SuperworthAdobe Inc. ADBE
Software - Application, Technology
$232.77
−2.25%
- Market cap
- $90.6B
- PE
- 13.0×
- 10y median 48.5×
- Forward PE
- Price to sales
- 3.5×
- EV/EBIT
- 9.6×
- Revenue, 12 months
- $26B
- +12% on a year ago
- Net margin
- 28.0%
- Free cash flow yield
- 11.7%
Adobe trades at 13.0× trailing earnings, cheaper than 99% of the last ten years. Revenue was $26B over the last twelve months, up 12% on a year earlier with a 28% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $5B | $5.2B | $5.3B | $5.4B | $5.6B+11% | $5.7B+10% | $5.9B+11% | $6B+11% | $6.2B+11% | $6.4B+12% | $6.6B+13% | $6.8B+13% | |
| Cost of revenue | $634M | $590M | $598M | $554M | $616M−3% | $622M+5% | $638M+7% | $642M+16% | $649M+5% | $664M+7% | $715M+12% | $763M+19% |
| Gross profit | $4.4B | $4.6B | $4.7B | $4.9B | $5B+13% | $5.1B+11% | $5.2B+11% | $5.3B+10% | $5.5B+11% | $5.7B+13% | $5.9B+13% | $6B+12% |
| R&D | $889M | $939M | $984M | $1B | $999M+12% | $1B+9% | $1.1B+10% | $1.1B+7% | $1.1B+10% | $1.1B+8% | $1.2B+11% | $1.3B+18% |
| SG&A | $1.7B | $1.7B | $1.8B | $1.8B | $2B+15% | $1.9B+9% | $2B+11% | $2B+14% | $2.1B+8% | $2.2B+17% | $2.4B+21% | $2.3B+13% |
| $1.7B | $907M | $1.9B | $2B | $2B+12% | $2.2B+139% | $2.1B+12% | $2.2B+9% | $2.3B+16% | $2.4B+12% | $2.2B+6% | $2.4B+8% | |
| Interest expense | $28M | $27M | $41M | $51M | $50M+79% | $62M+130% | $68M+66% | $67M+31% | $66M+32% | $63M+2% | $65M−4% | $66M−2% |
| Pre-tax income | $1.8B | $968M | $1.9B | $2B | $2B+10% | $2.2B+125% | $2.1B+9% | $2.2B+7% | $2.3B+14% | $2.4B+11% | $2.2B+7% | $2.4B+8% |
| $325M | $348M | $357M | $358M | $308M−5% | $371M+7% | $410M+15% | $415M+16% | $408M+33% | $533M+44% | $526M+28% | $530M+28% | |
| Net income | $1.5B | $620M | $1.6B | $1.7B | $1.7B+14% | $1.8B+192% | $1.7B+8% | $1.8B+5% | $1.9B+10% | $1.9B+4% | $1.7B+1% | $1.8B+3% |
| $3.23 | $1.36 | $3.49 | $3.76 | $3.80+18% | $4.14+204% | $3.94+13% | $4.18+11% | $4.45+17% | $4.60+11% | $4.25+8% | $4.62+11% | |
| 459M | 456.3M | 451.4M | 447.6M | 443M−4% | 437.6M−4% | 428.9M−5% | 424.1M−5% | 417M−6% | 410.8M−6% | 402.5M−6% | 395.5M−7% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Application within ten times Adobe's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| ADBEAdobe Inc. | $90.6B | 13.0× | 48.5× | 3.5× | +12% | 28.0% | |
| APPAppLovin Corporation | $94.1B | 21.6× | 67.8× | 13.8× | +48% | 64.6% | |
| CDNSCadence Design Systems, Inc. | $98.1B | 70.8× | 59.4× | 16.8× | +15% | 23.6% | |
| INTUIntuit Inc. | $79.4B | 18.0× | 49.3× | 3.7× | +14% | 21.3% | |
| ADPAutomatic Data Processing, Inc. | $104.9B | 24.1× | 30.4× | 4.8× | +7% | 20.1% | |
| UBERUber Technologies, Inc. | $139.8B | 15.0× | 17.7× | 2.5× | +17% | 17.3% | |
| NOWServiceNow, Inc. | $142.6B | 86.2× | 148× | 9.7× | +22% | 11.3% | |
| ADSKAutodesk, Inc. | $49.1B | 30.4× | 58.4× | 6.3× | +18% | 21.1% | |
| VEEVVeeva Systems Inc. | $45.7B | 46.5× | 75.6× | 13.2× | +17% | 29.3% | |
| CRMSalesforce, Inc. | $184.8B | 20.5× | 121× | 4.2× | +11% | 22.0% | |
| WDAYWorkday, Inc. | $44.4B | 37.4× | 73.1× | 4.4× | +13% | 12.3% | |
| Peer median | $96.1B | 27.3× | 63.6× | 5.5× | +16% | 21.2% |
About
- Industry
- Software - Application
- Sector
- Technology
Valuation data, not investment advice. Prices as of .