NFLX vs NOW: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and ServiceNow, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-18.
Netflix, Inc. · Communication Services
$73.68
+45.0% upside to fair value
Grade B
High Quality
VS
ServiceNow, Inc. · Technology
$103.24
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
NFLX trades at a lower forward P/E
(23.3x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
NOW |
| Current Price |
$73.68 |
$103.24 |
| Fair Value Estimate |
$106.84 |
$149.70 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$310.2B |
$106.5B |
| Forward P/E |
23.3x
|
61.1x
|
| EV / EBITDA |
9.2x
|
32.9x
|
| Price / Sales |
6.6x
|
7.6x
|
| Price / FCF |
26.1x
|
23.0x
|
| Revenue Growth YoY |
+16.2%
|
+22.1%
|
| Gross Margin |
49.0%
|
76.6%
|
| Operating Margin |
29.7%
|
13.4%
|
| Return on Equity |
49.2%
|
15.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.83%
|
4.35%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Netflix, Inc. operates as a leading global streaming entertainment service, delivering a wide variety of TV series, documentaries, and feature films across multiple genres and languages. The company exhibits high business quality with a durable competitive moat supported by strong brand recognition, intangible assets, and network effects. Its recent financial performance shows robust earnings gro…
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 |
NFLX |
NOW |
| Zone Low |
$80.13 |
$112.27 |
| Zone High |
$90.81 |
$127.24 |
| In Buy Zone? |
Yes
|
Yes
|