ADBE vs CRWV: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and CoreWeave, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-08-06.
Adobe Inc. · Technology
$219.72
+45.0% upside to fair value
Grade B
High Quality
VS
CoreWeave, Inc. · Technology
$89.89
+24.6% upside to fair value
Med Conviction
Grade C+
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 |
CRWV |
| Current Price |
$219.72 |
$89.89 |
| Fair Value Estimate |
$318.59 |
$112.00 |
| Upside to Fair Value |
+45.0%
|
+24.6%
|
| Market Cap |
$87.3B |
$49.0B |
| Forward P/E |
12.6x
|
—
|
| EV / EBITDA |
9.0x
|
26.6x
|
| Price / Sales |
3.5x
|
7.9x
|
| Price / FCF |
8.2x
|
—
|
| Revenue Growth YoY |
+12.7%
|
+111.6%
|
| Gross Margin |
89.1%
|
69.4%
|
| Operating Margin |
36.1%
|
-2.6%
|
| Return on Equity |
62.4%
|
-33.5%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
12.17%
|
-21.6%
|
| Analyst Consensus |
Hold
|
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…
CoreWeave is the leading neocloud, a GPU-specialized cloud infrastructure provider built to serve the compute-hungry demands of generative AI training and inference. Since its March 2025 IPO, revenue has scaled roughly 112% year over year to $2.08 billion in the first quarter of 2026, backed by a $99.4 billion contracted revenue backlog and marquee agreements with Microsoft, OpenAI, Meta, Anthrop…
Accumulation Zones
| Metric |
ADBE |
CRWV |
| Zone Low |
$238.94 |
$84.00 |
| Zone High |
$270.80 |
$95.00 |
| In Buy Zone? |
Yes
|
Yes
|