ADBE vs CRWD: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and CrowdStrike Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-09.
Adobe Inc. · Technology
$219.72
+45.0% upside to fair value
Grade B
High Quality
VS
CrowdStrike Holdings, Inc. · Technology
$191.12
+32.7% upside to fair value
Grade B
QuantHub Verdict
ADBE has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ADBE |
CRWD |
| Current Price |
$219.72 |
$191.12 |
| Fair Value Estimate |
$318.59 |
$253.64 |
| Upside to Fair Value |
+45.0%
|
+32.7%
|
| Market Cap |
$87.3B |
$194.6B |
| Forward P/E |
12.6x
|
-4023.6x
|
| EV / EBITDA |
9.0x
|
570.3x
|
| Price / Sales |
3.5x
|
38.2x
|
| Price / FCF |
8.2x
|
134.0x
|
| Revenue Growth YoY |
+12.7%
|
+25.6%
|
| Gross Margin |
89.1%
|
75.0%
|
| Operating Margin |
36.1%
|
-3.9%
|
| Return on Equity |
62.4%
|
-0.6%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
12.17%
|
0.75%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Adobe Inc. is a leading software company specializing in digital media and digital experience solutions, driven primarily by subscription-based revenue models. The company benefits from a high-quality business model characterized by a durable competitive moat, strong margins with a gross margin of 89.1% and operating margin of 36.1%, and robust return on equity at 62.4%. Despite solid revenue gro…
CrowdStrike Holdings, Inc. operates in the technology sector, specifically in software infrastructure, providing cybersecurity solutions. The business quality is medium due to its strong revenue growth of 25.6% in the most recent quarter and impressive earnings growth of 125.2% in the same period, indicating effective scaling and operational leverage. However, profitability metrics remain challen…
Accumulation Zones
| Metric |
ADBE |
CRWD |
| Zone Low |
$238.94 |
$190.23 |
| Zone High |
$270.80 |
$215.59 |
| In Buy Zone? |
Yes
|
Yes
|