ADBE vs TMO: Which Is the Better Buy?
Side-by-side comparison of Adobe Inc. and Thermo Fisher Scientific Inc. โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Adobe Inc. ยท Technology
$248.16
+163.1% upside to fair value
High Conviction
Grade B
VS
Thermo Fisher Scientific Inc. ยท Healthcare
$462.60
+10.1% upside to fair value
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 โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
ADBE |
TMO |
| Current Price |
$248.16 |
$462.60 |
| Fair Value Estimate |
$653.00 |
$509.20 |
| Upside to Fair Value |
+163.1%
|
+10.1%
|
| Market Cap |
$101.2B |
$171.9B |
| Forward P/E |
14.1x
|
25.1x
|
| EV / EBITDA |
โ
|
19.0x
|
| Price / Sales |
4.1x
|
3.8x
|
| Price / FCF |
9.8x
|
25.5x
|
| Revenue Growth YoY |
+3.3%
|
+6.2%
|
| Gross Margin |
89.1%
|
39.4%
|
| Operating Margin |
36.6%
|
17.8%
|
| Return on Equity |
62.3%
|
13.3%
|
| Dividend Yield |
โ |
0% |
| FCF Yield |
10.2%
|
3.92%
|
| 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 slowiโฆ
Thermo Fisher Scientific Inc. operates in the healthcare sector, specializing in medical diagnostics and research tools across four main segments: Laboratory Products and Biopharma Services, Life Sciences Solutions, Analytical Instruments, and Specialty Diagnostics. The company demonstrates medium business quality with steady revenue growth of 6.2% and earnings growth of 9.6% in the most recent qโฆ
Accumulation Zones
| Metric |
ADBE |
TMO |
| Zone Low |
$490.00 |
$381.90 |
| Zone High |
$555.00 |
$432.82 |
| In Buy Zone? |
Yes
|
No
|