ServiceNow, Inc.
Foreign stocks · NYSE · Technology · Software
Develops a cloud software platform that helps organisations manage and automate IT processes and internal services. Almost all revenue comes from long-term platform subscriptions
For every 100 dollars of sales: cost of sales 22 · operating expenses 64 · tax and other items 1 · leaving 13 as net profit
Investors in Thailand can buy NOW through 8 mutual funds open to retail investors. Most of them (7 funds) don't buy the stock themselves. Instead they invest in a master fund abroad, which in turn holds NOW.
| Fund | NOW weight | How it invests | 1-year return |
|---|---|---|---|
 1US-OPP1 A.M. US Recovery Opportunity Fund | 7.78% | Via several master funds | +3.72% |
 ASP-XAsset Plus Extra Growth Fund | 7.77% | Buys the stock directly | −11.89% |
 LHROBOTE-ALH ROBOTICS-E FUND | 4.94% | Via PICTET – ROBOTICS | +15.87% |
 TROBOTICSTISCO Robotics Fund | 4.93% | Via PICTET – ROBOTICS | N/A |
| TCLOUDTISCO Cloud Computing Equity Fund | 4.33% | Via CLOU | +9.57% |
 SCBROBOASCB Global Robotics Fund | 3.46% | Via several master funds (PICTET – ROBOTICS) | +16.58% |
 ES-GCG-AEASTSPRING Global Capital Growth Fund | 3.06% | Via Amundi Funds Polen Capital Global Growth Fund | −15.02% |
| ES-GCGRMFEastspring Global Capital Growth RMF | 3.06% | Via Amundi Funds Polen Capital Global Growth Fund | −14.94% |
Yearly average over the last 4 years · Latest annual sales 13.3B USD
For every 100 dollars of sales, about 13 dollars is left as net profit
Per year, relative to the share price · Tech stocks tend to pay little because they reinvest their profits
Now 38.8% below its 1-year high
| Item (USD) | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Total revenue | 5.9B USD | 7.2B USD | 9.0B USD | 11.0B USD | 13.3B USD |
| Gross profit | 4.5B USD | 5.7B USD | 7.1B USD | 8.7B USD | 10.3B USD |
| Operating profit | 257.0M USD | 355.0M USD | 762.0M USD | 1.4B USD | 1.8B USD |
| Net profit | 230.0M USD | 325.0M USD | 1.7B USD | 1.4B USD | 1.7B USD |
| EPS (diluted) | 0.23 | 0.32 | 1.68 | 1.37 | 1.67 |
| Gross margin | 77.1% | 78.3% | 78.6% | 79.2% | 77.5% |
| Operating margin | 4.4% | 4.9% | 8.5% | 12.4% | 13.7% |
| Net margin | 3.9% | 4.5% | 19.3% | 13.0% | 13.2% |
| Operating cash flow | 2.2B USD | 2.7B USD | 3.4B USD | 4.3B USD | 5.4B USD |
| Free cash flow | 1.8B USD | 2.2B USD | 2.7B USD | 3.4B USD | 4.6B USD |
| Total assets | 10.8B USD | 13.3B USD | 17.4B USD | 20.4B USD | 26.0B USD |
| Total liabilities | 7.1B USD | 8.3B USD | 9.8B USD | 10.8B USD | 13.1B USD |
| Shareholders' equity | 3.7B USD | 5.0B USD | 7.6B USD | 9.6B USD | 13.0B USD |
| Period | SMA | EMA | Price vs line |
|---|---|---|---|
| 10 days | 131.77 | 123.77 | Below |
| 20 days | 137.79 | 131.57 | Below |
| 50 days | 137.49 | 132.95 | Below |
| 100 days | 123.70 | 127.94 | Below |
| 200 days | 114.69 | 128.44 | Below |
| Indicator | Value | Signal |
|---|---|---|
| RSI(14) | 30.60 | Down |
| MACD(12,26) | −6.90 | Down |
| ADX(14) | 37.53 | Neutral |
| ATR(14) % of price | 4.50 | Neutral |
The many funds holding less than 3% are usually index funds holding at market weight · Funds holding more than 8% have deliberately chosen a large position
TISCOASSET2EASTSPRING2ONEAM1ASSETFUND1LHFUND1SCBAM1| Fund | NOW weight | Master fund | 1-year return | TER |
|---|---|---|---|---|
| 1US-OPP | 7.78% | several master funds | +3.72% | 2.18% |
| ASP-X | 7.77% | Buys the stock directly | −11.89% | 2.96% |
| LHROBOTE-A | 4.94% | PICTET – ROBOTICS | +15.87% | 2.12% |
| TROBOTICS | 4.93% | PICTET – ROBOTICS | N/A | 1.39% |
| TCLOUD | 4.33% | CLOU | +9.57% | 1.29% |
| SCBROBOA | 3.46% | several master funds (PICTET – ROBOTICS) | +16.58% | 1.18% |
| ES-GCG-A | 3.06% | Amundi Funds Polen Capital Global Growth Fund | −15.02% | 1.78% |
| ES-GCGRMF | 3.06% | Amundi Funds Polen Capital Global Growth Fund | −14.94% | 1.77% |
| Master fund | Thai funds using this route | Master fund's NOW weight |
|---|---|---|
| PICTET – ROBOTICS | 2 | 4.94% |
| Amundi Funds Polen Capital Global Growth Fund | 2 | 3.06% |
| several master funds | 1 | 7.78% |
| Global X Cloud Computing ETF | 1 | 4.33% |
| several master funds (PICTET – ROBOTICS) | 1 | 3.46% |
