ADBE vs NKE: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and NIKE, Inc. — 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
NIKE, Inc. · Consumer Cyclical
$42.62
+45.5% upside to fair value
Med Conviction
Grade B+
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 |
NKE |
| Current Price |
$248.16 |
$42.62 |
| Fair Value Estimate |
$653.00 |
$62.00 |
| Upside to Fair Value |
+163.1%
|
+45.5%
|
| Market Cap |
$101.2B |
$63.0B |
| Forward P/E |
14.1x
|
27.9x
|
| EV / EBITDA |
—
|
20.7x
|
| Price / Sales |
4.1x
|
1.4x
|
| Price / FCF |
9.8x
|
19.4x
|
| Revenue Growth YoY |
+3.3%
|
-9.8%
|
| Gross Margin |
89.1%
|
42.7%
|
| Operating Margin |
36.6%
|
8.0%
|
| Return on Equity |
62.3%
|
24.4%
|
| Dividend Yield |
— |
3.8% |
| FCF Yield |
10.2%
|
5.2%
|
| Analyst Consensus |
Hold
|
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…
Nike is the world's largest athletic footwear and apparel company with $46.3B in FY2025 revenue, operating across 190+ countries with the Nike, Jordan, and Converse brands. The stock trades near its 9-year low at $42.62 after an 11% single-day crash following a Q3 FY2026 earnings report that showed 35% net income decline and weak Q4 guidance calling for a further 2-4% revenue decline. FY2025 reve…
Accumulation Zones
| Metric |
ADBE |
NKE |
| Zone Low |
$490.00 |
$44.00 |
| Zone High |
$555.00 |
$50.00 |
| In Buy Zone? |
Yes
|
Yes
|