in the ITSM market. Competitors include BMC, Atlassian, and IBM.
- ITOM: Enables automated IT operations. Competitors include Dynatrace, Datadog, and Splunk.
- CSM: Provides tools for managing customer interactions. Competitors include Salesforce, Zendesk, and Microsoft Dynamics 365.
Market Dynamics
Industry Overview
The cloud-based software market is experiencing significant growth, driven by the increasing adoption of digital transformation initiatives. Companies are seeking solutions to automate workflows, improve efficiency, and enhance customer and employee experiences.
Positioning
ServiceNow is a leading provider of cloud-based workflow solutions. It has a strong reputation for innovation and a large installed base of enterprise customers.
Total Addressable Market (TAM)
The TAM for digital workflow solutions is estimated to be over $100 billion. ServiceNow is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Large installed base
- Comprehensive product portfolio
- Scalable cloud platform
- Innovation in AI and automation
Weaknesses
- High subscription costs
- Complexity of implementation
- Integration challenges with legacy systems
- Dependence on channel partners
Opportunities
- Expansion into new markets
- Growth in emerging technologies such as AI and IoT
- Increasing demand for digital transformation solutions
- Strategic partnerships and acquisitions
Threats
- Intense competition
- Economic downturn
- Cybersecurity threats
- Changes in regulatory requirements
Competitors and Market Share
Key Competitors
- CRM
- MSFT
- ADBE
- ORCL
- SAP
Competitive Landscape
ServiceNow has a strong competitive position due to its comprehensive product portfolio, large installed base, and scalable cloud platform. However, it faces competition from other large software vendors.
Major Acquisitions
Element AI
- Year: 2021
- Acquisition Price (USD millions): 230
- Strategic Rationale: Acquisition of an AI research company to enhance AI capabilities within the ServiceNow platform.
Growth Trajectory and Initiatives
Historical Growth: ServiceNow has experienced significant growth in revenue and customer base over the past decade.
Future Projections: Analysts project continued growth for ServiceNow, driven by increasing demand for its cloud-based workflow solutions. Revenue is expected to continue growing at a rate of 20% or more per year.
Recent Initiatives: Recent initiatives include investments in AI and machine learning, expansion into new markets, and strategic acquisitions.
Summary
ServiceNow is a strong company, with continuous revenue growth, a strong platform and healthy market position. However, competition and integration costs are potential challenges. The company's investment in AI and strategic partnerships position it for continued growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share estimates are approximate and based on publicly available data.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Now Inc
Exchange NYSE | Headquaters Houston, TX, United States | ||
IPO Launch date 2014-05-20 | CEO, President & Director Mr. David A. Cherechinsky CPA | ||
Sector Industrials | Industry Industrial Distribution | Full time employees 2575 | Website https://www.dnow.com |
Full time employees 2575 | Website https://www.dnow.com |
DNOW Inc. distributes downstream energy and industrial products for petroleum refining, chemical processing, LNG terminals, power generation, gas utilities, and customer on-site and off-site locations in the United States, Canada, the United Kingdom, Norway, Australia, the Netherlands, Singapore, and the Middle East. The company's products portfolio includes pipes, manual and automated valves, fittings, flanges, gaskets, fasteners, electrical, instrumentation and measurement products, and pumping solutions, as well as modular process, production, measurement, automation, and control equipment; consumable maintenance, repair, and operating supplies; mill supplies, tools, safety supplies, and personal protective equipment; and artificial lift systems, coatings, and miscellaneous expendable items. It also offers original equipment manufacturer equipment, including pumps, generator sets, air compressors, dryers, blowers, mixers, and valves; modular oil and gas wellsite facility solutions; and application systems, work processes, parts integration, optimization solutions, and after-sales support services. In addition, the company provides supply chain and materials management; inventory planning and management; sourcing, procurement, and warehouse management solutions; logistics, point of issue technology, project management, business process, and performance metrics reporting services. It serves customers in the upstream, midstream, and downstream sectors of the energy industry, including drilling contractors, well-servicing companies, independent and national oil and gas companies, midstream operators, refineries, petrochemical, chemical, utilities, RNG facilities, and other downstream energy processors; and industrial and manufacturing companies. The company was formerly known as NOW Inc. and changed its name to DNOW Inc. in January 2024. DNOW Inc. was founded in 1862 and is headquartered in Houston, Texas.
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