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 2026-07-18.
ServiceNow, Inc. · Technology
$103.24
+45.0% upside to fair value
Grade B
High Quality
VS
Oracle Corporation · Technology
$184.31
+14.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
NOW has more upside to fair value
(+45.0%).
ORCL trades at a lower forward P/E
(31.0x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NOW |
ORCL |
| Current Price |
$103.24 |
$184.31 |
| Fair Value Estimate |
$149.70 |
$210.13 |
| Upside to Fair Value |
+45.0%
|
+14.0%
|
| Market Cap |
$106.5B |
$530.1B |
| Forward P/E |
61.1x
|
31.0x
|
| EV / EBITDA |
32.9x
|
20.4x
|
| Price / Sales |
7.6x
|
7.9x
|
| Price / FCF |
23.0x
|
-22.4x
|
| Revenue Growth YoY |
+22.1%
|
+20.6%
|
| Gross Margin |
76.6%
|
65.8%
|
| Operating Margin |
13.4%
|
30.8%
|
| Return on Equity |
15.0%
|
50.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.35%
|
—
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a durable competitive moat driven by its extensive software portfolio, strong cloud growth, and stable leadership. The company reported $57.4 billion in revenue for fiscal 2025, growing 8% year-over-year, with cloud services and license support growing 12%. Oracle's cloud infrastructure (OCI) is a key growt…
Accumulation Zones
| Metric |
NOW |
ORCL |
| Zone Low |
$112.27 |
$157.60 |
| Zone High |
$127.24 |
$178.61 |
| In Buy Zone? |
Yes
|
No
|