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 2026-07-18.
Broadcom Inc. · Technology
$379.86
-41.0% upside to fair value
Grade C
High Quality
VS
ServiceNow, Inc. · Technology
$103.24
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NOW has more upside to fair value
(+45.0%).
NOW trades at a lower forward P/E
(61.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AVGO |
NOW |
| Current Price |
$379.86 |
$103.24 |
| Fair Value Estimate |
$223.93 |
$149.70 |
| Upside to Fair Value |
-41.0%
|
+45.0%
|
| Market Cap |
$1,806.8B |
$106.5B |
| Forward P/E |
61.3x
|
61.1x
|
| EV / EBITDA |
44.1x
|
32.9x
|
| Price / Sales |
23.9x
|
7.6x
|
| Price / FCF |
55.2x
|
23.0x
|
| Revenue Growth YoY |
+47.9%
|
+22.1%
|
| Gross Margin |
67.0%
|
76.6%
|
| Operating Margin |
43.7%
|
13.4%
|
| Return on Equity |
36.4%
|
15.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.81%
|
4.35%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Broadcom Inc. is a leading technology company specializing in semiconductors and infrastructure software, with a business split nearly evenly between these two segments. The company benefits from a durable competitive moat driven by customer concentration in mission-critical infrastructure, high switching costs, and a broad portfolio spanning semiconductors and infrastructure software. Broadcom h…
ServiceNow, Inc. operates in the technology sector specializing in software applications, delivering high-quality enterprise cloud solutions with a durable competitive moat evidenced by a 15% return on equity and strong gross margins of 76.6%. The company is currently in an investing growth phase with 22.1% revenue growth in the most recent quarter, although earnings growth is modest at 2.0%. Des…
Accumulation Zones
| Metric |
AVGO |
NOW |
| Zone Low |
$167.95 |
$112.27 |
| Zone High |
$190.34 |
$127.24 |
| In Buy Zone? |
No
|
Yes
|