ADBE vs DIS: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and The Walt Disney Company — 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
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ADBE |
DIS |
| Current Price |
$238.25 |
$103.49 |
| Fair Value Estimate |
$270.38 |
$136.94 |
| Upside to Fair Value |
+13.5%
|
+32.3%
|
| Market Cap |
$94.7B |
$179.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
9.5x
|
| Price / Sales |
3.6x
|
1.8x
|
| Price / FCF |
8.6x
|
21.7x
|
| Revenue Growth YoY |
+12.9%
|
+6.8%
|
| Gross Margin |
89.1%
|
37.6%
|
| Operating Margin |
35.7%
|
16.0%
|
| Return on Equity |
62.9%
|
7.9%
|
| Dividend Yield |
0% |
1.45% |
| FCF Yield |
11.63%
|
4.61%
|
| 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…
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
Accumulation Zones
| Metric |
ADBE |
DIS |
| Zone Low |
$202.78 |
$102.70 |
| Zone High |
$229.82 |
$116.40 |
| In Buy Zone? |
No
|
Yes
|