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 2026-09-17.
Netflix, Inc. · Communication Services
$76.41
+44.0% upside to fair value
High Conviction
Grade A
High Quality
VS
ServiceNow, Inc. · Technology
$139.82
+16.2% upside to fair value
Med Conviction
Grade A-
High Quality
QuantHub Verdict
NFLX has more upside to fair value
(+44.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NFLX |
NOW |
| Current Price |
$76.41 |
$139.82 |
| Fair Value Estimate |
$110.00 |
$162.50 |
| Upside to Fair Value |
+44.0%
|
+16.2%
|
| Market Cap |
$318.2B |
$144.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
10.6x
|
43.1x
|
| Price / Sales |
6.6x
|
9.8x
|
| Price / FCF |
29.1x
|
31.5x
|
| Revenue Growth YoY |
+13.4%
|
+24.0%
|
| Gross Margin |
49.1%
|
74.8%
|
| Operating Margin |
29.7%
|
11.4%
|
| Return on Equity |
48.0%
|
13.8%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.44%
|
3.17%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Netflix is a global subscription and advertising-supported entertainment platform with a high-quality brand, content engine, recommendation technology and distribution scale, evidenced by more than 97 billion viewing hours in the first half of 2026 and an audience approaching one billion people. Fundamentals remain strong: revenue grew 13.4% year over year in the most recent quarter, TTM gross, o…
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 |
NFLX |
NOW |
| Zone Low |
$82.50 |
$121.88 |
| Zone High |
$93.50 |
$138.12 |
| In Buy Zone? |
Yes
|
No
|