ADBE vs ORCL: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and Oracle Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-20.
Adobe Inc. · Technology
$248.16
+45.0% upside to fair value
High Conviction
Grade B
VS
Oracle Corporation · Technology
$175.08
+45.0% upside to fair value
Grade C
High Quality
QuantHub Verdict
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 |
ORCL |
| Current Price |
$248.16 |
$175.08 |
| Fair Value Estimate |
$359.82 |
$253.87 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$101.2B |
$503.5B |
| Forward P/E |
14.1x
|
30.8x
|
| EV / EBITDA |
—
|
21.4x
|
| Price / Sales |
4.1x
|
7.9x
|
| Price / FCF |
9.8x
|
-20.4x
|
| Revenue Growth YoY |
+3.3%
|
+21.7%
|
| Gross Margin |
89.1%
|
66.4%
|
| Operating Margin |
36.6%
|
30.8%
|
| Return on Equity |
62.3%
|
57.4%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
10.2%
|
—
|
| 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…
Oracle Corporation is a leading enterprise software and cloud infrastructure provider with a strong legacy in database technology and a growing cloud business. The company benefits from a durable competitive moat supported by high insider ownership, experienced leadership, and a history of strategic acquisitions. Oracle's recent financials show robust revenue growth of 21.7% and earnings growth o…
Accumulation Zones
| Metric |
ADBE |
ORCL |
| Zone Low |
$269.87 |
$190.40 |
| Zone High |
$305.85 |
$215.79 |
| In Buy Zone? |
Yes
|
Yes
|