galdubat
Madmaxista
- Desde
- 12 Jul 2014
- Mensajes
- 1.370
- Fruta
- 2.449
MArket cap: 22.3B$
Ventas:1.77B$
Min/max año:7.366$-130.05$
Ganancias:-0.91$
P/E=71X
Tesorería: 1.6$B
Free Cash Flow: 623M$
Deuda a largo: 1.15B$
ROUNDING OUT THE INVESTMENT CASE
In 2016, ServiceNow’s subscription revenue climbed to over $1.2 billion — up 44% over 2015. For the current year (2017), it’s on track to hit $1.7 billion — a 42% increase.That’s incredible growth. And it’s not expected to slow
anytime soon. After all, its customer renewal rate runs around 98%.
Plus, ServiceNow’s billings — a measure that includes invoices that haven’t been counted as sales yet — tell a similar story. The company expects full-year 2017 billings of nearly $2.3 billion. That’s a 35% annual growth rate compared to last year.
Action to take:
Buy shares of ServiceNow (NOW) up
to $140.
Fair Value:
Over $200 a share.
Buy-Up-To Price:
$140
Position Size:
No more than 3% of your total portfolio.
Action:
Sell half once the stock goes above $200.
Ventas:1.77B$
Min/max año:7.366$-130.05$
Ganancias:-0.91$
P/E=71X
Tesorería: 1.6$B
Free Cash Flow: 623M$
Deuda a largo: 1.15B$
ROUNDING OUT THE INVESTMENT CASE
In 2016, ServiceNow’s subscription revenue climbed to over $1.2 billion — up 44% over 2015. For the current year (2017), it’s on track to hit $1.7 billion — a 42% increase.That’s incredible growth. And it’s not expected to slow
anytime soon. After all, its customer renewal rate runs around 98%.
Plus, ServiceNow’s billings — a measure that includes invoices that haven’t been counted as sales yet — tell a similar story. The company expects full-year 2017 billings of nearly $2.3 billion. That’s a 35% annual growth rate compared to last year.
Action to take:
Buy shares of ServiceNow (NOW) up
to $140.
Fair Value:
Over $200 a share.
Buy-Up-To Price:
$140
Position Size:
No more than 3% of your total portfolio.
Action:
Sell half once the stock goes above $200.