Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ADBE.MX
STRONG BUYFLAGGet insider-trade alertsAdobe Inc. · Technology · United States · $80.6B · Avg Vol: $353K/d
Adobe remains a premier digital media monopoly with high switching costs and massive recurring FCF. While generative AI is perceived as a threat, Adobe is successfully integrating Firefly into its creative suite. However, near-term multiple compression and uncertainty around AI monetization warrant a cautious, monitored position rather than high-conviction deployment.
COMPANY DESCRIPTION
Adobe Inc. is a global software giant providing creative, document, and digital marketing solutions through its Creative Cloud, Document Cloud, and Experience Cloud suites. The company enjoys a near-monopoly in creative software, with industry-standard products like Photoshop and Illustrator establishing high switching costs. Its transition to a software-as-a-service (SaaS) model ensures highly predictable, recurring revenue streams.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 17.6B | 19.4B | 21.5B | 23.8B | 10.5% |
| EPS | 10.13 | 11.87 | 12.43 | 16.73 | 18.2% |
| Shares | 601.0M | 601.0M | 601.0M | 601.0M | 0.0% |
| Debt | 4.6B | 4.1B | 6.1B | 6.6B | 12.8% |
| Equity | 14.1B | 16.5B | 14.1B | 11.6B | -6.1% |
| Op CF | 7.8B | 7.3B | 8.1B | 10.0B | 8.6% |
| Inv CF | -570.0M | 776.0M | 149.0M | -1.2B | — |
| Fin CF | -6.8B | -5.2B | -7.7B | -11.1B | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ADBE.MX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ADBE.MX | Adobe Inc.(you) | $80.6B | 81 | STRONG BUY |
| ADP.DE | Automatic Data Processing, Inc. | $88.8B | 78 | BUY |
| CDNS.MX | Cadence Design Systems, Inc. | $104.1B | 80 | STRONG BUY |
| INTU.MX | Intuit Inc. | $73.7B | 77 | BUY |
| CRM.MX | Salesforce, Inc. | $129.0B | 76 | BUY |
| ADSK.MX | Autodesk, Inc. | $40.9B | 76 | BUY |
| UBER.MX | Uber Technologies, Inc. | $154.7B | 72 | BUY |
| SAPN.MX | SAP SE | $175.5B | 74 | BUY |
| DDOG | Datadog, Inc. | $85.3B | 58 | HOLD |
| DSY.PA | Dassault Systèmes SE | $26.8B | 74 | BUY |
Peer medians: ROE 7.0% · P/E 32.8x · Gross margin 32.3%