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ServiceNow（NOW）与RPM INTERNATIONAL INC（RPM）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RPM INTERNATIONAL INC的2.0倍（$3.8B vs $1.9B），ServiceNow净利率更高（12.4% vs 8.4%，领先4.0%），RPM INTERNATIONAL INC同比增速更快（3.5% vs 2.8%），ServiceNow自由现金流更多（$1.7B vs $296.4M），过去两年ServiceNow的营收复合增速更高（19.8% vs 12.0%）
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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
NOW vs RPM — 直观对比
营收规模更大
NOW
是对方的2.0倍
$1.9B
营收增速更快
RPM
高出0.7%
2.8%
净利率更高
NOW
高出4.0%
8.4%
自由现金流更多
NOW
多$1.4B
$296.4M
两年增速更快
NOW
近两年复合增速
12.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $1.9B |
| 净利润 | $469.0M | $161.2M |
| 毛利率 | 75.1% | 40.8% |
| 营业利润率 | 13.3% | 11.0% |
| 净利率 | 12.4% | 8.4% |
| 营收同比 | 2.8% | 3.5% |
| 净利润同比 | -53.7% | -12.0% |
| 每股收益（稀释后） | $1.04 | $1.26 |
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NOWRPM
| Q1 26 | $3.8B | — | ||
| Q4 25 | $3.6B | $1.9B | ||
| Q3 25 | $3.4B | $2.1B | ||
| Q2 25 | $3.2B | $2.1B | ||
| Q1 25 | $3.1B | $1.5B | ||
| Q4 24 | $3.0B | $1.8B | ||
| Q3 24 | $2.8B | $2.0B | ||
| Q2 24 | $2.6B | $2.0B |
净利润NOWRPM
| Q1 26 | $469.0M | — | ||
| Q4 25 | $401.0M | $161.2M | ||
| Q3 25 | $502.0M | $227.6M | ||
| Q2 25 | $385.0M | $225.8M | ||
| Q1 25 | $460.0M | $52.0M | ||
| Q4 24 | $384.0M | $183.2M | ||
| Q3 24 | $432.0M | $227.7M | ||
| Q2 24 | $262.0M | $180.6M |
毛利率NOWRPM
| Q1 26 | 75.1% | — | ||
| Q4 25 | 76.6% | 40.8% | ||
| Q3 25 | 77.3% | 42.3% | ||
| Q2 25 | 77.5% | 42.4% | ||
| Q1 25 | 78.9% | 38.4% | ||
| Q4 24 | 78.7% | 41.4% | ||
| Q3 24 | 79.1% | 42.5% | ||
| Q2 24 | 79.0% | 41.4% |
营业利润率NOWRPM
| Q1 26 | 13.3% | — | ||
| Q4 25 | 12.4% | 11.0% | ||
| Q3 25 | 16.8% | 14.1% | ||
| Q2 25 | 11.1% | 11.9% | ||
| Q1 25 | 14.6% | 2.8% | ||
| Q4 24 | 12.6% | 11.5% | ||
| Q3 24 | 14.9% | 14.8% | ||
| Q2 24 | 9.1% | 11.9% |
净利率NOWRPM
| Q1 26 | 12.4% | — | ||
| Q4 25 | 11.2% | 8.4% | ||
| Q3 25 | 14.7% | 10.8% | ||
| Q2 25 | 12.0% | 10.8% | ||
| Q1 25 | 14.9% | 3.5% | ||
| Q4 24 | 13.0% | 9.9% | ||
| Q3 24 | 15.4% | 11.6% | ||
| Q2 24 | 10.0% | 9.0% |
每股收益（稀释后）NOWRPM
| Q1 26 | $1.04 | — | ||
| Q4 25 | $-4.77 | $1.26 | ||
| Q3 25 | $2.40 | $1.77 | ||
| Q2 25 | $1.84 | $1.76 | ||
| Q1 25 | $2.20 | $0.40 | ||
| Q4 24 | $1.84 | $1.42 | ||
| Q3 24 | $2.07 | $1.77 | ||
| Q2 24 | $1.26 | $1.40 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $11.7B | $3.1B |
| 总资产 | $24.4B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资NOWRPM
| Q1 26 | $2.7B | — | ||
| Q4 25 | $3.7B | $316.6M | ||
| Q3 25 | $2.7B | $297.1M | ||
| Q2 25 | $3.1B | $302.1M | ||
| Q1 25 | $3.4B | $241.9M | ||
| Q4 24 | $2.3B | $268.7M | ||
| Q3 24 | $1.9B | $231.6M | ||
| Q2 24 | $2.2B | $237.4M |
总债务NOWRPM
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
股东权益NOWRPM
| Q1 26 | $11.7B | — | ||
| Q4 25 | $13.0B | $3.1B | ||
| Q3 25 | $11.3B | $3.1B | ||
| Q2 25 | $10.9B | $2.9B | ||
| Q1 25 | $10.1B | $2.7B | ||
| Q4 24 | $9.6B | $2.7B | ||
| Q3 24 | $9.3B | $2.6B | ||
| Q2 24 | $8.7B | $2.5B |
总资产NOWRPM
| Q1 26 | $24.4B | — | ||
| Q4 25 | $26.0B | $7.9B | ||
| Q3 25 | $21.8B | $7.9B | ||
| Q2 25 | $22.1B | $7.8B | ||
| Q1 25 | $21.0B | $6.6B | ||
| Q4 24 | $20.4B | $6.7B | ||
| Q3 24 | $18.4B | $6.6B | ||
| Q2 24 | $18.2B | $6.6B |
负债/权益比NOWRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $1.7B | $296.4M |
| 自由现金流率自由现金流/营收 | 44.2% | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | 3.56× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $4.8B | $582.9M |
8季度趋势，按日历期对齐
经营现金流NOWRPM
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.2B | $345.7M | ||
| Q3 25 | $813.0M | $237.5M | ||
| Q2 25 | $716.0M | $149.2M | ||
| Q1 25 | $1.7B | $91.5M | ||
| Q4 24 | $1.6B | $279.4M | ||
| Q3 24 | $671.0M | $248.1M | ||
| Q2 24 | $620.0M | $181.2M |
自由现金流NOWRPM
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.0B | $296.4M | ||
| Q3 25 | $578.0M | $175.0M | ||
| Q2 25 | $526.0M | $78.2M | ||
| Q1 25 | $1.5B | $33.3M | ||
| Q4 24 | $1.4B | $229.5M | ||
| Q3 24 | $469.0M | $197.3M | ||
| Q2 24 | $358.0M | $105.3M |
自由现金流率NOWRPM
| Q1 26 | 44.2% | — | ||
| Q4 25 | 56.1% | 15.5% | ||
| Q3 25 | 17.0% | 8.3% | ||
| Q2 25 | 16.4% | 3.8% | ||
| Q1 25 | 47.7% | 2.3% | ||
| Q4 24 | 46.7% | 12.4% | ||
| Q3 24 | 16.8% | 10.0% | ||
| Q2 24 | 13.6% | 5.2% |
资本支出强度NOWRPM
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | 2.6% | ||
| Q3 25 | 6.9% | 3.0% | ||
| Q2 25 | 5.9% | 3.4% | ||
| Q1 25 | 6.6% | 3.9% | ||
| Q4 24 | 8.6% | 2.7% | ||
| Q3 24 | 7.2% | 2.6% | ||
| Q2 24 | 10.0% | 3.8% |
现金转化率NOWRPM
| Q1 26 | 3.56× | — | ||
| Q4 25 | 5.58× | 2.14× | ||
| Q3 25 | 1.62× | 1.04× | ||
| Q2 25 | 1.86× | 0.66× | ||
| Q1 25 | 3.65× | 1.76× | ||
| Q4 24 | 4.26× | 1.53× | ||
| Q3 24 | 1.55× | 1.09× | ||
| Q2 24 | 2.37× | 1.00× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
