Hoe verhoudt ADBE's PE Ratio zich tot zijn concurrenten?

ADBE is good value based on its Price-To-Earnings Ratio (39.7x) compared to the peer average (59x).

Hoe verhoudt ADBE's PE Ratio zich tot andere bedrijven in de US Software industrie?

ADBE is expensive based on its Price-To-Earnings Ratio (39.7x) compared to the US Software industry average (39x).

Wat is ADBE's PE Ratio vergeleken met zijn Fair PE Ratio? Dit is de verwachte PE Ratio, rekening houdend met de verwachte winstgroei van het bedrijf, winstmarges en andere risicofactoren.

ADBE is good value based on its Price-To-Earnings Ratio (39.7x) compared to the estimated Fair Price-To-Earnings Ratio (52.6x).

Wat is de reële prijs van ADBE als we kijken naar de toekomstige kasstromen? Voor deze schatting gebruiken we een Discounted Cash Flow-model.

ADBE ($482.8) is trading below our estimate of [[fair value]] ($733)

Wat is de 12-maandsprognose van de analisten en hebben we enig statistisch vertrouwen in het consensuskoersdoel?

Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

Adobe (Nasdaq:ADBE) - Aandelenkoers, Nieuws & Analyse

ADBE Overzicht aandelen

Adobe Inc. is, samen met haar dochterondernemingen, wereldwijd actief als gediversifieerd softwarebedrijf.

Over het bedrijf

ADBE fundamentele analyse
Sneeuwvlok Score
Waardering	5/6
Toekomstige groei	4/6
Prestaties in het verleden	3/6
Financiële gezondheid	6/6
Dividenden	0/6

Beloningen

Trading at 34.1% below our estimate of its fair value

Earnings are forecast to grow 16.54% per year

Earnings have grown 7.5% per year over the past 5 years

Analysts in good agreement that stock price will rise by 26.8%

Risicoanalyse

Significant insider selling over the past 3 months

Community Narratives

Create a narrative

Narratives bring a range of perspectives from our community.

WarrenAI

Based on Analyst Price Targets

Elevating Business Horizons, AI Innovations Fuel Company's Growth And Profit Margins

Key Takeaways Adobe's AI integration, notably with Firefly and Acrobat AI Assistant, aims to boost engagement, productivity, and ultimately, revenue and ARR growth. Strategic focus on Creative Cloud, Document Cloud, Experience Cloud, and AI technologies is set to enhance market share, revenue, and operational efficiency.

View narrative

US$612.02

21.1% undervalued

11.35%

Revenue growth p.a.

5 days ago

WallStreetWontons

Community Contributor

Adobe’s Canvas of Creativity: Monetizing Imagination with AI in its suite

Catalysts Products and Services Impacting Sales and Earnings : Adobe has a diverse portfolio of products and services that contribute to its revenue growth. Here are some key highlights: Creative Cloud : Adobe’s Creative Cloud suite includes popular software like Photoshop, Illustrator, and Premiere Pro.

View narrative

US$898.28

46.3% undervalued

16.66%

Revenue growth p.a.

about 2 months ago

Bailey

Equity Analyst

Increasing Total Addressable Market Through AI Will Strengthen Revenue Growth

Key Takeaways Adopting new technology like AI, AR/VR and browser-first cloud software will keep Adobe on top of the creative industry. AI Integration will empower commercial users and help onboard new users by making workflows simpler.

View narrative

US$705.22

31.5% undervalued

16.70%

Revenue growth p.a.

about 1 month ago

Goran_Damchevski

Equity Analyst

Competition, Costs and Playing Catchup Will Compress Margins

Key Takeaways Slowing growth and margin pressure by new tech will force low return reinvestment Buying Figma is cheaper than competing, but regulators may block Experience Cloud is a growth story, but not Adobe's strong suit High-quality business, but high-growth perception is unsustainable and will likely subside Catalysts Company Catalysts Margins compressing from AI-driven design The adoption of AI-driven design - the $63B TAM can improve as more people utilize creative works, but the profitability of such projects may decline due to the higher availability of AI driven design. This may result in more revenue but lower profitability for Adobe.

View narrative

US$280.00

72.4% overvalued

9.00%

Revenue growth p.a.

about 1 month ago

Adobe Inc. Concurrenten

Intuit

NasdaqGS:INTU

US$174.3b

Salesforce

NYSE:CRM

US$281.8b

Cadence Design Systems

NasdaqGS:CDNS

US$77.4b

Synopsys

NasdaqGS:SNPS

US$79.6b

Prijsgeschiedenis en prestaties

Overzicht van alle hoogtepunten, veranderingen en prijsdalingen voor Adobe
Historische aandelenkoersen
Huidige aandelenkoers	US$482.80
52 Week Hoogtepunt	US$638.25
52 Week Laag	US$433.97
Bèta	1.29
11 maand verandering	-4.81%
3 maanden verandering	-6.11%
1 Jaar Verandering	-14.62%
33 jaar verandering	-27.51%
5 jaar verandering	66.33%
Verandering sinds IPO	86,939.92%

Recent nieuws en updates

Recent updates

Adobe: The #1 "Digital Experience Platform" Is At A Discount

Nov 01

Adobe (NASDAQ:ADBE) Knows How To Allocate Capital Effectively

Oct 26

Adobe: Wall Street Eyes A Slowdown, But Ignores The Cash Flow Story

Oct 25

Adobe's Innovative Push Into AI Secures Long-Term Growth

Oct 17

Adobe Inc.'s (NASDAQ:ADBE) Price In Tune With Earnings

Oct 14

Adobe (NASDAQ:ADBE) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Oct 02

Adobe: Buy Unwarranted Pullback, Robust SaaS Monetization

Sep 21

Adobe Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Sep 16

Adobe: Awaiting Clearer Signs Of Revenue Acceleration

Sep 15

Adobe: The Market Is Changing, And Growth Is Decelerating (Rating Downgrade)

Sep 09

Adobe Stock Looks Like A Fully-Priced Story

Aug 23

We Think Adobe (NASDAQ:ADBE) Can Manage Its Debt With Ease

Aug 13

Adobe Outlook: A Case For Holding The Position

Jul 23

Adobe: AI Developments Galore

Jul 11

Adobe: Ride The Winning Generative AI Play

Jul 04

Adobe: Don't Expect It To Beat The Market Long-Term (Rating Downgrade)

Jun 27

Adobe: Q2 Showed The Monetization Power Of Company's AI Tools

Jun 20

Adobe Inc. (NASDAQ:ADBE) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

Jun 16

Adobe Q2 Earnings: Picture-Perfect Priced In

Jun 14

Is There An Opportunity With Adobe Inc.'s (NASDAQ:ADBE) 22% Undervaluation?

Jun 02

Adobe (NASDAQ:ADBE) Is Achieving High Returns On Its Capital

May 21

Adobe: Generative AI Fears Create An Opportunity (Ratings Upgrade)

May 17

Why Investors Shouldn't Be Surprised By Adobe Inc.'s (NASDAQ:ADBE) P/E

May 08

We Think Adobe (NASDAQ:ADBE) Can Manage Its Debt With Ease

Apr 26

Adobe Has A Weak AI Monetization Strategy

Apr 16

Should You Investigate Adobe Inc. (NASDAQ:ADBE) At US$474?

Apr 14

Adobe: Strong Fundamentals Overshadowed By Growth Uncertainty, Hold Rating

Apr 05

Adobe: AI Story Is On Right Track, Time To Be Patient (Rating Upgrade)

Mar 26

Adobe (NASDAQ:ADBE) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Mar 21

Adobe: AI Is Not An Enemy, But An Ally - Buy The Weakness (Rating Upgrade)

Mar 18

Adobe Earnings: 3 Key Areas To Focus On With The Release

Mar 11

Rendement voor aandeelhouders

	ADBE	US Software	US Markt
7D	0.4%	-2.0%	-1.6%
1Y	-14.6%	23.7%	30.8%

Rendement versus industrie: ADBE underperformed the US Software industry which returned 23.7% over the past year.

Rendement versus markt: ADBE underperformed the US Market which returned 30.8% over the past year.

Prijsvolatiliteit

Is ADBE's price volatile compared to industry and market?
ADBE volatility
ADBE Average Weekly Movement	4.1%
Software Industry Average Movement	7.2%
Market Average Movement	6.0%
10% most volatile stocks in US Market	14.9%
10% least volatile stocks in US Market	2.9%

Stabiele aandelenkoers: ADBE has not had significant price volatility in the past 3 months compared to the US market.

Volatiliteit in de loop van de tijd: ADBE's weekly volatility (4%) has been stable over the past year.

Over het bedrijf

Opgericht	Werknemers	CEO	Website
1982	29,945	Shantanu Narayen	www.adobe.com

Adobe Inc. is, samen met haar dochterondernemingen, wereldwijd actief als gediversifieerd softwarebedrijf. Het is actief in drie segmenten: Digital Media, Digital Experience en Publishing and Advertising. Het segment Digital Media biedt producten, diensten en oplossingen waarmee individuen, teams en ondernemingen content kunnen creëren, publiceren en promoten; en Document Cloud, een verenigd cloudgebaseerd documentdienstenplatform.

Adobe Inc. Samenvatting

Hoe verhouden de winst en inkomsten van Adobe zich tot de beurswaarde?
ADBE fundamentele statistieken
Marktkapitalisatie	US$212.53b
Inkomsten(TTM)	US$5.36b
Inkomsten(TTM)	US$20.95b

39.7x

Koers/Winstverhouding

10.1x

P/S-verhouding

Is ADBE overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
ADBE resultatenrekening (TTM)
Inkomsten	US$20.95b
Kosten van inkomsten	US$2.38b
Brutowinst	US$18.57b
Overige uitgaven	US$13.21b
Inkomsten	US$5.36b

Laatst gerapporteerde inkomsten

Aug 30, 2024

Volgende inkomensdatum

Dec 11, 2024

Winst per aandeel (EPS)	12.18
Brutomarge	88.66%
Nettowinstmarge	25.59%
Schuld/Eigen Vermogen Verhouding	38.7%

Hoe presteerde ADBE op de lange termijn?

Bekijk historische prestaties en vergelijking

ADBE Overzicht aandelen

Beloningen

Risicoanalyse

Elevating Business Horizons, AI Innovations Fuel Company's Growth And Profit Margins

Adobe’s Canvas of Creativity: Monetizing Imagination with AI in its suite

Increasing Total Addressable Market Through AI Will Strengthen Revenue Growth

Competition, Costs and Playing Catchup Will Compress Margins

Adobe Inc. Concurrenten

NasdaqGS:INTU

US$174.3b

NYSE:CRM

US$281.8b

NasdaqGS:CDNS

US$77.4b

NasdaqGS:SNPS

US$79.6b

Prijsgeschiedenis en prestaties

Recent nieuws en updates

Executive VP notifies of intention to sell stock

Adobe: The #1 "Digital Experience Platform" Is At A Discount

Adobe (NASDAQ:ADBE) Knows How To Allocate Capital Effectively

Adobe: Wall Street Eyes A Slowdown, But Ignores The Cash Flow Story

Adobe's Innovative Push Into AI Secures Long-Term Growth

Adobe Announces the General Availability of the Next Generation of Frame.io

Recent updates

Executive VP notifies of intention to sell stock

Adobe: The #1 "Digital Experience Platform" Is At A Discount

Adobe (NASDAQ:ADBE) Knows How To Allocate Capital Effectively

Adobe: Wall Street Eyes A Slowdown, But Ignores The Cash Flow Story

Adobe's Innovative Push Into AI Secures Long-Term Growth

Adobe Announces the General Availability of the Next Generation of Frame.io

Adobe Max Announces Beta Availability of Premiere Pro’s First Set of Firefly-Powered Video Editing Workflows Powered by the New Firefly Video Model (Beta)

Adobe Inc.'s (NASDAQ:ADBE) Price In Tune With Earnings

Adobe Express Accelerates On-Brand Content Creation for Global Enterprises with New Capabilities

Adobe (NASDAQ:ADBE) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Chairman & CEO recently sold US$13m worth of stock

Executive VP notifies of intention to sell stock

Adobe: Buy Unwarranted Pullback, Robust SaaS Monetization

CFO and Executive VP of Finance recently sold US$3.4m worth of stock

CFO and Executive VP of Finance notifies of intention to sell stock

Adobe Unveils Innovations in Adobe Experience Cloud

Adobe Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Adobe Unveils Innovations in Adobe Experience Cloud

Adobe: Awaiting Clearer Signs Of Revenue Acceleration

Third quarter 2024 earnings: EPS exceeds analyst expectations

Adobe Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2024

Adobe: The Market Is Changing, And Growth Is Decelerating (Rating Downgrade)

Adobe Stock Looks Like A Fully-Priced Story

CFO and Executive VP of Finance exercised options and sold US$1.1m worth of stock

We Think Adobe (NASDAQ:ADBE) Can Manage Its Debt With Ease

Adobe Outlook: A Case For Holding The Position

Adobe Inc. Announces Resignation of Mark Garfield as Senior Vice President and Chief Accounting Officer, Effective as of August 9, 2024

Adobe: AI Developments Galore

Adobe: Ride The Winning Generative AI Play

Chairman & CEO recently sold US$14m worth of stock

Adobe: Don't Expect It To Beat The Market Long-Term (Rating Downgrade)

Executive VP recently sold US$3.6m worth of stock

Adobe: Q2 Showed The Monetization Power Of Company's AI Tools

Executive VP notifies of intention to sell stock

Adobe Reimagines PDFs by Integrating Adobe Firefly into Acrobat and Adding Support for Chat Across Multiple Documents in Acrobat

Adobe Inc. (NASDAQ:ADBE) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

Second quarter 2024 earnings: EPS exceeds analyst expectations

Adobe Q2 Earnings: Picture-Perfect Priced In

Adobe Inc. to Report Q2, 2024 Results on Jun 13, 2024

Is There An Opportunity With Adobe Inc.'s (NASDAQ:ADBE) 22% Undervaluation?

Now 22% undervalued after recent price drop

Adobe Inc. Announces the New Adobe Express for Enterprise

Adobe (NASDAQ:ADBE) Is Achieving High Returns On Its Capital

Adobe: Generative AI Fears Create An Opportunity (Ratings Upgrade)

Adobe Launches Acrobat AI Assistant for the Enterprise Customers

Why Investors Shouldn't Be Surprised By Adobe Inc.'s (NASDAQ:ADBE) P/E

Insider notifies of intention to sell stock

Now 20% undervalued after recent price drop

We Think Adobe (NASDAQ:ADBE) Can Manage Its Debt With Ease

Adobe Unveils the All-New Photoshop (Beta) with Breakthrough Advancements in Generative Fill Now with Reference Image, Delivering Greater Control for Creators and Superpowers for All Photoshop Users to Confidently Create Amazing Images

Adobe Express Announces the All-New Adobe Express Mobile App Available to All Users

Now 20% undervalued after recent price drop

Adobe Previews Breakthrough AI Innovations to Advance Professional Video Workflows Within Adobe Premiere Pro

Adobe Has A Weak AI Monetization Strategy

Should You Investigate Adobe Inc. (NASDAQ:ADBE) At US$474?