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ServiceNow（NOW）与PILGRIMS PRIDE CORP（PPC）财务数据对比。点击上方公司名可切换其他公司
PILGRIMS PRIDE CORP的季度营收约是ServiceNow的1.2倍（$4.5B vs $3.8B），ServiceNow净利率更高（12.4% vs 1.9%，领先10.5%），PILGRIMS PRIDE CORP同比增速更快（3.3% vs 2.8%），ServiceNow自由现金流更多（$1.7B vs $10.0M），过去两年ServiceNow的营收复合增速更高（19.8% vs 1.8%）
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。
Pilgrim's Pride是美国跨国食品企业，为美国及波多黎各最大的鸡肉生产商之一，同时是墨西哥第二大鸡肉生产商。公司2009年12月脱离破产状态，2011年将美国总部迁至科罗拉多州格里利，由JBS集团控股，2016年11月底以3.5亿美元收购Gold'n Plump。
NOW vs PPC — 直观对比
营收规模更大
PPC
是对方的1.2倍
$3.8B
营收增速更快
PPC
高出0.6%
2.8%
净利率更高
NOW
高出10.5%
1.9%
自由现金流更多
NOW
多$1.7B
$10.0M
两年增速更快
NOW
近两年复合增速
1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $4.5B |
| 净利润 | $469.0M | $88.0M |
| 毛利率 | 75.1% | 9.5% |
| 营业利润率 | 13.3% | 4.5% |
| 净利率 | 12.4% | 1.9% |
| 营收同比 | 2.8% | 3.3% |
| 净利润同比 | -53.7% | -62.7% |
| 每股收益（稀释后） | $1.04 | $0.37 |
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NOWPPC
| Q1 26 | $3.8B | — | ||
| Q4 25 | $3.6B | $4.5B | ||
| Q3 25 | $3.4B | $4.8B | ||
| Q2 25 | $3.2B | $4.8B | ||
| Q1 25 | $3.1B | $4.5B | ||
| Q4 24 | $3.0B | $4.4B | ||
| Q3 24 | $2.8B | $4.6B | ||
| Q2 24 | $2.6B | $4.6B |
净利润NOWPPC
| Q1 26 | $469.0M | — | ||
| Q4 25 | $401.0M | $88.0M | ||
| Q3 25 | $502.0M | $342.8M | ||
| Q2 25 | $385.0M | $355.5M | ||
| Q1 25 | $460.0M | $296.0M | ||
| Q4 24 | $384.0M | $235.9M | ||
| Q3 24 | $432.0M | $349.9M | ||
| Q2 24 | $262.0M | $326.3M |
毛利率NOWPPC
| Q1 26 | 75.1% | — | ||
| Q4 25 | 76.6% | 9.5% | ||
| Q3 25 | 77.3% | 13.9% | ||
| Q2 25 | 77.5% | 15.0% | ||
| Q1 25 | 78.9% | 12.4% | ||
| Q4 24 | 78.7% | 12.7% | ||
| Q3 24 | 79.1% | 14.9% | ||
| Q2 24 | 79.0% | 15.2% |
营业利润率NOWPPC
| Q1 26 | 13.3% | — | ||
| Q4 25 | 12.4% | 4.5% | ||
| Q3 25 | 16.8% | 10.4% | ||
| Q2 25 | 11.1% | 10.8% | ||
| Q1 25 | 14.6% | 9.1% | ||
| Q4 24 | 12.6% | 7.0% | ||
| Q3 24 | 14.9% | 11.1% | ||
| Q2 24 | 9.1% | 9.7% |
净利率NOWPPC
| Q1 26 | 12.4% | — | ||
| Q4 25 | 11.2% | 1.9% | ||
| Q3 25 | 14.7% | 7.2% | ||
| Q2 25 | 12.0% | 7.5% | ||
| Q1 25 | 14.9% | 6.6% | ||
| Q4 24 | 13.0% | 5.4% | ||
| Q3 24 | 15.4% | 7.6% | ||
| Q2 24 | 10.0% | 7.2% |
每股收益（稀释后）NOWPPC
| Q1 26 | $1.04 | — | ||
| Q4 25 | $-4.77 | $0.37 | ||
| Q3 25 | $2.40 | $1.44 | ||
| Q2 25 | $1.84 | $1.49 | ||
| Q1 25 | $2.20 | $1.24 | ||
| Q4 24 | $1.84 | $1.00 | ||
| Q3 24 | $2.07 | $1.47 | ||
| Q2 24 | $1.26 | $1.37 |
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 | $2.7B | $640.2M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $11.7B | $3.7B |
| 总资产 | $24.4B | $10.3B |
| 负债/权益比越低杠杆越低 | — | 0.84× |
8季度趋势，按日历期对齐
现金及短期投资NOWPPC
| Q1 26 | $2.7B | — | ||
| Q4 25 | $3.7B | $640.2M | ||
| Q3 25 | $2.7B | $612.6M | ||
| Q2 25 | $3.1B | $849.0M | ||
| Q1 25 | $3.4B | $2.1B | ||
| Q4 24 | $2.3B | $2.0B | ||
| Q3 24 | $1.9B | $1.9B | ||
| Q2 24 | $2.2B | $1.3B |
总债务NOWPPC
| Q1 26 | — | — | ||
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.1B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.2B | ||
| Q4 24 | — | $3.2B | ||
| Q3 24 | — | $3.2B | ||
| Q2 24 | — | $3.2B |
股东权益NOWPPC
| Q1 26 | $11.7B | — | ||
| Q4 25 | $13.0B | $3.7B | ||
| Q3 25 | $11.3B | $3.5B | ||
| Q2 25 | $10.9B | $3.7B | ||
| Q1 25 | $10.1B | $3.1B | ||
| Q4 24 | $9.6B | $4.2B | ||
| Q3 24 | $9.3B | $4.2B | ||
| Q2 24 | $8.7B | $3.7B |
总资产NOWPPC
| Q1 26 | $24.4B | — | ||
| Q4 25 | $26.0B | $10.3B | ||
| Q3 25 | $21.8B | $10.0B | ||
| Q2 25 | $22.1B | $10.1B | ||
| Q1 25 | $21.0B | $11.0B | ||
| Q4 24 | $20.4B | $10.7B | ||
| Q3 24 | $18.4B | $10.7B | ||
| Q2 24 | $18.2B | $10.1B |
负债/权益比NOWPPC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.84× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.83× | ||
| Q1 25 | — | 1.02× | ||
| Q4 24 | — | 0.76× | ||
| Q3 24 | — | 0.76× | ||
| Q2 24 | — | 0.85× |
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 | $1.7B | $291.2M |
| 自由现金流经营现金流 - 资本支出 | $1.7B | $10.0M |
| 自由现金流率自由现金流/营收 | 44.2% | 0.2% |
| 资本支出强度资本支出/营收 | — | 6.2% |
| 现金转化率经营现金流/净利润 | 3.56× | 3.31× |
| 过去12个月自由现金流最近4个季度 | $4.8B | $653.1M |
8季度趋势，按日历期对齐
经营现金流NOWPPC
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.2B | $291.2M | ||
| Q3 25 | $813.0M | $458.3M | ||
| Q2 25 | $716.0M | $495.2M | ||
| Q1 25 | $1.7B | $126.9M | ||
| Q4 24 | $1.6B | $349.3M | ||
| Q3 24 | $671.0M | $651.1M | ||
| Q2 24 | $620.0M | $718.6M |
自由现金流NOWPPC
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.0B | $10.0M | ||
| Q3 25 | $578.0M | $275.9M | ||
| Q2 25 | $526.0M | $339.1M | ||
| Q1 25 | $1.5B | $28.1M | ||
| Q4 24 | $1.4B | $176.6M | ||
| Q3 24 | $469.0M | $565.3M | ||
| Q2 24 | $358.0M | $617.7M |
自由现金流率NOWPPC
| Q1 26 | 44.2% | — | ||
| Q4 25 | 56.1% | 0.2% | ||
| Q3 25 | 17.0% | 5.8% | ||
| Q2 25 | 16.4% | 7.1% | ||
| Q1 25 | 47.7% | 0.6% | ||
| Q4 24 | 46.7% | 4.0% | ||
| Q3 24 | 16.8% | 12.3% | ||
| Q2 24 | 13.6% | 13.5% |
资本支出强度NOWPPC
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | 6.2% | ||
| Q3 25 | 6.9% | 3.8% | ||
| Q2 25 | 5.9% | 3.3% | ||
| Q1 25 | 6.6% | 2.2% | ||
| Q4 24 | 8.6% | 4.0% | ||
| Q3 24 | 7.2% | 1.9% | ||
| Q2 24 | 10.0% | 2.2% |
现金转化率NOWPPC
| Q1 26 | 3.56× | — | ||
| Q4 25 | 5.58× | 3.31× | ||
| Q3 25 | 1.62× | 1.34× | ||
| Q2 25 | 1.86× | 1.39× | ||
| Q1 25 | 3.65× | 0.43× | ||
| Q4 24 | 4.26× | 1.48× | ||
| Q3 24 | 1.55× | 1.86× | ||
| Q2 24 | 2.37× | 2.20× |
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
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $80.5M | 2% |
| Professional services and other revenues | $18.5M | 0% |
PPC
| Retail | $1.5B | 33% |
| Europe Reportable Segment | $1.4B | 31% |
| Food Service | $889.2M | 20% |
| Prepared Product | $332.8M | 7% |
| Product Export | $122.7M | 3% |
| Other Sales Channel | $96.0M | 2% |
| Other Product And Service | $79.7M | 2% |
| Related Party | $21.7M | 0% |
| Seara Meats B.V. | $18.9M | 0% |
| Penasul UKLTD | $10.3M | 0% |
| JBSUSA Food Company | $5.4M | 0% |
