COMP <GO>
NOW vs SAP // PIOTROSKI F-SCORE QUALITY
ServiceNow Inc. (NYSE) VS. SAP SE ADS (NYSE) • 15-METRIC TALLY: NOW 5
— SAP 7
▲ PIOTROSKI F-SCORE QUALITY LEADER: NOW
LAST: $105.12 (-4.15%) • MKT CAP: $113.84B
piotroski-score
9/9
LAST: $235.02 (+0.41%) • MKT CAP: $287.56B
piotroski-score
8/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NOW VS. SAP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NOW | SAP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 77.50% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.80% | 14.90% | -5.10 | SAP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 45.1x | 14.9x | +30.20 | SAP | /valuation <GO> |
| Free Cash Flow Yield | 4.02% | 3.99% | +0.03 | NOW | /fcf-yield <GO> |
| Operating Margin | 13.70% | 21.10% | -7.40 | SAP | /operating-margins <GO> |
| Net Profit Margin | 13.20% | 16.40% | -3.20 | SAP | /net-margins <GO> |
| Revenue Growth (YoY) | 20.90% | 14.30% | +6.60 | NOW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.25 | 3.87 | +2.38 | NOW | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 9/9 | 8/9 | +1.00 | NOW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 31.1 | 64.4 | -33.30 | SAP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.38 | 1.28 | +0.10 | NOW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 54.7x | 18.2x | +36.50 | SAP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $113.84B | $287.56B | -$173.72B | SAP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NOW REV | SAP REV | NOW GROSS % | SAP GROSS % | NOW FCF | SAP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.28B | — | 77.5% | — | $4.58B | — |
| FY 2024 | $10.98B | — | 79.2% | — | $3.42B | — |
| FY 2023 | $8.97B | — | — | — | $2.99B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NOW // BETA 1.38
SAP // BETA 1.28