Compare Stocks › NOW vs TEL
ServiceNow, Inc. (NOW) vs TE Connectivity plc (TEL)
NOW
ServiceNow, Inc.
$113.27
VS
TEL
TE Connectivity plc
$198.39
Rewards
NOW
- ★Gross margin of 77.5% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 27.8% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $16.65 of market value — management is an exceptional capital allocator.
TEL
- ★TE Connectivity plc has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★TE Connectivity plc scores 81/100 on the Economic Moat Score (Wide Moat), with reinvestment efficiency as the strongest competitive dimension.
- ★Free cash flow has grown at a 23.5% CAGR over the past 4 years, demonstrating strong earnings power growth.
Risks
NOW
- ⚠Despite buyback spending, shares outstanding increased in 3 out of 3 years — stock-based compensation is offsetting repurchases.
- ⚠PEG ratio of 19.95 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
TEL
- ⚠FCF yield of 5.5% suggests reasonable valuation assuming continued moderate growth.
- ⚠Trailing P/E of 28.6x is 29% above the historical average of 22.2x — the stock trades at a premium to its own history.
- ⚠5 insider sales totaling $7.5M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
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TEL
Valuation
$4.95B
Free Cash Flow
$3.20B
4.14%
FCF Yield
5.50%
67.83
Trailing P/E
28.59
22.56
Forward P/E
16.03
Quality & Moat
11.27%
ROIC
15.61%
13.48%
ROE
14.02%
77.53%
Gross Margin
35.69%
19.95
PEG Ratio
0.64
Balance Sheet Safety
0.19
Debt / Equity
0.46
N/A
Interest Coverage
N/A
-1.42
Net Debt / EBITDA
1.05
N/A
Dividend Yield
1.47%
NOW: 4Ties: 2TEL: 5
NOWTEL
Historical Fundamentals
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Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
TEL
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
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$16.65
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$4.90B
Δ Market Cap
+$81.66B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
TEL
$6.55
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$4.66B
Δ Market Cap
+$30.50B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
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45.8% Overvalued
Price is 45.8% above estimated fair value
Current Price: $113.27
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $77.67
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
TEL
27.8% Overvalued
Price is 27.8% above estimated fair value
Current Price: $198.39
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $155.18
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
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What growth rate is the market pricing in at $113?
+24.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +9.8%
The market implies +24.1% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +9.8%, reflecting heavy growth investment expected to generate future returns.
TEL
What growth rate is the market pricing in at $198?
+15.0%
Market-Implied Owner Earnings Growth
Standard FCF implies +7.5%
The market implies +15.0% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +7.5%, reflecting heavy growth investment.
Economic Moat Score
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61/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
TEL
81/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat with strength across all dimensions. Reinvestment Efficiency is the standout factor.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
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-2.87
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
TEL
-2.87
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
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Insiders 0.2%Institutions 90.0%Retail & Other 9.8%
No. of Institutional Holders3,199
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
TEL
Insiders 0.1%Institutions 93.4%Retail & Other 6.5%
No. of Institutional Holders1,774
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
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1
Buys (3M)
1
Buys (12M)
Total value (12M): $3.00M
MCDERMOTT WILLIAM R
Chief Executive Officer
$3.00M
@ $104.60 · 2026-02-27
Open market purchases · includes direct & indirect ownership · excludes option exercises
TEL
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
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4
Sells (3M)
48
Sells (12M)
Total value (12M): $27.80M
FIPPS PAUL
Officer
$376,142
@ $101.77 · 2026-02-23
FIPPS PAUL
Officer
$1.02M
@ $105.93 · 2026-02-18
MCBRIDE KEVIN THOMAS
Officer
$147,994
@ $105.71 · 2026-02-13
CHAMBERLAIN PAUL EDWARD
Director
$151,755
@ $101.17 · 2026-02-12
MASTANTUONO GINA
President
$352,750
@ $850.00 · 2025-12-05
MASTANTUONO GINA
President
$336,936
@ $808.00 · 2025-11-28
JACKSON LAWRENCE
Director
$214,708
@ $810.22 · 2025-11-28
CHAMBERLAIN PAUL EDWARD
Director
$242,400
@ $808.00 · 2025-11-28
CANNEY JACQUELINE P
Officer
$200,549
@ $839.12 · 2025-11-18
FIPPS PAUL
Officer
$249,353
@ $817.55 · 2025-11-18
TZITZON NICHOLAS
Officer
$431,736
@ $827.08 · 2025-11-18
ELMER RUSSELL S.
General Counsel
$160,155
@ $838.51 · 2025-11-18
MCBRIDE KEVIN THOMAS
Officer
$235,894
@ $842.48 · 2025-11-14
CANNEY JACQUELINE P
Officer
$56,257
@ $852.38 · 2025-11-13
ELMER RUSSELL S.
General Counsel
$52,848
@ $852.39 · 2025-11-13
CANNEY JACQUELINE P
Officer
$222,012
@ $863.86 · 2025-11-10
ELMER RUSSELL S.
General Counsel
$164,997
@ $863.86 · 2025-11-10
SANDS ANITA M
Director
$1.00M
@ $915.11 · 2025-08-29
MCDERMOTT WILLIAM R
Chief Executive Officer
$5.34M
@ $916.63 · 2025-08-28
FIPPS PAUL
Officer
$1.30M
@ $895.32 · 2025-08-20
ELMER RUSSELL S.
General Counsel
$1.50M
@ $884.26 · 2025-08-20
MCDERMOTT WILLIAM R
Chief Executive Officer
$1.43M
@ $900.00 · 2025-08-19
CANNEY JACQUELINE P
Officer
$1.35M
@ $866.45 · 2025-08-18
MASTANTUONO GINA
President
$1.53M
@ $866.45 · 2025-08-18
TZITZON NICHOLAS
Officer
$1.49M
@ $866.45 · 2025-08-18
MCBRIDE KEVIN THOMAS
Officer
$238,496
@ $851.77 · 2025-08-15
CHAMBERLAIN PAUL EDWARD
Director
$258,000
@ $860.00 · 2025-08-14
CANNEY JACQUELINE P
Officer
$57,658
@ $860.57 · 2025-08-13
MASTANTUONO GINA
President
$72,288
@ $860.57 · 2025-08-13
CANNEY JACQUELINE P
Officer
$225,746
@ $878.39 · 2025-08-08
MASTANTUONO GINA
President
$256,490
@ $878.39 · 2025-08-08
JACKSON LAWRENCE
Director
$749,805
@ $990.50 · 2025-07-29
CANNEY JACQUELINE P
Officer
$341,631
@ $965.06 · 2025-07-16
SANDS ANITA M
Director
$250,950
@ $1050.00 · 2025-07-03
MCBRIDE KEVIN THOMAS
Officer
$283,310
@ $1011.82 · 2025-06-03
SANDS ANITA M
Director
$250,267
@ $1009.14 · 2025-06-02
CANNEY JACQUELINE P
Officer
$147,900
@ $1020.00 · 2025-05-30
TZITZON NICHOLAS
Officer
$1.19M
@ $1020.00 · 2025-05-30
MCDERMOTT WILLIAM R
Chief Executive Officer
$2.07M
@ $1012.01 · 2025-05-30
SANDS ANITA M
Director
$433,825
@ $1013.61 · 2025-05-27
BRIGGS TERESA
Director
$216,913
@ $1013.61 · 2025-05-27
LUDDY FREDERIC B
Director
$428,000
@ $1000.00 · 2025-05-23
MASTANTUONO GINA
President
$121,570
@ $1030.25 · 2025-05-19
CANNEY JACQUELINE P
Officer
$96,844
@ $1030.26 · 2025-05-19
ELMER RUSSELL S.
General Counsel
$83,450
@ $1030.25 · 2025-05-19
CHAMBERLAIN PAUL EDWARD
Director
$310,326
@ $1034.42 · 2025-05-15
MASTANTUONO GINA
President
$85,932
@ $1023.00 · 2025-05-13
CANNEY JACQUELINE P
Officer
$67,518
@ $1023.00 · 2025-05-13
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
TEL
5
Sells (3M)
22
Sells (12M)
Total value (12M): $142.14M
KROEGER SHADRAK W
Officer
$2.09M
@ $222.52 · 2026-03-02
KROEGER SHADRAK W
Officer
$1.53M
@ $233.64 · 2026-02-13
KROEGER SHADRAK W
Officer
$2.20M
@ $233.82 · 2026-02-13
SHAFFER REUBEN M
Officer
$333,853
@ $234.28 · 2026-02-13
JENKINS JOHN S. JR.
General Counsel
$1.37M
@ $222.81 · 2026-02-09
MITTS HEATH A
Chief Financial Officer
$2.84M
@ $226.43 · 2025-12-19
CURTIN TERRENCE R
Chief Executive Officer
$9.45M
@ $227.07 · 2025-12-19
MITTS HEATH A
Chief Financial Officer
$20.34M
@ $247.15 · 2025-11-03
JENKINS JOHN S. JR.
General Counsel
$6.20M
@ $247.73 · 2025-11-03
KROEGER SHADRAK W
Officer
$4.84M
@ $202.99 · 2025-09-02
JENKINS JOHN S. JR.
General Counsel
$9.60M
@ $209.33 · 2025-07-28
SAGAR MALAVIKA
Officer
$403,004
@ $207.20 · 2025-07-28
CURTIN TERRENCE R
Chief Executive Officer
$41.15M
@ $208.76 · 2025-07-28
STUCKI AARON KYLE
Officer
$10.20M
@ $192.78 · 2025-07-23
STUCKI AARON KYLE
Officer
$2.23M
@ $170.00 · 2025-06-26
KROEGER SHADRAK W
Officer
$3.98M
@ $159.03 · 2025-06-02
JENKINS JOHN S. JR.
General Counsel
$3.32M
@ $162.85 · 2025-05-13
MITTS HEATH A
Chief Financial Officer
$8.49M
@ $159.21 · 2025-05-12
STUCKI AARON KYLE
President
$800,000
@ $160.00 · 2025-05-12
SAGAR MALAVIKA
Officer
$500,000
@ $160.00 · 2025-05-12
MITTS HEATH A
Chief Financial Officer
$5.80M
@ $153.33 · 2025-05-09
JENKINS JOHN S. JR.
General Counsel
$4.48M
@ $149.39 · 2025-05-02
KROEGER SHADRAK W
Officer
$3.67M
@ $146.77 · 2025-03-04
WRIGHT LAURA H
Director
$154,660
@ $154.66 · 2025-02-18
KROEGER SHADRAK W
Officer
$587,706
@ $151.16 · 2025-01-27
CURTIN TERRENCE R
Chief Executive Officer
$17.79M
@ $154.69 · 2024-11-11
JENKINS JOHN S. JR.
General Counsel
$6.34M
@ $155.49 · 2024-11-07
OTT ROBERT J
Officer
$2.50M
@ $155.41 · 2024-11-06
KROEGER SHADRAK W
Officer
$1.32M
@ $151.41 · 2024-09-03
JENKINS JOHN S. JR.
General Counsel
$895,048
@ $145.56 · 2024-08-13
MITTS HEATH A
Chief Financial Officer
$9.24M
@ $154.70 · 2024-07-31
OTT ROBERT J
Officer
$450,321
@ $154.59 · 2024-07-31
CURTIN TERRENCE R
Chief Executive Officer
$33.97M
@ $155.45 · 2024-07-29
STUCKI AARON KYLE
Officer
$1.36M
@ $155.00 · 2024-07-11
KROEGER SHADRAK W
Officer
$749,297
@ $149.86 · 2024-06-03
STUCKI AARON KYLE
Officer
$750,000
@ $150.00 · 2024-05-15
TRUDEAU MARK C
Director
$996,656
@ $141.49 · 2024-04-29
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
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😨Fear(38/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
TEL
😐Neutral(42/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
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⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (38)
TEL
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (42)