MU vs NOW: Which Is the Better Buy?
Side-by-side comparison of Micron Technology, Inc. and ServiceNow, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Micron Technology, Inc. · Technology
$1,080.53
+4.1% upside to fair value
Med Conviction
Grade C
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.
See all research →
Valuation & Fundamentals
| Metric |
MU |
NOW |
| Current Price |
$1,080.53 |
$139.82 |
| Fair Value Estimate |
$1,124.98 |
$162.50 |
| Upside to Fair Value |
+4.1%
|
+16.2%
|
| Market Cap |
$1,220.3B |
$144.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
17.6x
|
43.1x
|
| Price / Sales |
13.5x
|
9.8x
|
| Price / FCF |
46.6x
|
31.5x
|
| Revenue Growth YoY |
+345.7%
|
+24.0%
|
| Gross Margin |
72.6%
|
74.8%
|
| Operating Margin |
65.7%
|
11.4%
|
| Return on Equity |
70.5%
|
13.8%
|
| Dividend Yield |
0.05% |
0% |
| FCF Yield |
2.15%
|
3.17%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Micron Technology is a global leader in advanced semiconductor memory and storage, operating across Compute and Networking, Mobile, Storage, and Embedded segments with DRAM, NAND, and NOR products sold under the Micron and Crucial brands to cloud, data center, mobile, automotive, and consumer markets. The business quality is high on current fundamentals: TTM gross margin is 72.6%, TTM operating m…
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 |
MU |
NOW |
| Zone Low |
$843.74 |
$121.88 |
| Zone High |
$956.23 |
$138.12 |
| In Buy Zone? |
No
|
No
|