← BackServiceNow, Inc. · SoftwareNOW
The short versionA profitable company with growing sales.
Going well
- Sales up 24% in the latest quarter vs a year ago
- Profitable
- Sales up 21% last year
Money moves
- No insider buying or selling in the last 30 days
- Institutions cut 1.9% from their holdings in the quarter ending June 2026 (1251 bought, 1042 sold)
- Held by George Soros (Soros Fund), Chase Coleman (Tiger Global), Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$158.16-0.5% that day
- Company value
- $163.5B
- Share price times all shares
- Price vs sales
- 11.1x
- No profit over the last year, so this compares value with sales instead
- Cash vs value
- 2%
- Cash as a share of company value
- Debt vs value
- 1%
- Debt as a share of company value
From NOW's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$4.0B+24% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $14.7B, up 22% from the 12 months before. Over 5 years, sales grew about 24% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.15.5%
- PassDebt under half of equityNot relying on borrowed money.0.12x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.13.2%
- MissProfitable every yearSteady profits, not one good year.7 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$4.6B
- MissShare count not growingNot diluting owners. Falling means buybacks.+2.9% in 3 years
- PassGross margin 40%+Pricing power: sells for well above what it costs to make.77.5%
- Revenue
- $13.3B
- +20.9% vs prior year
- 5-year growth
- +24.1%/yr
- revenue, per year
- Total debt
- $1.5B
- 0.12x equity
- Current ratio
- 1.00x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $4.0B
- +24.0% YoY
- EPS
- $0.29
- vs $0.37
- Op. margin
- 4.1%
- -7.0 pts
- Gross margin
- 70.7%
- -6.8 pts
- Free cash flow
- $473.0M
- Share count
- -1.2%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 2.1
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady-1.9%Institutions cut 1.9% from their holdings. 1251 bought, 1042 sold. 2 quarters of net selling in a row.
Shares held by institutions847.0M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+0.4%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.4x · $5.4B debtShares outstandingLatest reported
1.0BNext reportIn 1 days (est.)Estimated from the same quarter last year
- Results filedJul 22
- Results filedApr 22
- Results filedJan 28
- Results filedOct 29, 2025
- Results filedJul 23, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
SoldJacqueline P CanneyChief People & AI Enblmt. Off.
7,847 shares at $138.00 · $1.1M
- -21% of holdings
- Now owns 30,042 shares
- Pre-planned sale (10b5-1)
- Filed 4 days after trade
SoldPaul FippsPresident, Global Customer Ops
2,034 shares at $147.87 · $301K
- -10% of holdings
- Now owns 18,305 shares
- Not a pre-planned sale
- Filed 1 day after trade
SoldPaul Edward ChamberlainDirector
2,700 shares at $135.50 · $366K
- -6% of holdings
- Now owns 43,990 shares
- Not a pre-planned sale
- Filed 4 days after trade
Option exerciseGina MastantuonoPresident and CFO
1,595 shares
- +1% of holdings
- Now owns 110,114 shares
- Filed 2 days after trade
- Also: Shares withheld for taxes
Option exerciseDanielle FontainePrincipal Accounting Officer
485 shares
- +5% of holdings
- Now owns 11,055 shares
- Filed 2 days after trade
- Also: Shares withheld for taxes
Option exercisePaul FippsPresident, Global Customer Ops
640 shares
- +3% of holdings
- Now owns 20,459 shares
- 2 transactions
- Filed 2 days after trade
- Also: Shares withheld for taxes