NOW vs. ORCL: ServiceNow vs. Oracle Stock Comparison
How do ServiceNow (NOW) and Oracle (ORCL) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
ServiceNow (NOW) and Oracle (ORCL) are both classified in the Systems Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.
| Profile Item | NOW | ORCL |
|---|---|---|
| Name | ServiceNow Inc. | Oracle Corporation |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | Software |
| GICS Sub-Industry | Systems Software | Systems Software |
| Market Capitalization | 145.07 billion USD | 416.50 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | June 29, 2012 | March 12, 1986 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | NOW | ORCL |
|---|---|---|
| Total Return (1Y) | -22.89% | -54.45% |
| Total Return (3Y, Annualized) | 9.02% | 9.83% |
| Total Return (5Y, Annualized) | 2.18% | 8.97% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | NOW | ORCL |
|---|---|---|
| Volatility (1Y, Annualized) | 57.44% | 56.66% |
| Beta (5Y) | 0.97 | 1.78 |
| Max Drawdown (5Y) | -64.54% | -64.58% |
| Avg. Volume (3M) | 17.32M | 31.18M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | NOW | ORCL |
|---|---|---|
| Sharpe Ratio (1Y) | -0.48 | -1.04 |
| Sortino Ratio (1Y) | -0.67 | -1.46 |
Profitability
ROE (TTM)
Oracle (ORCL) at 41.19% sits in the top ROE quartile, while ServiceNow (NOW) at 14.24% is closer to the peer norm — stronger capital efficiency for ORCL.
NOW
Software & Services industry group
14.24%
- Max
- 62.27%
- Q3
- 18.32%
- NOW
- 14.24%
- Median
- 5.48%
- Q1
- -13.62%
- Min
- -59.77%
ORCL
Software & Services industry group
41.19%
- Max
- 62.27%
- ORCL
- 41.19%
- Q3
- 18.32%
- Median
- 5.48%
- Q1
- -13.62%
- Min
- -59.77%
Net Margin (TTM)
Oracle (ORCL) at 26.36% retains a top-quartile share of revenue as profit, ahead of ServiceNow (NOW) at 11.34%, which keeps about the industry-typical share.
NOW
Software & Services industry group
11.34%
- Max
- 41.43%
- Q3
- 14.96%
- NOW
- 11.34%
- Median
- 4.26%
- Q1
- -5.85%
- Min
- -30.95%
ORCL
Software & Services industry group
26.36%
- Max
- 41.43%
- ORCL
- 26.36%
- Q3
- 14.96%
- Median
- 4.26%
- Q1
- -5.85%
- Min
- -30.95%
Operating Margin (TTM)
Oracle (ORCL) at 35.63% operates in the top operating margin quartile, ahead of ServiceNow (NOW) at 4.06%, which runs around its industry’s norm.
NOW
Software & Services industry group
4.06%
- Max
- 47.12%
- Q3
- 15.51%
- Median
- 4.87%
- NOW
- 4.06%
- Q1
- -6.45%
- Min
- -39.13%
ORCL
Software & Services industry group
35.63%
- Max
- 47.12%
- ORCL
- 35.63%
- Q3
- 15.51%
- Median
- 4.87%
- Q1
- -6.45%
- Min
- -39.13%
Profitability Metrics
| Metric | NOW | ORCL |
|---|---|---|
| ROE (TTM) | 14.24% | 41.19% |
| ROA (TTM) | 4.25% | 6.36% |
| Net Margin (TTM) | 11.34% | 26.36% |
| Operating Margin (TTM) | 4.06% | 35.63% |
| Gross Margin (TTM) | 74.77% | 63.96% |
Growth
Revenue Growth
Both ServiceNow (NOW) at 20.88% and Oracle (ORCL) at 17.35% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both ServiceNow (NOW) at 22.08% and Oracle (ORCL) at 34.33% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | NOW | ORCL |
|---|---|---|
| Revenue Growth (YoY) | 20.88% | 17.35% |
| Revenue Growth (3Y CAGR) | 22.38% | 10.48% |
| EPS Growth (YoY) | 22.08% | 34.33% |
| EPS Growth (3Y CAGR) | 73.46% | 23.84% |
Financial Strength
Current Ratio (MRQ)
Oracle (ORCL) at 1.17 keeps current ratio within its industry’s typical mid-range, while ServiceNow (NOW) at 0.70 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for NOW.
NOW
Software & Services industry group
0.70
- Max
- 5.11
- Q3
- 2.74
- Median
- 1.63
- Q1
- 1.02
- NOW
- 0.70
- Min
- 0.03
ORCL
Software & Services industry group
1.17
- Max
- 5.11
- Q3
- 2.74
- Median
- 1.63
- ORCL
- 1.17
- Q1
- 1.02
- Min
- 0.03
Debt / Equity (MRQ)
ServiceNow (NOW) at 0.68 carries an industry-typical debt-to-equity mix, while Oracle (ORCL) at 2.52 uses more debt funding than most peers.
NOW
Software & Services industry group
0.68
- Max
- 2.52
- Q3
- 1.10
- NOW
- 0.68
- Median
- 0.35
- Q1
- 0.06
- Min
- 0.00
ORCL
Software & Services industry group
2.52
- ORCL
- 2.52
- Max
- 2.52
- Q3
- 1.10
- Median
- 0.35
- Q1
- 0.06
- Min
- 0.00
Financial Strength Metrics
| Metric | NOW | ORCL |
|---|---|---|
| Current Ratio (MRQ) | 0.70 | 1.17 |
| Debt / Equity (MRQ) | 0.68 | 2.52 |
| Net Debt / EBITDA | 1.31 | 3.84 |
Dividends
Dividend Yield (TTM)
ServiceNow (NOW) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Oracle (ORCL) reports a yield of 1.41%, ranking against industry peers normally.
NOW
Software & Services industry group
0.00%
- NOW
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
ORCL
Software & Services industry group
1.41%
- ORCL
- 1.41%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
ServiceNow (NOW) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Oracle (ORCL) reports a payout of 31.35%, ranking against industry peers normally.
NOW
Software & Services industry group
0.00%
- NOW
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
ORCL
Software & Services industry group
31.35%
- ORCL
- 31.35%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | NOW | ORCL |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 1.41% |
| Dividend Payout Ratio (TTM) | 0.00% | 31.35% |
Valuation
P/E Ratio (TTM)
Oracle (ORCL) at 21.53 is near its industry’s usual P/E ratio, while ServiceNow (NOW) at 87.70 sits in the richer quartile — NOW needs stronger growth or earnings quality to justify the premium.
NOW
Software & Services industry group
87.70
- Max
- 121.09
- NOW
- 87.70
- Q3
- 60.42
- Median
- 31.84
- Q1
- 17.70
- Min
- 6.45
ORCL
Software & Services industry group
21.53
- Max
- 121.09
- Q3
- 60.42
- Median
- 31.84
- ORCL
- 21.53
- Q1
- 17.70
- Min
- 6.45
P/S Ratio (TTM)
Oracle (ORCL) at 5.80 is priced about in line with its industry on P/S ratio, while ServiceNow (NOW) at 9.85 sits in the pricier quartile — NOW costs more per dollar of sales.
NOW
Software & Services industry group
9.85
- Max
- 19.98
- NOW
- 9.85
- Q3
- 9.41
- Median
- 4.36
- Q1
- 2.30
- Min
- 0.02
ORCL
Software & Services industry group
5.80
- Max
- 19.98
- Q3
- 9.41
- ORCL
- 5.80
- Median
- 4.36
- Q1
- 2.30
- Min
- 0.02
P/B Ratio (MRQ)
Oracle (ORCL) at 6.72 is valued about in line with its industry on P/B ratio, while ServiceNow (NOW) at 11.59 carries an above-peer premium to book — NOW is pricier on assets.
NOW
Software & Services industry group
11.59
- Max
- 19.30
- NOW
- 11.59
- Q3
- 9.10
- Median
- 4.43
- Q1
- 1.98
- Min
- -3.90
ORCL
Software & Services industry group
6.72
- Max
- 19.30
- Q3
- 9.10
- ORCL
- 6.72
- Median
- 4.43
- Q1
- 1.98
- Min
- -3.90
Valuation Metrics
| Metric | NOW | ORCL |
|---|---|---|
| P/E Ratio (TTM) | 87.70 | 21.53 |
| P/S Ratio (TTM) | 9.85 | 5.80 |
| P/B Ratio (MRQ) | 11.59 | 6.72 |
| Free Cash Flow Yield (TTM) | 3.55% | -11.01% |