ADEIA CORP (ADEA) fair value: what the stock is really worth
As of Nov 6, 2026: fair value (intrinsic value) of ADEIA CORP stock $22.01, price $15.50, upside +42.0%, quality 78 out of 100. Rating: undervalued. Calculated from audited financials with 24 of our 26 valuation models and 37 quality factors, updated daily.
69 individual criteria per stock, every one traceableSee the method →
Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 4, 2026.
How to read this chart
60‑month range $5.47 – $33.51 · fair‑value band $13.51 – $32.15 · the $15.50 price screens below the $22.01 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 4, 2026.
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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.
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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.
Stock analysis
ADEIA CORP (ADEA) currently trades at $15.50, while our model-based Fair Value estimate is $22.01, implying the stock looks roughly 30% undervalued today.
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Valuation
Bull case: the Multiples group reads highest at a median of $28.20 per share, and 16 of the 24 models we run sit above the $15.50 price.
Bear case: the Dividend Discount group reads lowest at $2.53, and 8 of the 24 models stay below the price. Data coverage for this calculation is high.
Scenario range: $13.51 (bear) to $32.15 (bull), the price of $15.50 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 78/100 (high quality), in the Technology sector.
Weak Growth: Revenue growth is inconsistent: the periods point in different directions, so there is no trend to rely on.
ADEIA CORP reported revenue of $443M in FY2025 versus $878M in FY2021, a compound −15.7%/yr. Reported net income was $111M in FY2025.
Key figures
Market cap $2.0B Small · P/E ratio 14.2 · P/S ratio 4.18 · EPS (TTM) $1.09 · Dividend yield 1.3% · Net margin 26.1% · Return on equity 27.9% · Return on assets (EBIT) 11.7% (5-year average).
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 87 out of 100 (low confidence).
What moves the price
The share trades about 54% below its 52-week high and 33% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Technology peers we cover trades at 10% fair-value upside, at 42%, ADEA screens cheaper than that median.
Fair Value models
Bear$13.51Fair Value $22.01Bull$32.15
Price $15.50 · Upside +42.0%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Based on fiscal year 2025 figures (about 10 months old). Earnings retained since then ($0.7632 per share) are deliberately not added.Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds.Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
In the last 6 months, one officer or director sold shares worth $3.2M and none bought.
SaleKevin TanjiChief Legal Officer99,342 shares at $31.75$3.2MMay 13, 2026
Plus 5 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card.40/100
Revenue growth is inconsistent: the periods point in different directions, so there is no trend to rely on.
Revenue growth 1 year
+17.9%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+0.3%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
−3.0%
Start year 2020 (pandemic). Over 10 years: +5.0% a year
Revenue growth 25 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+15.7%
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What shareholders gained per year (last 5 years) ⓘWhat the business itself delivers per year: earnings growth per share plus the dividend yield. This is what you get IF the market keeps valuing the stock the same way: it contains no assumption about the market changing its mind. Computed per share, so buybacks count and a merger does not pass as growth. For a company that pays no dividend it is pure earnings growth per share. Period: earnings growth per share as CAGR over the last 5 reported fiscal years (annual statements), plus the current dividend yield. The start value is the median of the three years around the start, so a single crisis year (a pandemic or a write-down) does not distort the rate. Basis: adjusted.
−8.0%
Earnings growth per share plus dividend.
Earnings per share, growth per year−9.3%
Dividend (yield on the price)1.3%
Pace: 5 vs 10 years ⓘTwo data points, not a trend model: earnings growth per share over the last 5 fiscal years against the last 10. Labelled "steady" when both rates are within 3 percentage points of each other, otherwise picking up or flattening. Shown only when ten years of history exist.−10.9% vs −7.8%, slowing
Profit margin 2020 to 2025 ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.52% → 47%
Pace: the 5-year rate starts in 2020 (pandemic)
⚠ Revenue per share shrinking 4.0%/yr over ~10Y (margins eroding too) ⓘStructural-decline marker: revenue PER SHARE has fallen over the last decade (robust median trend, not a single year). Backtested across 2005 to 2017, such businesses trailed the market by about 2.5 percentage points per year. Display only: it does not change the fair value or the quality score.
Growth Forecast
Price in line with expectations
The price assumes more growth than the company has delivered so far and about what analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+6.2%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+4.4%
Yearly sales growth analysts expect, extended to five years.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about +3.7% a year for the price and +2.0% for the forecasts.
News mood ⓘNews mood, the average tone of recent news (91 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation.Positive
Recent news coverage is more positive than average.
AI conclusion: The business benefits from solid margins in its licensing operations yet shows thin evidence of a durable moat outside established pay-TV renewals.
Main risk: Execution challenges when expanding semiconductor licensing alongside the media business could constrain durable revenue growth from the licensing portfolio.
Adeia is bringing in a semiconductor veteran from Arm as its new CEO to steer expansion across chip and media licensing. Her track record turning IP into recurring revenue streams in new sectors raises the question of how quickly that expertise can broaden the portfolio beyond pay-TV renewals. Will the semiconductor focus deliver more durable growth than the steady media side, or will execution challenges in both areas limit the upside?
Price, fair value, quality and upside side by side.
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Peer Groupⓘ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.Software - Application · 628 stocks
Beats the industry median on 10/14 measures
Overall it ranks above its industry peers.
Valuation
Quality Score78 · Top 25%
Fair Value upside+42.0% · Top 25%
Profitability
Return on equity (12 months)27.9% · Top 25%
Return on assets10.7% · Top 25%
Net margin (12 months)26.1% · Top 25%
Operating margin (12 months)32.0% · Top 25%
Growth and dividend
Revenue growth (quarter YoY)12.1% · Above median
Dividend yield (12 months)1.3% · Below median
Balance sheet
Debt / equity0.83× · Highest 25%
Valuation Multiplesvs Software - Application median · lower = cheaper
P/E (12 months)14.2× · Cheapest 25%
P/B4.10× · book value is mostly goodwill ⓘGoodwill and other intangible assets are larger than the equity. The book value mainly reflects prices paid for past acquisitions, so we do not rank this P/B against the peer group.
P/S (12 months)4.18× · Pricier than median
Price / free cash flow (fiscal year)13.2× · Cheaper than median
For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.
Cite: Fair Value Calculator (2026). "ADEIA CORP Fair Value". https://www.fairvalue-calculator.com/stock/ADEA
Frequently asked questions
Is ADEIA CORP (ADEA) overvalued or undervalued?
As of Nov 4, 2026, our model estimates a fair value of $22.01 versus a price of $15.50, about +42% upside (undervalued).
What is the fair value of ADEA?
Our model-based fair value for ADEIA CORP is $22.01 (as of Nov 4, 2026), built from audited fundamentals. The current price: $15.50.
What is the quality score of ADEA?
ADEIA CORP has a Quality Score of 78/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for ADEIA CORP (ADEA)?
Our model-based price target is the fair value of $22.01 (as of Nov 4, 2026) from 24 valuation models. Cautious scenario $13.51, optimistic scenario $32.15. It is a calculation from audited fundamentals, not an analyst target.
What is the ADEIA CORP stock forecast for 2026?
Our models put fair value at $22.01, about +42% upside versus a price of $15.50 (undervalued). Cautious scenario $13.51, optimistic scenario $32.15. The calculation is refreshed regularly with new filings.
What is the revenue of ADEIA CORP (ADEA)?
ADEIA CORP reported trailing-twelve-month revenue of about $471M (latest available figure, as of Nov 4, 2026).
Does ADEIA CORP pay a dividend?
ADEIA CORP currently shows a dividend yield of 1.29% relative to its recent price (as of Nov 4, 2026).
How much is the dividend of ADEIA CORP (ADEA) and when is the ex-dividend date?
ADEIA CORP pays a dividend of $0.2 per share a year, a dividend yield of 1.3%. The last ex-dividend date was Aug 24, 2026. A dividend has been paid every year since at least 2012. The payout ratio is 18.3% of earnings. Free cash flow covers the dividend 6.77 times. Our assessment: Well covered. A low payout and the dividend is fully funded by free cash flow, a comfortable, sustainable dividend.
What growth is priced into ADEIA CORP (ADEA)?
For today's price to be fair in a discounted-cash-flow model, ADEIA CORP would have to grow free cash flow by +6.2 % per year for five years (discount rate 11.2 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew -3.0 % per year. As of Nov 4, 2026.
What discount rate (WACC) does the fair value of ADEA use?
Our models discount ADEIA CORP at 11.2 %: a base by market capitalisation (small), damped by beta 1.01, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For ADEIA CORP that is +6.2 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (11.2 %) and the same formula as our fair value.
How much growth has ADEIA CORP (ADEA) delivered so far?
Over the past 5 years revenue at ADEIA CORP grew -3.0 % a year. The price currently implies free-cash-flow growth of +6.2 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of ADEIA CORP (ADEA) growing?
The median revenue growth in the sector is +11.5 % a year. That is the yardstick for the growth priced into ADEIA CORP (+6.2 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of ADEIA CORP (ADEA)?
The free-cash-flow yield on the price is 8.42 %: that much free cash flow ADEIA CORP produces per unit of market value. When it exceeds the discount rate of our models (11.2 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of ADEIA CORP (ADEA)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For ADEIA CORP it is $22.01 per share (as of Nov 4, 2026), against a price of $15.50. It is the blended result of 24 valuation models in 7 families (DCF Models, Earnings-Based, Dividend Discount, Multiples, Growth DCF, Economic Profit, Growth Earnings).
Is ADEIA CORP stock overvalued or undervalued in 2026?
As of Nov 4, 2026, ADEA trades below its calculated fair value: price $15.50, fair value $22.01, a gap of about +42% (undervalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of ADEA?
No. The price is what the market pays today ($15.50); the fair value is what the company's own numbers justify ($22.01). For ADEIA CORP the two are $6.52 per share apart. That gap is exactly why we show both numbers side by side.
How much is ADEIA CORP worth?
The market values ADEIA CORP at about $2.0B (market capitalisation, as of Nov 4, 2026). Per share that is $15.50; our models calculate a fair value of $22.01 per share.
What do the bullish and bearish scenarios say about ADEA?
Our models span a range for ADEIA CORP: cautious scenario $13.51, base $22.01, optimistic $32.15 per share (as of Nov 4, 2026, price $15.50). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the P/E ratio of ADEA?
ADEIA CORP trades at a price-to-earnings ratio of 14.2 (as of Nov 4, 2026). A P/E on its own says little: it compares the price with ONE year of profit, while our fair value of $22.01 is built from several models across several years. Other multiples: PEG 1.5, P/B 4.1, P/S 4.2, EV/EBITDA 8.2.
What is the PEG ratio of ADEA?
The PEG ratio of ADEIA CORP is 1.51 (P/E divided by earnings growth, as of Nov 4, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of ADEIA CORP (ADEA)?
Balance-sheet figures for ADEIA CORP (as of Nov 4, 2026): return on equity 27.9%, debt of 0.83 per unit of equity. They feed the Quality Score of 78/100, which measures business quality independently of the share price.
How far is ADEA from its 52-week high?
ADEIA CORP trades at $15.50, about 54% below its 52-week high of $33.51 and 33% above the low of $11.62 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of $22.01 is for.
Which stocks are comparable to ADEIA CORP?
From the same area (Technology) we also value SAP SE, Salesforce, Inc, Shopify Inc, ServiceNow, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is ADEIA CORP stock attractive at the current price?
The data as of Nov 4, 2026: price $15.50, calculated fair value $22.01 (+42%), Quality Score 78/100, from 24 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of ADEA calculated?
We run ADEIA CORP through 24 models from 7 families: DCF Models, Earnings-Based, Dividend Discount, Multiples, Growth DCF, Economic Profit, Growth Earnings. Every model gets the same audited fundamentals; the fair value of $22.01 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.3% above its aggregate fair value. ADEIA CORP currently trades 30% below its own fair value, and the market average says nothing about that. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of ADEIA CORP (ADEA)?
The closing price on Nov 6, 2026 was $15.50. Our model-based fair value is $22.01, about +42% upside (undervalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with ADEIA CORP right now?
The rarer combination: high quality (78/100) AND below fair value. That earns a closer look rather than a quick verdict. A fairly wide model range ($13.51 to $32.15) leaves room in how you read the outcome.
Where does the earnings growth of ADEIA CORP (ADEA) come from?
Earnings per share at ADEIA CORP grew −11.7 % a year from 2014 to 2025. Broken into its drivers: revenue per share −4.1 %, EBIT margin −4.7 %, tax rate −0.2 %, residual (interest, one-offs) −3.2 %. The four rates multiply to the earnings growth rate, they do not add up. Start and end are three-year averages so a single exceptional year does not distort the result.
Key figures of ADEIA CORP
How large is the market capitalisation of ADEIA CORP (ADEA)?
The market capitalisation of ADEIA CORP is $2.0B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of ADEIA CORP (ADEA)?
The price-to-sales ratio of ADEIA CORP is 4.18 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of ADEIA CORP (ADEA)?
Earnings per share at ADEIA CORP are $1.09 (price ÷ EPS = P/E 14.2). Earnings per share over the last twelve months: total profit spread across every single share.
What is the dividend yield of ADEIA CORP (ADEA)?
The dividend yield of ADEIA CORP is 1.3% (payout 18.3%). Yearly dividend relative to the share price. 3% pays 3 per 100 invested. Below: how much of profit is used for it.
What is the net margin of ADEIA CORP (ADEA)?
The net margin of ADEIA CORP is 26.1% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of ADEIA CORP (ADEA)?
The return on equity (ROE) of ADEIA CORP is 27.9% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of ADEIA CORP (ADEA)?
On an EBIT basis the return on assets of ADEIA CORP is 11.7% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of ADEIA CORP (ADEA)?
The operating margin of ADEIA CORP is 32.0% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at ADEIA CORP (ADEA)?
Revenue at ADEIA CORP is growing +12.1% versus a year earlier (3y avg +0.3%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How much net debt does ADEIA CORP (ADEA) carry?
The net debt of ADEIA CORP is $363M (fiscal year 2025, ≈ 2.4 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
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Broad data
Nov 4, 2026