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Fidelity National Information Services（FIS）与ServiceNow（NOW）财务数据对比。点击上方公司名可切换其他公司
ServiceNow的季度营收约是Fidelity National Information Services的1.3倍（$3.8B vs $2.8B），Fidelity National Information Services净利率更高（18.2% vs 12.4%，领先5.7%），Fidelity National Information Services同比增速更快（8.1% vs 2.8%），ServiceNow自由现金流更多（$1.7B vs $739.0M），过去两年ServiceNow的营收复合增速更高（19.8% vs 6.8%）
FIS是总部位于美国的跨国企业，深耕金融科技领域，提供多元金融产品及服务。该公司每年处理约750亿笔交易，支撑约9万亿美元的资金流转，为全球超过2万家客户提供服务。
ServiceNow是2003年由弗雷德·卢迪在美国加利福尼亚州圣克拉拉创立的软件企业，主打云计算平台产品，可支持企业搭建及管理自动化业务工作流。公司于纽交所上市，现为标普100及标普500指数成分股。
FIS vs NOW — 直观对比
营收规模更大
NOW
是对方的1.3倍
$2.8B
营收增速更快
FIS
高出5.3%
2.8%
净利率更高
FIS
高出5.7%
12.4%
自由现金流更多
NOW
多$926.0M
$739.0M
两年增速更快
NOW
近两年复合增速
6.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $3.8B |
| 净利润 | $511.0M | $469.0M |
| 毛利率 | 38.3% | 75.1% |
| 营业利润率 | 18.8% | 13.3% |
| 净利率 | 18.2% | 12.4% |
| 营收同比 | 8.1% | 2.8% |
| 净利润同比 | 97.3% | -53.7% |
| 每股收益（稀释后） | $0.98 | $1.04 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收FISNOW
| Q1 26 | — | $3.8B | ||
| Q4 25 | $2.8B | $3.6B | ||
| Q3 25 | $2.7B | $3.4B | ||
| Q2 25 | $2.6B | $3.2B | ||
| Q1 25 | $2.5B | $3.1B | ||
| Q4 24 | $2.6B | $3.0B | ||
| Q3 24 | $2.6B | $2.8B | ||
| Q2 24 | $2.5B | $2.6B |
净利润FISNOW
| Q1 26 | — | $469.0M | ||
| Q4 25 | $511.0M | $401.0M | ||
| Q3 25 | $264.0M | $502.0M | ||
| Q2 25 | $-470.0M | $385.0M | ||
| Q1 25 | $77.0M | $460.0M | ||
| Q4 24 | $259.0M | $384.0M | ||
| Q3 24 | $224.0M | $432.0M | ||
| Q2 24 | $243.0M | $262.0M |
毛利率FISNOW
| Q1 26 | — | 75.1% | ||
| Q4 25 | 38.3% | 76.6% | ||
| Q3 25 | 37.8% | 77.3% | ||
| Q2 25 | 36.4% | 77.5% | ||
| Q1 25 | 34.7% | 78.9% | ||
| Q4 24 | 36.9% | 78.7% | ||
| Q3 24 | 38.0% | 79.1% | ||
| Q2 24 | 38.2% | 79.0% |
营业利润率FISNOW
| Q1 26 | — | 13.3% | ||
| Q4 25 | 18.8% | 12.4% | ||
| Q3 25 | 16.8% | 16.8% | ||
| Q2 25 | 15.6% | 11.1% | ||
| Q1 25 | 13.7% | 14.6% | ||
| Q4 24 | 18.5% | 12.6% | ||
| Q3 24 | 19.1% | 14.9% | ||
| Q2 24 | 15.2% | 9.1% |
净利率FISNOW
| Q1 26 | — | 12.4% | ||
| Q4 25 | 18.2% | 11.2% | ||
| Q3 25 | 9.7% | 14.7% | ||
| Q2 25 | -18.0% | 12.0% | ||
| Q1 25 | 3.0% | 14.9% | ||
| Q4 24 | 10.0% | 13.0% | ||
| Q3 24 | 8.7% | 15.4% | ||
| Q2 24 | 9.8% | 10.0% |
每股收益（稀释后）FISNOW
| Q1 26 | — | $1.04 | ||
| Q4 25 | $0.98 | $-4.77 | ||
| Q3 25 | $0.50 | $2.40 | ||
| Q2 25 | $-0.90 | $1.84 | ||
| Q1 25 | $0.15 | $2.20 | ||
| Q4 24 | $0.51 | $1.84 | ||
| Q3 24 | $0.41 | $2.07 | ||
| Q2 24 | $0.44 | $1.26 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $599.0M | $2.7B |
| 总债务越低越好 | $9.1B | — |
| 股东权益账面价值 | $13.9B | $11.7B |
| 总资产 | $33.5B | $24.4B |
| 负债/权益比越低杠杆越低 | 0.65× | — |
8季度趋势，按日历期对齐
现金及短期投资FISNOW
| Q1 26 | — | $2.7B | ||
| Q4 25 | $599.0M | $3.7B | ||
| Q3 25 | $571.0M | $2.7B | ||
| Q2 25 | $581.0M | $3.1B | ||
| Q1 25 | $805.0M | $3.4B | ||
| Q4 24 | $834.0M | $2.3B | ||
| Q3 24 | $1.3B | $1.9B | ||
| Q2 24 | $2.1B | $2.2B |
总债务FISNOW
| Q1 26 | — | — | ||
| Q4 25 | $9.1B | — | ||
| Q3 25 | $8.9B | — | ||
| Q2 25 | $8.9B | — | ||
| Q1 25 | $8.7B | — | ||
| Q4 24 | $9.7B | — | ||
| Q3 24 | $10.5B | — | ||
| Q2 24 | $10.6B | — |
股东权益FISNOW
| Q1 26 | — | $11.7B | ||
| Q4 25 | $13.9B | $13.0B | ||
| Q3 25 | $13.9B | $11.3B | ||
| Q2 25 | $14.2B | $10.9B | ||
| Q1 25 | $15.1B | $10.1B | ||
| Q4 24 | $15.7B | $9.6B | ||
| Q3 24 | $16.6B | $9.3B | ||
| Q2 24 | $17.0B | $8.7B |
总资产FISNOW
| Q1 26 | — | $24.4B | ||
| Q4 25 | $33.5B | $26.0B | ||
| Q3 25 | $33.0B | $21.8B | ||
| Q2 25 | $33.4B | $22.1B | ||
| Q1 25 | $32.8B | $21.0B | ||
| Q4 24 | $33.8B | $20.4B | ||
| Q3 24 | $34.3B | $18.4B | ||
| Q2 24 | $34.6B | $18.2B |
负债/权益比FISNOW
| Q1 26 | — | — | ||
| Q4 25 | 0.65× | — | ||
| Q3 25 | 0.64× | — | ||
| Q2 25 | 0.63× | — | ||
| Q1 25 | 0.57× | — | ||
| Q4 24 | 0.62× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 0.62× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $758.0M | $1.7B |
| 自由现金流经营现金流 - 资本支出 | $739.0M | $1.7B |
| 自由现金流率自由现金流/营收 | 26.3% | 44.2% |
| 资本支出强度资本支出/营收 | 0.7% | — |
| 现金转化率经营现金流/净利润 | 1.48× | 3.56× |
| 过去12个月自由现金流最近4个季度 | $2.5B | $4.8B |
8季度趋势，按日历期对齐
经营现金流FISNOW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $758.0M | $2.2B | ||
| Q3 25 | $1.0B | $813.0M | ||
| Q2 25 | $382.0M | $716.0M | ||
| Q1 25 | $457.0M | $1.7B | ||
| Q4 24 | $782.0M | $1.6B | ||
| Q3 24 | $641.0M | $671.0M | ||
| Q2 24 | $546.0M | $620.0M |
自由现金流FISNOW
| Q1 26 | — | $1.7B | ||
| Q4 25 | $739.0M | $2.0B | ||
| Q3 25 | $952.0M | $578.0M | ||
| Q2 25 | $343.0M | $526.0M | ||
| Q1 25 | $420.0M | $1.5B | ||
| Q4 24 | $764.0M | $1.4B | ||
| Q3 24 | $605.0M | $469.0M | ||
| Q2 24 | $530.0M | $358.0M |
自由现金流率FISNOW
| Q1 26 | — | 44.2% | ||
| Q4 25 | 26.3% | 56.1% | ||
| Q3 25 | 35.0% | 17.0% | ||
| Q2 25 | 13.1% | 16.4% | ||
| Q1 25 | 16.6% | 47.7% | ||
| Q4 24 | 29.4% | 46.7% | ||
| Q3 24 | 23.5% | 16.8% | ||
| Q2 24 | 21.3% | 13.6% |
资本支出强度FISNOW
| Q1 26 | — | — | ||
| Q4 25 | 0.7% | 6.7% | ||
| Q3 25 | 2.2% | 6.9% | ||
| Q2 25 | 1.5% | 5.9% | ||
| Q1 25 | 1.5% | 6.6% | ||
| Q4 24 | 0.7% | 8.6% | ||
| Q3 24 | 1.4% | 7.2% | ||
| Q2 24 | 0.6% | 10.0% |
现金转化率FISNOW
| Q1 26 | — | 3.56× | ||
| Q4 25 | 1.48× | 5.58× | ||
| Q3 25 | 3.83× | 1.62× | ||
| Q2 25 | — | 1.86× | ||
| Q1 25 | 5.94× | 3.65× | ||
| Q4 24 | 3.02× | 4.26× | ||
| Q3 24 | 2.86× | 1.55× | ||
| Q2 24 | 2.25× | 2.37× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
FIS
| Banking Solutions | $1.6B | 57% |
| Other | $701.0M | 25% |
| Capital Market Solutions | $508.0M | 18% |
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $80.5M | 2% |
| Professional services and other revenues | $18.5M | 0% |
