ADBE vs NFLX: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and Netflix, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Adobe Inc. · Technology
$248.16
+163.1% upside to fair value
High Conviction
Grade B
VS
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
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 — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ADBE |
NFLX |
| Current Price |
$248.16 |
$91.02 |
| Fair Value Estimate |
$653.00 |
$178.10 |
| Upside to Fair Value |
+163.1%
|
+95.7%
|
| Market Cap |
$101.2B |
$383.3B |
| Forward P/E |
14.1x
|
28.7x
|
| EV / EBITDA |
—
|
11.4x
|
| Price / Sales |
4.1x
|
8.2x
|
| Price / FCF |
9.8x
|
32.2x
|
| Revenue Growth YoY |
+3.3%
|
+16.2%
|
| Gross Margin |
89.1%
|
49.0%
|
| Operating Margin |
36.6%
|
29.7%
|
| Return on Equity |
62.3%
|
49.2%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
10.2%
|
3.1%
|
| 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 slowi…
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
Accumulation Zones
| Metric |
ADBE |
NFLX |
| Zone Low |
$490.00 |
$133.57 |
| Zone High |
$555.00 |
$151.38 |
| In Buy Zone? |
Yes
|
Yes
|