BA vs NOW: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and ServiceNow, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-22.
The Boeing Company · Industrials
$201.15
+31.7% upside to fair value
Med Conviction
Grade B
VS
ServiceNow, Inc. · Technology
$139.82
+16.2% upside to fair value
Med Conviction
Grade A-
High Quality
QuantHub Verdict
BA has more upside to fair value
(+31.7%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
BA |
NOW |
| Current Price |
$201.15 |
$139.82 |
| Fair Value Estimate |
$265.00 |
$162.50 |
| Upside to Fair Value |
+31.7%
|
+16.2%
|
| Market Cap |
$159.0B |
$144.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
28.4x
|
43.1x
|
| Price / Sales |
1.7x
|
9.8x
|
| Price / FCF |
—
|
31.5x
|
| Revenue Growth YoY |
+8.0%
|
+24.0%
|
| Gross Margin |
4.7%
|
74.8%
|
| Operating Margin |
-5.4%
|
11.4%
|
| Return on Equity |
104.8%
|
13.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
3.17%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Boeing is a global aerospace and defense manufacturer spanning commercial airliners, military aircraft, satellites, missile defense, and aftermarket services, with roughly 182,000 employees and a business that remains structurally advantaged by the duopoly economics of large commercial aircraft and the long-cycle, high-switching-cost nature of aerospace platforms. The business quality is currentl…
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 |
BA |
NOW |
| Zone Low |
$198.75 |
$121.88 |
| Zone High |
$225.25 |
$138.12 |
| In Buy Zone? |
Yes
|
No
|