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 2026-09-17.
NIKE, Inc. · Consumer Cyclical
$35.78
+9.9% upside to fair value
Med Conviction
Grade C
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.
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Valuation & Fundamentals
| Metric |
NKE |
NOW |
| Current Price |
$35.78 |
$139.82 |
| Fair Value Estimate |
$39.33 |
$162.50 |
| Upside to Fair Value |
+9.9%
|
+16.2%
|
| Market Cap |
$53.0B |
$144.6B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.0x
|
43.1x
|
| Price / Sales |
1.1x
|
9.8x
|
| Price / FCF |
24.3x
|
31.5x
|
| Revenue Growth YoY |
-1.1%
|
+24.0%
|
| Gross Margin |
42.9%
|
74.8%
|
| Operating Margin |
8.2%
|
11.4%
|
| Return on Equity |
22.0%
|
13.8%
|
| Dividend Yield |
4.58% |
0% |
| FCF Yield |
4.12%
|
3.17%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
NIKE designs, markets and distributes athletic footwear, apparel and equipment through the Nike, Jordan and Converse brands, supported by global athlete marketing, valuable intellectual property and a broad wholesale and owned-digital network. Business quality is medium: its brand moat and 22.0% ROE remain meaningful, but the moat is narrowing amid intense competition, weak direct sales and uneve…
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 |
NKE |
NOW |
| Zone Low |
$29.50 |
$121.88 |
| Zone High |
$33.43 |
$138.12 |
| In Buy Zone? |
No
|
No
|