Adobe Systems Incorporated (ADBE)vsBooking Holdings Inc (BKNG)
ADBE
Adobe Systems Incorporated
$237.25
-0.68%
TECHNOLOGY · Cap: $98.06B
BKNG
Booking Holdings Inc
$4,237.75
-1.23%
CONSUMER CYCLICAL · Cap: $138.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Booking Holdings Inc generates 10% more annual revenue ($26.92B vs $24.45B). ADBE leads profitability with a 29.5% profit margin vs 20.1%. ADBE appears more attractively valued with a PEG of 0.71. BKNG earns a higher WallStSmart Score of 78/100 (B+).
ADBE
Strong Buy74
out of 100
Grade: B
BKNG
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.7%
Fair Value
$421.20
Current Price
$237.25
$183.95 discount
Margin of Safety
+45.4%
Fair Value
$7757.57
Current Price
$4237.75
$3519.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 59 in profit
Strong operational efficiency at 37.8%
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 30 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 32.5%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 20 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
Trading at 8.5x book value
Moderate valuation
ROE of 2.3% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : ADBE
The strongest argument for ADBE centers on Return on Equity, Operating Margin, Altman Z-Score. Profitability is solid with margins at 29.5% and operating margin at 37.8%. Revenue growth of 12.0% demonstrates continued momentum.
Bull Case : BKNG
The strongest argument for BKNG centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 20.1% and operating margin at 32.5%. Revenue growth of 16.0% demonstrates continued momentum.
Bear Case : ADBE
The primary concerns for ADBE are Price/Book.
Bear Case : BKNG
The primary concerns for BKNG are P/E Ratio, Return on Equity.
Key Dynamics to Monitor
ADBE profiles as a mature stock while BKNG is a growth play — different risk/reward profiles.
ADBE carries more volatility with a beta of 1.53 — expect wider price swings.
BKNG is growing revenue faster at 16.0% — sustainability is the question.
ADBE generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
BKNG scores higher overall (78/100 vs 74/100), backed by strong 20.1% margins and 16.0% revenue growth. ADBE offers better value entry with a 43.7% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Adobe Systems Incorporated
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Adobe Inc. is an American multinational computer software company. Incorporated in Delaware and headquartered in San Jose, California, it has historically specialized in software for the creation and publication of a wide range of content, including graphics, photography, illustration, animation, multimedia, motion pictures and print. The company has expanded into digital marketing management software. Adobe has millions of users worldwide. Flagship products include: Photoshop image editing software, Adobe Illustrator vector-based illustration software, Adobe Acrobat Reader and the Portable Document Format (PDF), plus a host of tools primarily for audio-visual content creation, editing and publishing.
Visit Website →Booking Holdings Inc
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Booking Holdings Inc. is an American travel technology company organized in Delaware and based in Norwalk, Connecticut, that owns and operates several travel fare aggregators and travel fare metasearch engines including namesake and flagship Booking.com, Priceline.com, Agoda.com, Kayak.com, Cheapflights, Rentalcars.com, Momondo, and OpenTable.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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