NOW vs ORCL
ServiceNow, Inc. and Oracle Corp., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | NOW | ORCL |
|---|---|---|
| Revenue | $13.3B | $67.4B |
| Net income | $1.7B | $17.1B |
| Gross margin | 77.5% | · |
| Net margin | 13.2% | 25.7% |
| Return on equity | 15.5% | 54.3% |
| Diluted EPS | $1.67 | $5.83 |
| Dividend / share | · | $2.00 |
| Payout ratio | · | 33.9% |
| Free cash flow | $4.6B | $-23.7B |
| Equity | $13.0B | $42.5B |
| Net debt / equity | · | −0.57× |
| Current ratio | 1.00× | 1.12× |
| Revenue CAGR 5y | 24.1% | 10.7% |
| Profit CAGR 5y | 71.2% | 4.4% |
ORCL bills 5.1× the revenue of NOW, and keeps more of each dollar of revenue as profit (25.7% against 13.2%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | NOW | ORCL |
|---|---|---|
| FY2025 | $13.3B | $67.4B |
| FY2024 | $11.0B | $57.4B |
| FY2023 | $9.0B | $53.0B |
| FY2022 | $7.2B | $50.0B |
| FY2021 | $5.9B | $42.4B |
| FY2020 | $4.5B | $40.5B |
| FY2019 | $3.5B | $39.1B |
| FY2018 | $2.6B | $39.5B |
| FY2017 | $1.9B | $39.4B |
| FY2016 | $1.4B | $37.8B |
Bottom line
| Fiscal year | NOW | ORCL |
|---|---|---|
| FY2025 | $1.7B | $17.1B |
| FY2024 | $1.4B | $12.4B |
| FY2023 | $1.7B | $10.5B |
| FY2022 | $325.0M | $8.5B |
| FY2021 | $230.0M | $6.7B |
| FY2020 | $119.0M | $13.7B |
| FY2019 | $626.7M | $10.1B |
| FY2018 | $-26.7M | $11.1B |
| FY2017 | $-116.8M | $3.6B |
| FY2016 | $-414.2M | $9.5B |
16 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$54,079,000,000 | ORCL |
| FY2024 | −$46,415,000,000 | ORCL |
| FY2023 | −$43,990,000,000 | ORCL |
| FY2022 | −$42,709,000,000 | ORCL |
| FY2021 | −$36,544,000,000 | ORCL |
| FY2020 | −$35,960,000,000 | ORCL |
| FY2019 | −$35,608,000,000 | ORCL |
| FY2018 | −$36,897,184,000 | ORCL |
| FY2017 | −$37,464,506,000 | ORCL |
| FY2016 | −$36,401,015,000 | ORCL |
| FY2015 | −$36,041,520,000 | ORCL |
| FY2014 | −$37,543,437,000 | ORCL |
| FY2013 | −$37,850,350,000 | ORCL |
| FY2012 | −$36,936,288,000 | ORCL |
| FY2010 | −$35,529,359,000 | ORCL |
| FY2009 | −$26,776,671,000 | ORCL |
ORCL has reported the higher revenue in every one of these 16 fiscal years. The gap has widened since the earliest year compared.
16 of 19 comparable fiscal years — a year missing data on either side is not counted.
16 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −12.5 pp | ORCL |
| FY2024 | −9.0 pp | ORCL |
| FY2023 | −0.8 pp | ORCL |
| FY2022 | −12.9 pp | ORCL |
| FY2021 | −12.4 pp | ORCL |
| FY2020 | −31.8 pp | ORCL |
| FY2019 | −8.2 pp | ORCL |
| FY2018 | −29.5 pp | ORCL |
| FY2017 | −15.5 pp | ORCL |
| FY2016 | −55.1 pp | ORCL |
| FY2015 | −44.1 pp | ORCL |
| FY2014 | −52.6 pp | ORCL |
| FY2013 | −46.2 pp | ORCL |
| FY2012 | −45.0 pp | ORCL |
| FY2010 | −13.7 pp | ORCL |
| FY2009 | −91.8 pp | ORCL |
ORCL has kept the higher net margin in every one of these 16 fiscal years.
16 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
NOW's net margin has been more volatile than ORCL's over the 16 comparable fiscal years — 22.1 percentage points of standard deviation against 5.8.
16 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
ORCL led in net margin in every one of the 16 comparable fiscal years — a structural lead, not a recent swing.
16 of 19 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
ORCL's return on equity has been more volatile than NOW's over the 12 comparable fiscal years — 61.4 percentage points of standard deviation against 31.4.
12 of 19 comparable fiscal years — a year missing data on either side is not counted.
Year by year
ORCL led in return on equity in every one of the 12 comparable fiscal years — a structural lead, not a recent swing.
12 of 19 comparable fiscal years — a year missing data on either side is not counted.