NOW vs ORCL: Which Is the Better Buy?
Side-by-side comparison of ServiceNow, Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
ServiceNow, Inc. · Technology
$139.82
+16.2% upside to fair value
Med Conviction
Grade A-
High Quality
VS
Oracle Corporation · Technology
$149.12
+45.0% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
ORCL has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NOW |
ORCL |
| Current Price |
$139.82 |
$149.12 |
| Fair Value Estimate |
$162.50 |
$216.22 |
| Upside to Fair Value |
+16.2%
|
+45.0%
|
| Market Cap |
$144.6B |
$429.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
43.1x
|
14.6x
|
| Price / Sales |
9.8x
|
6.0x
|
| Price / FCF |
31.5x
|
—
|
| Revenue Growth YoY |
+24.0%
|
+29.6%
|
| Gross Margin |
74.8%
|
63.9%
|
| Operating Margin |
11.4%
|
32.4%
|
| Return on Equity |
13.8%
|
42.6%
|
| Dividend Yield |
0% |
1.34% |
| FCF Yield |
3.17%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Oracle is a global enterprise software and cloud infrastructure provider whose portfolio spans the Oracle Database, Java, Fusion Cloud SaaS applications (ERP, EPM, SCM, HCM), NetSuite, and Oracle Cloud Infrastructure, sold through a direct sales force to businesses, governments, and educational institutions worldwide. The business quality is high on fundamentals: trailing-twelve-month gross margi…
Accumulation Zones
| Metric |
NOW |
ORCL |
| Zone Low |
$121.88 |
$162.16 |
| Zone High |
$138.12 |
$183.79 |
| In Buy Zone? |
No
|
Yes
|