NOW vs WMT: Which Is the Better Buy?
Side-by-side comparison of ServiceNow, Inc. and Walmart 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
Walmart Inc. · Consumer Defensive
$106.73
-10.8% 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 |
WMT |
| Current Price |
$139.82 |
$106.73 |
| Fair Value Estimate |
$162.50 |
$95.24 |
| Upside to Fair Value |
+16.2%
|
-10.8%
|
| Market Cap |
$144.6B |
$849.4B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
43.1x
|
21.3x
|
| Price / Sales |
9.8x
|
1.1x
|
| Price / FCF |
31.5x
|
62.8x
|
| Revenue Growth YoY |
+24.0%
|
+5.9%
|
| Gross Margin |
74.8%
|
25.2%
|
| Operating Margin |
11.4%
|
4.4%
|
| Return on Equity |
13.8%
|
22.7%
|
| Dividend Yield |
0% |
0.92% |
| FCF Yield |
3.17%
|
1.59%
|
| 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…
Walmart Inc. is the world's largest retailer by revenue, operating more than 10,000 stores and clubs across Walmart U.S., Walmart International, and Sam's Club, with a fast-growing e-commerce and advertising ecosystem layered on top of a grocery-led, everyday-low-price model. The business quality is high: scale and sourcing power underpin a durable cost advantage, ROE is 22.7%, and revenue grew 5…
Accumulation Zones
| Metric |
NOW |
WMT |
| Zone Low |
$121.88 |
$71.43 |
| Zone High |
$138.12 |
$80.95 |
| In Buy Zone? |
No
|
No
|