NOW ServiceNow, Inc. Common Stock
NYSE · Technology · View on SEC EDGAR ↗ close Oct 6, 2026 10-K/10-Q Jul 23, 2026
$137.97
· of 52w range
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· to high
$81.2452w low
$192.9752w high
Market Cap (MRQ)
$142.64B
P/E (TTM)
1061.3
EPS (TTM)
$0.13
Revenue (TTM)
$14.73B
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52W Range
$81–$193
Analyst Rating
BUY
Price Target
$145
P/E
1061.3
ROE
14.2%
Net Profit Margin
11.3%
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NOW Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$137.97
Market Cap (MRQ)
$142.64B
P/E (TTM)
1061.3
EPS (TTM)
$0.13
Revenue (TTM)
$14.73B
ROE (TTM)
14.2%
Debt/Equity (MRQ)
0.2
52W Range
$81–$193
NOW Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Dec. 18, 2025 | 5-for-1 | Forward |
About ServiceNow, Inc. Common Stock Company overview from Wikipedia
ServiceNow, Inc. is an American software company that supplies cloud computing platforms for the creation and management of automated business workflows. The company was founded in Santa Clara, California, United States, in 2003 by Fred Luddy. It is listed on the New York Stock Exchange and is a constituent of the S&P 100 and S&P 500 indices.
History
ServiceNow was founded as Glidesoft, Inc. in 2003 by Fred Luddy, and later incorporated in California in 2004. Luddy had previously served as chief technology officer (CTO) for Peregrine Systems, an enterprise software company based in San Diego, until 2002. In founding the company, Luddy intended to provide the same services previously available from the then defunct Peregrine Systems.
Luddy was the only employee until mid-2005 when US$2.5 million in venture financing from JMI Equity allowed Glidesoft to hire five additional people. In 2006, the company changed its name to Service-Now.com. In 2007, ServiceNow reported an annual revenue of US$13 million and opened its first Silicon Valley office, in San Jose. 2007 was also the first year that the company "went cash flow positive".
As of January 2011, the company had 275 employees in its San Diego, Chicago, New York, Atlanta, London and Frankfurt offices, as well as a partnership with Accenture who had more than 100 ServiceNow consultants. At this time, the company was sometimes known as "Service-now". By April 2011, the company had named Frank Slootman as chief executive officer.
In June 2012, ServiceNow became a publicly traded company following a US$210 million IPO. Shortly thereafter, the company relocated its headquarters from San Diego to Santa Clara, California. It was taken public by Morgan Stanley one month after it took Facebook public.
In October 2019, the company announced that CEO John Donahoe would be succeeded by Bill McDermott, formerly CEO of SAP SE at the end of the calendar year. In January 2020, Bill appointed Gina Mastantuono as Chief Financial Officer. Under her leadership, ServiceNow crossed $10 billion in revenue in 2024 and grew its subscription revenue at a 26% compound annual growth rate from 2020 to 2024, earning the company a spot on the Fortune 500 list. Mastantuono was named President while continuing as CFO in 2025.
In May 2023, Nvidia announced a partnership with ServiceNow to include AI services in help desk software for corporations. As of December 2023, the number of employees in ServiceNow was estimated to be around 23,000.
In 2024, the platform was reported to have leaked potentially highly confidential data from the "knowledge base" module of over a thousand corporate users due to a misconfiguration of its access control settings. In October 2024, the company announced its plans to invest $1.5 billion in the UK. Its data centers there are located in the cities of London and Newport, Wales. In September 2025, ServiceNow announced that it was opening a new office in West Palm Beach, Florida. In January 2026, the company announced partnerships with Anthropic and OpenAI to add those companies' large language models into its AI platform to add agentic AI features.
Acquisitions
July 2013: Mirror42, an Amsterdam-based software developer
July 2014: Neebula Systems, an Israeli cloud computing tools company
February 2015: Intréis
June 2016: Brightpoint Security
January 2017: Machine learning startup DxContinuum
October 2017: San Diego human-centered design firm Telepathy; the acquisition doubled the size of ServiceNow's internal design agency, the Design Experience Organization
October 2017: SkyGiraffe, an enterprise mobility company backed by Microsoft Ventures. SkyGiraffe formed the basis for ServiceNow's Mobile Platform, released in March 2019.
April 2018: VendorHawk, a software-as-a-service management company
May 2018: AI startup Parlo
October 2018: Data analytics company, FriendlyData
May 2019: Appsee Ltd., an in-app mobile analytics startup
November 2019: Fairchild Resiliency Systems
January 2020: Loom Systems, Passage AI, and Attivio
June 2020: Sweagle
November 2020: Element AI
March 2021: Intellibot
May 2021: Lightstep
August 2021: Swarm64 and Mapwize
October 2021: Gekkobrain
June 2022: Hitch
October 2022: Era Software
July 2023: AI-powered platform G2K
December 2023: UltimateSuite
March 2024: 4Industry
July 2024: Raytion GmbH
November 2024: Mission Secure
January 2025: Cuein AI
February 2025: Quality 360°
March 2025: Moveworks
April 2025: Logik
May 2025: Data.World
December 2025: Veza
December 2025: Armis
February 2026: Pyramid Analytics
March 2025: Traceloop
April 2026: Armis
July 2026: Ai.Work
September 2026: Sweep
Platform
ServiceNow is a platform-as-a-service, that is designed to support IT service management and help desk functionality with automated workflows. Their fee model was based on a cost per user (seat) per month, with that cost ranging down from US$100.
The platform is packaged into different suites of applications called "modules", which are tailored to various business processes. Some of these areas include governance, risk management, and compliance, audit, business continuity planning, disaster recovery, vendor management, and environmental, social, and corporate governance. A commonly referred to benefit of the platform is that many of these modules are interconnected, such as the IRM suite (Integrated Risk Management), which will automatically create issues and assign tickets based on various risk and audit findings, findings that can be found through the manual or automated performance of different activities such as evidence requests. There is also a data and information visualization report creator called Performance Analytics.
The ServiceNow script is written in JavaScript, with database queries being made using a proprietary object-oriented API called Glide. In July 2023, the company released generative AI summarization and text-to-code features.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorTechnology
industryTechnology
employees29,187
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$13.28B2016-12-31 → 2025-12-31
EPS$1.672017-12-31 → 2025-12-31
Free Cash Flow$4.58B2016-12-31 → 2025-12-31
Net margin11.3%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | NOW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 1061.35Y avg ≈98.8 | ≈98.8 | 54.3 | Overvalued | |
| P/S (TTM) | 9.75Y avg ≈5.2 | ≈5.2 | 9.0 | Undervalued | |
| P/B (MRQ) | 11.45Y avg ≈6.2 | ≈6.2 | 9.5 | Fair value | |
| Price / FCF (TTM) | 31.15Y avg ≈16.0 | ≈16.0 | · | · | |
| Price / Cash Flow (TTM) | 26.95Y avg ≈13.2 | ≈13.2 | 22.8 | Overvalued | |
| Price / Tangible Book (MRQ) | 16.35Y avg ≈8.7 | ≈8.7 | · | · | |
| PEG Ratio | ≈45.9 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | NOW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 74.8%5Y avg ≈78.1% | ≈78.1% | 76.8% | Weak | |
| Operating Margin (TTM) | 11.4%5Y avg ≈8.8% | ≈8.8% | 5.1% | Below avg | |
| EBITDA Margin (TTM) | 18.7%5Y avg ≈15.0% | ≈15.0% | 8.8% | Below avg | |
| Pretax Margin (TTM) | 15.9%5Y avg ≈10.8% | ≈10.8% | 4.7% | Top tier | |
| Net Profit Margin (TTM) | 11.3%5Y avg ≈10.8% | ≈10.8% | 5.1% | Top tier | |
| ROA (TTM) | 6.2%5Y avg ≈6.3% | ≈6.3% | 3.5% | Top tier | |
| ROE (TTM) | 14.2%5Y avg ≈13.2% | ≈13.2% | 24.3% | Below avg | |
| ROIC | 10.9%5Y avg ≈10.3% | ≈10.3% | 10.9% | In line |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | NOW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.2 | · | 0.1 | High debt | |
| Current Ratio (MRQ) | 0.75Y avg ≈1.1 | ≈1.1 | 1.3 | Low liquidity | |
| Quick Ratio | 0.65Y avg ≈0.6 | ≈0.6 | 0.8 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | NOW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 20.9%5Y avg ≈24.1% | ≈24.1% | · | · | |
| Revenue CAGR 3Y | 22.4%5Y avg ≈23.7% | ≈23.7% | · | · | |
| Revenue CAGR 5Y | 24.1% | · | · | · | |
| EPS YoY | 21.9%5Y avg ≈28.3% | ≈28.3% | · | · | |
| Net Income YoY | 22.7%5Y avg ≈114.4% | ≈114.4% | · | · | |
| EPS CAGR 3Y | 1.4%5Y avg ≈16.6% | ≈16.6% | · | · | |
| EPS CAGR 5Y | 23.1% | · | · | · | |
| Net Income CAGR 3Y | 75.2%5Y avg ≈101.0% | ≈101.0% | · | · | |
| Net Income CAGR 5Y | 71.2% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | NOW | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.65Y avg ≈0.6 | ≈0.6 | 0.5 | Top tier | |
| Receivables Turnover | 5.55Y avg ≈5.0 | ≈5.0 | 4.7 | In line | |
| Revenue / Employee | ≈$454.9K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
6.1%
Next Report
Oct 27, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 21, 2026 | $0.90 | $0.86 | 4.3% |
| March 31, 2026 | $0.97 | $0.97 | -0.34% | |
| Dec. 31, 2025 | $0.92 | $0.89 | 3.2% | |
| Sept. 30, 2025 | $0.96 | $0.86 | 11.8% | |
| June 30, 2025 | $0.82 | $0.72 | 13.4% | |
| March 31, 2025 | $0.81 | $0.77 | 4.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $13.28B | $10.98B | $8.97B | $7.25B | $5.90B | $4.52B | $3.46B | $2.61B | $1.92B | $1.39B | $1.01B | |
| Cost of Revenue | $2.98B | $2.29B | $1.92B | $1.57B | $1.35B | $987M | $796M | $623M | $500M | $399M | $329M | |
| Gross Profit | $10.29B | $8.70B | $7.05B | $5.67B | $4.54B | $3.53B | $2.66B | $1.99B | $1.42B | $992M | $676M | |
| R&D Expense | $2.96B | $2.54B | $2.12B | $1.77B | $1.40B | $1.02B | $749M | $530M | $378M | $285M | $217M | |
| SG&A Expense | $1.12B | $936M | $863M | $735M | $597M | $454M | $339M | $296M | $211M | $159M | $127M | |
| Operating Expenses | $8.47B | $7.33B | $6.29B | $5.32B | $4.29B | $3.33B | $2.62B | $2.03B | $1.48B | $1.37B | $842M | |
| Operating Income | $1.82B | $1.36B | $762M | $355M | $257M | $199M | $42M | $-42M | $-64M | $-382M | $-166M | |
| Interest Expense | · | · | · | $27M | $28M | $33M | $33M | $53M | $53M | $33M | $31M | |
| Other Non-op | $-14M | $-45M | $-56M | $-38M | $-28M | $-16M | $58M | $56M | $4M | $5M | $4M | |
| Pretax Income | $2.26B | $1.74B | $1.01B | $399M | $249M | $150M | $67M | $-39M | $-113M | $-410M | $-193M | |
| Income Tax | $513M | $313M | $-723M | $74M | $19M | $31M | $-560M | $-12M | $3M | $4M | $5M | |
| Net Income | $1.75B | $1.43B | $1.73B | $325M | $230M | $119M | $627M | $-27M | $-117M | $-414M | $-198M | |
| EPS (Basic) | $1.69 | $1.38 | $1.70 | $1.61 | $1.16 | $0.61 | $3.36 | $-0.15 | $-0.68 | · | · | |
| EPS (Diluted) | $1.67 | $1.37 | $1.68 | $1.60 | $1.13 | $0.59 | $3.18 | $-0.15 | $-0.68 | · | · | |
| Shares (Basic) | 1,036,740,000 | 1,029,169,000 | 1,020,685,000 | 201,430,000 | 198,094,000 | 193,096,000 | 186,466,000 | 177,846,000 | 171,176,000 | · | · | |
| Shares (Diluted) | 1,046,691,000 | 1,042,113,000 | 1,027,953,000 | 203,535,000 | 203,167,000 | 202,478,000 | 197,223,000 | 177,846,000 | 171,176,000 | · | · | |
| EBITDA | $2.56B | $1.93B | $1.32B | $788M | $729M | $535M | $294M | $107M | · | $-340M | $-106M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.73B | $2.30B | $1.90B | $1.47B | $1.73B | $1.68B | $776M | $566M | $726M | $401M | $412M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $1.05B | $498M | $389M | |
| Receivables | $2.63B | $2.24B | $2.04B | $1.73B | $1.39B | $1.01B | $835M | $575M | $437M | $323M | $203M | |
| Prepaid Expense | $970M | $668M | $403M | $280M | $223M | $192M | $125M | $132M | $96M | $44M | $29M | |
| Current Assets | $10.47B | $9.19B | $7.78B | $6.65B | $5.22B | $4.52B | $2.83B | $2.34B | $2.42B | $1.34B | $1.09B | |
| PP&E (Net) | $2.29B | $1.76B | $1.36B | $1.05B | $766M | $660M | $468M | $347M | $245M | $182M | $145M | |
| PP&E (Gross) | $4.12B | $3.27B | $2.64B | $2.05B | $1.59B | $1.29B | $925M | $686M | $480M | $332M | $246M | |
| Accum. Depreciation | $1.84B | $1.51B | $1.28B | $995M | $825M | $632M | $457M | $339M | $235M | $151M | $101M | |
| Goodwill | $3.58B | $1.27B | $1.23B | $824M | $777M | $241M | $157M | $149M | $129M | $83M | $56M | |
| Intangibles | $1.12B | $209M | $224M | $232M | $287M | $153M | $144M | $101M | $87M | $66M | $43M | |
| Other Non-current Assets | $290M | $291M | $452M | $359M | $212M | $100M | $78M | $53M | $52M | $37M | $22M | |
| Total Assets | $26.04B | $20.38B | $17.39B | $13.30B | $10.80B | $8.71B | $6.02B | $3.88B | $3.55B | $2.03B | $1.81B | |
| Accounts Payable | $204M | $68M | $126M | $274M | $89M | $34M | $53M | $31M | $32M | $38M | $37M | |
| Accrued Liabilities | $1.81B | $1.37B | $1.36B | $975M | $850M | $668M | $461M | $330M | $253M | $172M | $101M | |
| Short-term Debt | $0 | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $10.44B | $8.36B | $7.37B | $6.00B | $4.95B | $3.74B | $2.75B | $2.01B | $2.04B | $1.07B | $732M | |
| Capital Leases | $800M | $687M | $707M | $650M | $556M | $423M | $383M | $0 | · | · | · | |
| Other Non-current Liabilities | $220M | $145M | $118M | $56M | $51M | $36M | $23M | $55M | $66M | $34M | $23M | |
| Total Liabilities | $13.07B | $10.77B | $9.76B | $8.27B | $7.10B | $5.88B | $3.89B | $2.77B | $2.77B | $1.65B | $1.24B | |
| Long-term Debt | $1.49B | · | · | · | · | $1.64B | · | · | · | · | · | |
| Total Debt | · | · | · | $0 | $92M | · | · | · | · | · | · | |
| Common Stock | $1M | $1M | $0 | $0 | $0 | $0 | $189.0K | $180.0K | $174.0K | $167.0K | $160.0K | |
| Retained Earnings | $5.24B | $3.49B | $2.07B | $338M | $-4M | $-234M | $-352M | $-979M | $-959M | $-997M | $-557M | |
| Treasury Stock | $3.04B | $1.22B | $535M | $0 | · | · | · | · | · | · | · | |
| AOCI | $19M | $-68M | $-37M | $-102M | $34M | $94M | $25M | $-4M | $6M | $-21M | $-17M | |
| Stockholders' Equity | $12.96B | $9.61B | $7.63B | $5.03B | $3.69B | $2.83B | $2.13B | $1.11B | $779M | $541M | $567M | |
| Liabilities + Equity | $26.04B | $20.38B | $17.39B | $13.30B | $10.80B | $8.71B | $6.02B | $3.88B | $3.55B | $2.03B | $1.81B | |
| Shares Outstanding | 1,047,278,000 | 1,032,437,000 | 204,724,000 | 202,882,000 | 199,608,000 | 195,845,000 | 189,461,000 | 180,175,000 | 174,275,864 | 167,430,773 | 160,785,764 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $738M | $564M | $562M | $433M | $472M | $336M | $252M | $150M | $114M | $83M | $60M | |
| Stock-based Comp | $1.96B | $1.75B | $1.60B | $1.40B | $1.13B | $870M | $662M | $544M | $394M | $318M | $258M | |
| Deferred Tax | $251M | $98M | $-857M | $15M | $-34M | $-22M | $-576M | $-34M | $-6M | $-1M | $-2M | |
| Amort. of Intangibles | $120M | $94M | $85M | $81M | $76M | $46M | $35M | $25M | $20M | $15M | $12M | |
| Other Non-cash | $752M | $434M | $358M | $549M | $392M | $484M | $271M | $179M | · | $214M | $197M | |
| Operating Cash Flow | $5.44B | $4.27B | $3.40B | $2.72B | $2.19B | $1.79B | $1.24B | $811M | $643M | $159M | $318M | |
| CapEx | $868M | $852M | $694M | $550M | $392M | $419M | $265M | $224M | $151M | $106M | $87M | |
| Investing Cash Flow | $-1.69B | $-2.50B | $-2.17B | $-2.58B | $-1.61B | $-1.51B | $-725M | $-347M | $-884M | $-108M | $-232M | |
| Debt Issued | · | · | · | $0 | $0 | $1.48B | $0 | $0 | · | · | · | |
| Net Debt Issued | · | · | · | $0 | $0 | $1.48B | · | · | · | · | · | |
| Stock Repurchased | $1.84B | $696M | $538M | $0 | $0 | · | $0 | $0 | $55M | $0 | $0 | |
| Net Stock Activity | $-1.84B | $-696M | $-538M | · | · | · | $0 | $0 | · | · | · | |
| Financing Cash Flow | $-2.34B | $-1.34B | $-803M | $-344M | $-506M | $597M | $-302M | $-607M | $539M | $-56M | $80M | |
| Net Change in Cash | $1.42B | $406M | $429M | $-257M | $53M | $901M | $209M | $-159M | $326M | $-11M | $160M | |
| Taxes Paid | $283M | $230M | $127M | $45M | $36M | $39M | $20M | $18M | $8M | $4M | $4M | |
| Free Cash Flow | $4.58B | $3.42B | $2.70B | $2.17B | $1.80B | $1.37B | $971M | $587M | · | $54M | $228M | |
| Levered FCF | · | · | · | $2.15B | $1.77B | $1.34B | $661M | $551M | · | $21M | $196M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 77.5% | 79.2% | 78.6% | 78.3% | 77.0% | 78.2% | 77.0% | 76.1% | · | 71.3% | 67.2% | |
| Operating Margin | 13.7% | 12.4% | 8.5% | 4.9% | 4.4% | 4.4% | 1.2% | -1.6% | · | -30.4% | -16.6% | |
| Net Margin | 13.2% | 13.0% | 19.3% | 4.5% | 3.9% | 2.6% | 18.1% | -1.0% | · | -32.5% | -19.7% | |
| Pretax Margin | 17.0% | 15.8% | 11.2% | 5.5% | 4.2% | 3.3% | 1.9% | -1.5% | · | -32.4% | -19.2% | |
| EBITDA Margin | 19.3% | 17.5% | 14.8% | 10.9% | 12.4% | 11.8% | 8.5% | 4.1% | · | -24.4% | -10.5% | |
| ROA | 7.5% | 7.5% | 11.3% | 2.7% | 2.4% | 1.6% | 12.7% | -0.72% | · | -23.5% | -12.3% | |
| ROE | 14.6% | 15.1% | 23.4% | 6.8% | 6.4% | 4.3% | 35.2% | -2.5% | · | -94.7% | -39.9% | |
| ROIC | 10.9% | 11.6% | 17.2% | 5.8% | 6.3% | 5.6% | 18.5% | -2.6% | · | -109.7% | -30.2% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.1 | 1.1 | 1.1 | 1.1 | 1.2 | 1.0 | 1.2 | · | 1.3 | 1.5 | |
| Quick Ratio | 0.6 | 0.5 | 0.5 | 0.5 | 0.6 | 0.7 | 0.6 | 0.6 | · | 1.1 | 1.4 | |
| Debt / Equity | · | · | · | 0.0 | 0.0 | · | · | · | · | · | · | |
| Interest Coverage | · | · | · | 13.1 | 9.2 | 6.1 | 1.3 | -0.8 | · | -12.7 | -5.3 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.6 | 0.7 | 0.7 | · | 0.7 | 0.6 | |
| Receivables Turnover | 5.5 | 5.1 | 4.8 | 4.7 | 4.9 | 4.9 | 4.9 | 5.2 | · | 5.3 | 5.5 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.38 | $46.54 | $37.26 | $24.80 | $18.51 | $14.47 | $11.23 | $6.17 | · | $2.31 | $3.53 | |
| Revenue / Share | $12.69 | $52.70 | $43.64 | $35.60 | $29.02 | $22.32 | $17.55 | · | · | · | · | |
| Cash Flow / Share | $5.20 | $20.47 | $16.53 | $13.38 | $10.78 | $8.82 | $6.27 | · | · | · | · | |
| Cash / Share | $3.56 | $11.16 | $9.27 | $7.25 | $8.66 | $8.56 | $4.09 | $3.14 | · | $2.40 | $2.56 | |
| EPS (TTM) | $1.67 | $1.37 | $1.68 | $1.60 | $1.13 | $0.59 | $3.18 | $-0.15 | · | $-0.48 | $-0.48 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 20.9% | 22.4% | 23.8% | 22.9% | 30.5% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 22.4% | 23.1% | 25.7% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 24.1% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 21.9% | -18.4% | 5.0% | 41.6% | 91.5% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 1.4% | 6.6% | 41.7% | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 23.1% | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 22.7% | -17.7% | 432.6% | 41.3% | 93.3% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 75.2% | 83.7% | 144.1% | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 71.2% | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $13.28B | $10.98B | $8.97B | $7.25B | $5.90B | $4.52B | $3.46B | $2.61B | · | $1.39B | $1.01B | |
| Net Income TTM | $1.75B | $1.43B | $1.73B | $325M | $230M | $119M | $627M | $-27M | · | $-414M | $-198M | |
| Market Cap | $160.43B | $43.78B | $28.93B | $15.75B | $25.91B | $21.56B | $10.70B | $6.42B | · | $2.49B | $2.78B | |
| Enterprise Value | · | · | · | $14.28B | $24.28B | · | · | · | · | · | · | |
| P/E | 91.7 | 154.8 | 84.1 | 48.5 | 114.9 | 186.6 | 17.8 | -237.4 | · | -31.0 | -36.1 | |
| P/S | 12.1 | 4.0 | 3.2 | 2.2 | 4.4 | 4.8 | 3.1 | 2.5 | · | 1.8 | 2.8 | |
| P/B | 12.4 | 4.6 | 3.8 | 3.1 | 7.0 | 7.6 | 5.0 | 5.8 | · | 6.4 | 4.9 | |
| P / Tangible Book | 19.4 | 5.4 | 4.7 | 4.0 | 9.8 | 8.8 | · | · | · | · | · | |
| P / Cash Flow | 29.5 | 10.3 | 8.5 | 5.8 | 11.8 | 12.1 | 8.7 | 7.9 | · | 15.6 | 8.8 | |
| P / FCF | 35.1 | 12.8 | 10.7 | 7.3 | 14.4 | 15.8 | 11.0 | 10.9 | · | 45.8 | 12.2 | |
| EV / EBITDA | · | · | · | 18.1 | 33.3 | · | · | · | · | · | · | |
| EV / FCF | · | · | · | 6.6 | 13.5 | · | · | · | · | · | · | |
| EV / Revenue | · | · | · | 2.0 | 4.1 | · | · | · | · | · | · | |
| Earnings Yield | 1.1% | 0.65% | 1.2% | 2.1% | 0.87% | 0.54% | 5.6% | -0.42% | · | -3.2% | -2.8% |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.99B | $3.77B | $3.57B | $3.41B | $3.21B | $3.09B | $2.96B | $2.80B | $2.63B | $2.60B | $2.44B | $2.29B | $2.15B | $2.10B | $1.94B | $1.83B | |
| Cost of Revenue | $1.17B | $940M | $834M | $774M | $724M | $651M | $631M | $584M | $552M | $520M | $516M | $496M | $471M | $438M | $415M | $400M | |
| Gross Profit | $2.82B | $2.83B | $2.73B | $2.63B | $2.49B | $2.44B | $2.33B | $2.21B | $2.08B | $2.08B | $1.92B | $1.79B | $1.68B | $1.66B | $1.52B | $1.43B | |
| R&D Expense | $915M | $823M | $773M | $750M | $734M | $703M | $668M | $626M | $643M | $606M | $562M | $549M | $521M | $492M | $454M | $456M | |
| SG&A Expense | $369M | $288M | $368M | $255M | $271M | $229M | $257M | $225M | $232M | $222M | $242M | $213M | $209M | $199M | $194M | $187M | |
| Operating Expenses | $2.66B | $2.33B | $2.29B | $2.06B | $2.13B | $1.99B | $1.95B | $1.79B | $1.83B | $1.75B | $1.65B | $1.56B | $1.56B | $1.51B | $1.37B | $1.34B | |
| Operating Income | $162M | $503M | $443M | $572M | $358M | $451M | $374M | $418M | $240M | $332M | $270M | $231M | $117M | $144M | $155M | $91M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $8M | |
| Other Non-op | $206M | $82M | $-7M | $7M | $-3M | $-11M | $-17M | $-10M | $-10M | $-8M | $-9M | $-14M | $-17M | $-16M | $-10M | $-15M | |
| Pretax Income | $438M | $673M | $541M | $694M | $471M | $555M | $463M | $516M | $334M | $425M | $347M | $299M | $174M | $188M | $183M | $102M | |
| Income Tax | $140M | $204M | $140M | $192M | $86M | $95M | $79M | $84M | $72M | $78M | $52M | $57M | $-870M | $38M | $33M | $22M | |
| Net Income | $298M | $469M | $401M | $502M | $385M | $460M | $384M | $432M | $262M | $347M | $295M | $242M | $1.04B | $150M | $150M | $80M | |
| EPS (Basic) | $0.29 | $0.45 | $-3.03 | $2.42 | $0.37 | $0.44 | $-3.67 | $2.09 | $1.27 | $1.69 | $-5.34 | $1.18 | $5.12 | $0.74 | $0.74 | $0.39 | |
| EPS (Diluted) | $0.29 | $0.45 | $-3.01 | $2.40 | $0.37 | $0.44 | $-3.63 | $2.07 | $1.26 | $1.67 | $-5.30 | $1.17 | $5.08 | $0.73 | $0.74 | $0.39 | |
| Shares (Basic) | 1,031,351,000 | 1,035,138,000 | · | 207,630,000 | 1,035,819,000 | 1,034,098,000 | · | 206,158,000 | 205,644,000 | 205,108,000 | · | 204,464,000 | 204,021,000 | 203,385,000 | · | 202,045,000 | |
| Shares (Diluted) | 1,034,334,000 | 1,039,884,000 | · | 209,505,000 | 1,046,608,000 | 1,046,852,000 | · | 208,552,000 | 207,799,000 | 207,684,000 | · | 206,277,000 | 205,351,000 | 204,263,000 | · | 203,121,000 | |
| EBITDA | $162M | $761M | · | $572M | $358M | $611M | · | $418M | $240M | $462M | · | $231M | $117M | $270M | · | $91M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.50B | $2.70B | $3.73B | $2.73B | $3.12B | $3.37B | $2.30B | $1.89B | $2.16B | $2.06B | $1.90B | $1.11B | $1.66B | $1.85B | $1.47B | $1.25B | |
| Receivables | $2.20B | $1.71B | $2.63B | $1.55B | $1.70B | $1.36B | $2.24B | $1.31B | $1.52B | $1.31B | · | $1.17B | $1.09B | $1.11B | · | $898M | |
| Prepaid Expense | $1.05B | $949M | $970M | $846M | $896M | $781M | $668M | $591M | $608M | $482M | · | $394M | $362M | $319M | · | $292M | |
| Current Assets | $8.51B | $8.44B | $10.47B | $8.36B | $9.28B | $9.27B | $9.19B | $7.70B | $8.02B | $7.37B | · | $6.05B | $6.60B | $6.73B | · | $5.48B | |
| PP&E (Net) | $2.18B | $2.25B | $2.29B | $2.13B | $1.99B | $1.89B | $1.76B | $1.72B | $1.61B | $1.45B | · | $1.20B | $1.15B | $1.12B | · | $914M | |
| PP&E (Gross) | $4.26B | $4.21B | $4.12B | $3.90B | $3.68B | $3.46B | $3.27B | $3.20B | $2.98B | $2.77B | · | $2.38B | $2.27B | $2.18B | · | $1.85B | |
| Accum. Depreciation | $2.09B | $1.96B | $1.84B | $1.78B | $1.70B | $1.57B | $1.51B | $1.48B | $1.37B | $1.32B | · | $1.18B | $1.12B | $1.06B | · | $936M | |
| Goodwill | $9.84B | $4.54B | $3.58B | $1.82B | $1.78B | $1.30B | $1.27B | $1.29B | $1.24B | $1.22B | $1.23B | $1.20B | $821M | $823M | $824M | $794M | |
| Intangibles | $3.78B | $1.48B | $1.12B | $391M | $319M | $230M | $209M | $214M | $220M | $224M | · | $242M | $191M | $212M | · | $234M | |
| Other Non-current Assets | $379M | $335M | $290M | $272M | $864M | $764M | $291M | $635M | $599M | $502M | · | $450M | $436M | $390M | · | $336M | |
| Total Assets | $31.67B | $24.38B | $26.04B | $21.79B | $22.05B | $20.97B | $20.38B | $18.43B | $18.21B | $17.54B | · | $15.09B | $14.92B | $13.61B | · | $11.11B | |
| Accounts Payable | $162M | $427M | $204M | $146M | $211M | $309M | $68M | $165M | $296M | $223M | · | $69M | $171M | $228M | · | $195M | |
| Accrued Liabilities | $1.74B | $1.41B | $1.81B | $1.27B | $1.38B | $1.11B | $1.37B | $1.06B | $1.16B | $1.02B | · | $1.00B | $893M | $694M | · | $657M | |
| Short-term Debt | $2.08B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Current Liabilities | $12.15B | $9.98B | $10.44B | $7.87B | $8.49B | $8.26B | $8.36B | $6.79B | $7.17B | $7.03B | · | $5.60B | $5.77B | $5.76B | · | $4.43B | |
| Capital Leases | $822M | $822M | $800M | $804M | $815M | $806M | $687M | $650M | $669M | $693M | · | $682M | $635M | $655M | · | $551M | |
| Other Non-current Liabilities | $605M | $258M | $220M | $211M | $209M | $162M | $145M | $142M | $127M | $123M | · | $93M | $63M | $59M | · | $52M | |
| Total Liabilities | $19.15B | $12.65B | $13.07B | $10.49B | $11.12B | $10.83B | $10.77B | $9.14B | $9.54B | $9.44B | · | $7.91B | $8.00B | $8.01B | · | $6.58B | |
| Long-term Debt | $5.43B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Debt | $2.08B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Common Stock | $1M | $1M | $1M | $0 | $0 | $0 | $1M | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | |
| Retained Earnings | $6.01B | $5.71B | $5.24B | $4.84B | $4.34B | $3.95B | $3.49B | $3.11B | $2.68B | $2.42B | · | $1.77B | $1.53B | $488M | · | $188M | |
| Treasury Stock | $5.37B | $5.38B | $3.04B | $2.45B | $1.87B | $1.51B | $1.22B | $926M | $704M | $707M | · | $282M | · | · | · | · | |
| AOCI | $-44M | $7M | $19M | $-17M | $-49M | $-70M | $-68M | $-20M | $-78M | $-68M | · | $-157M | $-91M | $-70M | · | $-172M | |
| Stockholders' Equity | $12.52B | $11.73B | $12.96B | $11.30B | $10.93B | $10.14B | $9.61B | $9.29B | $8.67B | $8.11B | $7.63B | $7.18B | $6.93B | $5.60B | $5.03B | $4.52B | |
| Liabilities + Equity | $31.67B | $24.38B | $26.04B | $21.79B | $22.05B | $20.97B | $20.38B | $18.43B | $18.21B | $17.54B | · | $15.09B | $14.92B | $13.61B | · | $11.11B | |
| Shares Outstanding | 1,033,862,000 | 1,031,308,000 | 1,047,278,000 | 207,564,000 | 207,519,000 | 206,979,000 | 1,032,437,000 | 206,317,000 | 205,857,000 | 205,382,000 | · | 204,600,000 | · | · | · | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $407M | $258M | $212M | $194M | $172M | $160M | $154M | $144M | $136M | $130M | $154M | $146M | $136M | $126M | $118M | $109M | |
| Stock-based Comp | $652M | $547M | $494M | $492M | $499M | $470M | $454M | $426M | $444M | $422M | $413M | $413M | $397M | $381M | $363M | $361M | |
| Amort. of Intangibles | $219M | $77M | $41M | $33M | $25M | $21M | $23M | $23M | $24M | $24M | $22M | $21M | $22M | $20M | $21M | $20M | |
| Other Non-cash | · | $396M | · | · | · | $587M | · | · | · | $442M | · | · | · | $245M | · | · | |
| Operating Cash Flow | $587M | $1.67B | $2.24B | $813M | $716M | $1.68B | $1.64B | $671M | $620M | $1.34B | $1.60B | $311M | $580M | $902M | $1.16B | $265M | |
| CapEx | $114M | $141M | $238M | $235M | $190M | $205M | $253M | $202M | $262M | $135M | $261M | $136M | $132M | $165M | $144M | $162M | |
| Investing Cash Flow | $-6.65B | $-451M | $-498M | $-551M | $-423M | $-217M | $-738M | $-658M | $-187M | $-734M | $-444M | $-525M | $-674M | $-524M | $-874M | $-629M | |
| Stock Repurchased | $0 | $2.23B | $597M | $584M | $361M | $298M | $296M | $225M | $0 | $175M | $256M | $282M | $0 | $0 | $0 | · | |
| Net Stock Activity | · | $-2.23B | · | · | · | $-298M | · | · | · | $-175M | · | · | · | · | · | · | |
| Financing Cash Flow | $5.87B | $-2.24B | $-739M | $-657M | $-546M | $-398M | $-471M | $-292M | $-321M | $-443M | $-381M | $-333M | $-94M | $5M | $-75M | $-40M | |
| Net Change in Cash | $-193M | $-1.02B | $998M | $-399M | $-244M | $1.07B | $417M | $-274M | $103M | $160M | $785M | $-551M | $-189M | $384M | $221M | $-416M | |
| Taxes Paid | $92M | $38M | $102M | $52M | $93M | $36M | $47M | $71M | $91M | $21M | $24M | $40M | $41M | $22M | $12M | $12M | |
| Free Cash Flow | · | $1.53B | · | · | · | $1.47B | · | · | · | $1.21B | · | · | · | $737M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 70.7% | 75.1% | · | 77.3% | 77.5% | 78.9% | · | 79.1% | 79.0% | 80.0% | · | 78.3% | 78.1% | 79.1% | · | 78.1% | |
| Operating Margin | 4.1% | 13.3% | · | 16.8% | 11.1% | 14.6% | · | 14.9% | 9.1% | 12.8% | · | 10.1% | 5.4% | 6.9% | · | 5.0% | |
| Net Margin | 7.5% | 12.4% | · | 14.7% | 12.0% | 14.9% | · | 15.4% | 10.0% | 13.3% | · | 10.6% | 48.6% | 7.2% | · | 4.4% | |
| Pretax Margin | 11.0% | 17.8% | · | 20.4% | 14.6% | 18.0% | · | 18.4% | 12.7% | 16.3% | · | 13.1% | 8.1% | 9.0% | · | 5.6% | |
| EBITDA Margin | 4.1% | 20.2% | · | 16.8% | 11.1% | 19.8% | · | 14.9% | 9.1% | 17.8% | · | 10.1% | 5.4% | 12.9% | · | 5.0% | |
| ROA | 1.1% | 2.1% | · | 2.5% | 1.9% | 2.4% | · | 2.6% | 1.6% | 2.2% | · | 1.8% | 8.0% | 1.2% | · | 0.78% | |
| ROE | 2.5% | 4.3% | · | 4.9% | 3.9% | 5.0% | · | 5.2% | 3.4% | 5.1% | · | 4.1% | 18.8% | 3.1% | · | 2.0% | |
| ROIC | 0.76% | 3.0% | · | 3.7% | 2.7% | 3.7% | · | 3.8% | 2.2% | 3.3% | · | 2.6% | 10.1% | 2.1% | · | 1.6% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.7 | 0.8 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.0 | · | 1.1 | 1.1 | 1.2 | · | 1.2 | |
| Quick Ratio | 0.4 | 0.4 | · | 0.5 | 0.6 | 0.6 | · | 0.5 | 0.5 | 0.5 | · | 0.4 | 0.5 | 0.5 | · | 0.5 | |
| Debt / Equity | 0.2 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 0.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 11.4 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Receivables Turnover | 2.0 | 2.5 | · | 2.4 | 2.0 | 2.3 | · | 2.3 | 2.0 | 2.2 | · | 2.2 | 2.2 | 2.2 | · | 2.2 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $12.11 | $11.37 | · | $54.45 | $52.68 | $48.99 | · | $45.03 | $42.10 | $39.47 | · | $35.10 | · | · | · | · | |
| Revenue / Share | $3.85 | $3.63 | · | $16.26 | $15.36 | $14.75 | · | $13.41 | $12.64 | $12.53 | · | $11.09 | $10.47 | $10.26 | · | $9.01 | |
| Cash Flow / Share | · | $1.61 | · | · | · | $8.01 | · | · | · | $6.46 | · | · | · | $4.42 | · | · | |
| Cash / Share | $2.42 | $2.62 | · | $13.13 | $15.05 | $16.28 | · | $9.14 | $10.49 | $10.01 | · | $5.43 | · | · | · | · | |
| EPS (TTM) | $0.13 | $0.21 | · | $-0.42 | $-0.75 | $0.14 | · | $-0.30 | $-1.20 | $2.62 | · | $7.72 | $6.94 | $1.96 | · | $0.98 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $14.73B | $13.96B | · | $12.67B | $12.06B | $11.47B | · | $10.46B | $9.96B | $9.48B | · | $8.47B | $8.02B | $7.62B | · | $6.92B | |
| Net Income TTM | $1.67B | $1.76B | · | $1.73B | $1.66B | $1.54B | · | $1.34B | $1.15B | $1.93B | · | $1.59B | $1.42B | $400M | · | $201M | |
| Market Cap | $102.64B | $107.82B | · | $38.20B | $42.67B | $32.96B | · | $36.91B | $32.39B | $31.32B | · | $22.87B | · | · | · | · | |
| Enterprise Value | $102.22B | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P/E | 763.7 | 497.9 | · | -438.2 | -274.2 | 1137.3 | · | -596.3 | -131.1 | 58.2 | · | 14.5 | 16.2 | 47.4 | · | 77.1 | |
| P/S | 7.0 | 7.7 | · | 3.0 | 3.5 | 2.9 | · | 3.5 | 3.3 | 3.3 | · | 2.7 | · | · | · | · | |
| P/B | 8.2 | 9.2 | · | 3.4 | 3.9 | 3.3 | · | 4.0 | 3.7 | 3.9 | · | 3.2 | · | · | · | · | |
| P / Tangible Book | · | 18.9 | · | 4.2 | 4.8 | 3.8 | · | 4.7 | 4.5 | 4.7 | · | 4.0 | · | · | · | · | |
| P / Cash Flow | · | 64.6 | · | · | · | 19.7 | · | · | · | 23.4 | · | · | · | · | · | · | |
| EV / Revenue | 6.9 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 0.13% | 0.20% | · | -0.23% | -0.36% | 0.09% | · | -0.17% | -0.76% | 1.7% | · | 6.9% | 6.2% | 2.1% | · | 1.3% |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $13.28B | $10.98B | $8.97B | $7.25B | $5.90B |
| Gross Margin % | 77.5% | 79.2% | 78.6% | 78.3% | 77.0% |
| Operating Margin % | 13.7% | 12.4% | 8.5% | 4.9% | 4.4% |
| Net Income | $1.75B | $1.43B | $1.73B | $325M | $230M |
| Diluted EPS | $1.67 | $1.37 | $1.68 | $1.60 | $1.13 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Debt / Equity | · | · | · | 0.0 | 0.0 |
| Current Ratio | 1.0 | 1.1 | 1.1 | 1.1 | 1.1 |
| Quick Ratio | 0.6 | 0.5 | 0.5 | 0.5 | 0.6 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Free Cash Flow | $4.58B | $3.42B | $2.70B | $2.17B | $1.80B |
Institutional owners (13F) 2,542 filers · $106.8B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
2,542
Value held
$106.8B
New positions
380
Exited positions
256
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 380 (+17 vs prior Q) | 256 (-95 vs prior Q) | 996 (-80 vs prior Q) | 806 (+77 vs prior Q) | +7.7M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $15,619,770,796 | 101,963,384 | 14.63% | Shares |
| BlackRock, Inc. | $9,536,614,655 | 96,057,763 | 8.93% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $6,686,690,478 | 67,351,838 | 6.26% | Shares |
| STATE STREET CORP | $4,868,514,283 | 49,038,218 | 4.56% | Shares |
| MORGAN STANLEY | $2,643,924,388 | 26,630,984 | 2.48% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2,500,341,285 | 25,184,743 | 2.34% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $2,407,583,912 | 24,274,498 | 2.25% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,632,977,296 | 16,448,200 | 1.53% | Call option |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1,492,499,867 | 14,275,465 | 1.40% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,455,633,432 | 14,661,900 | 1.36% | Put option |
| JPMORGAN CHASE & CO | $1,394,509,586 | 13,949,279 | 1.31% | Shares |
| NORGES BANK | $1,236,839,274 | 12,458,091 | 1.16% | Shares |
| FMR LLC | $1,131,383,137 | 11,395,881 | 1.06% | Shares |
| NORTHERN TRUST CORP | $1,091,238,403 | 10,991,523 | 1.02% | Shares |
| GOLDMAN SACHS GROUP INC | $1,087,894,091 | 10,957,837 | 1.02% | Shares |
| Amundi | $1,044,153,963 | 10,517,264 | 0.98% | Shares |
| JANE STREET GROUP, LLC | $904,003,968 | 9,105,600 | 0.85% | Put option |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $802,243,656 | 8,080,617 | 0.75% | Shares |
| Fisher Asset Management, LLC | $796,058,737 | 8,018,318 | 0.75% | Shares |
| CITADEL ADVISORS LLC | $788,382,480 | 7,941,000 | 0.74% | Call option |
| Pictet Asset Management Holding SA | $713,165,084 | 7,183,047 | 0.67% | Shares |
| Bank of New York Mellon Corp | $712,572,826 | 7,177,406 | 0.67% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $711,214,536 | 7,163,661 | 0.67% | Shares |
| AMERIPRISE FINANCIAL INC | $697,162,343 | 6,975,128 | 0.65% | Shares |
| BARCLAYS PLC | $685,463,668 | 6,904,348 | 0.64% | Shares |
| JANE STREET GROUP, LLC | $644,198,136 | 6,488,700 | 0.60% | Call option |
| Legal & General Group Plc | $641,888,484 | 6,465,436 | 0.60% | Shares |
| BANK OF AMERICA CORP /DE/ | $627,355,395 | 6,319,051 | 0.59% | Shares |
| NATIONAL BANK OF CANADA /FI/ | $618,946,048 | 6,234,306 | 0.58% | Shares |
| Swedbank AB | $601,824,937 | 6,061,895 | 0.56% | Shares |
| CITADEL ADVISORS LLC | $601,557,376 | 6,059,200 | 0.56% | Put option |
| DEUTSCHE BANK AG\ | $595,157,192 | 5,994,734 | 0.56% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $588,256,139 | 5,925,223 | 0.55% | Shares |
| ROYAL BANK OF CANADA | $560,889,000 | 5,649,567 | 0.53% | Shares |
| POLEN CAPITAL MANAGEMENT LLC | $533,150,641 | 5,370,172 | 0.50% | Shares |
| UBS Group AG | $528,282,978 | 5,321,142 | 0.49% | Shares |
| Invesco Ltd. | $520,524,034 | 5,242,990 | 0.49% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $514,237,538 | 5,179,669 | 0.48% | Shares |
| GOLDMAN SACHS GROUP INC | $506,735,048 | 5,104,100 | 0.47% | Put option |
| WELLS FARGO & COMPANY/MN | $497,125,592 | 5,007,309 | 0.47% | Shares |
| BANK OF MONTREAL /CAN/ | $475,264,282 | 4,787,110 | 0.45% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $474,153,016 | 4,823,040 | 0.44% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $468,465,090 | 4,718,625 | 0.44% | Shares |
| NORDEA INVESTMENT MANAGEMENT AB | $463,194,000 | 4,753,633 | 0.43% | Shares |
| TWO SIGMA ADVISERS, LP | $460,149,058 | 3,003,780 | 0.43% | Shares |
| CITADEL ADVISORS LLC | $426,798,664 | 4,298,939 | 0.40% | Shares |
| AXA Investment Managers S.A. | $423,845,077 | 460,561 | 0.40% | Shares |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $422,877,803 | 4,259,443 | 0.40% | Shares |
| Employees Provident Fund Board | $414,200,528 | 4,172,044 | 0.39% | Shares |
| Nuveen, LLC | $402,092,608 | 4,050,087 | 0.38% | Shares |
Company insiders 45 insiders · 9 officers · 11 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| William R Mcdermott | Chairman & CEO | Aug. 17, 2026 M | 184,199 | 2 | 0 | $3,000,144 |
| Gina Mastantuono | President and CFO | Aug. 17, 2026 M | 109,256 | 0 | 2 | $-689,686 |
| Paul Fipps | President, Global Customer Ops | Aug. 31, 2026 S | 18,305 | 0 | 6 | $-2,064,433 |
| Amit Zavery | President, CPO and COO | Aug. 14, 2026 M | 86,065 | 0 | 0 | $0 |
| Jacqueline P Canney | Chief People & AI Enblmt. Off. | Aug. 28, 2026 S | 30,042 | 0 | 6 | $-2,361,563 |
| Danielle Fontaine | Principal Accounting Officer | Aug. 17, 2026 M | 10,887 | 0 | 0 | $0 |
| Hossein Nowbar | Pres. & Chief Legal Officer | Aug. 14, 2026 M | 8,514 | 0 | 0 | $0 |
| Kevin Thomas Mcbride | Former Principal Acctg Officer | Feb. 17, 2026 M | 32,141 | 0 | 2 | $-383,888 |
| Nicholas Tzitzon | Vice Chairman | Feb. 9, 2026 A | 23,209 | 0 | 1 | $-431,736 |
| Paul Edward Chamberlain | Director | Aug. 27, 2026 S | 43,990 | 0 | 5 | $-1,079,250 |
| Eric S. Yuan | Director | June 15, 2026 A | 2,747 | 0 | 0 | $0 |
| Teresa Briggs | Director | May 28, 2026 S | 11,010 | 0 | 1 | $-173,376 |
| Larry Quinlan | Director | May 21, 2026 A | 11,465 | 0 | 0 | $0 |
| Lawrence Jackson | Director | May 21, 2026 A | 4,875 | 0 | 1 | $-214,708 |
| Anita M Sands | Director | May 21, 2026 A | 33,350 | 0 | 1 | $-1,482,352 |
| Susan L Bostrom | Director | May 21, 2026 A | 21,685 | 0 | 0 | $0 |
| Paul V Barber | Director | June 8, 2016 A | 1,930 | 0 | 0 | $0 |
| Charles Noell III | Director | Feb. 19, 2014 S | 563,255 | 0 | 0 | $0 |
| John J Moores | Director | March 18, 2013 S | 3,283,620 | 0 | 0 | $0 |
| Frederic B Luddy | · | May 21, 2026 A | 4,855 | 0 | 0 | $0 |
| Russell S Elmer | · | Feb. 9, 2026 A | 28,819 | 0 | 4 | $-377,999 |
| Jonathan Chadwick | · | May 22, 2025 A | 3,524 | 0 | 0 | $0 |
| Deborah Black | · | April 25, 2025 S | 428 | 0 | 0 | $0 |
| Paul John Smith | · | Feb. 19, 2025 S | 5,224 | 0 | 0 | $0 |
| Jeffrey A Miller | · | Feb. 7, 2025 S | 40,638 | 0 | 0 | $0 |
| Christopher Bedi | · | June 5, 2024 S | 15,892 | 0 | 0 | $0 |
| Chirantan Jitendra Desai | · | May 17, 2024 M | 47,145 | 0 | 0 | $0 |
| Lara Caimi | · | May 22, 2023 S | 98 | 0 | 0 | $0 |
| Sukumar Rathnam | · | June 9, 2022 A | 1,075 | 0 | 0 | $0 |
| Dennis Woodside | · | June 9, 2022 A | 2,944 | 0 | 0 | $0 |
| Kevin Haverty | · | Jan. 24, 2022 A | 17,640 | 0 | 0 | $0 |
| Fay Sien Goon | · | Aug. 20, 2021 S | 4,498 | 0 | 0 | $0 |
| Gabrielle B Toledano | · | Feb. 8, 2021 A | · | 0 | 0 | $0 |
| Patricia L Wadors | · | Aug. 17, 2020 M | 0 | 0 | 0 | $0 |
| Tamar Yehoshua | · | June 17, 2020 A | 2,356 | 0 | 0 | $0 |
| David Schneider | · | May 15, 2020 M | 36,858 | 0 | 0 | $0 |
| John J Donahoe | · | May 12, 2020 M | 43,826 | 0 | 0 | $0 |
| Michael Scarpelli | · | Aug. 12, 2019 M | 0 | 0 | 0 | $0 |
| Ronald E F Codd | · | Feb. 1, 2019 M | 28,428 | 0 | 0 | $0 |
| Frank Slootman | · | June 1, 2018 M | 95,076 | 0 | 0 | $0 |
| Charles H Giancarlo | · | June 13, 2017 A | 19,237 | 0 | 0 | $0 |
| William L Strauss | · | June 8, 2017 M | 9,279 | 0 | 0 | $0 |
| Daniel Mcgee | · | Nov. 11, 2016 M | 10,103 | 0 | 0 | $0 |
| DOUGLAS LEONE ("DL") | · | Aug. 6, 2015 M | 488,787 | 0 | 0 | $0 |
| Arne Josefsberg | · | June 3, 2013 M | 34,656 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 169 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| IGV · iShares Trust | 4.65% | 4,720,441 SH | Sept. 11, 2026 | Daily |
| GIAX · Tidal Trust II | 4.50% | 41,273 NS | July 31, 2026 | N-PORT |
| NITE · Capitol Series Trust | 4.47% | 12,474 NS | July 31, 2026 | N-PORT |
| GPTY · Tidal Trust II | 3.07% | 28,123 NS | July 31, 2026 | N-PORT |
| IVES · Wedbush Series Trust | 3.07% | 271,754 NS | July 31, 2026 | N-PORT |
| PABU · iShares Trust | 2.69% | 513,320 SH | Sept. 11, 2026 | Daily |
| PTF · Invesco Exchange-Traded Fund Trust | 2.65% | 125,143 SH | Oct. 5, 2026 | Daily |
| SEMG · EA Series Trust | 2.15% | 12,060 NS | July 31, 2026 | N-PORT |
| ABOT · Abacus FCF ETF Trust | 1.93% | 700 NS | July 31, 2026 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 1.62% | 16,436 NS | July 31, 2026 | N-PORT |
| ESMV · iShares Trust | 1.58% | 938 SH | Sept. 11, 2026 | Daily |
| RSPT · Invesco Exchange-Traded Fund Trust | 1.30% | 606,974 SH | Oct. 5, 2026 | Daily |
| BKCG · BNY Mellon ETF Trust II | 1.30% | 14,033 NS | July 31, 2026 | N-PORT |
| CARK · Advisors' Inner Circle Fund II | 1.29% | 36,923 NS | July 31, 2026 | N-PORT |
| NULG · Nushares ETF Trust | 1.27% | 305,525 NS | July 31, 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 1.21% | 4,596 NS | July 31, 2026 | N-PORT |
| ESLG · Strategy Shares | 1.05% | 2,198 NS | July 31, 2026 | N-PORT |
| TECB · iShares Trust | 1.04% | 39,167 SH | Sept. 11, 2026 | Daily |
| EQWL · Invesco Exchange-Traded Fund Trust | 1.04% | 215,131 SH | Oct. 5, 2026 | Daily |
| USMV · iShares Trust | 0.99% | 1,795,945 SH | Sept. 11, 2026 | Daily |
| LCOW · Pacer Funds Trust | 0.89% | 2,068 NS | July 31, 2026 | N-PORT |
| HAPI · Harbor ETF Trust | 0.88% | 38,878 NS | July 31, 2026 | N-PORT |
| IETC · iShares U.S. ETF Trust | 0.86% | 45,090 SH | Sept. 11, 2026 | Daily |
| ALRG · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 0.85% | 640 NS | July 31, 2026 | N-PORT |
| EGUS · iShares Trust | 0.83% | 1,750 SH | Sept. 11, 2026 | Daily |
| BIGY · Tidal Trust II | 0.80% | 3,925 NS | July 31, 2026 | N-PORT |
| AIFD · TCW ETF Trust | 0.79% | 8,903 NS | July 31, 2026 | N-PORT |
| SOVF · Elevation Series Trust | 0.79% | 6,183 NS | July 31, 2026 | N-PORT |
| TEC · Harbor ETF Trust | 0.74% | 424 NS | July 31, 2026 | N-PORT |
| NULC · Nushares ETF Trust | 0.68% | 4,280 NS | July 31, 2026 | N-PORT |
| IYW · iShares Trust | 0.67% | 1,273,115 SH | Sept. 11, 2026 | Daily |
| TRFM · ETF Series Solutions | 0.66% | 14,717 NS | July 31, 2026 | N-PORT |
| SUSA · iShares Trust | 0.66% | 201,032 SH | Sept. 11, 2026 | Daily |
| ESUM · Strategy Shares | 0.64% | 10,425 NS | July 31, 2026 | N-PORT |
| IIGD · Invesco Exchange-Traded Self-Indexe… | 0.62% | 190,000 | Oct. 5, 2026 | Daily |
| IGM · iShares Trust | 0.60% | 487,145 SH | Sept. 11, 2026 | Daily |
| GARP · iShares Trust | 0.58% | 136,100 SH | Sept. 11, 2026 | Daily |
| UPSD · ETF Series Solutions | 0.58% | 6,088 NS | July 31, 2026 | N-PORT |
| COMT · iShares U.S. ETF Trust | 0.57% | 8,000,000 SH | Sept. 11, 2026 | Daily |
| TECL · Direxion Shares ETF Trust | 0.55% | 251,944 NS | July 31, 2026 | N-PORT |
| PALC · Pacer Funds Trust | 0.55% | 10,342 NS | July 31, 2026 | N-PORT |
| USXF · iShares Trust | 0.55% | 61,251 SH | Sept. 11, 2026 | Daily |
| LRND · New York Life Investments ETF Trust | 0.52% | 18,566 NS | July 31, 2026 | N-PORT |
| MGK · VANGUARD WORLD FUND | 0.51% | 1,730,332 SH | Aug. 19, 2026 | Daily |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0.50% | 206,005 NS | July 31, 2026 | N-PORT |
| IXN · iShares Trust | 0.49% | 352,262 SH | Sept. 11, 2026 | Daily |
| FTEC · FIDELITY COVINGTON TRUST | 0.49% | 878,065 NS | July 31, 2026 | N-PORT |
| COWG · Pacer Funds Trust | 0.48% | 94,457 NS | July 31, 2026 | N-PORT |
| IWY · iShares Trust | 0.47% | 563,852 SH | Sept. 11, 2026 | Daily |
| INFO · Harbor ETF Trust | 0.46% | 34,557 NS | July 31, 2026 | N-PORT |
| ACVF · ETF Opportunities Trust | 0.43% | 5,871 NS | July 31, 2026 | N-PORT |
| JQUA · J.P. Morgan Exchange-Traded Fund Tr… | 0.43% | 316,466 NS | July 31, 2026 | N-PORT |
| ILCG · iShares Trust | 0.42% | 100,507 SH | Sept. 11, 2026 | Daily |
| DYNF · BlackRock ETF Trust | 0.42% | 1,337,250 SH | Sept. 11, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.41% | 7,089,914 SH | Aug. 19, 2026 | Daily |
| IWF · iShares Trust | 0.41% | 3,857,144 SH | Sept. 11, 2026 | Daily |
| HQGO · Lattice Strategies Trust | 0.40% | 1,788 NS | July 31, 2026 | N-PORT |
| SUSL · iShares Trust | 0.40% | 36,386 SH | Sept. 11, 2026 | Daily |
| VEGN · ETF Series Solutions | 0.39% | 6,182 NS | July 31, 2026 | N-PORT |
| DSI · iShares Trust | 0.38% | 157,578 SH | Sept. 11, 2026 | Daily |
| TYLG · Global X Funds | 0.37% | 480 NS | July 31, 2026 | N-PORT |
| FEUS · FlexShares Trust | 0.36% | 3,630 NS | July 31, 2026 | N-PORT |
| EGLE · Global X Funds | 0.36% | 70 NS | July 31, 2026 | N-PORT |
| BSCU · Invesco Exchange-Traded Self-Indexe… | 0.35% | 11,187,000 | Oct. 5, 2026 | Daily |
| ESLV · Strategy Shares | 0.35% | 447 NS | July 31, 2026 | N-PORT |
| ESGU · iShares Trust | 0.34% | 465,852 SH | Sept. 11, 2026 | Daily |
| IOO · iShares Trust | 0.33% | 227,674 SH | Sept. 11, 2026 | Daily |
| QIDX · Spinnaker ETF Series | 0.33% | 1,142 NS | July 31, 2026 | N-PORT |
| IQSU · New York Life Investments ETF Trust | 0.33% | 9,697 NS | July 31, 2026 | N-PORT |
| SPTE · SP Funds Trust | 0.31% | 5,871 NS | July 31, 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0.31% | 160,795 NS | July 31, 2026 | N-PORT |
| VUG · VANGUARD INDEX FUNDS | 0.30% | 11,409,326 SH | Aug. 19, 2026 | Daily |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0.30% | 1,615,899 SH | Aug. 19, 2026 | Daily |
| OEF · iShares Trust | 0.28% | 436,609 SH | Sept. 11, 2026 | Daily |
| GLBL · Pacer Funds Trust | 0.28% | 28 NS | July 31, 2026 | N-PORT |
| MPLY · Strategy Shares | 0.27% | 381 NS | July 31, 2026 | N-PORT |
| USCL · iShares Trust | 0.25% | 54,570 SH | Sept. 11, 2026 | Daily |
| TOPC · iShares Trust | 0.25% | 623 SH | Sept. 11, 2026 | Daily |
| ACWV · iShares, Inc. | 0.25% | 63,448 SH | Sept. 11, 2026 | Daily |
| IWL · iShares Trust | 0.24% | 39,929 SH | Sept. 11, 2026 | Daily |
| SIZE · iShares Trust | 0.23% | 7,619 SH | Sept. 11, 2026 | Daily |
| ESG · FlexShares Trust | 0.23% | 2,760 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.23% | 11,891 SH | Sept. 11, 2026 | Daily |
| IVW · iShares Trust | 0.23% | 1,341,766 SH | Sept. 11, 2026 | Daily |
| HEQQ · J.P. Morgan Exchange-Traded Fund Tr… | 0.22% | 593 NS | July 31, 2026 | N-PORT |
| IUSG · iShares Trust | 0.22% | 553,848 SH | Sept. 11, 2026 | Daily |
| OEI · Listed Funds Trust | 0.22% | 895 NS | July 31, 2026 | N-PORT |
| PBP · Invesco Exchange-Traded Fund Trust | 0.21% | 6,149 SH | Oct. 5, 2026 | Daily |
| EUSA · iShares, Inc. | 0.21% | 30,674 SH | Sept. 11, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.21% | 1,485,032 SH | Oct. 5, 2026 | Daily |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0.21% | 165,930 SH | Oct. 5, 2026 | Daily |
| IVV · iShares Trust | 0.21% | 12,999,341 SH | Sept. 11, 2026 | Daily |
| ILCB · iShares Trust | 0.20% | 20,099 SH | Sept. 11, 2026 | Daily |
| ACIO · ETF Series Solutions | 0.20% | 42,158 NS | July 31, 2026 | N-PORT |
| ADME · ETF Series Solutions | 0.20% | 5,169 NS | July 31, 2026 | N-PORT |
| ESGG · FlexShares Trust | 0.20% | 1,938 NS | July 31, 2026 | N-PORT |
| IYY · iShares Trust | 0.19% | 44,142 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.19% | 710,477 SH | Sept. 11, 2026 | Daily |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.19% | 13,770 SH | Oct. 5, 2026 | Daily |
| MGC · VANGUARD WORLD FUND | 0.19% | 205,817 SH | Aug. 19, 2026 | Daily |
| CATH · Global X Funds | 0.19% | 21,956 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.18% | 283,486 SH | Sept. 11, 2026 | Daily |
| WRND · New York Life Investments ETF Trust | 0.18% | 173 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.18% | 1,342,668 SH | Sept. 11, 2026 | Daily |
| XRMI · Global X Funds | 0.18% | 812 NS | July 31, 2026 | N-PORT |
| XTR · Global X Funds | 0.18% | 78 NS | July 31, 2026 | N-PORT |
| VOOG · VANGUARD ADMIRAL FUNDS | 0.18% | 467,251 SH | Aug. 19, 2026 | Daily |
| TOV · EA Series Trust | 0.18% | 4,245 NS | July 31, 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0.18% | 88,451 NS | July 31, 2026 | N-PORT |
| XYLD · Global X Funds | 0.18% | 51,882 NS | July 31, 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.18% | 142,287 NS | July 31, 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0.18% | 52,184 NS | July 31, 2026 | N-PORT |
| WINN · Harbor ETF Trust | 0.18% | 18,030 NS | July 31, 2026 | N-PORT |
| CHRI · Global X Funds | 0.18% | 127 NS | July 31, 2026 | N-PORT |
| IVE · iShares Trust | 0.18% | 667,344 SH | Sept. 11, 2026 | Daily |
| VOTE · TCW ETF Trust | 0.18% | 17,449 NS | July 31, 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0.18% | 814 SH | Oct. 5, 2026 | Daily |
| XCLR · Global X Funds | 0.17% | 56 NS | July 31, 2026 | N-PORT |
| XYLG · Global X Funds | 0.17% | 1,004 NS | July 31, 2026 | N-PORT |
| BSCS · Invesco Exchange-Traded Self-Indexe… | 0.17% | 6,039,000 | Oct. 5, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.17% | 232,030 SH | Aug. 19, 2026 | Daily |
| IUSV · iShares Trust | 0.17% | 352,918 SH | Sept. 11, 2026 | Daily |
| VOXP · Advisors Series Trust | 0.17% | 87 NS | July 31, 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0.16% | 3,891 NS | July 31, 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0.16% | 24,826 NS | July 31, 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0.16% | 26,784,527 SH | Aug. 19, 2026 | Daily |
| VV · VANGUARD INDEX FUNDS | 0.16% | 1,204,120 SH | Aug. 19, 2026 | Daily |
| TOK · iShares Trust | 0.16% | 2,865 SH | Sept. 11, 2026 | Daily |
| URTH · iShares, Inc. | 0.15% | 93,585 SH | Sept. 11, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.15% | 169,241 SH | Aug. 19, 2026 | Daily |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.14% | 200,000 | Oct. 5, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.14% | 7,176 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.14% | 32,737,259 SH | Aug. 19, 2026 | Daily |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.14% | 92,603 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.14% | 86,409 SH | Aug. 19, 2026 | Daily |
| SPXL · Direxion Shares ETF Trust | 0.13% | 80,625 NS | July 31, 2026 | N-PORT |
| ACWI · iShares Trust | 0.13% | 328,272 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.12% | 229,665 NS | July 31, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.12% | 10,251 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.11% | 22,278 NS | July 31, 2026 | N-PORT |
| GLOF · iShares Trust | 0.11% | 1,720 SH | Sept. 11, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.10% | 35,317 SH | Oct. 5, 2026 | Daily |
| PWS · Pacer Funds Trust | 0.10% | 214 NS | July 31, 2026 | N-PORT |
| CRBN · iShares Trust | 0.10% | 8,771 SH | Sept. 11, 2026 | Daily |
| FBCG · FIDELITY COVINGTON TRUST | 0.09% | 56,563 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.09% | 101,316 NS | July 31, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.09% | 860,474 SH | Aug. 19, 2026 | Daily |
| PEVC · Pacer Funds Trust | 0.09% | 19 NS | July 31, 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0.08% | 5,343 NS | July 31, 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.08% | 56,112 SH | Oct. 5, 2026 | Daily |
| PRF · Invesco Exchange-Traded Fund Trust | 0.07% | 48,919 SH | Oct. 5, 2026 | Daily |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.06% | 3,855 SH | Oct. 5, 2026 | Daily |
| GSY · Invesco Actively Managed Exchange-T… | 0.06% | 2,294,000 | Oct. 5, 2026 | Daily |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.06% | 4,305 NS | July 31, 2026 | N-PORT |
| GTO · Invesco Actively Managed Exchange-T… | 0.06% | 1,716,000 | Oct. 5, 2026 | Daily |
| GTOS · Invesco Actively Managed Exchange-T… | 0.04% | 51,000 | Oct. 5, 2026 | Daily |
| FHEQ · Fidelity Greenwood Street Trust | 0.04% | 3,615 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.04% | 8,054 NS | July 31, 2026 | N-PORT |
| LRGF · iShares Trust | 0.03% | 7,229 SH | Sept. 11, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.02% | 5,949 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 49,270 NS | July 31, 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0.00% | 304 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.00% | 477 NS | July 31, 2026 | N-PORT |
| CBLS · Elevation Series Trust | -1.19% | -5,940 NS | July 31, 2026 | N-PORT |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| VCEB · VANGUARD WORLD FUND | · | · | July 30, 2026 | Daily |
NOW Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 55 analysts
BUY
Median target
$142.50
+3.3%
16 29.1%
Strong Buy
34 61.8%
Buy
3 5.5%
Hold
2 3.6%
Sell
0 0.0%
Strong Sell
12-Month Price Target
46 analysts · 2026-10-03Mean target $144.99 +5.1%
Now
Current price $137.97
Low$72.00
Mean$144.99
High$248.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| NOW | $160.43B | 91.7 | 20.9% | 13.2% | 14.6% | 77.5% |
| MSFT | $2.77T | 20.8 | 17.8% | 40.3% | 34.0% | 67.9% |
| ORCL | $650.25B | 38.7 | 17.3% | 25.4% | 54.3% | · |
| PANW | $270.44B | 829.6 | 24.5% | 2.7% | 1.7% | 70.4% |
| CRWD | · | -685.9 | 21.7% | -3.4% | -4.2% | 74.7% |
| FTNT | $59.00B | 32.8 | 14.2% | 27.3% | 135.7% | 80.5% |
| RBRK | $11.32B | -31.4 | 48.5% | -26.5% | 64.4% | 80.1% |
| ZS | $24.65B | -387.7 | 25.4% | -1.9% | -2.6% | 76.8% |
| GEN | $11.30B | 12.0 | 27.1% | 19.5% | 38.4% | 78.5% |
| FROG | $7.47B | -100.7 | 24.1% | -13.5% | -8.4% | 76.8% |
| S | · | -10.2 | 21.9% | -45.0% | -30.6% | 74.1% |
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Source: SEC 10-Q filed Jul 23, 2026