COMP <GO>
NOW vs CRWD // FORWARD P/E MULTIPLE
ServiceNow Inc. (NYSE) VS. CrowdStrike Holdings Inc. (NASDAQ) • 15-METRIC TALLY: NOW 8
— CRWD 4
▲ FORWARD P/E MULTIPLE LEADER: CRWD
LAST: $109.67 (-26.95%) • MKT CAP: $113.84B
forward-pe
54.7x
LAST: $261.15 (-2.07%) • MKT CAP: $267.40B
forward-pe
36.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NOW VS. CRWD)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NOW | CRWD | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 77.50% | 74.70% | +2.80 | NOW | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.80% | -1.10% | +10.90 | NOW | /roic <GO> |
| EV/EBITDA & P/E Valuation | 45.1x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.02% | 0.49% | +3.53 | NOW | /fcf-yield <GO> |
| Operating Margin | 13.70% | -6.10% | +19.80 | NOW | /operating-margins <GO> |
| Net Profit Margin | 13.20% | -3.30% | +16.50 | NOW | /net-margins <GO> |
| Revenue Growth (YoY) | 20.90% | 1.10% | +19.80 | 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 | 24.79 | -18.54 | CRWD | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 6/9 | +3.00 | NOW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 31.1 | 55.2 | -24.10 | CRWD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.38 | 1.24 | +0.14 | NOW | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 54.7x | 36.0x | +18.70 | CRWD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $113.84B | $267.40B | -$153.56B | CRWD | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NOW REV | CRWD REV | NOW GROSS % | CRWD GROSS % | NOW FCF | CRWD FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.28B | $4.81B | 77.5% | 74.7% | $4.58B | $1.31B |
| FY 2024 | $10.98B | $3.95B | 79.2% | 75.0% | $3.42B | $1.13B |
| FY 2023 | $8.97B | $0 | — | — | $2.99B | $1.17B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NOW // BETA 1.38
CRWD // BETA 1.24