ServiceNow: Growing In The Fast Lane

  • It looks like a combination of industry growth, new clients and up-sell opportunities to existing clients and new functionality will keep growth going for quite a while.
  • Add to that operational leverage which is starting to kick in and the company should also do well on earnings and cash generation.
  • However, there are some worries about a slowdown in growth.
  • And we have more serious problems with valuation and the amount of stock-based compensation.

Source: ServiceNow: Growing In The Fast Lane – ServiceNow (NYSE:NOW) | Seeking Alpha