Adeia Inc (ADEA) Fair Value & Analysis
Technology · US · Market cap $3.1B
Adeia Inc
ADEA · US
Fair value as of: Jul 16, 2026
From 26 valuation models · updated 25 days ago
Fair value updated Jul 16, 2026, revised from $19.26 to $19.51 (+1.3%) since Jul 14, 2026. Share price −1.2% over the past month.
A strong business, but screening 31% overvalued on our models.
What matters now
- A high-quality business (quality 78/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($25.18). The favourable scenario is already priced in.
- A fairly wide model range ($11.31 to $25.18) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
60‑month range $5.48 – $33.57 · fair‑value band $11.31 – $25.18 · the $28.23 price screens above the $19.51 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Adeia Inc (ADEA) currently trades at $28.23, while our model-based Fair Value estimate is $19.51, implying the stock looks roughly 30.9% overvalued today. The Quality Score stands at 78/100 (high quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Adeia Inc generated revenue of $460M at a net margin of 26.5%. Revenue grew 19.5% year over year. It earns a return on equity of 28.5%. Net debt stands at $363M. Fundamentals as of Jul 16, 2026
Our scenario range runs from $11.31 (bear case) to $25.18 (bull case); at $28.23, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 18% below its 52-week high and 145% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -27% fair-value upside, at -31%, ADEA screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models ($19.38) versus Dividend Discount ($2.89). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 73 · Market factors (momentum, volatility) 70
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Adeia Inc., together with its subsidiaries, operates as a media and semiconductor intellectual property licensing platform company in the United States, Asia, Canada, Europe, the Middle East, and internationally.
Full company description
Adeia Inc., together with its subsidiaries, operates as a media and semiconductor intellectual property licensing platform company in the United States, Asia, Canada, Europe, the Middle East, and internationally. The company licenses its patent portfolios across various markets, including multichannel video programming distributors comprising cable, satellite, and telecommunications television providers that aggregate and distribute linear content over networks, as well as television providers that aggregate and stream linear content over broadband networks; over-the-top video service providers, such as subscription video-on-demand and free advertising-supported streaming service providers, providers that offer online services and devices that enable internet streaming and downloading of movies, television shows, music and other types of media content, as well as content providers, networks, and media companies. It also licenses consumer electronics manufacturers, which includes producers of smart televisions, streaming media devices, video game consoles, mobile devices, content storage devices, and other connected media devices; semiconductors, including providers of memory, logic, sensors, and radio frequency devices; and social media companies that allow users to stream and upload user-generated content. The company licenses its intellectual properties under the Adeia brand. The company was formerly known as Xperi Holding Corporation and changed its name to Adeia Inc. The company was incorporated in 2019 and is headquartered in San Jose, California.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Adeia Inc reported revenue of $443M in FY2025 versus $878M in FY2021, a compound −15.7%/yr. Reported net income was $111M in FY2025.
ADEA screens 31% overvalued. Compare with SAP SE →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Adeia targets $600M long-term annual revenue as semiconductor opportunity rises to $200M
- Adeia Announces Second Quarter 2026 Financial Results
- Adeia (ADEA) Benefited from Recent Licensing Successes
- Is Adeia Inc. (ADEA) A Good Stock To Buy Now?
Peer Group
Software - Application · 709 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Software - Application median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Software - Application stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| SAP SE SAPS | C$12.69 | C$16.26 | +28% |
| Shopify Inc SHOP | C$173.23 | C$20.54 | -88% |
| Uber Technologies, Inc UBER | $72.67 | $51.11 | -30% |
| Salesforce, Inc CRM | $170.77 | $182.10 | +7% |
| ServiceNow, Inc NOW | $107.71 | $33.12 | -69% |
| Cadence Design Systems, Inc CDNS | $384.17 | $80.41 | -79% |
| Snowflake Inc SNOW | $271.87 | $34.04 | -87% |
| Adobe Inc ADBE | $230.61 | $379.48 | +65% |
| Automatic Data Processing, Inc ADP | $241.92 | $177.51 | -27% |
| Intuit Inc INTU | $291.09 | $258.69 | -11% |
Compare Adeia Inc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Technology stocks →
Frequently asked questions
Is Adeia Inc (ADEA) overvalued or undervalued?
What is the fair value of ADEA?
What is the quality score of ADEA?
What is the revenue of Adeia Inc (ADEA)?
What is the net profit margin of ADEA?
Does Adeia Inc pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Adeia Inc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.