ADBE vs NFLX: Which Is the Better Buy?

Side-by-side comparison of Adobe Inc. and Netflix, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-06-20.
Adobe Inc. Β· Technology
$195.16
+45.0% upside to fair value
Grade B High Quality
VS
Netflix, Inc. Β· Communication Services
$77.38
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
ADBE trades at a lower forward P/E (11.2x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ADBE NFLX
Current Price $195.16 $77.38
Fair Value Estimate $282.98 $112.20
Upside to Fair Value +45.0% +45.0%
Market Cap $77.6B $325.8B
Forward P/E 11.2x 24.5x
EV / EBITDA 8.0x 9.7x
Price / Sales 3.1x 7.0x
Price / FCF 7.3x 27.4x
Revenue Growth YoY +12.7% +16.2%
Gross Margin 89.1% 49.0%
Operating Margin 36.1% 29.7%
Return on Equity 62.4% 49.2%
Dividend Yield 0% 0%
FCF Yield 13.7% 3.65%
Analyst Consensus Hold Strong Buy
Investment Thesis
ADBE β€” Adobe Inc.
Adobe Inc. is a leading technology company specializing in software applications for digital media creation and digital document workflows. The business quality is high, supported by durable competitive moats including workflow entrenchment, format standards, and subscription switching costs. Adobe's strong financials include a trailing P/E of 11.15, a forward P/E of 11.15, and a P/FCF of 7.3, in…
NFLX β€” Netflix, Inc.
Netflix, Inc. operates a global streaming entertainment platform with a durable competitive moat driven by its massive scale, significant content investment, and advanced technology and data capabilities. The company benefits from strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, supported by a subscriber base exceeding 300 million and expanding advertising r…
Accumulation Zones
Metric ADBE NFLX
Zone Low $212.24 $84.15
Zone High $240.53 $95.37
In Buy Zone? Yes Yes
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