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 2026-07-06.
Adobe Inc. · Technology
$219.72
+45.0% upside to fair value
Grade B High Quality
VS
Palantir Technologies Inc. · Technology
$128.47
-41.4% upside to fair value
Grade C High Quality
QuantHub Verdict
ADBE has more upside to fair value (+45.0%). ADBE trades at a lower forward P/E (12.6x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric ADBE PLTR
Current Price $219.72 $128.47
Fair Value Estimate $318.59 $75.23
Upside to Fair Value +45.0% -41.4%
Market Cap $87.3B $295.0B
Forward P/E 12.6x 133.8x
EV / EBITDA 9.0x 124.7x
Price / Sales 3.5x 56.5x
Price / FCF 8.2x 109.7x
Revenue Growth YoY +12.7% +84.7%
Gross Margin 89.1% 84.1%
Operating Margin 36.1% 38.1%
Return on Equity 62.4% 32.2%
Dividend Yield 0% 0%
FCF Yield 12.17% 0.91%
Analyst Consensus Hold Buy
Investment Thesis
ADBE — Adobe Inc.
Adobe Inc. is a leading software company specializing in digital media and digital experience solutions, driven primarily by subscription-based revenue models. The company benefits from a high-quality business model characterized by a durable competitive moat, strong margins with a gross margin of 89.1% and operating margin of 36.1%, and robust return on equity at 62.4%. Despite solid revenue gro…
PLTR — Palantir Technologies Inc.
Palantir Technologies Inc. is a software infrastructure company specializing in data analytics platforms primarily serving government and commercial clients. The company benefits from a durable competitive moat in government and select commercial verticals, driven by long-tenured founder leadership and high insider ownership. Palantir exhibits very strong recent growth with revenue up approximate…
Accumulation Zones
Metric ADBE PLTR
Zone Low $238.94 $56.42
Zone High $270.80 $63.95
In Buy Zone? Yes No
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