Added to YB: 2025-04-23
Pitch date: 2025-04-21
ADBE [neutral]
Adobe Inc.
+2.09%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
Adobe Inc. operates as a technology company worldwide. Its Digital Media segment offers products and services that enable individuals, teams, and enterprises to create, publish, and promote content; Document Cloud, a cloud-based document services platform; and Creative Cloud, a subscription service that allows subscribers to use its creative products and applications (apps) integrated with cloud-delivered services across various surfaces and platforms.
Market Cap
$143.6B
Pitch Price
$349.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.88
P/E
20.55
EV/Sales
6.05
Sector
Software
Category
growth
Adobe: Dominating Creative Software with Expanding AI and Market Reach
ADBE (overview): Trading at low 6.1x EV/Sales (vs 10.8x median) & 16.7x P/E with 10% YoY revenue growth. Strong moat: 80% creative software market share, high switching costs, network effects. AI initiatives (Firefly, GenStudio) projected to generate $250M in FY25. TAM: $293B by 2027 (13% CAGR). Facing GenAI competitive threats.
Read full article (13 min)