$103.30
-76.3% vs S&P 12m
Business overview
Workflow platform of record for IT/HR/customer service; Now Assist AI deeply integrated into existing modules.
Owns the enterprise workflow control plane that AI agents need to act on; one of the cleanest enterprise AI monetization stories.
Products
- IT Workflows
- HR Workflows
- Customer Workflows
- Now Assist
Customers (2)
- Large enterprises
- Governments
Competitors (3)
Composite score
Higher = stronger overall research case
Fundamental75
Technical25
Valuation74
AI relevance85
Risk-adjusted (higher = safer)41
Segment-relative fundamental percentile: 93
Synthetic 1Y price action
Deterministic price series; 50d (yellow) and 200d (orange) MAs shown
3M RS: -12.1%6M RS: -49.6%12M RS: -76.3%Vol30d: 86%DD52w: -50.6%
Financial summary
Curated, illustrative
Revenue
$13.96B
Growth (YoY)
22.1%
Gross margin
76.6%
Operating margin
13.3%
FCF
$5.11B
Capex
$328.88M
Net cash / (debt)
$2.75B
ROIC
5.7%
Customer conc.
Medium
Valuation
Market cap
$106.53B
Enterprise value
$103.78B
P/E (TTM)
61.5x
Forward P/E
20.6x
EV / Sales
7.4x
EV / EBITDA
35.9x
P / FCF
20.9x
PEG
1.0x
Rule of 40
54.0%
Risks
Severity 1 (low) to 5 (severe)
- 4Premium valuation
Score components
What drove the composite
Growth74
Profitability50
Cash generation96
Balance sheet84
Moat / AI relevance88
Capital intensity (higher = lighter)79
Customer diversification60
Valuation discipline (dilution)65
Trend (MA50/MA200)29
Momentum (3/6/12m)33
Relative strength14
Realized vol (higher = lower vol)23
Segment peers
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