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Palo Alto networks, Salesforce vs Servicenow operating margin chart

about 7 hours ago
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Loading chart...The chart shows operating income, but the user asked for operating margin — which is operating income / total revenue. Let me load both metrics and compute the margin.

Loading chart...The chart is displayed. Here's the operating margin trend for the three companies:

Fiscal Year CRM NOW PANW
2019 4.0% 1.2% -1.9%
2020 1.2% 4.4% -5.3%
2021 2.1% 4.4% -7.1%
2022 7.0% 3.1% -3.4%
2023 11.7% 3.4% 1.2%
2024 19.7% 7.5% 8.3%
2025 32.1% 10.0% 11.0%

Salesforce (CRM) has dramatically expanded margins from ~4% in FY19 to 32% in FY25 — the strongest margin story here. Palo Alto Networks (PANW) transformed from negative margins to 11% in FY25, flipping to profitability and now neck-and-neck with ServiceNow. ServiceNow (NOW) has been the steadiest, grinding from ~1% to 10% with consistent year-over-year improvement but a more gradual trajectory than CRM's explosive expansion.

about 7 hours ago
8 replies Ask a follow up

Give PE ratio chart also for these 3 companies

about 7 hours ago
7 replies Ask a follow up

Loading chart...The P/E (TTM) chart is up. Here's the summary across the three:

  • Palo Alto Networks (PANW) — Trades at the highest multiple, historically ranging from ~40x to well over 100x. The stock has re-rated significantly higher since 2023 as profitability improved and the market rewarded its platform shift.
  • ServiceNow (NOW) — Also commands a premium, typically between ~50x and 90x. The multiple has stayed elevated given its consistent subscription revenue growth and expanding margins.
  • Salesforce (CRM) — The cheapest of the three on a P/E basis, compressing from lofty levels in 2020–21 down to the ~25–40x range more recently, reflecting its massive margin expansion but slower top-line growth relative to the others.
about 7 hours ago
6 replies Ask a follow up

There is a data rendering issue - due to labels mismatch probably.

about 7 hours ago
5 replies Ask a follow up

Let me reload the data and align the fiscal years properly for all three companies.I see the issue — the three companies have different fiscal year-ends: CRM (Jan), NOW (Dec), PANW (Jul). The x-axis labels don't align. Let me normalize them to a common calendar year label.The issue is that each company has its own fiscal year-end dates, so they show up as separate x-axis points. Let me normalize all dates to a common calendar-year label so they align on the same x-axis grid.

Loading chart...The operating margin chart now renders properly with all three companies aligned on a common calendar-year x-axis.

Calendar Year CRM NOW PANW
2019 1.2% 1.2% -1.9%
2020 2.1% 4.4% -5.3%
2021 7.0% 4.4% -7.1%
2022 9.3% 4.9% -3.4%
2023 14.4% 8.5% 5.6%
2024 19.0% 12.4% 8.5%
2025 21.5% 13.7% 13.5%

Salesforce leads with the highest margins, reaching 21.5% in 2025. ServiceNow and Palo Alto Networks are now neck-and-neck at ~13.5–13.7%. PANW's turnaround is the most dramatic — from negative margins in 2019–22 to matching NOW by 2025.

about 7 hours ago
4 replies Ask a follow up

I want PE ratio

about 7 hours ago
3 replies Ask a follow up

Loading chart...The P/E (TTM) chart is displayed. Quick snapshot:

  • PANW — Highest P/E of the group, currently ~45–50x, down from peaks above 80x in 2023–24 as earnings growth catches up.
  • NOW — Consistently premium, hovering ~65–75x, reflecting durable subscription growth and margin expansion.
  • CRM — The value play here at ~25–30x, having compressed dramatically from 50–60x levels in 2021 as the market re-rated it alongside its margin-driven earnings surge.
about 7 hours ago
2 replies Ask a follow up

Fix the data labels on PE ratio chart and give again

about 7 hours ago
1 reply Ask a follow up

Loading chart...The pe_ttm series is already stored natively and renders directly from the database without any label mismatch issue — it's daily data with a consistent date axis across all three tickers. The chart should be displaying correctly: PANW (highest), NOW (middle), and CRM (lowest) all on a shared time axis with clean labels. If you're still seeing issues, could you describe what's off — are the lines not showing, are the labels wrong, or is the scale broken?

about 7 hours ago