🚨 THE MARKET CALLS $ADBE AN AI LOSER
Look at these numbers next to $CRM 👇
📈 Revenue growth last reported quarter
🔹 $ADBE: 12.9%
🔹 $CRM : 10.8%
💰 Trailing P/E
🔹 $ADBE: 13.2
🔹 $CRM: 19.8
🔮 Forward P/E
🔹 $ADBE: 8.8
🔹 $CRM: 14.6
📊 Price to sales
🔹 $ADBE: 3.5
🔹 $CRM: 4.0
🏦 Profit margin
🔹 $ADBE: 28.0%
🔹 $CRM: 22.0%
Adobe grows faster, keeps more of every dollar, and trades at about 60% of Salesforce's forward multiple 👀
Strip out the Informatica deal and Salesforce grew closer to 6% 🧠
The AI loser tag is a story. The numbers say something else 📊
Mispriced software name, or does Salesforce deserve the premium? 👇
#stocks
Look at these numbers next to $CRM 👇
📈 Revenue growth last reported quarter
🔹 $ADBE: 12.9%
🔹 $CRM : 10.8%
💰 Trailing P/E
🔹 $ADBE: 13.2
🔹 $CRM: 19.8
🔮 Forward P/E
🔹 $ADBE: 8.8
🔹 $CRM: 14.6
📊 Price to sales
🔹 $ADBE: 3.5
🔹 $CRM: 4.0
🏦 Profit margin
🔹 $ADBE: 28.0%
🔹 $CRM: 22.0%
Adobe grows faster, keeps more of every dollar, and trades at about 60% of Salesforce's forward multiple 👀
Strip out the Informatica deal and Salesforce grew closer to 6% 🧠
The AI loser tag is a story. The numbers say something else 📊
Mispriced software name, or does Salesforce deserve the premium? 👇
#stocks
