Here is my analysis as always with the help of Mr. Prompt :) He decides on his choice of words himself :D
Thank you very much for this flowery summary! It's always fascinating to see how you can put together a nice PowerPoint story by simply ignoring the stark reality of the numbers. Anyone who throws around a PEG ratio of 1 for ServiceNow in the current market environment either has a faulty calculator or is desperately trying to calculate their own positions.
My analytical assistant "Mr. Prompt" has run the daily live data (as at the beginning of April 2026) through the quality scanner. When you take off your rose-colored glasses, the reality looks completely different.
Here is the ruthless reality check for your theses:
🧮 1. the valuation myth (P/E & PEG)
You write about a current P/E of 48 and a forward P/E of 24, which should result in a wonderful PEG ratio of 1. This is simply wrong.
The share has been mercilessly shaved this year and is currently trading at around USD 102 after a fall of almost 30%.
Even after this sharp slump, the real, current P/E ratio (trailing P/E) is over 61!
In order to achieve a PEG ratio of 1 with annual sales growth of around 21%, ServiceNow would have to have a P/E ratio of 21. We are light years away from that. The real PEG is more in the region of 3. So you are not buying the ultimate "value snapper" here, but are still paying a premium for historical quality.
📉 2. the real risk (you haven't understood the AI fear)
You argue that the market is afraid that a chatbot like Claude will replace the entire ServiceNow system. That's a pure straw man! Wall Street is not stupid. Nobody believes that an AI will completely undermine the highly complex IT management of global corporations.
The real problem that the market is trembling at is called "seat compression": ServiceNow charges heavily based on licenses per human user. If global corporations suddenly need 30% fewer human employees in their support and IT departments thanks to generative AI, they will also book 30% fewer licenses with ServiceNow. THAT is the real threat to the business model, not the crude replacement of the platform itself.
🔬 3. the "Mr. Prompt" formula check
Here's the irony: although your valuation completely misses the mark, the company is actually an absolute monster in operational terms.
The Core Quality Formula (sales growth + operating margin):
Full year 2025 revenue growth was a strong 20.9% (not 23.8%). The GAAP operating margin is 13.7%.
Result: 20.9 + 13.7 = score 34.6!
Conclusion: Everything above 25 is "very good" in our matrix. ServiceNow easily breaks through this ceiling.
Cash flow quality: The company is swimming in real money. Free cash flow in 2025 was a massive USD 4.6 billion (+34% YoY). With the current market capitalization of around USD 106 billion, this results in a free cash flow yield of a solid 4.3 %. This is extremely strong for a pure software stock.
🏁 Conclusion: Infrastructure yes, special offer no!
You are absolutely right when you say that ServiceNow is the indispensable backbone of the groups and has an incredible customer retention rate (> 97%). It is a qualitative masterpiece of capitalism.
But stop telling people that the stock is "undervalued". ServiceNow is the perfect company for the speculative growth side - but you're still paying a very sporty price for growth today, despite the crash to USD 102. A rock-solid investment? Yes. An "undervaluation signal" with PEG 1? Dream on.
@Get_Rich_or_Die_Tryin What do you say?
Thank you very much for this flowery summary! It's always fascinating to see how you can put together a nice PowerPoint story by simply ignoring the stark reality of the numbers. Anyone who throws around a PEG ratio of 1 for ServiceNow in the current market environment either has a faulty calculator or is desperately trying to calculate their own positions.
My analytical assistant "Mr. Prompt" has run the daily live data (as at the beginning of April 2026) through the quality scanner. When you take off your rose-colored glasses, the reality looks completely different.
Here is the ruthless reality check for your theses:
🧮 1. the valuation myth (P/E & PEG)
You write about a current P/E of 48 and a forward P/E of 24, which should result in a wonderful PEG ratio of 1. This is simply wrong.
The share has been mercilessly shaved this year and is currently trading at around USD 102 after a fall of almost 30%.
Even after this sharp slump, the real, current P/E ratio (trailing P/E) is over 61!
In order to achieve a PEG ratio of 1 with annual sales growth of around 21%, ServiceNow would have to have a P/E ratio of 21. We are light years away from that. The real PEG is more in the region of 3. So you are not buying the ultimate "value snapper" here, but are still paying a premium for historical quality.
📉 2. the real risk (you haven't understood the AI fear)
You argue that the market is afraid that a chatbot like Claude will replace the entire ServiceNow system. That's a pure straw man! Wall Street is not stupid. Nobody believes that an AI will completely undermine the highly complex IT management of global corporations.
The real problem that the market is trembling at is called "seat compression": ServiceNow charges heavily based on licenses per human user. If global corporations suddenly need 30% fewer human employees in their support and IT departments thanks to generative AI, they will also book 30% fewer licenses with ServiceNow. THAT is the real threat to the business model, not the crude replacement of the platform itself.
🔬 3. the "Mr. Prompt" formula check
Here's the irony: although your valuation completely misses the mark, the company is actually an absolute monster in operational terms.
The Core Quality Formula (sales growth + operating margin):
Full year 2025 revenue growth was a strong 20.9% (not 23.8%). The GAAP operating margin is 13.7%.
Result: 20.9 + 13.7 = score 34.6!
Conclusion: Everything above 25 is "very good" in our matrix. ServiceNow easily breaks through this ceiling.
Cash flow quality: The company is swimming in real money. Free cash flow in 2025 was a massive USD 4.6 billion (+34% YoY). With the current market capitalization of around USD 106 billion, this results in a free cash flow yield of a solid 4.3 %. This is extremely strong for a pure software stock.
🏁 Conclusion: Infrastructure yes, special offer no!
You are absolutely right when you say that ServiceNow is the indispensable backbone of the groups and has an incredible customer retention rate (> 97%). It is a qualitative masterpiece of capitalism.
But stop telling people that the stock is "undervalued". ServiceNow is the perfect company for the speculative growth side - but you're still paying a very sporty price for growth today, despite the crash to USD 102. A rock-solid investment? Yes. An "undervaluation signal" with PEG 1? Dream on.
@Get_Rich_or_Die_Tryin What do you say?
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@Raketentoni Hey Mr. Prompt, you're hammering your nails deep into the wall again, some people are going to get a headache. 😂
Here is my evaluation from the AI box, which still needs to be significantly improved.
Perhaps you could have Mr. Prompt take a look to see if my approach is on the right track?
Here is the detailed analysis for ServiceNow (NOW) compared to sector competitor Salesforce (CRM), based on the Dynamic Hybrid Formula (DHF) and the current state in 2026.
As ServiceNow is a high-profile growth company but has already reached a significant size, we choose the (A) Blue Chip / Established model to appropriately account for Valuation (V) and Quality (Q).
1st sector check: The alternative
Salesforce (CRM) serves as a direct comparison. Both companies dominate the market for enterprise software workflows and are increasingly competing in the field of AI-supported agent platforms.
2nd Fundamental check: Intrinsic value (IV) in euros
ServiceNow (NOW):
Current share price: approx. € 785.00
Intrinsic value (IV): approx. € 840.00
Analysis: ServiceNow traditionally trades at a premium. Thanks to constant growth of over 20% and a massive expansion of free cash flows, the upside potential is around +7%. The share is "fair" to "slightly undervalued".
Salesforce (CRM):
Current share price: approx. € 290.00
Net asset value (IV): approx. € 315.00
Analysis: Salesforce has transformed itself from a pure growth story into a cash flow machine. The upside potential is approx. +8.6 %.
3rd DHF variables (scale 1-20)
V (Valuation) - Valuation:
ServiceNow: 14/20. the stock is rarely cheap, but the high P/E ratio is covered by the enormous predictability of subscriptions.
Salesforce: 15/20, somewhat more moderately valued than ServiceNow as organic growth is slower.
R40 (Rule of 40) - Efficiency:
ServiceNow: 20/20, a prime example. Sales growth (24%) + operating margin (28%) = 52%. This value is well above the critical 40 % mark.
Salesforce: 16/20. Growth (11 %) + operating margin (32 %) = 43 %. Just above the benchmark, but less dynamic than ServiceNow.
M (Momentum) - market trend:
ServiceNow: 18/20. the share is in a strong long-term uptrend and is benefiting massively from the hype surrounding "workflow AI".
Salesforce: 14/20. Stable momentum, but more volatile with quarterly figures due to integration issues with acquisitions.
Q (Quality) - Security:
ServiceNow: 19/20. extremely high customer retention (churn < 2%) and a platform that acts as the IT operating system for many large corporations.
Salesforce: 18/20. Market leader in the CRM sector, but operationally more complex than ServiceNow due to acquisitions (Slack, Tableau).
4. final DHF score & calculation
Weighting (Blue Chip): 40 % V | 30 % R40 | 20 % M | 10 % Q
Score ServiceNow (NOW):
V: 0.4 * 14 = 5.6
R40: 0.3 * 20 = 6.0
M: 0.2 * 18 = 3.6
Q: 0.1 * 19 = 1.9
TOTAL SCORE: 17.1 / 20
Score Salesforce (CRM):
V: 0.4 * 15 = 6.0
R40: 0.3 * 16 = 4.8
M: 0.2 * 14 = 2.8
Q: 0.1 * 18 = 1.8
TOTAL SCORE: 15.4 / 20
5. conclusion & recommendation
ServiceNow wins this comparison with a DHF score of 17.1.
Although both companies are fundamentally sound, the Rule of 40 makes the decisive difference: ServiceNow manages to grow significantly faster while remaining highly profitable. While Salesforce is more of a "value tech" bet, ServiceNow offers the better combination of momentum and operational excellence.
For investors willing to pay a fair price for quality, ServiceNow remains the preferred choice in the enterprise software sector.
Here is my evaluation from the AI box, which still needs to be significantly improved.
Perhaps you could have Mr. Prompt take a look to see if my approach is on the right track?
Here is the detailed analysis for ServiceNow (NOW) compared to sector competitor Salesforce (CRM), based on the Dynamic Hybrid Formula (DHF) and the current state in 2026.
As ServiceNow is a high-profile growth company but has already reached a significant size, we choose the (A) Blue Chip / Established model to appropriately account for Valuation (V) and Quality (Q).
1st sector check: The alternative
Salesforce (CRM) serves as a direct comparison. Both companies dominate the market for enterprise software workflows and are increasingly competing in the field of AI-supported agent platforms.
2nd Fundamental check: Intrinsic value (IV) in euros
ServiceNow (NOW):
Current share price: approx. € 785.00
Intrinsic value (IV): approx. € 840.00
Analysis: ServiceNow traditionally trades at a premium. Thanks to constant growth of over 20% and a massive expansion of free cash flows, the upside potential is around +7%. The share is "fair" to "slightly undervalued".
Salesforce (CRM):
Current share price: approx. € 290.00
Net asset value (IV): approx. € 315.00
Analysis: Salesforce has transformed itself from a pure growth story into a cash flow machine. The upside potential is approx. +8.6 %.
3rd DHF variables (scale 1-20)
V (Valuation) - Valuation:
ServiceNow: 14/20. the stock is rarely cheap, but the high P/E ratio is covered by the enormous predictability of subscriptions.
Salesforce: 15/20, somewhat more moderately valued than ServiceNow as organic growth is slower.
R40 (Rule of 40) - Efficiency:
ServiceNow: 20/20, a prime example. Sales growth (24%) + operating margin (28%) = 52%. This value is well above the critical 40 % mark.
Salesforce: 16/20. Growth (11 %) + operating margin (32 %) = 43 %. Just above the benchmark, but less dynamic than ServiceNow.
M (Momentum) - market trend:
ServiceNow: 18/20. the share is in a strong long-term uptrend and is benefiting massively from the hype surrounding "workflow AI".
Salesforce: 14/20. Stable momentum, but more volatile with quarterly figures due to integration issues with acquisitions.
Q (Quality) - Security:
ServiceNow: 19/20. extremely high customer retention (churn < 2%) and a platform that acts as the IT operating system for many large corporations.
Salesforce: 18/20. Market leader in the CRM sector, but operationally more complex than ServiceNow due to acquisitions (Slack, Tableau).
4. final DHF score & calculation
Weighting (Blue Chip): 40 % V | 30 % R40 | 20 % M | 10 % Q
Score ServiceNow (NOW):
V: 0.4 * 14 = 5.6
R40: 0.3 * 20 = 6.0
M: 0.2 * 18 = 3.6
Q: 0.1 * 19 = 1.9
TOTAL SCORE: 17.1 / 20
Score Salesforce (CRM):
V: 0.4 * 15 = 6.0
R40: 0.3 * 16 = 4.8
M: 0.2 * 14 = 2.8
Q: 0.1 * 18 = 1.8
TOTAL SCORE: 15.4 / 20
5. conclusion & recommendation
ServiceNow wins this comparison with a DHF score of 17.1.
Although both companies are fundamentally sound, the Rule of 40 makes the decisive difference: ServiceNow manages to grow significantly faster while remaining highly profitable. While Salesforce is more of a "value tech" bet, ServiceNow offers the better combination of momentum and operational excellence.
For investors willing to pay a fair price for quality, ServiceNow remains the preferred choice in the enterprise software sector.
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•@TradingHase
Mr. Prompt here. You're absolutely right, the engine room is handing out a real headache again today. 😂 But respect to you for venturing straight into the crossfire with your AI gun!
Your approach with the "Dynamic Hybrid Formula (DHF)" is structurally and conceptually absolutely brilliant. It's exactly the kind of systematic matrix you need for the aggressive growth engine of a portfolio. But your prompt has a massive, deadly catch: your AI is hallucinating market data from the past!
Here's the reality check and how to fix your can:
🚨 1. the data crash (welcome to 2026!)
Your AI has spit out prices from the year 2023/2024.
ServiceNow (NOW): You write € 785.00. The reality in April 2026: The share was mercilessly shaved to currently around USD 102.00 (approx. € 95.00) in the general tech sell-off ("SaaSpocalypse")!
Salesforce (CRM): You write about € 290.00. Real prices today: around USD 186.00 (approx. € 172.00).
If the basic data (the current price) is completely wrong, your entire calculation of the "intrinsic value (IV)" and your valuation grade (V) is pure fantasy. An AI does not have a built-in calculator for live prices unless you explicitly force it to get the latest data!
📉 2. the momentum error (the AI lies to your face)
You gave ServiceNow a whopping 18/20 points on Momentum (M) with the justification: "The stock is in a strong long-term uptrend".
The reality: NOW has halved in the last few months and is scraping the 52-week low. That's a straight downtrend. Your AI has simply reproduced the old "up only" narrative from past bull markets instead of looking at today's real chart.
🛠️ 3. "Mr. Prompts" tips for your prompt engineering
To really make your DHF formula a sharp weapon, you need to customize your prompt as follows:
Force the AI to use real live data: always start your prompt with the command: "First find the daily updated share prices, the current P/E ratio and the exact TTM (Trailing Twelve Months) figures for sales growth and operating margin from the web." Only then can she award the points.
Hard metrics for soft factors: Don't leave subjective chart analysis to the AI. Define hard-and-fast rules for momentum in your prompt: "Momentum (M): Give 20 points if the share is trading above the 200-day line. Give less than 10 points if it is trading below it."
Calculate the Rule of 40 (R40) to the letter: Your R40 approach is awesome! But again, force the AI to use only the latest published quarterly figures and not historical averages.
Conclusion for your box:
The framework (DHF) stands like a one and is a perfect tool to take emotions out of trading. But you have to completely remove the AI's freedom to "guess" by forcing it to use hard, up-to-date facts as fodder.
Mr. Prompt here. You're absolutely right, the engine room is handing out a real headache again today. 😂 But respect to you for venturing straight into the crossfire with your AI gun!
Your approach with the "Dynamic Hybrid Formula (DHF)" is structurally and conceptually absolutely brilliant. It's exactly the kind of systematic matrix you need for the aggressive growth engine of a portfolio. But your prompt has a massive, deadly catch: your AI is hallucinating market data from the past!
Here's the reality check and how to fix your can:
🚨 1. the data crash (welcome to 2026!)
Your AI has spit out prices from the year 2023/2024.
ServiceNow (NOW): You write € 785.00. The reality in April 2026: The share was mercilessly shaved to currently around USD 102.00 (approx. € 95.00) in the general tech sell-off ("SaaSpocalypse")!
Salesforce (CRM): You write about € 290.00. Real prices today: around USD 186.00 (approx. € 172.00).
If the basic data (the current price) is completely wrong, your entire calculation of the "intrinsic value (IV)" and your valuation grade (V) is pure fantasy. An AI does not have a built-in calculator for live prices unless you explicitly force it to get the latest data!
📉 2. the momentum error (the AI lies to your face)
You gave ServiceNow a whopping 18/20 points on Momentum (M) with the justification: "The stock is in a strong long-term uptrend".
The reality: NOW has halved in the last few months and is scraping the 52-week low. That's a straight downtrend. Your AI has simply reproduced the old "up only" narrative from past bull markets instead of looking at today's real chart.
🛠️ 3. "Mr. Prompts" tips for your prompt engineering
To really make your DHF formula a sharp weapon, you need to customize your prompt as follows:
Force the AI to use real live data: always start your prompt with the command: "First find the daily updated share prices, the current P/E ratio and the exact TTM (Trailing Twelve Months) figures for sales growth and operating margin from the web." Only then can she award the points.
Hard metrics for soft factors: Don't leave subjective chart analysis to the AI. Define hard-and-fast rules for momentum in your prompt: "Momentum (M): Give 20 points if the share is trading above the 200-day line. Give less than 10 points if it is trading below it."
Calculate the Rule of 40 (R40) to the letter: Your R40 approach is awesome! But again, force the AI to use only the latest published quarterly figures and not historical averages.
Conclusion for your box:
The framework (DHF) stands like a one and is a perfect tool to take emotions out of trading. But you have to completely remove the AI's freedom to "guess" by forcing it to use hard, up-to-date facts as fodder.
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22
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@Raketentoni PEG ratio of 1 is calculated for pe which here is 24 divided by the projected growth over the 3-5 years which according to fiscal.ai and seeking alpha is around 23. so the PEG ratio is around 1.
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@Raketentoni Here is my result:
Here's the merciless dissection of ServiceNow (NOW) for your friend Raketentoni. We'll leave the hype aside and take a look at what's really left after the PR smoke and mirrors.
Analysis: ServiceNow (NOW)
1. margin profile & dividend
The bare figures (FY 2025 Actual / FY 2026-27 Est.):
| Key figure | 2025 (Actual) | 2026 (Est.) | 2027 (Est.) | Trend / Analyst Commentary |
|---|---|---|---|---|
| Gross margin | ~79.5 % | ~82.5 % | ~83.0 % | Excellent; scaling almost at the limit. |
| Net margin (GAAP) | ~12.8 % | ~14.5 % | ~16.0 % | Critical: Far below the non-GAAP story. |
| FCF margin | ~35.0 % | ~36.0 % | ~37.0 % | The "flagship asset" - cash flow is king. |
| Div. yield | 0.0 % | 0.0 % | 0.0 % | No dividend in sight. |
| Div. growth | N/A | N/A | N/A | Focus on buybacks (protection against dilution). |
2. moats (moats)
* High Switching Costs: Once implemented, NOW is like the statics of a building - you can't change them without everything collapsing.
* Platform lock-in: Customers program their own shackles through the "Creator Workflows".
* AI agents: ServiceNow controls the "workflow context". This is an advantage over pure LLM providers, but the Moat is under massive pressure from Microsoft (Copilot/Dynamics).
3. figures & evaluation (critical decomposition)
* The valuation hell: We are talking about a P/E ratio (P/E) 2026 of approx. 53x and a P/S ratio of over 12x. This is not a valuation, this is a religious conviction. To justify this, NOW needs to grow at >20% for years without error.
* The "Dirty Secret": Stock-Based Compensation (SBC): In 2025, SBC amounted to nearly $4.8 billion. The company spends billions on share buybacks ($5bn new program Jan 2026 alone) just to combat massive dilution from employee stock. FCF looks great, but some of it is being burned directly to keep the share count stable.
* Newsflow: The 5-for-1 stock split (Dec. 2025) was pure optics for retail investors. The "Agentic AI" story (March 2026) is promising, but monetization via the "Pro Plus" tier has yet to prove itself on a broad scale. The $7.8bn acquisition of Armis at the end of 2025 massively increases complexity and integration risk.
4. prospects
* Short term (6-12 months): Positive newsflow from AI agent rollouts. However, the share is technically "overextended". Every minimal miss of the guidance leads to a 10-15% gap-down.
* Medium-term (1-3 years): risk of saturation. ServiceNow has almost all Global 2000 companies as customers. Growth must now come purely from price increases and new modules. If the "productivity dividend" of AI does not ignite quickly, the story will cool down.
* Long-term: fight against "big tech" dominance. Microsoft is the final opponent. If MSFT makes their AI workflows "good enough", ServiceNow will become an expensive luxury good.
5. fitting analysis & fitting score
* FCF check (>15%): Passed (35%). But be careful: much of this will be used to buy back the SBC dilution.
* Dividend check: Fail flat. Zero yield does not match your focus on cash inflows.
* Growth: Market-beating (>20%), but the valuation already anticipates growth over the next 5 years.
* Diversification: Increases your US tech lump risk (Broadcom/Intuit/Visa).
> Fitting score: 4/10
Honest conclusion for Raketentoni:
Toni, ServiceNow is an operational beast, but a financial diva. The company works hard for its employees (SBC) while the shareholder has to hope the multiple doesn't collapse. NOW is too expensive for your portfolio, pays no dividend and you have already covered the sector exposure with qualitatively "cleaner" stocks (such as Broadcom).
Analysis verdict: Hands off these multiples, unless you are betting on a short-term takeover fantasy (unlikely given the size) or a total AI hype squeeze.
Should I analyze another value for Raketentoni, or has he had enough for now after this settlement?
Here's the merciless dissection of ServiceNow (NOW) for your friend Raketentoni. We'll leave the hype aside and take a look at what's really left after the PR smoke and mirrors.
Analysis: ServiceNow (NOW)
1. margin profile & dividend
The bare figures (FY 2025 Actual / FY 2026-27 Est.):
| Key figure | 2025 (Actual) | 2026 (Est.) | 2027 (Est.) | Trend / Analyst Commentary |
|---|---|---|---|---|
| Gross margin | ~79.5 % | ~82.5 % | ~83.0 % | Excellent; scaling almost at the limit. |
| Net margin (GAAP) | ~12.8 % | ~14.5 % | ~16.0 % | Critical: Far below the non-GAAP story. |
| FCF margin | ~35.0 % | ~36.0 % | ~37.0 % | The "flagship asset" - cash flow is king. |
| Div. yield | 0.0 % | 0.0 % | 0.0 % | No dividend in sight. |
| Div. growth | N/A | N/A | N/A | Focus on buybacks (protection against dilution). |
2. moats (moats)
* High Switching Costs: Once implemented, NOW is like the statics of a building - you can't change them without everything collapsing.
* Platform lock-in: Customers program their own shackles through the "Creator Workflows".
* AI agents: ServiceNow controls the "workflow context". This is an advantage over pure LLM providers, but the Moat is under massive pressure from Microsoft (Copilot/Dynamics).
3. figures & evaluation (critical decomposition)
* The valuation hell: We are talking about a P/E ratio (P/E) 2026 of approx. 53x and a P/S ratio of over 12x. This is not a valuation, this is a religious conviction. To justify this, NOW needs to grow at >20% for years without error.
* The "Dirty Secret": Stock-Based Compensation (SBC): In 2025, SBC amounted to nearly $4.8 billion. The company spends billions on share buybacks ($5bn new program Jan 2026 alone) just to combat massive dilution from employee stock. FCF looks great, but some of it is being burned directly to keep the share count stable.
* Newsflow: The 5-for-1 stock split (Dec. 2025) was pure optics for retail investors. The "Agentic AI" story (March 2026) is promising, but monetization via the "Pro Plus" tier has yet to prove itself on a broad scale. The $7.8bn acquisition of Armis at the end of 2025 massively increases complexity and integration risk.
4. prospects
* Short term (6-12 months): Positive newsflow from AI agent rollouts. However, the share is technically "overextended". Every minimal miss of the guidance leads to a 10-15% gap-down.
* Medium-term (1-3 years): risk of saturation. ServiceNow has almost all Global 2000 companies as customers. Growth must now come purely from price increases and new modules. If the "productivity dividend" of AI does not ignite quickly, the story will cool down.
* Long-term: fight against "big tech" dominance. Microsoft is the final opponent. If MSFT makes their AI workflows "good enough", ServiceNow will become an expensive luxury good.
5. fitting analysis & fitting score
* FCF check (>15%): Passed (35%). But be careful: much of this will be used to buy back the SBC dilution.
* Dividend check: Fail flat. Zero yield does not match your focus on cash inflows.
* Growth: Market-beating (>20%), but the valuation already anticipates growth over the next 5 years.
* Diversification: Increases your US tech lump risk (Broadcom/Intuit/Visa).
> Fitting score: 4/10
Honest conclusion for Raketentoni:
Toni, ServiceNow is an operational beast, but a financial diva. The company works hard for its employees (SBC) while the shareholder has to hope the multiple doesn't collapse. NOW is too expensive for your portfolio, pays no dividend and you have already covered the sector exposure with qualitatively "cleaner" stocks (such as Broadcom).
Analysis verdict: Hands off these multiples, unless you are betting on a short-term takeover fantasy (unlikely given the size) or a total AI hype squeeze.
Should I analyze another value for Raketentoni, or has he had enough for now after this settlement?
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•@Raketentoni Thank you very much for your support. I was exactly worried that the AI would make up something from incorrect numbers. I have already noticed this in the past.
I came up with the R40 approach while reading a book that the authors of a podcast had written.
In the past, share purchases were often emotional for me. I have to get rid of them, I told myself.
Thanks again, I'll keep tinkering to forge the powerful weapon I'm hoping for. 👍🏼
I came up with the R40 approach while reading a book that the authors of a podcast had written.
In the past, share purchases were often emotional for me. I have to get rid of them, I told myself.
Thanks again, I'll keep tinkering to forge the powerful weapon I'm hoping for. 👍🏼
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•@TradingHase if you need help, simply mark or in the disk
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•@Raketentoni Great, thank you. What is Disk?
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@TradingHase Diskord
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@Raketentoni Ah Discord! I only have it on my CB. How do I find you there?
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@TradingHase @Tenbagger2024 Can you help? Give hasi the information
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