ADBE vs GOOG: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and Alphabet Inc. β fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-18.
Adobe Inc. Β· Technology
$248.16
+163.1% upside to fair value
High Conviction
Grade B
VS
Alphabet Inc. Β· Communication Services
$339.40
-4.4% upside to fair value
Grade D
High Quality
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 β not personalized investment advice.
See all research β
Valuation & Fundamentals
| Metric |
ADBE |
GOOG |
| Current Price |
$248.16 |
$339.40 |
| Fair Value Estimate |
$653.00 |
$324.34 |
| Upside to Fair Value |
+163.1%
|
-4.4%
|
| Market Cap |
$101.2B |
$4,105.7B |
| Forward P/E |
14.1x
|
31.2x
|
| EV / EBITDA |
β
|
23.1x
|
| Price / Sales |
4.1x
|
10.3x
|
| Price / FCF |
9.8x
|
56.4x
|
| Revenue Growth YoY |
+3.3%
|
+11.3%
|
| Gross Margin |
89.1%
|
59.7%
|
| Operating Margin |
36.6%
|
32.0%
|
| Return on Equity |
62.3%
|
35.0%
|
| Dividend Yield |
β |
0% |
| FCF Yield |
10.2%
|
1.77%
|
| 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 slowiβ¦
Alphabet Inc. operates as a global leader in internet content, advertising, cloud computing, and AI technologies, with dominant market positions in search, browser, and mobile operating systems. The company benefits from a high-quality business model characterized by a durable competitive moat, strong revenue growth of 11.3% year-over-year, and robust profitability with net margins of 32.8%. Despβ¦
Accumulation Zones
| Metric |
ADBE |
GOOG |
| Zone Low |
$490.00 |
$243.25 |
| Zone High |
$555.00 |
$275.69 |
| In Buy Zone? |
Yes
|
No
|