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 2026-05-04.
Adobe Inc. · Technology
$248.16
+163.1% upside to fair value
High Conviction
Grade B
VS
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
QuantHub Verdict
ADBE has more upside to fair value
(+163.1%).
ADBE trades at a lower forward P/E
(14.1x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ADBE |
DIS |
| Current Price |
$248.16 |
$101.31 |
| Fair Value Estimate |
$653.00 |
$168.80 |
| Upside to Fair Value |
+163.1%
|
+66.6%
|
| Market Cap |
$101.2B |
$179.5B |
| Forward P/E |
14.1x
|
14.8x
|
| EV / EBITDA |
—
|
11.4x
|
| Price / Sales |
4.1x
|
1.9x
|
| Price / FCF |
9.8x
|
25.4x
|
| Revenue Growth YoY |
+3.3%
|
+5.2%
|
| Gross Margin |
89.1%
|
37.3%
|
| Operating Margin |
36.6%
|
14.2%
|
| Return on Equity |
62.3%
|
11.3%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
10.2%
|
3.93%
|
| Analyst Consensus |
Hold
|
Strong Buy
|
Investment Thesis
Adobe Inc. develops industry-leading creative software, digital experience platforms, and publishing tools, powering digital content creation and marketing for professionals worldwide. The business excels with high gross margins above 89%, a sticky subscription model driving recurring revenue over $17B ARR, and dominant moats in digital media, though it faces intensifying AI competition and slowi…
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
Accumulation Zones
| Metric |
ADBE |
DIS |
| Zone Low |
$490.00 |
$126.60 |
| Zone High |
$555.00 |
$143.48 |
| In Buy Zone? |
Yes
|
Yes
|