ADBE vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Adobe Inc. · Technology
$248.16
+163.1% upside to fair value
High Conviction
Grade B
VS
Johnson & Johnson · Healthcare
$238.46
-11.8% upside to fair value
Med Conviction
Grade C+
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.
See all research →
Valuation & Fundamentals
| Metric |
ADBE |
JNJ |
| Current Price |
$248.16 |
$238.46 |
| Fair Value Estimate |
$653.00 |
$210.28 |
| Upside to Fair Value |
+163.1%
|
-11.8%
|
| Market Cap |
$101.2B |
$574.7B |
| Forward P/E |
14.1x
|
20.2x
|
| EV / EBITDA |
—
|
13.3x
|
| Price / Sales |
4.1x
|
6.2x
|
| Price / FCF |
9.8x
|
29.4x
|
| Revenue Growth YoY |
+3.3%
|
+6.1%
|
| Gross Margin |
89.1%
|
72.8%
|
| Operating Margin |
36.6%
|
27.2%
|
| Return on Equity |
62.3%
|
32.87%
|
| Dividend Yield |
— |
2.18% |
| FCF Yield |
10.2%
|
3.4%
|
| Analyst Consensus |
Hold
|
Moderate 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…
Johnson & Johnson is a high-quality healthcare conglomerate focused exclusively on Innovative Medicine and MedTech following the Kenvue spin-off. The company delivered $94.2B in FY2025 revenue with 6% operational growth, generated $19.7B in free cash flow, and guided for $99.5-100.5B in 2026 operational sales (above consensus). However, at $238 the stock trades at a P/S of 6.15x, well above the 5…
Accumulation Zones
| Metric |
ADBE |
JNJ |
| Zone Low |
$490.00 |
$157.71 |
| Zone High |
$555.00 |
$178.74 |
| In Buy Zone? |
Yes
|
No
|