CAT vs NOW: Which Is the Better Buy?

Side-by-side comparison of Caterpillar Inc. and ServiceNow, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-18.
Caterpillar Inc. · Industrials
$940.12
-39.4% 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%). CAT trades at a lower forward P/E (46.6x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric CAT NOW
Current Price $940.12 $103.24
Fair Value Estimate $569.47 $149.70
Upside to Fair Value -39.4% +45.0%
Market Cap $433.1B $106.5B
Forward P/E 46.6x 61.1x
EV / EBITDA 29.7x 32.9x
Price / Sales 6.1x 7.6x
Price / FCF 37.8x 23.0x
Revenue Growth YoY +22.2% +22.1%
Gross Margin 32.5% 76.6%
Operating Margin 16.6% 13.4%
Return on Equity 47.5% 15.0%
Dividend Yield 0% 0%
FCF Yield 2.64% 4.35%
Analyst Consensus Hold Strong Buy
Investment Thesis
CAT — Caterpillar Inc.
Caterpillar Inc. is a leading global manufacturer of agricultural and construction machinery, operating within the Industrials sector. The company demonstrates high business quality with a durable competitive moat supported by strong brand recognition, cost advantages, and intangible assets. It posted robust revenue growth of 22.2% and earnings growth of 27.3% in the most recent quarter, reflecti…
NOW — ServiceNow, Inc.
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 CAT NOW
Zone Low $427.10 $112.27
Zone High $484.05 $127.24
In Buy Zone? No Yes
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