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 2026-09-19.
ServiceNow, Inc. · Technology
$139.82
+16.2% upside to fair value
Med Conviction
Grade A-
High Quality
VS
United Parcel Service, Inc. · Industrials
$99.02
+21.1% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
UPS has more upside to fair value
(+21.1%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NOW |
UPS |
| Current Price |
$139.82 |
$99.02 |
| Fair Value Estimate |
$162.50 |
$119.92 |
| Upside to Fair Value |
+16.2%
|
+21.1%
|
| Market Cap |
$144.6B |
$84.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
43.1x
|
10.2x
|
| Price / Sales |
9.8x
|
0.9x
|
| Price / FCF |
31.5x
|
15.3x
|
| Revenue Growth YoY |
+24.0%
|
+7.6%
|
| Gross Margin |
74.8%
|
16.6%
|
| Operating Margin |
11.4%
|
7.3%
|
| Return on Equity |
13.8%
|
29.1%
|
| Dividend Yield |
0% |
6.62% |
| FCF Yield |
3.17%
|
6.52%
|
| 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…
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume c…
Accumulation Zones
| Metric |
NOW |
UPS |
| Zone Low |
$121.88 |
$89.94 |
| Zone High |
$138.12 |
$101.93 |
| In Buy Zone? |
No
|
Yes
|