ServiceNow (NOW) Competitors

ServiceNow (NYSE:NOW) and Oracle (NYSE:ORCL) are both large-cap computer and technology companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, valuation, community ranking, dividends, risk, profitability, analyst recommendations, media sentiment and institutional ownership.

Do institutionals & insiders have more ownership in NOW or ORCL?

87.2% of ServiceNow shares are owned by institutional investors. Comparatively, 42.4% of Oracle shares are owned by institutional investors. 0.3% of ServiceNow shares are owned by insiders. Comparatively, 42.2% of Oracle shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Does the MarketBeat Community believe in NOW or ORCL?

Oracle received 743 more outperform votes than ServiceNow when rated by MarketBeat users. However, 75.07% of users gave ServiceNow an outperform vote while only 69.93% of users gave Oracle an outperform vote.

Company	Underperform	Outperform
ServiceNow	Outperform Votes 1364 75.07%	Underperform Votes 453 24.93%
Oracle	Outperform Votes 2107 69.93%	Underperform Votes 906 30.07%

Does the media refer more to NOW or ORCL?

In the previous week, Oracle had 13 more articles in the media than ServiceNow. MarketBeat recorded 75 mentions for Oracle and 62 mentions for ServiceNow. Oracle's average media sentiment score of 1.30 beat ServiceNow's score of 1.01 indicating that Oracle is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
ServiceNow	39 Very Positive mention(s)	5 Positive mention(s)	10 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Oracle	58 Very Positive mention(s)	5 Positive mention(s)	11 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Which has higher valuation & earnings, NOW or ORCL?

Oracle has higher revenue and earnings than ServiceNow. Oracle is trading at a lower price-to-earnings ratio than ServiceNow, indicating that it is currently the more affordable of the two stocks.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
ServiceNow	$8.97B	23.47	$1.73B	$6.43	158.97
Oracle	$53.82B	9.73	$10.47B	$3.88	48.69

Do analysts rate NOW or ORCL?

ServiceNow currently has a consensus price target of $986.39, indicating a potential downside of 3.50%. Oracle has a consensus price target of $169.52, indicating a potential downside of 10.26%. Given ServiceNow's stronger consensus rating and higher possible upside, research analysts plainly believe ServiceNow is more favorable than Oracle.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
ServiceNow	1 Sell rating(s)	2 Hold rating(s)	26 Buy rating(s)	0 Strong Buy rating(s)	2.86
Oracle	0 Sell rating(s)	11 Hold rating(s)	18 Buy rating(s)	0 Strong Buy rating(s)	2.62

Which has more volatility & risk, NOW or ORCL?

ServiceNow has a beta of 0.98, suggesting that its stock price is 2% less volatile than the S&P 500. Comparatively, Oracle has a beta of 1.02, suggesting that its stock price is 2% more volatile than the S&P 500.

Is NOW or ORCL more profitable?

Oracle has a net margin of 20.40% compared to ServiceNow's net margin of 12.77%. Oracle's return on equity of 171.38% beat ServiceNow's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
ServiceNow	12.77%	16.03%	7.54%
Oracle	20.40%	171.38%	9.57%

Summary

Oracle beats ServiceNow on 10 of the 18 factors compared between the two stocks.