COMP <GO>
NET vs NOW // NET PROFIT MARGIN
Cloudflare Inc. (NYSE) VS. ServiceNow Inc. (NYSE) • 15-METRIC TALLY: NET 4
— NOW 8
▲ NET PROFIT MARGIN LEADER: NOW
LAST: $280.70 (-9.54%) • MKT CAP: $110.49B
net-margins
-4.70%
LAST: $105.12 (-4.15%) • MKT CAP: $113.84B
net-margins
13.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NET VS. NOW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NET | NOW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 74.50% | 77.50% | -3.00 | NOW | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -1.90% | 9.80% | -11.70 | NOW | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 45.1x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 0.26% | 4.02% | -3.76 | NOW | /fcf-yield <GO> |
| Operating Margin | -9.60% | 13.70% | -23.30 | NOW | /operating-margins <GO> |
| Net Profit Margin ACTIVE | -4.70% | 13.20% | -17.90 | NOW | /net-margins <GO> |
| Revenue Growth (YoY) | 29.80% | 20.90% | +8.90 | NET | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 14.91 | 6.25 | +8.66 | NET | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 9/9 | -3.00 | NOW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.0 | 31.1 | +15.90 | NET | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.21 | 1.38 | -0.17 | NOW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.0x | 54.7x | -24.70 | NET | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $110.49B | $113.84B | -$3.35B | NOW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NET REV | NOW REV | NET GROSS % | NOW GROSS % | NET FCF | NOW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.17B | $13.28B | 74.5% | 77.5% | $287.5M | $4.58B |
| FY 2024 | $1.67B | $10.98B | 77.3% | 79.2% | $195.4M | $3.42B |
| FY 2023 | $1.30B | $8.97B | — | — | $196.1M | $2.99B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NET // BETA 1.21
NOW // BETA 1.38