ADBE vs AMZN: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and Amazon.com, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-20.
Adobe Inc. · Technology
$248.16
+45.0% upside to fair value
High Conviction
Grade B
VS
Amazon.com, Inc. · Consumer Cyclical
$259.34
+21.8% upside to fair value
Grade B
High Quality
QuantHub Verdict
ADBE has more upside to fair value
(+45.0%).
ADBE trades at a lower forward P/E
(14.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ADBE |
AMZN |
| Current Price |
$248.16 |
$259.34 |
| Fair Value Estimate |
$359.82 |
$316.00 |
| Upside to Fair Value |
+45.0%
|
+21.8%
|
| Market Cap |
$101.2B |
$2,789.8B |
| Forward P/E |
14.1x
|
26.5x
|
| EV / EBITDA |
—
|
16.8x
|
| Price / Sales |
4.1x
|
3.9x
|
| Price / FCF |
9.8x
|
—
|
| Revenue Growth YoY |
+3.3%
|
+17.0%
|
| Gross Margin |
89.1%
|
51.8%
|
| Operating Margin |
36.6%
|
13.1%
|
| Return on Equity |
62.3%
|
21.5%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
10.2%
|
-0.81%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Adobe Inc. develops industry-leading creative software, digital experience platforms, and publishing tools, powering digital content creation and marketing for professionals worldwide. The business excels with high gross margins above 89%, a sticky subscription model driving recurring revenue over $17B ARR, and dominant moats in digital media, though it faces intensifying AI competition and slowi…
Amazon delivered a landmark Q1 2026 with revenue of $181.5 billion up 17% year over year and diluted EPS of $2.78 versus the $1.63 consensus, driven by AWS reaccelerating to 28% growth, its fastest pace in fifteen quarters, and a record consolidated operating margin of 13.1%. AWS generated $37.6 billion in revenue at a 37.7% segment operating margin, contributing $14.2 billion in operating income…
Accumulation Zones
| Metric |
ADBE |
AMZN |
| Zone Low |
$269.87 |
$237.00 |
| Zone High |
$305.85 |
$268.60 |
| In Buy Zone? |
Yes
|
Yes
|