ADBE vs GOOGL: Which Is the Better Buy?

Side-by-side comparison of Adobe Inc. and Alphabet Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-13.
Adobe Inc. · Technology
$219.72
+45.0% upside to fair value
Grade B High Quality
VS
Alphabet Inc. · Communication Services
$357.18
-17.7% upside to fair value
Grade D High Quality
QuantHub Verdict
ADBE has more upside to fair value (+45.0%). 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 GOOGL
Current Price $219.72 $357.18
Fair Value Estimate $318.59 $294.10
Upside to Fair Value +45.0% -17.7%
Market Cap $87.3B $4,320.1B
Forward P/E 12.6x 27.0x
EV / EBITDA 9.0x 20.0x
Price / Sales 3.5x 10.2x
Price / FCF 8.2x 67.0x
Revenue Growth YoY +12.7% +21.8%
Gross Margin 89.1% 60.4%
Operating Margin 36.1% 32.7%
Return on Equity 62.4% 39.0%
Dividend Yield 0% 0%
FCF Yield 12.17% 1.49%
Analyst Consensus Hold Strong Buy
Investment Thesis
ADBE — Adobe Inc.
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…
GOOGL — Alphabet Inc.
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its Google platform, which dominates search and digital advertising. The company exhibits high business quality with a durable competitive moat supported by network effects, strong brand, and intangible assets. Alphabet's financials show robust profitability with a 39.0% ROE and strong margin…
Accumulation Zones
Metric ADBE GOOGL
Zone Low $238.94 $220.58
Zone High $270.80 $249.99
In Buy Zone? Yes No
← ADBE Research    GOOGL Research →    All Research