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 2026-05-07.
Adobe Inc. · Technology
$248.16
+45.0% upside to fair value
High Conviction
Grade B
VS
Palantir Technologies Inc. · Technology
$133.79
-41.7% 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
(14.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
ADBE |
PLTR |
| Current Price |
$248.16 |
$133.79 |
| Fair Value Estimate |
$359.82 |
$78.04 |
| Upside to Fair Value |
+45.0%
|
-41.7%
|
| Market Cap |
$101.2B |
$306.6B |
| Forward P/E |
14.1x
|
140.4x
|
| EV / EBITDA |
—
|
151.4x
|
| Price / Sales |
4.1x
|
58.7x
|
| Price / FCF |
9.8x
|
114.0x
|
| Revenue Growth YoY |
+3.3%
|
+84.7%
|
| Gross Margin |
89.1%
|
84.1%
|
| Operating Margin |
36.6%
|
38.1%
|
| Return on Equity |
62.3%
|
32.2%
|
| Dividend Yield |
— |
0% |
| FCF Yield |
10.2%
|
0.88%
|
| 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 Inc. is a high-growth enterprise software company specializing in data analytics and intelligence platforms for government and commercial clients. The company benefits from a durable competitive moat through its established government contracts, proprietary platforms Gotham and Foundry, and expanding commercial footprint. Palantir's revenue grew 84.7% year-over-year in the m…
Accumulation Zones
| Metric |
ADBE |
PLTR |
| Zone Low |
$269.87 |
$58.53 |
| Zone High |
$305.85 |
$66.33 |
| In Buy Zone? |
Yes
|
No
|