NOW vs UPS: Which Is the Better Buy?

Side-by-side comparison of ServiceNow, Inc. and United Parcel Service, Inc. — 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
United Parcel Service, Inc. · Industrials
$105.00
+12.9% upside to fair value
Grade B
QuantHub Verdict
NOW has more upside to fair value (+45.0%). UPS trades at a lower forward P/E (17.0x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric NOW UPS
Current Price $103.24 $105.00
Fair Value Estimate $149.70 $118.53
Upside to Fair Value +45.0% +12.9%
Market Cap $106.5B $89.2B
Forward P/E 61.1x 17.0x
EV / EBITDA 32.9x 9.6x
Price / Sales 7.6x 1.0x
Price / FCF 23.0x 19.8x
Revenue Growth YoY +22.1% -1.6%
Gross Margin 76.6% 17.8%
Operating Margin 13.4% 8.5%
Return on Equity 15.0% 33.0%
Dividend Yield 0% 0%
FCF Yield 4.35% 5.06%
Analyst Consensus Strong Buy Buy
Investment Thesis
NOW — ServiceNow, Inc.
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…
UPS — United Parcel Service, Inc.
United Parcel Service, Inc. operates as a global integrated freight and logistics company with a strong presence in U.S. domestic package delivery, international package services, and supply chain solutions. The company benefits from a durable competitive moat supported by its extensive network capabilities, premium service positioning, and strategic focus on higher-margin segments such as health…
Accumulation Zones
Metric NOW UPS
Zone Low $112.27 $88.90
Zone High $127.24 $100.75
In Buy Zone? Yes No
← NOW Research    UPS Research →    All Research