NOW vs WDC: Which Is the Better Buy?
Side-by-side comparison of ServiceNow, Inc. and Western Digital Corporation — 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
Western Digital Corporation · Technology
$441.36
-16.8% upside to fair value
Med Conviction
Grade C
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 |
WDC |
| Current Price |
$139.82 |
$441.36 |
| Fair Value Estimate |
$162.50 |
$367.30 |
| Upside to Fair Value |
+16.2%
|
-16.8%
|
| Market Cap |
$144.6B |
$152.1B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
43.1x
|
17.4x
|
| Price / Sales |
9.8x
|
11.8x
|
| Price / FCF |
31.5x
|
47.3x
|
| Revenue Growth YoY |
+24.0%
|
+43.8%
|
| Gross Margin |
74.8%
|
48.9%
|
| Operating Margin |
11.4%
|
34.9%
|
| Return on Equity |
13.8%
|
118.6%
|
| Dividend Yield |
0% |
0.12% |
| FCF Yield |
3.17%
|
2.12%
|
| 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…
Western Digital designs and manufactures hard disk drives and flash-based storage for data centers, client devices, and consumer markets, and it is currently enjoying an extraordinary demand surge tied to AI infrastructure buildouts. In the most recent quarter, revenue grew 43.8% year over year and earnings grew 1143.2% year over year, while trailing twelve-month gross margin reached 48.9%, opera…
Accumulation Zones
| Metric |
NOW |
WDC |
| Zone Low |
$121.88 |
$275.48 |
| Zone High |
$138.12 |
$312.20 |
| In Buy Zone? |
No
|
No
|