Compare Stocks › NOW vs WM
ServiceNow, Inc. (NOW) vs Waste Management, Inc. (WM)
NOW
ServiceNow, Inc.
$113.27
VS
WM
Waste Management, Inc.
$233.83
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.
WM
- ★Waste Management, Inc. has maintained ROIC above 10% for 4 consecutive years, suggesting solid business economics.
- ★Waste Management, Inc. scores 81/100 on the Economic Moat Score (Wide Moat), with margin stability as the strongest competitive dimension.
- ★Free cash flow has grown at a 13.1% 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.
WM
- ⚠FCF yield of 3.0% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠High leverage (2.39x debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.
- ⚠28 insider sales totaling $23.0M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →NOW
WM
Valuation
$4.95B
Free Cash Flow
$2.82B
4.14%
FCF Yield
2.99%
67.83
Trailing P/E
34.85
22.56
Forward P/E
25.00
Quality & Moat
11.27%
ROIC
11.77%
13.48%
ROE
27.10%
77.53%
Gross Margin
40.44%
19.95
PEG Ratio
1.48
Balance Sheet Safety
0.19
Debt / Equity
2.39
N/A
Interest Coverage
N/A
-1.42
Net Debt / EBITDA
3.14
N/A
Dividend Yield
1.46%
NOW: 6Ties: 2WM: 3
NOWWM
Historical Fundamentals
Learn more →NOW
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
WM
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
Learn more →NOW
$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
WM
$6.02
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$4.08B
Δ Market Cap
+$24.54B
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
Learn more →NOW
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
WM
57.1% Overvalued
Price is 57.1% above estimated fair value
Current Price: $233.83
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $148.83
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →NOW
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.
WM
What growth rate is the market pricing in at $234?
+18.3%
Market-Implied Owner Earnings Growth
Standard FCF implies +17.8%
The market implies +18.3% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +17.8%, reflecting heavy growth investment.
Economic Moat Score
Learn more →NOW
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.
WM
81/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by margin stability. Reinvestment Efficiency is the area most vulnerable to competitive pressure.
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
Learn more →NOW
-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.
WM
-2.80
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
Learn more →NOW
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.
WM
Insiders 0.3%Institutions 83.8%Retail & Other 15.9%
No. of Institutional Holders3,030
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
Learn more →NOW
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
WM
0
Buys (3M)
1
Buys (12M)
Total value (12M): $392,840
MENKE SEAN EDWARD
Director
$392,840
@ $196.42 · 2025-11-03
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →NOW
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
WM
28
Sells (3M)
34
Sells (12M)
Total value (12M): $43.28M
MORRIS JOHN J JR.
President
$1.02M
@ $243.38 · 2026-03-09
REED DAVID L.
Chief Financial Officer
$18,394
@ $245.25 · 2026-03-09
CARROLL JOHN A
Officer
$11,529
@ $245.30 · 2026-03-09
DESANTIS CHRISTOPHER P
Officer
$14,976
@ $245.51 · 2026-03-09
VARKEY JOHNSON
Chief Technology Officer
$29,677
@ $245.26 · 2026-03-09
MORRIS JOHN J JR.
President
$1.96M
@ $245.07 · 2026-03-06
VARKEY JOHNSON
Chief Technology Officer
$150,628
@ $244.13 · 2026-03-03
HEMMER TARA J
Officer
$1.17M
@ $241.83 · 2026-03-02
STITH KIMBERLY G.
Officer
$5,106
@ $243.14 · 2026-03-02
REED DAVID L.
Chief Financial Officer
$5,096
@ $242.67 · 2026-03-02
WATSON MICHAEL J.
Officer
$4.17M
@ $241.81 · 2026-03-02
REED DAVID L.
Chief Financial Officer
$8,498
@ $229.68 · 2026-02-26
CARROLL JOHN A
Officer
$8,491
@ $229.49 · 2026-02-26
SMITH DONALD J
Officer
$2.85M
@ $233.48 · 2026-02-17
CARRASCO RAFAEL
Officer
$1.72M
@ $234.50 · 2026-02-13
CARROLL JOHN A
Officer
$239,634
@ $234.71 · 2026-02-11
FISH JAMES C JR
Chief Executive Officer
$8.47M
@ $230.43 · 2026-02-10
MORRIS JOHN J JR.
President
$151,445
@ $219.49 · 2026-01-30
BOETTCHER CHARLES C
Officer
$151,111
@ $219.32 · 2026-01-30
HEMMER TARA J
Officer
$151,596
@ $219.70 · 2026-01-30
WATSON MICHAEL J.
Officer
$150,996
@ $219.79 · 2026-01-30
REED DAVID L.
Chief Financial Officer
$59,028
@ $218.62 · 2026-01-30
CARRASCO RAFAEL
Officer
$151,114
@ $219.01 · 2026-01-30
SMITH DONALD J
Officer
$151,514
@ $219.59 · 2026-01-30
CARROLL JOHN A
Officer
$48,306
@ $219.57 · 2026-01-30
DESANTIS CHRISTOPHER P
Officer
$47,053
@ $218.85 · 2026-01-30
VARKEY JOHNSON
Chief Technology Officer
$94,004
@ $219.64 · 2026-01-30
STITH KIMBERLY G.
Officer
$34,485
@ $219.65 · 2026-01-30
CARRASCO RAFAEL
Officer
$299,543
@ $217.06 · 2025-11-20
STITH KIMBERLY G.
Officer
$22,520
@ $225.20 · 2025-09-04
CARRASCO RAFAEL
Officer
$465,840
@ $240.00 · 2025-05-30
RANKIN DEVINA A
Chief Financial Officer
$13.74M
@ $237.36 · 2025-05-27
CARRASCO RAFAEL
Officer
$159,610
@ $236.81 · 2025-05-27
MORRIS JOHN J JR.
Chief Operating Officer
$5.55M
@ $233.32 · 2025-05-02
MORRIS JOHN J JR.
Chief Operating Officer
$4.30M
@ $224.71 · 2025-03-07
CARROLL JOHN A
Officer
$282,626
@ $225.92 · 2025-03-07
CARRASCO RAFAEL
Officer
$212,540
@ $229.03 · 2025-03-06
RANKIN DEVINA A
Chief Financial Officer
$941,182
@ $228.11 · 2025-03-05
HEMMER TARA J
Officer
$705,772
@ $228.11 · 2025-03-05
WATSON MICHAEL J.
Officer
$352,886
@ $228.11 · 2025-03-05
SMITH DONALD J
Officer
$10,097
@ $234.81 · 2025-03-03
CARROLL JOHN A
Officer
$11,034
@ $234.77 · 2025-03-03
DESANTIS CHRISTOPHER P
Officer
$10,567
@ $234.82 · 2025-03-03
VARKEY JOHNSON
Chief Technology Officer
$29,134
@ $234.95 · 2025-03-03
STITH KIMBERLY G.
Officer
$14,556
@ $234.77 · 2025-03-03
FISH JAMES C JR
Chief Executive Officer
$10.14M
@ $228.43 · 2025-02-24
WATSON MICHAEL J.
Officer
$1.30M
@ $227.51 · 2025-02-24
CARRASCO RAFAEL
Officer
$903,562
@ $225.89 · 2025-02-07
RANKIN DEVINA A
Chief Financial Officer
$1.29M
@ $222.12 · 2025-02-04
HEMMER TARA J
Officer
$1.02M
@ $222.12 · 2025-02-04
VARKEY JOHNSON
Officer
$70,892
@ $222.93 · 2025-02-04
MORRIS JOHN J JR.
Chief Operating Officer
$152,869
@ $220.59 · 2025-01-31
RANKIN DEVINA A
Chief Financial Officer
$152,855
@ $220.57 · 2025-01-31
BOETTCHER CHARLES C
Officer
$152,870
@ $220.59 · 2025-01-31
HEMMER TARA J
Officer
$152,744
@ $220.41 · 2025-01-31
WATSON MICHAEL J.
Officer
$152,630
@ $220.25 · 2025-01-31
CARRASCO RAFAEL
Officer
$152,758
@ $220.43 · 2025-01-31
SMITH DONALD J
Officer
$42,062
@ $220.22 · 2025-01-31
CARROLL JOHN A
Officer
$46,095
@ $220.55 · 2025-01-31
DESANTIS CHRISTOPHER P
Officer
$44,072
@ $220.36 · 2025-01-31
VARKEY JOHNSON
Chief Technology Officer
$123,260
@ $220.11 · 2025-01-31
STITH KIMBERLY G.
Officer
$41,147
@ $220.04 · 2025-01-31
SYLVESTER MARYROSE T
Director
$66,796
@ $215.47 · 2024-11-05
WATSON MICHAEL J.
Officer
$330,000
@ $220.00 · 2024-07-16
WATSON MICHAEL J.
Officer
$859,631
@ $204.28 · 2024-06-06
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
Learn more →NOW
😨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.
WM
😐Neutral(59/100)
"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
Learn more →NOW
⚪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)
WM
⚪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 (59)