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Compare Stocks › ADBE vs AKAM

Adobe Inc. (ADBE) vs Akamai Technologies, Inc. (AKAM)

ADBE
Adobe Inc.
$250.71
VS
AKAM
Akamai Technologies, Inc.
$103.87

Rewards

ADBE
  • ★Adobe Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
  • ★Gross margin of 89.4% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
  • ★Adobe Inc. scores 100/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.
AKAM

    Risks

    ADBE
      AKAM
      • ⚠9 insider sales totaling $8.7M with no purchases in the past 3 months — insiders are reducing their exposure.
      • ⚠Free cash flow has declined at a 5.0% CAGR over the past 4 years — a concerning trend.

      Key Valuation Metrics

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      ADBE
      AKAM
      Valuation
      $9.32B
      Free Cash Flow
      $578.66M
      9.20%
      FCF Yield
      3.78%
      14.62
      Trailing P/E
      33.83
      9.48
      Forward P/E
      13.66
      Quality & Moat
      41.36%
      ROIC
      4.31%
      62.36%
      ROE
      9.08%
      89.40%
      Gross Margin
      58.95%
      1.32
      PEG Ratio
      1.19
      Balance Sheet Safety
      0.58
      Debt / Equity
      1.14
      N/A
      Interest Coverage
      N/A
      -0.02
      Net Debt / EBITDA
      3.80
      N/A
      Dividend Yield
      N/A
      ADBE: 9Ties: 1AKAM: 1
      ADBEAKAM

      Historical Fundamentals

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      ADBE

      Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

      AKAM

      Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

      Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

      $1 Retained Earnings Test

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      ADBE
      $-0.60
      created per $1 retained over 3 years
      Market Cap Declined
      Σ Retained
      $18.12B
      Δ Market Cap
      $-10.93B
      Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
      > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
      AKAM
      $-0.38
      created per $1 retained over 3 years
      Market Cap Declined
      Σ Retained
      $1.50B
      Δ Market Cap
      $-566.5M
      Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
      > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

      Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
      > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

      Discounted Cash Flow (DCF) Analysis

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      ADBE
      50.0% Margin of Safety
      Price is 50.0% below estimated fair value
      Current Price: $250.71
      Fair Value: $501.89
      Strongly undervalued
      Undervalued
      Fairly valued
      Overvalued
      Strongly overvalued
      AKAM
      113.2% Overvalued
      Price is 113.2% above estimated fair value
      Current Price: $103.87
      Fair Value: $48.71
      Strongly undervalued
      Undervalued
      Fairly valued
      Overvalued
      Strongly overvalued

      Reverse DCF — Market-Implied Growth

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      ADBE

      What growth rate is the market pricing in at $251?

      +3.0%
      Market-Implied Owner Earnings Growth
      Standard FCF implies -0.7%

      The market implies +3.0% Owner Earnings growth, below historical trends — potential opportunity.

      Standard FCF implies a more demanding -0.7%, reflecting heavy growth investment expected to generate future returns.

      AKAM

      What growth rate is the market pricing in at $104?

      +18.4%
      Market-Implied Owner Earnings Growth
      Standard FCF implies +15.0%

      The market implies +18.4% Owner Earnings growth, above historical trends.

      Standard FCF implies a demanding +15.0%, reflecting heavy growth investment.

      Economic Moat Score

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      ADBE
      100/100
      Wide Moat
      70+ Wide · 40-69 Narrow · <40 None

      Wide moat with strength across all dimensions. ROIC Consistency is the standout factor.

      Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
      AKAM
      53/100
      Narrow Moat
      70+ Wide · 40-69 Narrow · <40 None

      Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.

      Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

      Forensic Accounting

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      ADBE
      -2.85
      Unlikely Manipulator
      Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

      M-Score Trend

      Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
      AKAM
      -2.80
      Unlikely Manipulator
      Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

      M-Score Trend

      Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

      Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

      Ownership Breakdown

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      ADBE
      Insiders 0.3%Institutions 87.7%Retail & Other 12.0%
      No. of Institutional Holders3,316
      High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
      AKAM
      Insiders 2.1%Institutions 97.7%Retail & Other 0.2%
      No. of Institutional Holders1,009
      High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

      High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

      Insider Buying Activity

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      ADBE
      0
      Buys (3M)
      0
      Buys (12M)
      DURN DANIEL J
      Chief Financial Officer
      $507,758
      @ $390.58 · 2025-03-20
      RICKS DAVID A
      Director
      $998,946
      @ $443.98 · 2025-01-28
      Open market purchases · includes direct & indirect ownership · excludes option exercises
      AKAM
      0
      Buys (3M)
      2
      Buys (12M)
      Total value (12M): $3.83M
      HESSE DANIEL R
      Director
      $216,897
      @ $72.30 · 2025-08-11
      LEIGHTON F THOMSON
      Chief Executive Officer
      $3.61M
      @ $72.26 · 2025-08-11
      LEIGHTON F THOMSON
      Chief Executive Officer
      $3.00M
      @ $79.58 · 2025-02-27
      Open market purchases · includes direct & indirect ownership · excludes option exercises

      Open market purchases · includes direct & indirect ownership · excludes option exercises.

      Insider Selling Activity

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      ADBE
      1
      Sells (3M)
      3
      Sells (12M)
      Total value (12M): $867,022
      DURN DANIEL J
      Chief Financial Officer
      $331,355
      @ $248.02 · 2026-04-20
      DURN DANIEL J
      Chief Financial Officer
      $485,323
      @ $294.85 · 2026-01-27
      FORUSZ JILLIAN
      Officer
      $50,344
      @ $337.88 · 2025-10-31
      FORUSZ JILLIAN
      Officer
      $175,828
      @ $380.58 · 2025-05-02
      FORUSZ JILLIAN
      Officer
      $145,567
      @ $435.83 · 2025-01-28
      BELSKY SCOTT K
      Officer
      $2.05M
      @ $431.61 · 2025-01-27
      BANSE AMY L
      Director
      $333,300
      @ $550.00 · 2024-12-06
      FORUSZ JILLIAN
      Officer
      $327,987
      @ $485.19 · 2024-10-29
      BELSKY SCOTT K
      Officer
      $232,525
      @ $483.42 · 2024-10-25
      BELSKY SCOTT K
      Officer
      $1.14M
      @ $511.48 · 2024-10-16
      DURN DANIEL J
      Chief Financial Officer
      $3.35M
      @ $515.44 · 2024-09-17
      GARFIELD MARK S.
      Officer
      $52,089
      @ $537.00 · 2024-07-25
      BELSKY SCOTT K
      Officer
      $258,297
      @ $537.00 · 2024-07-25
      GARFIELD MARK S.
      Officer
      $85,255
      @ $564.60 · 2024-07-16
      BELSKY SCOTT K
      Officer
      $1.25M
      @ $561.60 · 2024-07-16
      Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
      AKAM
      9
      Sells (3M)
      22
      Sells (12M)
      Total value (12M): $13.98M
      JOSEPH PAUL C
      Officer
      $531,256
      @ $106.25 · 2026-03-16
      KARON ADAM M
      Officer
      $1.83M
      @ $107.43 · 2026-03-12
      WILLIAMS ANTHONY P
      Officer
      $1.56M
      @ $104.29 · 2026-03-11
      MCGOWAN EDWARD J
      Chief Financial Officer
      $1.39M
      @ $101.19 · 2026-03-10
      RANGANATHAN MADHU
      Director
      $319,362
      @ $102.00 · 2026-03-04
      MILLER JONATHAN FRANK
      Director
      $1.13M
      @ $102.67 · 2026-03-04
      KARON ADAM M
      Officer
      $458,190
      @ $96.91 · 2026-03-02
      HOWELL LAURA
      Officer
      $1.13M
      @ $100.14 · 2026-02-25
      BLUMOFE ROBERT
      Chief Technology Officer
      $378,000
      @ $108.00 · 2026-02-13
      BLUMOFE ROBERT
      Chief Technology Officer
      $339,500
      @ $97.00 · 2026-01-22
      JOSEPH PAUL C
      Officer
      $450,874
      @ $90.17 · 2026-01-15
      KARON ADAM M
      Officer
      $289,836
      @ $87.30 · 2026-01-02
      MCGOWAN EDWARD J
      Chief Financial Officer
      $577,477
      @ $88.03 · 2025-12-15
      JOSEPH PAUL C
      Officer
      $438,451
      @ $87.69 · 2025-11-17
      BLUMOFE ROBERT
      Chief Technology Officer
      $263,051
      @ $87.68 · 2025-11-14
      BLUMOFE ROBERT
      Chief Technology Officer
      $301,000
      @ $86.00 · 2025-11-07
      JOSEPH PAUL C
      Officer
      $383,250
      @ $76.65 · 2025-09-15
      BLUMOFE ROBERT
      Chief Technology Officer
      $231,000
      @ $77.00 · 2025-08-22
      JOSEPH PAUL C
      Officer
      $388,700
      @ $77.74 · 2025-07-15
      BLUMOFE ROBERT
      Chief Technology Officer
      $253,714
      @ $77.97 · 2025-06-12
      SALEM-JACKSON KIM
      Officer
      $1.00M
      @ $76.33 · 2025-05-27
      KARON ADAM M
      Officer
      $333,863
      @ $85.02 · 2025-05-08
      JOSEPH PAUL C
      Officer
      $333,480
      @ $83.37 · 2025-03-18
      WILLIAMS ANTHONY P
      Officer
      $780,805
      @ $82.19 · 2025-03-17
      KARON ADAM M
      Officer
      $811,943
      @ $82.34 · 2025-03-11
      MCGOWAN EDWARD J
      Chief Financial Officer
      $971,911
      @ $82.34 · 2025-03-11
      KARON ADAM M
      Chief Operating Officer
      $485,140
      @ $86.20 · 2025-03-10
      MCGOWAN EDWARD J
      Chief Financial Officer
      $402,305
      @ $86.48 · 2025-03-10
      KARON ADAM M
      Chief Operating Officer
      $517,632
      @ $80.49 · 2025-03-04
      Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

      Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

      🎭 Mr. Market's Mood

      Learn more →
      ADBE
      FearGreed
      😨Fear(37/100)

      "Market is pessimistic — investigate whether fears are temporary or structural"

      Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
      AKAM
      FearGreed
      😐Neutral(49/100)

      "Market is pricing this stock without strong emotion in either direction"

      Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

      Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

      ⚖️ Buffett Signal

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      ADBE
      ⚪Awaiting DCF Data

      The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

      DCF Margin of Safety: N/AMr. Market's Mood: Fear (37)
      AKAM
      ⚪Awaiting DCF Data

      The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

      DCF Margin of Safety: N/AMr. Market's Mood: Neutral (49)
      View ADBE Full AnalysisView AKAM Full Analysis