NOW vs VRT: Which Is the Better Buy?
Side-by-side comparison of ServiceNow, Inc. and Vertiv Holdings Co — 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
Vertiv Holdings Co · Industrials
$253.28
+8.2% 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 |
VRT |
| Current Price |
$139.82 |
$253.28 |
| Fair Value Estimate |
$162.50 |
$274.15 |
| Upside to Fair Value |
+16.2%
|
+8.2%
|
| Market Cap |
$144.6B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
43.1x
|
38.8x
|
| Price / Sales |
9.8x
|
8.5x
|
| Price / FCF |
31.5x
|
33.3x
|
| Revenue Growth YoY |
+24.0%
|
+24.1%
|
| Gross Margin |
74.8%
|
37.5%
|
| Operating Margin |
11.4%
|
19.1%
|
| Return on Equity |
13.8%
|
42.1%
|
| Dividend Yield |
0% |
0.1% |
| FCF Yield |
3.17%
|
3.0%
|
| 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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
NOW |
VRT |
| Zone Low |
$121.88 |
$205.61 |
| Zone High |
$138.12 |
$233.03 |
| In Buy Zone? |
No
|
No
|