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ServiceNow（NOW）与Sprouts Farmers Market, Inc.（SFM）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Sprouts Farmers Market, Inc.的1.8倍（$3.8B vs $2.1B），ServiceNow净利率更高（12.4% vs 4.2%，领先8.3%），ServiceNow同比增速更快（2.8% vs -72.2%），过去两年ServiceNow的营收复合增速更高（19.8% vs 6.5%）
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。
Sprouts Farmers Market是总部位于美国亚利桑那州凤凰城的连锁超市品牌，主营天然有机食品，涵盖新鲜果蔬、散装食品、包装杂货、肉禽海鲜、熟食烘焙、乳制品、冷冻食品等品类，同时售有维生素补剂、天然个护及家居用品，目前在全美24个州开设超400家门店，员工约3.5万名。
NOW vs SFM — 直观对比
营收规模更大
NOW
是对方的1.8倍
$2.1B
营收增速更快
NOW
高出74.9%
-72.2%
净利率更高
NOW
高出8.3%
4.2%
两年增速更快
NOW
近两年复合增速
6.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $2.1B |
| 净利润 | $469.0M | $89.8M |
| 毛利率 | 75.1% | 38.0% |
| 营业利润率 | 13.3% | 5.7% |
| 净利率 | 12.4% | 4.2% |
| 营收同比 | 2.8% | -72.2% |
| 净利润同比 | -53.7% | -76.4% |
| 每股收益（稀释后） | $1.04 | $0.92 |
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NOWSFM
| Q1 26 | $3.8B | $2.1B | ||
| Q4 25 | $3.6B | $2.1B | ||
| Q3 25 | $3.4B | $2.2B | ||
| Q2 25 | $3.2B | $2.2B | ||
| Q1 25 | $3.1B | $2.2B | ||
| Q4 24 | $3.0B | $2.0B | ||
| Q3 24 | $2.8B | $1.9B | ||
| Q2 24 | $2.6B | $1.9B |
净利润NOWSFM
| Q1 26 | $469.0M | $89.8M | ||
| Q4 25 | $401.0M | $89.8M | ||
| Q3 25 | $502.0M | $120.1M | ||
| Q2 25 | $385.0M | $133.7M | ||
| Q1 25 | $460.0M | $180.0M | ||
| Q4 24 | $384.0M | $79.6M | ||
| Q3 24 | $432.0M | $91.6M | ||
| Q2 24 | $262.0M | $95.3M |
毛利率NOWSFM
| Q1 26 | 75.1% | 38.0% | ||
| Q4 25 | 76.6% | 38.0% | ||
| Q3 25 | 77.3% | 38.7% | ||
| Q2 25 | 77.5% | 38.8% | ||
| Q1 25 | 78.9% | 39.6% | ||
| Q4 24 | 78.7% | 38.1% | ||
| Q3 24 | 79.1% | 38.1% | ||
| Q2 24 | 79.0% | 37.9% |
营业利润率NOWSFM
| Q1 26 | 13.3% | 5.7% | ||
| Q4 25 | 12.4% | 5.7% | ||
| Q3 25 | 16.8% | 7.2% | ||
| Q2 25 | 11.1% | 8.1% | ||
| Q1 25 | 14.6% | 10.1% | ||
| Q4 24 | 12.6% | 5.3% | ||
| Q3 24 | 14.9% | 6.3% | ||
| Q2 24 | 9.1% | 6.7% |
净利率NOWSFM
| Q1 26 | 12.4% | 4.2% | ||
| Q4 25 | 11.2% | 4.2% | ||
| Q3 25 | 14.7% | 5.5% | ||
| Q2 25 | 12.0% | 6.0% | ||
| Q1 25 | 14.9% | 8.0% | ||
| Q4 24 | 13.0% | 4.0% | ||
| Q3 24 | 15.4% | 4.7% | ||
| Q2 24 | 10.0% | 5.0% |
每股收益（稀释后）NOWSFM
| Q1 26 | $1.04 | $0.92 | ||
| Q4 25 | $-4.77 | $0.93 | ||
| Q3 25 | $2.40 | $1.22 | ||
| Q2 25 | $1.84 | $1.35 | ||
| Q1 25 | $2.20 | $1.81 | ||
| Q4 24 | $1.84 | $0.78 | ||
| Q3 24 | $2.07 | $0.91 | ||
| Q2 24 | $1.26 | $0.94 |
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 | $257.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $11.7B | $1.4B |
| 总资产 | $24.4B | $4.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资NOWSFM
| Q1 26 | $2.7B | $257.3M | ||
| Q4 25 | $3.7B | $257.3M | ||
| Q3 25 | $2.7B | $322.4M | ||
| Q2 25 | $3.1B | $261.4M | ||
| Q1 25 | $3.4B | $285.7M | ||
| Q4 24 | $2.3B | $265.2M | ||
| Q3 24 | $1.9B | $309.7M | ||
| Q2 24 | $2.2B | $177.3M |
股东权益NOWSFM
| Q1 26 | $11.7B | $1.4B | ||
| Q4 25 | $13.0B | $1.4B | ||
| Q3 25 | $11.3B | $1.4B | ||
| Q2 25 | $10.9B | $1.4B | ||
| Q1 25 | $10.1B | $1.3B | ||
| Q4 24 | $9.6B | $1.3B | ||
| Q3 24 | $9.3B | $1.3B | ||
| Q2 24 | $8.7B | $1.3B |
总资产NOWSFM
| Q1 26 | $24.4B | $4.2B | ||
| Q4 25 | $26.0B | $4.2B | ||
| Q3 25 | $21.8B | $4.0B | ||
| Q2 25 | $22.1B | $3.8B | ||
| Q1 25 | $21.0B | $3.7B | ||
| Q4 24 | $20.4B | $3.6B | ||
| Q3 24 | $18.4B | $3.6B | ||
| Q2 24 | $18.2B | $3.4B |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $1.7B | — |
| 自由现金流率自由现金流/营收 | 44.2% | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 3.56× | — |
| 过去12个月自由现金流最近4个季度 | $4.8B | — |
8季度趋势，按日历期对齐
经营现金流NOWSFM
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.2B | $138.5M | ||
| Q3 25 | $813.0M | $167.1M | ||
| Q2 25 | $716.0M | $111.2M | ||
| Q1 25 | $1.7B | $299.1M | ||
| Q4 24 | $1.6B | $124.9M | ||
| Q3 24 | $671.0M | $209.1M | ||
| Q2 24 | $620.0M | $91.6M |
自由现金流NOWSFM
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.0B | $66.3M | ||
| Q3 25 | $578.0M | $111.4M | ||
| Q2 25 | $526.0M | $50.4M | ||
| Q1 25 | $1.5B | $239.6M | ||
| Q4 24 | $1.4B | $56.2M | ||
| Q3 24 | $469.0M | $156.3M | ||
| Q2 24 | $358.0M | $33.9M |
自由现金流率NOWSFM
| Q1 26 | 44.2% | — | ||
| Q4 25 | 56.1% | 3.1% | ||
| Q3 25 | 17.0% | 5.1% | ||
| Q2 25 | 16.4% | 2.3% | ||
| Q1 25 | 47.7% | 10.7% | ||
| Q4 24 | 46.7% | 2.8% | ||
| Q3 24 | 16.8% | 8.0% | ||
| Q2 24 | 13.6% | 1.8% |
资本支出强度NOWSFM
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | 3.4% | ||
| Q3 25 | 6.9% | 2.5% | ||
| Q2 25 | 5.9% | 2.7% | ||
| Q1 25 | 6.6% | 2.7% | ||
| Q4 24 | 8.6% | 3.4% | ||
| Q3 24 | 7.2% | 2.7% | ||
| Q2 24 | 10.0% | 3.0% |
现金转化率NOWSFM
| Q1 26 | 3.56× | — | ||
| Q4 25 | 5.58× | 1.54× | ||
| Q3 25 | 1.62× | 1.39× | ||
| Q2 25 | 1.86× | 0.83× | ||
| Q1 25 | 3.65× | 1.66× | ||
| Q4 24 | 4.26× | 1.57× | ||
| Q3 24 | 1.55× | 2.28× | ||
| Q2 24 | 2.37× | 0.96× |
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% |
SFM
暂无分部数据
