NOW vs PLTR: Which Is the Better Buy?
Side-by-side comparison of ServiceNow, Inc. and Palantir Technologies Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
ServiceNow, Inc. · Technology
$139.82
+16.2% upside to fair value
Med Conviction
Grade A-
High Quality
VS
Palantir Technologies Inc. · Technology
$189.67
+2.4% upside to fair value
Med Conviction
Grade C
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 |
NOW |
PLTR |
| Current Price |
$139.82 |
$189.67 |
| Fair Value Estimate |
$162.50 |
$194.30 |
| Upside to Fair Value |
+16.2%
|
+2.4%
|
| Market Cap |
$144.6B |
$435.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
43.1x
|
139.9x
|
| Price / Sales |
9.8x
|
70.7x
|
| Price / FCF |
31.5x
|
135.3x
|
| Revenue Growth YoY |
+24.0%
|
+92.8%
|
| Gross Margin |
74.8%
|
84.8%
|
| Operating Margin |
11.4%
|
42.8%
|
| Return on Equity |
13.8%
|
37.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
3.17%
|
0.74%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Palantir Technologies Inc. is a software infrastructure company founded in 2003 and headquartered in Denver that builds and deploys Gotham for intelligence and defense workflows, Foundry as a central data operating system for enterprises, Apollo for software delivery across environments, and its Artificial Intelligence Platform (AIP) for unified access to open-source, self-hosted, and commercial …
Accumulation Zones
| Metric |
NOW |
PLTR |
| Zone Low |
$121.88 |
$145.73 |
| Zone High |
$138.12 |
$165.16 |
| In Buy Zone? |
No
|
No
|