业绩强劲增长，ServiceNow前景光明

美股研究社02-05

作者 | Michael Wiggins De Oliveira编译 | 华尔街大事件ServiceNow（NYSE：NOW）帮助企业更有效地组织和管理他们的工作。它有助于处理 IT 服务、客户支持和员工工作流程等事务。例如，如果员工在工作中需要帮助，他们可以使用 ServiceNow 提交请求。然后，系统负责将该请求路由给正确的人员并跟踪其进度。它就像企业的数字助理，确保一切顺利运行并且每个人都...

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类似的同行。但请注意，这些同行并不是 ServiceNow 的直接竞争对手。与 ServiceNow 更接近的竞争对手是 Salesforce和 Atlassian。从上面你可以看到，支付大约 15 倍的远期销售额是这些公司的现行费率。因此，我不会认为 ServiceNow 是一只估值低廉的股票，至少表面上不是。但考虑到其增长速度以及它显然以 30% 的利润率提供如此强劲的自由现金流这一事实，这证实了一个非常引人注目的前景。更具体地说，很容易预见 ServiceNow 今年将带来 36 亿美元的自由现金流。因此，投资者需要为一家年复合增长率明显达到 25%、且拥有极其根深蒂固的客户群的企业支付略低于 44 倍的远期自由现金流。总之，分析师对 ServiceNow 的看涨立场依然坚定不移。该公司对 2024 年的展望令人印象深刻，显示出强劲的收入增长和增强的自由现金流利润率，这与其 2023 年的强劲业绩相一致。考虑到 ServiceNow 2025 年令人信服的增长前景，尽其估值较高，但以ServiceNow 的持续增长、创新方法以及在动态企业软件领域的突出地位，这个倍数支付 ServiceNow 似乎是合理的。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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