Gen Digital vs ServiceNow

企業の追加・変更・削除ができます(最大4社)。

要点

2025会計年度の売上高はServiceNowが$13.3B、Gen Digitalが$5.0Bで、ServiceNowの方が規模が大きく、約2.7倍です。
Gen Digitalの方が売上高の伸びが速い(27.1%、相手は20.9%)。
Gen Digitalの方が売上1ドルあたりの営業利益が多い(営業利益率42.4%、相手は13.7%)。
ServiceNowの方が売上をより多くフリーキャッシュフローに変えている(FCFマージン34.5%、相手は30.5%)。
ServiceNowの方が投下資本利益率が高い(20.9%、相手は13.7%)。
投資家はServiceNowの利益1ドルにより高い値段を払っています。PERは99.4x、Gen Digitalは14.5xです。

直近会計年度	GEN · FY26	NOW · FY25
規模
時価総額	$15.0B	$164.4B
売上高	$5.0B	$13.3B
フリーキャッシュフロー	$1.5B	$4.6B
純利益	$973M	$1.7B
成長率
売上高成長率	27.1%	20.9%
5年成長率	14.4%	24.1%
株式数の変化	−0.8%	0.4%
収益性
売上総利益率	78.5%	77.5%
営業利益率	42.4%	13.7%
純利益率	19.5%	13.2%
FCFマージン	30.5%	34.5%
投下資本利益率	13.7%	20.9%
自己資本利益率	39.9%	15.5%
貸借対照表
純負債	$7.8B	−$4.8B
純負債 / EBITDA	3.0x	−1.9x
配当と自社株買い	$946M	$1.8B
バリュエーションとクオリティ
PER	14.5x	99.4x
ピオトロスキーFスコア	7	6

売上高

FY17

GEN $4.0B

NOW $1.9B

FY18

GEN $2.6B

NOW $2.6B

FY19

GEN $2.5B

NOW $3.5B

FY20

GEN $2.5B

NOW $4.5B

FY21

GEN $2.6B

NOW $5.9B

FY22

GEN $2.8B

NOW $7.2B

FY23

GEN $3.3B

NOW $9.0B

FY24

GEN $3.8B

NOW $11.0B

FY25

GEN $3.9B

NOW $13.3B

FY26

GEN $5.0B

NOW —

FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26

GEN NOW

営業利益率

FY17

GEN −2.5%

NOW −3.3%

FY18

GEN −6.0%

NOW −1.6%

FY19

GEN 6.4%

NOW 1.2%

FY20

GEN 14.3%

NOW 4.4%

FY21

GEN 35.1%

NOW 4.4%

FY22

GEN 35.9%

NOW 4.9%

FY23

GEN 36.4%

NOW 8.5%

FY24

GEN 29.2%

NOW 12.4%

FY25

GEN 40.9%

NOW 13.7%

FY26

GEN 42.4%

NOW —

FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26

GEN NOW

フリーキャッシュフロー

FY17

GEN −$279M

NOW $492M

FY18

GEN $808M

NOW $587M

FY19

GEN $1.3B

NOW $971M

FY20

GEN −$950M

NOW $1.4B

FY21

GEN $700M

NOW $1.8B

FY22

GEN $968M

NOW $2.2B

FY23

GEN $751M

NOW $2.7B

FY24

GEN $2.0B

NOW $3.4B

FY25

GEN $1.2B

NOW $4.6B

FY26

GEN $1.5B

NOW —

FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26

GEN NOW

投下資本利益率

FY17

GEN −2.2%

NOW —

FY18

GEN −2.0%

NOW —

FY19

GEN 1.6%

NOW 6.0%

FY20

GEN 5.0%

NOW 12.6%

FY21

GEN 34.7%

NOW 14.2%

FY22

GEN 41.7%

NOW 13.8%

FY23

GEN 18.7%

NOW 23.5%

FY24

GEN 10.5%

NOW 23.4%

FY25

GEN 10.4%

NOW 20.9%

FY26

GEN 13.7%

NOW —

FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26

GEN NOW

各社の直近会計年度のデータです。決算月は企業によって異なります。高い(または低い)方が明らかに良い項目では、各行の最良値を強調しています。投資助言ではありません。