NOW vs UBER vs ADP
161 measures in 16 categories, one definition each, computed from filings and market data.
NOW65.6
ServiceNow, Inc.
Technology · Software - Application
$141.97 −4.44%$146.8B mkt cap
Score DNA
UBER61.9
Uber Technologies, Inc.
Technology · Software - Application
$70.35 −1.28%$143.7B mkt cap
Score DNA
ADP53.7
Automatic Data Processing, Inc.
Technology · Software - Application
$288.90 +1.14%$114.5B mkt cap
Score DNA
Price, rebased to 100 three years ago
NOW UBER ADP · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 3 | 1 |
| Insider $ bought, 180d | — | $15.31M | $0.75M |
| Congress purchases, 180d | 4 | 11 | 3 |
| Last Congress purchase | 2026-08-14 | 2026-09-23 | 2026-06-16 |
| 13F net change in holders | — | −12 | +13 |
| ETFs adding shares, 30d | 1,664 | 1,391 | 1,468 |
| ETFs trimming, 30d | 1,300 | 1,221 | 1,224 |
| Net ETF funds, 30d | +364 | +170 | +244 |
Valuation
16 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| P/E (TTM) | 87.9x
87th
|
15.0x
11th
|
25.9x
46th
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 17.21
100th
|
— | 2.52
71st
|
| Price / sales | 10.0x
86th
|
2.6x
26th
|
5.2x
60th
|
| Price / book | 11.7x
85th
|
5.3x
56th
|
19.0x
90th
|
| Price / tangible book | — | 8.9x
56th
|
81.8x
97th
|
| Price / free cash flow | 32.0x
76th
|
14.2x
32nd
|
23.0x
63rd
|
| Price / operating cash flow | 27.7x
74th
|
13.8x
40th
|
21.5x
62nd
|
| Enterprise value | $150.6B
98th
|
$153.0B
99th
|
$115.5B
97th
|
| EV / sales | 10.2x
89th
|
2.8x
32nd
|
5.3x
64th
|
| EV / EBITDA | 43.2x
75th
|
19.1x
50th
|
18.0x
45th
|
| EV / EBIT | 62.3x
77th
|
21.1x
43rd
|
19.7x
37th
|
| EV / free cash flow | 32.9x
78th
|
15.1x
43rd
|
23.2x
63rd
|
| Earnings yield | 1.1%
48th
|
6.7%
93rd
|
3.9%
72nd
|
| FCF yield | 3.1%
36th
|
7.0%
73rd
|
4.3%
46th
|
| Operating cash flow yield | 3.6%
36th
|
7.3%
65th
|
4.6%
46th
|
| Graham number (per share) | $20.91
53rd
|
$37.42
64th
|
$61.27
82nd
|
Profitability (TTM)
12 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| Gross margin | 74.8%
59th
|
42.3%
11th
|
48.2%
18th
|
| EBITDA margin | 23.7%
69th
|
14.5%
53rd
|
29.3%
79th
|
| Operating margin | 11.4%
59th
|
12.5%
64th
|
18.6%
76th
|
| EBIT margin | 16.4%
68th
|
13.1%
63rd
|
26.7%
83rd
|
| Net margin | 11.3%
62nd
|
17.3%
77th
|
20.1%
81st
|
| NOPAT margin | 8.1%
54th
|
18.2%
80th
|
14.3%
71st
|
| FCF margin | 31.1%
81st
|
18.3%
43rd
|
22.7%
58th
|
| Operating cash flow margin | 36.0%
84th
|
18.9%
39th
|
24.2%
54th
|
| R&D / revenue | 22.1%
67th
|
6.8%
14th
|
3.5%
12th
|
| SG&A / revenue | 41.2%
54th
|
16.5%
7th
|
20.1%
11th
|
| Stock comp / revenue | 14.8%
79th
|
3.5%
23rd
|
1.1%
8th
|
| Effective tax rate | 28.8%
88th
|
-46.1%
2nd
|
23.0%
76th
|
Returns on capital
11 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| ROE (on average equity) | 14.2%
68th
|
38.4%
87th
|
72.2%
92nd
|
| ROA | 6.2%
63rd
|
15.7%
88th
|
7.6%
70th
|
| ROIC | 7.3%
51st
|
27.5%
81st
|
44.4%
84th
|
| ROCE | 12.4%
67th
|
14.2%
71st
|
44.5%
96th
|
| Return on tangible assets | 9.0%
68th
|
11.9%
79th
|
10.1%
75th
|
| Cash ROIC (OCF / invested capital) | 32.6%
53rd
|
28.4%
48th
|
75.2%
76th
|
| Gross profitability (GP / assets) | 34.8%
44th
|
35.5%
46th
|
16.7%
21st
|
| ROIC, 3-yr average | 11.5%
67th
|
35.8%
86th
|
50.6%
90th
|
| ROIC, 5-yr average | 17.9%
82nd
|
-2.4%
45th
|
87.8%
96th
|
| ROE, 5-yr average | 13.3%
83rd
|
-9.7%
37th
|
82.1%
98th
|
| Incremental ROIC | 0.2%
42nd
|
-118.0%
13th
|
0.0%
40th
|
Growth
17 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| Revenue growth (TTM YoY) | 22.2%
69th
|
16.7%
55th
|
6.7%
18th
|
| Revenue growth (QoQ) | 5.8%
60th
|
7.5%
70th
|
-7.8%
6th
|
| Revenue CAGR, 3 yr | 22.5%
78th
|
16.4%
64th
|
6.8%
22nd
|
| Revenue CAGR, 5 yr | 23.3%
69th
|
33.9%
81st
|
7.9%
15th
|
| Gross profit CAGR, 3 yr | 20.5%
69th
|
19.3%
64th
|
6.3%
20th
|
| Operating income CAGR, 3 yr | 49.1%
80th
|
— | -3.3%
0th
|
| Net income growth (TTM YoY) | 0.5%
29th
|
-24.1%
11th
|
8.2%
36th
|
| Net income CAGR, 3 yr | 5.5%
16th
|
— | 9.0%
24th
|
| EPS growth (TTM YoY) | 1.5%
29th
|
-21.4%
12th
|
10.4%
33rd
|
| EPS CAGR, 3 yr | 5.1%
13th
|
— | 10.3%
24th
|
| EPS CAGR, 5 yr | 57.0%
92nd
|
— | 12.6%
39th
|
| FCF growth (TTM YoY) | 19.0%
36th
|
18.5%
34th
|
4.4%
15th
|
| FCF CAGR, 3 yr | 25.7%
41st
|
79.7%
81st
|
11.0%
10th
|
| Operating cash flow CAGR, 3 yr | 22.2%
39th
|
73.8%
84th
|
8.1%
5th
|
| Book value CAGR, 3 yr | 21.4%
82nd
|
47.3%
94th
|
21.3%
81st
|
| Dividend CAGR, 3 yr | — | — | 4.3%
43rd
|
| Sustainable growth rate | 14.2%
46th
|
38.4%
82nd
|
29.3%
69th
|
Margin history & stability
7 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| Gross margin, 3-yr average | 77.5%
69th
|
40.4%
5th
|
49.5%
18th
|
| Operating margin, 3-yr average | 11.8%
68th
|
9.0%
61st
|
23.5%
86th
|
| Net margin, 3-yr average | 12.2%
64th
|
16.3%
75th
|
19.8%
84th
|
| FCF margin, 3-yr average | 31.2%
84th
|
16.1%
42nd
|
21.5%
57th
|
| Revenue stability (0-1) | 0.98
60th
|
0.98
61st
|
1.00
94th
|
| Earnings stability (0-1) | 0.80
73rd
|
0.66
59th
|
1.00
100th
|
| Margin stability (0-1) | 0.98
67th
|
0.94
35th
|
0.97
48th
|
Liquidity (latest quarter)
7 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| Cash & short-term investments | $4.7B
92nd
|
$5.4B
94th
|
$4.2B
91st
|
| Net cash (− = net debt) | −$3.8B
8th
|
−$9.3B
1st
|
−$1.0B
20th
|
| Working capital | −$3.6B
1st
|
−$2.3B
3rd
|
−$41.4B
0th
|
| Current ratio | 0.70
7th
|
0.84
15th
|
0.17
0th
|
| Quick ratio | 0.70
7th
|
0.84
16th
|
0.17
0th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.38
24th
|
0.36
21st
|
0.08
4th
|
| Defensive interval (days) | 268 days
36th
|
215 days
26th
|
435 days
57th
|
Leverage & solvency (latest quarter)
13 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| Total debt | $8.5B
97th
|
$14.7B
99th
|
$5.3B
89th
|
| Debt / equity | 0.68
72nd
|
0.54
65th
|
0.87
76th
|
| Net debt / equity | 0.30
79th
|
0.34
80th
|
0.17
74th
|
| Debt / assets | 26.7%
68th
|
22.4%
61st
|
8.3%
38th
|
| Debt / capital | 40.3%
72nd
|
35.0%
65th
|
46.6%
76th
|
| Debt / EBITDA | 2.42
51st
|
1.84
47th
|
0.82
29th
|
| Net debt / EBITDA | 1.09
72nd
|
1.16
74th
|
0.16
60th
|
| Interest coverage (EBIT / interest) | 29.1x
82nd
|
15.7x
76th
|
12.8x
71st
|
| Cash interest coverage | 64.0x
82nd
|
22.6x
62nd
|
11.6x
42nd
|
| Debt payback (years of OCF) | 1.6 yrs
57th
|
1.4 yrs
56th
|
1.0 yrs
47th
|
| Liabilities / assets | 60.5%
65th
|
56.8%
60th
|
90.5%
92nd
|
| IS credit model rating | AA | AA- | A- |
| Implied credit spread (bps) | 80
17th
|
100
27th
|
175
44th
|
Efficiency
11 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| Asset turnover | 0.55
45th
|
0.91
78th
|
0.38
23rd
|
| Fixed asset turnover | 4.89
19th
|
16.40
67th
|
21.31
75th
|
| Inventory turnover | — | — | — |
| Receivables turnover | 7.6
61st
|
13.7
84th
|
6.2
45th
|
| Days sales outstanding | 48 days
41st
|
27 days
18th
|
59 days
57th
|
| Days inventory outstanding | — | — | — |
| Days payables outstanding | 18 days
27th
|
14 days
17th
|
5 days
7th
|
| Cash conversion cycle (days) | 30 days
58th
|
13 days
41st
|
54 days
83rd
|
| Capex / revenue | 4.9%
80th
|
0.6%
24th
|
1.5%
57th
|
| Capex / depreciation | 0.68
70th
|
0.40
48th
|
0.60
66th
|
| Operating expense ratio | 66.6%
58th
|
30.3%
7th
|
32.2%
8th
|
Cash flow & earnings quality
7 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| Operating cash flow / net income | 3.18
72nd
|
1.09
17th
|
1.21
18th
|
| FCF / net income | 2.74
74th
|
1.06
22nd
|
1.13
23rd
|
| FCF / operating cash flow | 86.3%
23rd
|
97.0%
67th
|
93.6%
48th
|
| Capex / operating cash flow | 13.7%
77th
|
3.0%
33rd
|
6.4%
52nd
|
| Accruals ratio | -13.5%
36th
|
-1.4%
88th
|
-1.6%
87th
|
| Sloan accruals ratio | -18.4%
14th
|
-7.5%
38th
|
-75.4%
0th
|
| Earnings quality score (0-1) | 0.75
11th
|
1.00
80th
|
1.00
80th
|
Scores & forensic checks
15 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| IS score | 66
65th
|
62
58th
|
54
46th
|
| IS profitability | 46
59th
|
71
83rd
|
70
82nd
|
| IS growth | 57
33rd
|
39
12th
|
58
34th
|
| IS value | 22
7th
|
47
70th
|
44
65th
|
| IS momentum | 84
63rd
|
60
21st
|
78
46th
|
| IS risk (safety) | 100
61st
|
80
50th
|
30
26th
|
| IS quality | 70
57th
|
78
69th
|
77
68th
|
| IS balance sheet | 68
47th
|
68
49th
|
53
35th
|
| IS earnings quality | 58
60th
|
85
98th
|
80
93rd
|
| IS cash flow | 83
76th
|
71
46th
|
75
57th
|
| Piotroski F-score (0-9) | 5
24th
|
6
38th
|
6
38th
|
| Altman Z-score | 4.1
62nd
|
3.4
54th
|
1.4
26th
|
| Beneish M-score | −2.48
74th
|
−2.55
70th
|
−0.94
93rd
|
| Ohlson O-score | −7.88
50th
|
−8.67
36th
|
−4.97
90th
|
| IS credit score | 89
80th
|
83
70th
|
69
56th
|
Size (TTM)
8 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| Market cap | $146.8B
99th
|
$143.7B
98th
|
$114.5B
97th
|
| Revenue | $14.7B
96th
|
$55.2B
99th
|
$21.9B
97th
|
| EBITDA | $3.5B
94th
|
$8.0B
99th
|
$6.4B
97th
|
| Net income | $1.7B
93rd
|
$9.6B
99th
|
$4.4B
97th
|
| Free cash flow | $4.6B
96th
|
$10.1B
99th
|
$5.0B
96th
|
| Total assets | $31.7B
93rd
|
$65.8B
99th
|
$63.2B
99th
|
| Shareholders' equity | $12.5B
93rd
|
$27.3B
96th
|
$6.0B
85th
|
| Employees | 29,187
96th
|
36,600
98th
|
67,000
99th
|
Price performance
9 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| 1 day | −4.4% | −1.3% | +1.1% |
| 1 week | +0.8% | −1.6% | +6.7% |
| 1 month | +2.5% | −0.7% | +6.1% |
| 3 months | +35.6% | −2.5% | +13.2% |
| 6 months | +46.9% | −8.8% | +44.1% |
| Year to date | −3.7% | −15.1% | +14.2% |
| 1 year | −21.4% | −25.6% | +2.3% |
| 3 years, cumulative | +27.1% | +50.9% | +21.7% |
| 5 years, cumulative | +14.9% | +47.3% | +53.2% |
Technicals
4 measures| Measure | NOW | UBER | ADP |
|---|---|---|---|
| RSI 14 | 55.5 | 48.5 | 71.2 |
| From 52-week high | −26.4% | −29.9% | −0.4% |
| From 52-week low | +74.8% | +7.6% | +53.5% |
| Beta | 0.99 | 1.26 | 0.84 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17