Adobe Systems Incorporated (ADBE)vsSalesforce.com Inc (CRM)
ADBE
Adobe Systems Incorporated
$248.15
+0.88%
TECHNOLOGY · Cap: $103.39B
CRM
Salesforce.com Inc
$195.38
+0.20%
TECHNOLOGY · Cap: $185.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 70% more annual revenue ($41.52B vs $24.45B). ADBE leads profitability with a 29.5% profit margin vs 18.0%. ADBE appears more attractively valued with a PEG of 0.71. ADBE earns a higher WallStSmart Score of 74/100 (B).
ADBE
Strong Buy74
out of 100
Grade: B
CRM
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.6%
Fair Value
$421.20
Current Price
$248.15
$173.05 discount
Margin of Safety
+29.4%
Fair Value
$276.08
Current Price
$195.38
$80.70 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
Large-cap with strong market position
Conservative balance sheet, low leverage
Growing faster than its price suggests
Generating 5.3B in free cash flow
Areas to Watch
Trading at 8.9x book value
Moderate valuation
Grey zone — moderate risk
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 : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, PEG Ratio. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bear Case : ADBE
The primary concerns for ADBE are Price/Book.
Bear Case : CRM
The primary concerns for CRM are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
ADBE carries more volatility with a beta of 1.53 — expect wider price swings.
CRM is growing revenue faster at 12.1% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ADBE scores higher overall (74/100 vs 65/100), backed by strong 29.5% margins and 12.0% revenue growth. CRM offers better value entry with a 29.4% 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 →Salesforce.com Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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