Quick verdict: ADEA vs JAMF in 2026

Adeia Inc. (ADEA) emerges as the stronger contender in this `adea vs jamf stock comparison 2026`, leading across most key metrics including growth, profitability, and analyst sentiment. While Jamf Holding Corp. (JAMF) boasts higher absolute revenue and a more attractive P/B ratio, ADEA showcases superior revenue growth, robust net and EBITDA margins, and universal ‘Buy’ ratings from analysts. For investors weighing `should i buy adea or jamf stock 2026`, ADEA offers a compelling case for a fundamentally healthier business. Not investment advice.

ADEA vs JAMF: key metrics side by side

Full side-by-side comparison of ADEA and JAMF across valuation, profitability, growth and analyst sentiment. Data updated 2026-05-12.

ADEA vs JAMF valuation comparison

A critical look at the `ADEA vs JAMF valuation` reveals significant differences. Adeia Inc. (ADEA) trades at a P/E ratio of 28.57x, reflecting its solid profitability, while Jamf Holding Corp. (JAMF) exhibits a negative P/E of -42.01x due to its current unprofitability. This makes direct P/E comparison challenging but highlights ADEA’s established earnings. From a price-to-book (P/B) perspective, JAMF appears “cheaper” at 2.2x compared to ADEA’s 7.47x, indicating that investors value ADEA’s assets and intellectual property at a higher multiple.

When examining Discounted Cash Flow (DCF) models, ADEA’s DCF suggests a potential overvaluation of -66.1%, which, while significant, is far less concerning than JAMF’s deeply negative DCF of -377.5%. This indicates that based on projected future cash flows, JAMF may be substantially overvalued at its current price, especially given its negative earnings. While JAMF has a lower absolute price per share and P/B, ADEA presents a more fundamentally sound valuation picture for investors focusing on positive earnings and a less speculative future.

ADEA vs JAMF growth comparison

In terms of revenue growth, Adeia (ADEA) demonstrates stronger momentum with a year-over-year revenue growth of 17.9%. This outpaces Jamf (JAMF), which reported a revenue growth of 11.9% over the same period. While JAMF currently holds a larger absolute revenue base at $627,399,000 compared to ADEA’s $443,386,000, ADEA’s faster growth rate suggests it is expanding its top line more rapidly. This makes ADEA particularly attractive for growth-oriented investors looking at `adea vs jamf earnings growth comparison`.

ADEA’s higher revenue growth rate, combined with its robust profitability metrics, suggests a business effectively scaling and capturing market share while maintaining healthy margins. JAMF, despite its larger revenue, needs to demonstrate an acceleration in growth or a path to consistent profitability to compete more effectively on the growth front. Investors considering `adea vs jamf stock comparison 2026` should weigh ADEA’s superior growth trajectory as a significant factor in its investment thesis.

ADEA vs JAMF profitability

Profitability is a clear differentiator in this `adea vs jamf fundamentals and valuation` analysis. Adeia (ADEA) stands out with an impressive net margin of 26.5% and an EBITDA margin of 56.02%. These figures reflect ADEA’s ability to convert a substantial portion of its revenue into profit, demonstrating strong operational efficiency and cost management. In stark contrast, Jamf (JAMF) currently reports a negative net margin of -5.98% and a very low EBITDA margin of 2.48%, indicating that it is not generating profits from its core operations.

Although both companies have an N/A for Return on Equity (ROE), Jamf (JAMF) shows a higher Free Cash Flow (FCF) yield of 6.17% compared to ADEA’s 4.44%. A higher FCF yield can sometimes indicate that a company is undervalued relative to its cash-generating ability, or it could reflect a lower market capitalization for a struggling company that still produces some cash. However, given ADEA’s strong positive net and EBITDA margins, it is unequivocally the more profitable entity from an income statement perspective, consistently delivering earnings to its shareholders. For those prioritizing steady earnings, ADEA presents a more reliable choice.

Analyst ratings: ADEA vs JAMF

The analyst community shows a strong preference for Adeia Inc. (ADEA) over Jamf Holding Corp. (JAMF), making `adea vs jamf analyst ratings and recommendations` a key consideration. ADEA garners unanimous support, with 100.0% of the 5 analysts covering the stock issuing a “Buy” rating. Their consensus target price stands at $34.5, representing an attractive upside potential of +8.4% from its current price of $31.84. This widespread bullish sentiment underscores confidence in ADEA’s business model and future prospects.

Conversely, Jamf (JAMF) receives a more cautious outlook from analysts. Of the 15 analysts covering JAMF, only 33.3% have a “Buy” rating, while the majority likely lean towards “Hold” or even “Sell” based on the consensus of “Hold.” The consensus target price for JAMF is $13, which indicates a slight downside of -0.4% from its current price of $13.05. This subdued analyst sentiment, coupled with the lack of a positive price target, suggests that the market experts view ADEA as the more promising investment in the current environment.

Should I buy ADEA or JAMF stock in 2026?

When considering `should i buy adea or jamf stock 2026`, growth investors will likely find Adeia (ADEA) more appealing. ADEA boasts a higher year-over-year revenue growth rate of 17.9%, outperforming JAMF’s 11.9%. Coupled with its impressive net margin of 26.5% and EBITDA margin of 56.02%, ADEA demonstrates efficient growth that translates into strong profitability, a desirable trait for growth-focused portfolios. JAMF, despite having higher absolute revenue, struggles with negative net margins, which can deter investors seeking clear earnings momentum.

For value investors, the choice is more nuanced when examining `adea vs jamf fundamentals and valuation`. ADEA, with a positive P/E ratio of 28.57x and a less severe DCF overvaluation estimate of -66.1%, appears more fundamentally sound. While JAMF’s P/E is negative (-42.01x) due to its unprofitability, its P/B ratio of 2.2x is considerably lower than ADEA’s 7.47x. This lower P/B might suggest JAMF is cheaper relative to its book assets, but the deeply negative DCF of -377.5% signals significant overvaluation based on its cash flow potential, making it a high-risk proposition for traditional value strategies.

Lastly, for income-seeking investors, Adeia (ADEA) offers a nominal dividend yield of 0.01%, providing a slight edge over Jamf (JAMF), which currently offers no dividend (0%). Although ADEA’s dividend is minimal, it signifies a commitment to returning capital to shareholders, a characteristic absent from JAMF. Overall, ADEA presents a more compelling case across growth, profitability, and analyst sentiment. This is not investment advice; please conduct your own thorough research before making any investment decisions.

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FAQ: ADEA vs JAMF