ADBE vs AVGO: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and Broadcom Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Adobe Inc. · Technology
$238.25
+13.5% upside to fair value
Med Conviction
Grade B
High Quality
VS
Broadcom Inc. · Technology
$354.99
+15.1% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
AVGO has more upside to fair value
(+15.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ADBE |
AVGO |
| Current Price |
$238.25 |
$354.99 |
| Fair Value Estimate |
$270.38 |
$408.70 |
| Upside to Fair Value |
+13.5%
|
+15.1%
|
| Market Cap |
$94.7B |
$1,688.9B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
33.0x
|
| Price / Sales |
3.6x
|
18.9x
|
| Price / FCF |
8.6x
|
42.9x
|
| Revenue Growth YoY |
+12.9%
|
+85.5%
|
| Gross Margin |
89.1%
|
67.7%
|
| Operating Margin |
35.7%
|
48.3%
|
| Return on Equity |
62.9%
|
43.9%
|
| Dividend Yield |
0% |
0.73% |
| FCF Yield |
11.63%
|
2.33%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Adobe is a global software provider organized into Digital Media, Digital Experience, and Publishing and Advertising, with Creative Cloud as its subscription flagship and Document Cloud as its cloud-native document platform. The business quality is high on fundamentals: TTM gross margin of 89.1%, TTM operating margin of 35.7%, TTM net margin of 28.0%, ROE of 62.9%, and free cash flow of $27.69 pe…
Broadcom is a diversified semiconductor and infrastructure software company led by CEO Hock Tan, with a portfolio spanning custom AI ASICs, networking, wireless, storage, and enterprise software. The business quality is high: TTM gross margin of 67.7%, TTM operating margin of 48.3%, TTM net margin of 42.9%, and ROE of 43.9% demonstrate exceptional profitability, while revenue growth of 85.5% and …
Accumulation Zones
| Metric |
ADBE |
AVGO |
| Zone Low |
$202.78 |
$306.52 |
| Zone High |
$229.82 |
$347.39 |
| In Buy Zone? |
No
|
No
|