COMP <GO>
NOW vs GOOG // DIVIDEND YIELD & FCF PAYOUT SAFETY
ServiceNow Inc. (NYSE) VS. Alphabet Inc. (NASDAQ) • 15-METRIC TALLY: NOW 5
— GOOG 9
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: GOOG
LAST: $105.12 (-4.15%) • MKT CAP: $113.84B
dividend-safety
0.00%
LAST: $278.22 (-1.45%) • MKT CAP: $3.47T
dividend-safety
0.29%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NOW VS. GOOG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NOW | GOOG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 77.50% | 59.70% | +17.80 | NOW | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.80% | 23.60% | -13.80 | GOOG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 45.1x | 16.9x | +28.20 | GOOG | /valuation <GO> |
| Free Cash Flow Yield | 4.02% | 2.11% | +1.91 | NOW | /fcf-yield <GO> |
| Operating Margin | 13.70% | 32.00% | -18.30 | GOOG | /operating-margins <GO> |
| Net Profit Margin | 13.20% | 32.80% | -19.60 | GOOG | /net-margins <GO> |
| Revenue Growth (YoY) | 20.90% | 15.10% | +5.80 | NOW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 0.29% | -0.29 | GOOG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.25 | 13.93 | -7.68 | GOOG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 8.20% | 7.40% | +0.80 | GOOG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 26.9 | 21.1 | +5.78 | NOW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.38 | 1.16 | +0.22 | NOW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 54.7x | 22.1x | +32.60 | GOOG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $113.84B | $3.47T | -$3.36T | GOOG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NOW REV | GOOG REV | NOW GROSS % | GOOG GROSS % | NOW FCF | GOOG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.28B | $402.84B | 77.5% | 59.7% | $4.58B | $73.27B |
| FY 2024 | $10.98B | $350.02B | 79.2% | 58.2% | $3.42B | $72.76B |
| FY 2023 | $8.97B | $307.39B | 44.0% | 44.0% | $2.99B | $87.91B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NOW // BETA 1.38
GOOG // BETA 1.16