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 2026-04-16.
Adobe Inc. · Technology
$248.16
+163.1% upside to fair value
High Conviction Grade B
VS
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B High Quality
QuantHub Verdict
ADBE has more upside to fair value (+163.1%). 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 $238.12
Fair Value Estimate $653.00 $379.40
Upside to Fair Value +163.1% +59.3%
Market Cap $101.2B $2,556.2B
Forward P/E 14.1x 32.8x
EV / EBITDA 15.9x
Price / Sales 4.1x 3.6x
Price / FCF 9.8x 332.2x
Revenue Growth YoY +3.3% +18.4%
Gross Margin 89.1% 50.3%
Operating Margin 36.6% 11.2%
Return on Equity 62.3% 21.9%
Dividend Yield 0%
FCF Yield 10.2% 0.3%
Analyst Consensus Hold Strong Buy
Investment Thesis
ADBE — Adobe Inc.
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…
AMZN — Amazon.com, Inc.
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
Accumulation Zones
Metric ADBE AMZN
Zone Low $490.00 $284.55
Zone High $555.00 $322.49
In Buy Zone? Yes Yes
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