ADOBE INC. vs Oracle Corporation, two Software stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ADBE and ORCL diverge most: on implied growth (priced in), ADBE reads -2.1% and ORCL reads +11.8%; on fcf yield, ADBE reads 11.1% and ORCL reads -6.8%. The rest of the comparable metrics sit closer together. On valuation, today's ADBE price has a different growth bar priced in than ORCL (-2.1% implied for ADBE vs +11.8% for ORCL); the higher figure is the steeper assumption to clear, not a better or worse stock. What ADBE's price implies is a bet that sits within the historical range (whole-company basis). What ORCL's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ADBE | ORCL |
|---|---|---|
| Price | $242.21 | $141.46 |
| Market cap | $95.8B | $424.4B |
| Sector | Software | Software |
| Stage | Mature | Growth |
| Implied growth (priced in) | -2.1% | +11.8% |
| P/E | 13.5 | 22.2 |
| P/B | 8.14 | 6.32 |
| P/S | 3.69 | 5.91 |
| EV/EBITDA | 10.0 | 14.3 |
| Revenue growth | +12.0% | +21.5% |
| Gross margin | 88.7% | — |
| Operating margin | 34.8% | 34.8% |
| Net margin | 28.1% | 22.8% |
| Return on equity | 61.9% | 24.4% |
| Return on assets | 24.3% | 5.4% |
| Return on invested capital | 39.6% | 24.3% |
| FCF yield | 11.1% | -6.8% |
| Dividend yield | — | 1.4% |
| Debt / equity | 0.54 | 0.11 |
| Current ratio | 0.77 | 1.17 |
| Altman Z (solvency) | 6.53 | 6.34 |
| Piotroski F (quality) | 7 / 9 | 6 / 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.