ADBE vs PLTR: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and Palantir Technologies 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
Palantir Technologies Inc. · Technology
$142.76
-24.3% 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 |
PLTR |
| Current Price |
$248.16 |
$142.76 |
| Fair Value Estimate |
$653.00 |
$108.00 |
| Upside to Fair Value |
+163.1%
|
-24.3%
|
| Market Cap |
$101.2B |
$327.1B |
| Forward P/E |
14.1x
|
209.7x
|
| EV / EBITDA |
—
|
—
|
| Price / Sales |
4.1x
|
73.1x
|
| Price / FCF |
9.8x
|
155.7x
|
| Revenue Growth YoY |
+3.3%
|
+19.1%
|
| Gross Margin |
89.1%
|
82.4%
|
| Operating Margin |
36.6%
|
31.6%
|
| Return on Equity |
62.3%
|
25.7%
|
| Dividend Yield |
— |
— |
| FCF Yield |
10.2%
|
0.6%
|
| 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…
Palantir Technologies develops data analytics and AI software platforms like Gotham and Foundry for government and commercial clients. The business excels with high margins (gross 82.4%, net 36.3%), accelerating growth (Q4 FY2025 revenue up 70% YoY to $1.41B, 2026 guidance $7.19B implying 61% growth), and strong moats in defense and enterprise AI, but trades expensively at 73x P/S versus 5-year m…
Accumulation Zones
| Metric |
ADBE |
PLTR |
| Zone Low |
$490.00 |
$81.00 |
| Zone High |
$555.00 |
$92.00 |
| In Buy Zone? |
Yes
|
No
|