GOOGL vs NOW: Which Is the Better Buy?

Side-by-side comparison of Alphabet Inc. and ServiceNow, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-25.
Alphabet Inc. Β· Communication Services
$342.36
+16.6% upside to fair value
Med Conviction Grade B High Quality
VS
ServiceNow, Inc. Β· Technology
$139.82
+16.2% upside to fair value
Med Conviction Grade A- High Quality
QuantHub Verdict
GOOGL has more upside to fair value (+16.6%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric GOOGL NOW
Current Price $342.36 $139.82
Fair Value Estimate $399.26 $162.50
Upside to Fair Value +16.6% +16.2%
Market Cap $4,143.3B $144.6B
Forward P/E β€” β€”
EV / EBITDA 12.9x 43.1x
Price / Sales 9.3x 9.8x
Price / FCF 78.1x 31.5x
Revenue Growth YoY +24.2% +24.0%
Gross Margin 60.9% 74.8%
Operating Margin 33.1% 11.4%
Return on Equity 50.8% 13.8%
Dividend Yield 0.25% 0%
FCF Yield 1.28% 3.17%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
GOOGL β€” Alphabet Inc.
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
NOW β€” ServiceNow, Inc.
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 GOOGL NOW
Zone Low $299.44 $121.88
Zone High $339.37 $138.12
In Buy Zone? No No
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