ADOBE INC. vs Meta Platforms, Inc., two Software stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ADBE and META diverge most: on fcf yield, ADBE reads 11.3% and META reads 3.2%; on current ratio, ADBE reads 0.75 and META reads 2.35. The rest of the comparable metrics sit closer together. What ADBE's price implies is a bet that sits within the historical range (whole-company basis). What META's price implies is a demanding bet versus history and the cohort (segment-resolved basis). The bull and bear cases for each are in their full reports below.
| Metric | ADBE | META |
|---|---|---|
| Price | $225.11 | $595.18 |
| Market cap | $90.6B | $1.53T |
| Sector | Software | Software |
| Stage | Mature | Mature |
| Implied growth (priced in) | +1.8% | — |
| P/E | 12.9 | 21.6 |
| P/B | 7.87 | 6.26 |
| P/S | 3.60 | 7.10 |
| EV/EBITDA | 9.9 | 14.3 |
| Revenue growth | +11.5% | +26.2% |
| Gross margin | 89.2% | — |
| Operating margin | 33.8% | 40.6% |
| Net margin | 28.7% | 36.9% |
| Return on equity | 62.8% | 32.6% |
| Return on assets | 24.1% | 20.1% |
| Return on invested capital | 38.3% | 23.1% |
| FCF yield | 11.3% | 3.2% |
| Dividend yield | — | 0.3% |
| Debt / equity | 0.58 | 0.24 |
| Current ratio | 0.75 | 2.35 |
| Altman Z (solvency) | 6.20 | 7.44 |
| Piotroski F (quality) | 7 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.