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 2026-09-25.
Adobe Inc. · Technology
$238.25
+13.5% upside to fair value
Med Conviction
Grade B
High Quality
VS
Alphabet Inc. · Communication Services
$342.36
+16.6% upside to fair value
Med Conviction
Grade B
High Quality
QuantHub Verdict
GOOGL has more upside to fair value
(+16.6%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ADBE |
GOOGL |
| Current Price |
$238.25 |
$342.36 |
| Fair Value Estimate |
$270.38 |
$399.26 |
| Upside to Fair Value |
+13.5%
|
+16.6%
|
| Market Cap |
$94.7B |
$4,143.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
12.9x
|
| Price / Sales |
3.6x
|
9.3x
|
| Price / FCF |
8.6x
|
78.1x
|
| Revenue Growth YoY |
+12.9%
|
+24.2%
|
| Gross Margin |
89.1%
|
60.9%
|
| Operating Margin |
35.7%
|
33.1%
|
| Return on Equity |
62.9%
|
50.8%
|
| Dividend Yield |
0% |
0.25% |
| FCF Yield |
11.63%
|
1.28%
|
| 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…
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
Accumulation Zones
| Metric |
ADBE |
GOOGL |
| Zone Low |
$202.78 |
$299.44 |
| Zone High |
$229.82 |
$339.37 |
| In Buy Zone? |
No
|
No
|