AVGO vs NOW: Which Is the Better Buy?
Side-by-side comparison of Broadcom Inc. and ServiceNow, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
VS
ServiceNow, Inc. · Technology
$139.82
+16.2% upside to fair value
Med Conviction
Grade A-
High Quality
QuantHub Verdict
NOW has more upside to fair value
(+16.2%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
AVGO |
NOW |
| Current Price |
$354.99 |
$139.82 |
| Fair Value Estimate |
$408.70 |
$162.50 |
| Upside to Fair Value |
+15.1%
|
+16.2%
|
| Market Cap |
$1,688.9B |
$144.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
33.0x
|
43.1x
|
| Price / Sales |
18.9x
|
9.8x
|
| Price / FCF |
42.9x
|
31.5x
|
| Revenue Growth YoY |
+85.5%
|
+24.0%
|
| Gross Margin |
67.7%
|
74.8%
|
| Operating Margin |
48.3%
|
11.4%
|
| Return on Equity |
43.9%
|
13.8%
|
| Dividend Yield |
0.73% |
0% |
| FCF Yield |
2.33%
|
3.17%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom is a diversified semiconductor and infrastructure software company led by CEO Hock Tan, with a portfolio spanning custom AI ASICs, networking, wireless, storage, and enterprise software. The business quality is high: TTM gross margin of 67.7%, TTM operating margin of 48.3%, TTM net margin of 42.9%, and ROE of 43.9% demonstrate exceptional profitability, while revenue growth of 85.5% and …
ServiceNow provides a cloud-based enterprise workflow platform spanning IT service management, operations, employee workflows, CRM, AI orchestration and security. Business quality is high because its common data model, deeply embedded workflows and cross-department deployments create meaningful switching costs, while roughly 90% of the Fortune 500 use the platform and more than 85 billion workflo…
Accumulation Zones
| Metric |
AVGO |
NOW |
| Zone Low |
$306.52 |
$121.88 |
| Zone High |
$347.39 |
$138.12 |
| In Buy Zone? |
No
|
No
|