Cheap Salesforce Vs. Expensive ServiceNow: Which Stock Is A Better Buy Today?

1 hour ago 2

Vandita Jadeja

Fri, April 24, 2026 astatine 10:04 AM CDT 3 min read

Salesforce (CRM) reported $41.5B fiscal 2026 gross with Agentforce ARR hitting $800M and closed 29,000 deals (up 50% QoQ).
ServiceNow (NOW) grew subscription gross 21% YoY with Now Assist ACV doubling and 244 deals supra $1M. Both bushed net but stocks fell anyway.
Salesforce screens cheaper astatine a 14x guardant PE versus ServiceNow’s 25x multiple, with stronger escaped currency travel of $14.4B and a $50B buyback, portion ServiceNow faces borderline headwinds from self-hosted to hosted premix displacement and integration risks from caller acquisitions.
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Salesforce (NYSE:CRM) and ServiceNow (NYSE:NOW) conscionable closed net cycles that enactment their agentic AI strategies connected afloat display. Salesforce wrapped fiscal 2026 with $41.5 cardinal successful gross and an $800 cardinal Agentforce ARR line.

ServiceNow closed calendar 2025 with 20.88% yearly gross maturation and a Now Assist franchise racing toward a $1 cardinal ACV target. Both beat. Both stocks sold disconnected anyway.

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Salesforce posted Q4 EPS of $3.81 versus a $3.05 estimation connected gross of $11.20 billion, up 12.1% YoY. Agentforce closed 29,000 deals (up 50% QoQ), and the combined Agentforce positive Data Cloud ARR deed $2.90 billion, up implicit 200% YoY. Total RPO reached $72.40 billion.

ServiceNow countered with Q4 EPS of $0.92 versus $0.89 and gross of $3.57 billion, up 20.66% YoY. Subscription gross climbed to $3.47 cardinal (21%), and cRPO grew to $12.85 cardinal (25% YoY). Large-deal momentum was the headline: 244 transactions supra $1 cardinal successful nett caller ACV. Bill McDermott's pitch: "There is nary AI institution successful the endeavor amended positioned for sustainable profitable gross maturation than ServiceNow."

Business Driver	Salesforce	ServiceNow
Q4 gross growth	+12.1%	+20.7%
AI maturation engine	Agentforce $800M ARR	Now Assist ACV doubled YoY
Core lawsuit base	Sales, service, marketing	IT, workflows, security

Salesforce is utilizing the Informatica acquisition, which contributed $399 cardinal to Q4 revenue, to physique a information backbone nether Agentforce. A $50 cardinal buyback and a raised $63 cardinal FY30 gross people archer you wherever Benioff's caput is.

ServiceNow is sprinting sideways. Moveworks closed successful December 2025. The pending Armis woody is expected to triple the information TAM, and Veza plugs successful individuality security. Add a $5 cardinal buyback authorization, a planned $2 cardinal accelerated repurchase, and a five-for-one banal split.

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