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 2026-07-10.
Adobe Inc. · Technology
$219.72
+45.0% upside to fair value
Grade B
High Quality
VS
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
QuantHub Verdict
ADBE trades at a lower forward P/E
(12.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ADBE |
DIS |
| Current Price |
$219.72 |
$96.16 |
| Fair Value Estimate |
$318.59 |
$139.43 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$87.3B |
$167.0B |
| Forward P/E |
12.6x
|
15.4x
|
| EV / EBITDA |
9.0x
|
10.8x
|
| Price / Sales |
3.5x
|
1.7x
|
| Price / FCF |
8.2x
|
23.5x
|
| Revenue Growth YoY |
+12.7%
|
+6.5%
|
| Gross Margin |
89.1%
|
37.2%
|
| Operating Margin |
36.1%
|
15.5%
|
| Return on Equity |
62.4%
|
10.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
12.17%
|
4.26%
|
| 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…
The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …
Accumulation Zones
| Metric |
ADBE |
DIS |
| Zone Low |
$238.94 |
$104.57 |
| Zone High |
$270.80 |
$118.52 |
| In Buy Zone? |
Yes
|
Yes
|