NOW vs SHOP

• NOWBuy morein five trading days−5.5%

  ServiceNow fell 5.5% over the past five trading days, more than other software stocks (down 2.9%), but its sales grew 22% over the past year.

• SHOPBuy more27%

  Shopify's report on Nov 3 beat profit forecasts by 27%, and its sales grew 32% over the past year.

Percent return

• NOW−40.30%
• SHOP−6.09%

1M6MYTD1Y5YMax

Nov 11, 2025 to Nov 11, 2026

Where they differ

SHOP leads on 5 of 6

NOWSHOP

• Company size: NOW $120B, SHOP $168B.
  $120BCompany sizebigger$168B
• Sales growth, 1 yr: NOW +22%, SHOP +32%. SHOP is ahead.
  +22%Sales growth, 1 yr+32%
• Price for $1 of next year's profit: NOW $22, SHOP $67. NOW is ahead.
  $22cheaperPrice for $1 of next year's profit$67
• Profit per $1 of sales: NOW 13¢, SHOP 18¢. SHOP is ahead.
  13¢Profit per $1 of sales18¢
• Cash minus debt: NOW −$1.45B, SHOP +$5.06B. SHOP is ahead.
  −$1.45BCash minus debt+$5.06B
• Price change, 1 yr: NOW −40%, SHOP −6.1%. SHOP is ahead. S&P 500 +12%.
  −40%Price change, 1 yr−6.1%
• How much the price swings: NOW 74%, SHOP 61%. SHOP is ahead.
  74%How much the price swingssteadier61%

Measure	NOWServiceNow	SHOPShopify
Price and returns
Price	$102.78	$149.31
Today	Best in this row: +3.18%	+1.84%
1 month	−27.05%	Best in this row: −12.64%
3 months	−19.41%	Best in this row: −2.16%
This year	−32.92%	Best in this row: −7.27%
1 year	−40.30%	Best in this row: −6.09%
5 years	−24.36%	Best in this row: +0.15%
From 52-week high	−40.8%	−16.7%
How much it swings (90 days)	74%	Best in this row: 61%
Valuation
Market value	$120B	$168B
Price vs last year's earnings	Best in this row: 72.4×	126.6×
Price vs next year's expected earnings	Best in this row: 22.5×	67.1×
Price vs earnings, adjusted for growth	Best in this row: 0.93×	1.64×
Price to sales	Best in this row: 6.9×	13.5×
Price vs cash it brings in	Best in this row: 22.3×	72.0×
Company value vs operating profit	Best in this row: 33.2×	72.1×
Price vs earnings, against its own past (0 = cheapest)	94	Best in this row: 87
Growth
Revenue growth, 1 year	+21.8%	Best in this row: +32.5%
Revenue growth a year, last 3 years	+22.4%	Best in this row: +27.3%
Earnings per share growth, last year	Best in this row: +13.6%	−17.8%
Earnings per share growth expected next year	+21.6%	Best in this row: +28.1%
Profitability
Kept from sales after making the product	Best in this row: 73.1%	47.5%
Kept as operating profit	12.8%	Best in this row: 18.1%
Kept as final profit	9.4%	Best in this row: 15.0%
Kept as spare cash	Best in this row: 30.8%	18.8%
Profit on shareholders' money	11.8%	Best in this row: 16.8%
Profit on all money put in	8.5%	Best in this row: 26.7%
Balance sheet
Net cash (cash minus debt)	−$1.45B	Best in this row: $5.06B
Debt for each $1 of shareholders' money	0.64×	Best in this row: 0.01×
Short-term assets per $1 of bills due	0.72×	Best in this row: 4.86×
Our readPro
Our call	Buy more	Buy more
Why	ServiceNow fell 5.5% over the past five trading days, more than other software stocks (down 2.9%), but its sales grew 22% over the past year.	Shopify's report on Nov 3 beat profit forecasts by 27%, and its sales grew 32% over the past year.
Where the price sits	in the full report	in the full report
Our overall score (out of 100)	Best in this row: 68	65
Our value score	Best in this row: 57	42
Our growth score	73	Best in this row: 74
Our quality score	Best in this row: 73	69
Our price trend score	65	Best in this row: 69
Earnings and analysts
Analyst consensus	Buy	Buy
To average analyst target	Best in this row: +59.1%	+21.4%
Average analyst target	$163.50	$181.28
Analysts rating it a buy	Best in this row: 90%	76%
Buy ratings added, 3 months	−1	Best in this row: +1
Analysts covering	30	26

SHOP: faster sales growth and wider profit margins

Our pick of these: Shopify

Buy more57/100

Sales growth +32.5% vs +21.8%

NOW +21.8%, SHOP +32.5%.

NOW+21.8%

SHOP+32.5%

Keeps 18.1% of sales as operating profit, vs 12.8%

NOW 12.8%, SHOP 18.1%.

NOW12.8%

SHOP18.1%

1-year return −6.1% vs −40.3%, S&P 500 +12.4%

NOW −40.3%, SHOP −6.1%.

NOW−40.3%

SHOP−6.1%

Where it loses: NOW has a lower P/E per point of growth, 1.03 vs 2.07

• 2ndNOWBuy more43/100Would need faster sales growth, +21.8% vs +32.5%

Prices as of yesterday, 3:59 PM ET. A view, not advice.