ADBE vs CRWV: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and CoreWeave, Inc. Class A Common Stock — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-23.
Adobe Inc. · Technology
$238.25
+13.5% upside to fair value
Med Conviction
Grade B
High Quality
VS
CoreWeave, Inc. Class A Common Stock · Technology
$86.76
+45.0% upside to fair value
Med Conviction
Grade B
QuantHub Verdict
CRWV has more upside to fair value
(+45.0%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ADBE |
CRWV |
| Current Price |
$238.25 |
$86.76 |
| Fair Value Estimate |
$270.38 |
$125.80 |
| Upside to Fair Value |
+13.5%
|
+45.0%
|
| Market Cap |
$94.7B |
$47.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
36.3x
|
| Price / Sales |
3.6x
|
6.2x
|
| Price / FCF |
8.6x
|
—
|
| Revenue Growth YoY |
+12.9%
|
+112.3%
|
| Gross Margin |
89.1%
|
67.4%
|
| Operating Margin |
35.7%
|
-3.0%
|
| Return on Equity |
62.9%
|
-45.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
11.63%
|
—
|
| Analyst Consensus |
Hold
|
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…
CoreWeave operates a specialized GPU cloud platform purpose-built for generative AI workloads, offering high-performance GPU and CPU compute, storage, networking, and managed services to large enterprises from bare-metal and virtual server options. The business is growing explosively, with revenue up 112.3% year over year in the most recent quarter and a TTM gross margin of 67.4%, but it is doing…
Accumulation Zones
| Metric |
ADBE |
CRWV |
| Zone Low |
$202.78 |
$94.35 |
| Zone High |
$229.82 |
$106.93 |
| In Buy Zone? |
No
|
Yes
|