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ServiceNow
PLATINUM
94 Dead Simple Score
Enterprise workflow automation platform becoming the OS for AI-powered business processes
Base DCF Case
$198 Current: $115.79
NOW ServiceNow
PLATINUM
Why I Own It
ServiceNow's decade of workflow execution data across thousands of enterprises creates AI training advantages that custom solutions can't replicate. While AI could commoditize simple workflows, complex multi-system integrations across IT, HR, and business processes remain defensible.
Dead Simple Scorecard Research Date · Jun 08, 2026
Market 96/100
Workflow OS for enterprise AI
Team / Execution 95/100
Consistent beats, strong execution
Traction 97/100
$4.5B FCF, sticky base
Moat 96/100
Switching costs + workflow data
Valuation 89/100
Fair at ~26x FCF
Risk 90/100
AI commoditization risk
Portfolio Fit 96/100
Asymmetric compounder
Dead Simple Score Overall conviction call — categories above are component detail, not a sum.
94 PLATINUM
Dead Simple DCF Open
Bear$97
Base$198
Bull$287
Position AddedJun 08, 2026
Current Return+1.4%
S&P Return-1.2%
Alpha+2.6%
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