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ServiceNow vs Shopify: revenue, profit, margins and growth compared

ServiceNow brought in $13.3B of revenue in fiscal 2025, Shopify $11.6B in fiscal 2025. Revenue changed by +20.9% at ServiceNow and +30.1% at Shopify on the year before, so Shopify grew faster. ServiceNow kept 13.2% of its revenue as net profit, Shopify 10.7%. Free cash flow was $4.6B at ServiceNow and $2B at Shopify.

Side by side, latest fiscal year

NOWSHOP
Fiscal year endedFY2025 (December 31, 2025)FY2025 (December 31, 2025)
Revenue$13.3B$11.6B
Revenue growth+20.9%+30.1%
Net income$1.7B$1.2B
Net margin13.2%10.7%
Free cash flow$4.6B$2B
Free cash flow margin34.5%17.4%
Earnings per share (diluted)$1.67$0.94
Cash$3.7B$1.5B
Debt$1.5Bn/a
Price to earnings81.2151.3
Market value$140.2B$184.3B
Dividend yieldn/an/a
Rank by revenue in sector#47 of 530 · Technology#54 of 530 · Technology

Over the years

Revenue
NOW FY2018: $2.6BNOW FY2019: $3.5BNOW FY2020: $4.5BNOW FY2021: $5.9BNOW FY2022: $7.2BNOW FY2023: $9BNOW FY2024: $11BNOW FY2025: $13.3BSHOP FY2018: $1.1BSHOP FY2019: $1.6BSHOP FY2020: $2.9BSHOP FY2021: $4.6BSHOP FY2022: $5.6BSHOP FY2022: $7.1BSHOP FY2024: $8.9BSHOP FY2025: $11.6BFY18FY19FY20FY21FY22FY23FY24FY25
NOW $13.3BSHOP $11.6B
Net income
NOW FY2018: -$26.7MNOW FY2019: $626.7MNOW FY2020: $119MNOW FY2021: $230MNOW FY2022: $325MNOW FY2023: $1.7BNOW FY2024: $1.4BNOW FY2025: $1.7BSHOP FY2018: -$64.6MSHOP FY2019: -$124.8MSHOP FY2020: $319.5MSHOP FY2021: $2.9BSHOP FY2022: -$3.5BSHOP FY2022: $132MSHOP FY2024: $2BSHOP FY2025: $1.2BFY18FY19FY20FY21FY22FY23FY24FY25
NOW $1.7BSHOP $1.2B
Net margin
NOW FY2018: -1.0%NOW FY2019: 18.1%NOW FY2020: 2.6%NOW FY2021: 3.9%NOW FY2022: 4.5%NOW FY2023: 19.3%NOW FY2024: 13.0%NOW FY2025: 13.2%SHOP FY2018: -6.0%SHOP FY2019: -7.9%SHOP FY2020: 10.9%SHOP FY2021: 63.2%SHOP FY2022: -61.8%SHOP FY2022: 1.9%SHOP FY2024: 22.7%SHOP FY2025: 10.7%FY18FY19FY20FY21FY22FY23FY24FY25
NOW 13.2%SHOP 10.7%
Revenue growth
NOW FY2019: +32.6%NOW FY2020: +30.6%NOW FY2021: +30.5%NOW FY2022: +22.9%NOW FY2023: +23.8%NOW FY2024: +22.4%NOW FY2025: +20.9%SHOP FY2019: +47.0%SHOP FY2020: +85.6%SHOP FY2021: +57.4%SHOP FY2022: +21.4%SHOP FY2022: +26.1%SHOP FY2024: +25.8%SHOP FY2025: +30.1%FY19FY20FY21FY22FY23FY24FY25
NOW +20.9%SHOP +30.1%
Free cash flow
NOW FY2018: $586.6MNOW FY2019: $971MNOW FY2020: $1.4BNOW FY2021: $1.8BNOW FY2022: $2.2BNOW FY2023: $2.7BNOW FY2024: $3.4BNOW FY2025: $4.6BSHOP FY2018: -$18.6MSHOP FY2019: $13.9MSHOP FY2020: $383.2MSHOP FY2021: $484.9MSHOP FY2022: -$186MSHOP FY2022: $905MSHOP FY2024: $1.6BSHOP FY2025: $2BFY18FY19FY20FY21FY22FY23FY24FY25
NOW $4.6BSHOP $2B

Fiscal years as each company reports them; the two may end in different months.

Questions about ServiceNow and Shopify

Which is bigger by revenue, ServiceNow or Shopify?

ServiceNow is bigger by revenue: $13.3B in fiscal 2025, against $11.6B for Shopify in fiscal 2025.

Which keeps more of its revenue as profit, ServiceNow or Shopify?

ServiceNow had a net margin of 13.2% in fiscal 2025; Shopify had 10.7% in fiscal 2025.

Which grew revenue faster, ServiceNow or Shopify?

In their latest fiscal years revenue changed by +20.9% at ServiceNow and +30.1% at Shopify.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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