NKE vs NOW: Which Is the Better Buy?
Side-by-side comparison of NIKE, Inc. and ServiceNow, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-18.
NIKE, Inc. · Consumer Cyclical
$41.05
+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
NKE trades at a lower forward P/E
(19.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NKE |
NOW |
| Current Price |
$41.05 |
$103.24 |
| Fair Value Estimate |
$59.52 |
$149.70 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$60.7B |
$106.5B |
| Forward P/E |
19.6x
|
61.1x
|
| EV / EBITDA |
14.2x
|
32.9x
|
| Price / Sales |
1.3x
|
7.6x
|
| Price / FCF |
57.9x
|
23.0x
|
| Revenue Growth YoY |
-1.1%
|
+22.1%
|
| Gross Margin |
42.9%
|
76.6%
|
| Operating Margin |
8.2%
|
13.4%
|
| Return on Equity |
22.0%
|
15.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
1.73%
|
4.35%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
NIKE, Inc. is a leading global athletic footwear and apparel company with a durable competitive moat supported by its strong brand, scale, and global distribution infrastructure. The company is currently led by CEO Elliott Hill, a seasoned Nike veteran who returned in October 2024 to navigate intensifying competition and channel complexity. Despite its market leadership and solid profitability me…
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 |
NKE |
NOW |
| Zone Low |
$44.64 |
$112.27 |
| Zone High |
$50.59 |
$127.24 |
| In Buy Zone? |
Yes
|
Yes
|