Compare Stocks › ADBE vs AXON
Adobe Inc. (ADBE) vs Axon Enterprise, Inc. (AXON)
ADBE
Adobe Inc.
$245.99
VS
AXON
Axon Enterprise, Inc.
$502.18
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.
AXON
- ★Each dollar of retained earnings has created $49.74 of market value — management is an exceptional capital allocator.
- ★Altman Z-Score of 8.21 indicates very low bankruptcy risk — the company is firmly in the safe zone.
Risks
ADBE
AXON
- ⚠Share count has increased by 12% over the past 4 years, diluting existing shareholders.
- ⚠FCF yield of 0.6% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠Trailing P/E of 332.6x is 100% above the historical average of 166.1x — the stock trades at a premium to its own history.
Key Valuation Metrics
Learn more →ADBE
AXON
Valuation
$9.29B
Free Cash Flow
$230.03M
9.20%
FCF Yield
0.57%
14.33
Trailing P/E
332.57
9.33
Forward P/E
47.51
Quality & Moat
40.36%
ROIC
-1.30%
62.36%
ROE
3.84%
89.40%
Gross Margin
59.82%
1.29
PEG Ratio
N/A
Balance Sheet Safety
0.58
Debt / Equity
0.59
N/A
Interest Coverage
N/A
-0.02
Net Debt / EBITDA
3.42
N/A
Dividend Yield
N/A
ADBE: 8Ties: 2AXON: 0
ADBEAXON
Historical Fundamentals
Learn more →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.
AXON
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
Learn more →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
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
AXON
$49.74
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$677.5M
Δ Market Cap
+$33.69B
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
> $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
Learn more →ADBE
48.4% Margin of Safety
Price is 48.4% below estimated fair value
Current Price: $245.99
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $477.11
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
AXON
354.7% Overvalued
Price is 354.7% above estimated fair value
Current Price: $502.18
Strongly undervalued
Strongly overvalued
Fair Value: $110.45
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →ADBE
What growth rate is the market pricing in at $246?
+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.
AXON
What growth rate is the market pricing in at $502?
+47.4%
Market-Implied Owner Earnings Growth
Standard FCF implies +38.1%
The market implies +47.4% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +38.1%, reflecting heavy growth investment.
Economic Moat Score
Learn more →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.
AXON
43/100
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
Learn more →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.
AXON
-2.44
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
Learn more →ADBE
Insiders 0.2%Institutions 87.8%Retail & Other 11.9%
No. of Institutional Holders3,534
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.
AXON
Insiders 4.4%Institutions 86.0%Retail & Other 9.7%
No. of Institutional Holders1,585
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
Learn more →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
AXON
0
Buys (3M)
1
Buys (12M)
Total value (12M): $1.00M
PARTOVI HADI
Director
$1.00M
@ $740.00 · 2025-08-13
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →ADBE
1
Sells (3M)
3
Sells (12M)
Total value (12M): $711,495
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
RAO DANA J.D.
General Counsel
$3.56M
@ $525.51 · 2024-06-17
GARFIELD MARK S.
Officer
$138,735
@ $525.51 · 2024-06-17
GARFIELD MARK S.
Officer
$265,644
@ $447.97 · 2024-06-03
GARFIELD MARK S.
Officer
$389,630
@ $490.10 · 2024-05-06
BELSKY SCOTT K
Officer
$1.29M
@ $474.30 · 2024-05-02
GARFIELD MARK S.
Officer
$45,436
@ $468.41 · 2024-04-25
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
AXON
10
Sells (3M)
47
Sells (12M)
Total value (12M): $149.25M
NARDINI ERIKA
Director
$100,303
@ $506.58 · 2026-03-17
ISNER JOSHUA M
President
$18.48M
@ $534.39 · 2026-03-10
BROOKS CAMERON DAVID
Officer
$690,488
@ $565.51 · 2026-03-09
SMITH PATRICK W.
Chief Executive Officer
$5.60M
@ $560.24 · 2026-03-09
MAK JENNIFER H
Officer
$860,175
@ $573.45 · 2026-03-02
BAGLEY BRITTANY
Chief Operating Officer
$2.36M
@ $552.90 · 2026-03-02
KALINOWSKI CAITLIN ELIZABETH
Director
$497,879
@ $535.35 · 2026-02-27
FIELDS ISAIAH
Officer
$1.07M
@ $535.01 · 2026-02-27
SMITH PATRICK W.
Chief Executive Officer
$5.00M
@ $500.24 · 2026-02-25
SMITH PATRICK W.
Chief Executive Officer
$6.19M
@ $619.01 · 2026-01-07
MAK JENNIFER H
Officer
$680,400
@ $600.00 · 2025-12-19
BAGLEY BRITTANY
Chief Operating Officer
$1.16M
@ $580.00 · 2025-12-11
ISNER JOSHUA M
President
$11.05M
@ $552.60 · 2025-12-08
SMITH PATRICK W.
Chief Executive Officer
$5.52M
@ $551.92 · 2025-12-08
WILLIAMS JERI L
Director
$55,063
@ $550.63 · 2025-12-04
MAK JENNIFER H
Officer
$491,700
@ $550.00 · 2025-12-04
ISNER JOSHUA M
President
$1.09M
@ $535.11 · 2025-12-03
MAK JENNIFER H
Officer
$39,720
@ $536.76 · 2025-12-03
KUNINS JEFFREY C
Chief Technology Officer
$968,992
@ $539.23 · 2025-12-02
BAGLEY BRITTANY
Chief Operating Officer
$1.52M
@ $610.00 · 2025-11-10
SMITH PATRICK W.
Chief Executive Officer
$5.91M
@ $591.04 · 2025-11-07
SMITH PATRICK W.
Chief Executive Officer
$7.14M
@ $713.74 · 2025-10-07
BAGLEY BRITTANY
Chief Operating Officer
$3.57M
@ $713.88 · 2025-09-29
BAGLEY BRITTANY
Chief Operating Officer
$672,725
@ $773.25 · 2025-09-15
MAK JENNIFER H
Officer
$58,520
@ $760.00 · 2025-09-15
WILLIAMS JERI L
Director
$75,254
@ $752.54 · 2025-09-11
SMITH PATRICK W.
Chief Executive Officer
$7.44M
@ $743.64 · 2025-09-08
MAK JENNIFER H
Officer
$54,262
@ $723.49 · 2025-09-03
ISNER JOSHUA M
President
$11.88M
@ $746.26 · 2025-08-15
KUNINS JEFFREY C
Chief Technology Officer
$5.92M
@ $750.10 · 2025-08-14
SMITH PATRICK W.
Chief Executive Officer
$8.31M
@ $831.29 · 2025-08-11
KALINOWSKI CAITLIN ELIZABETH
Director
$505,162
@ $870.97 · 2025-08-07
ISNER JOSHUA M
President
$2.18M
@ $870.86 · 2025-08-07
ISNER JOSHUA M
President
$702,633
@ $776.39 · 2025-06-17
MAK JENNIFER H
Officer
$57,886
@ $771.81 · 2025-06-13
GARNREITER MICHAEL
Director
$4.56M
@ $760.00 · 2025-06-04
BROOKS CAMERON DAVID
Officer
$2.22M
@ $740.76 · 2025-05-30
ISNER JOSHUA M
President
$7.31M
@ $738.03 · 2025-05-21
KALINOWSKI CAITLIN ELIZABETH
Director
$960,487
@ $738.84 · 2025-05-19
MCBRADY MATTHEW R
Director
$287,362
@ $718.40 · 2025-05-14
KALINOWSKI CAITLIN ELIZABETH
Director
$572,785
@ $715.98 · 2025-05-14
BAGLEY BRITTANY
Chief Operating Officer
$2.38M
@ $700.00 · 2025-05-13
KALINOWSKI CAITLIN ELIZABETH
Director
$570,600
@ $713.25 · 2025-05-13
CULLIVAN JULIE ANNE
Director
$459,900
@ $700.00 · 2025-05-12
WILLIAMS JERI L
Director
$459,900
@ $700.00 · 2025-05-12
ISNER JOSHUA M
President
$6.15M
@ $683.31 · 2025-05-12
SMITH PATRICK W.
Chief Executive Officer
$5.41M
@ $540.99 · 2025-04-21
WILLIAMS JERI L
Director
$169,685
@ $552.72 · 2025-03-17
KALINOWSKI CAITLIN ELIZABETH
Director
$271,832
@ $604.07 · 2025-01-02
KUNINS JEFFREY C
Chief Technology Officer
$646,329
@ $624.47 · 2024-12-23
KUNINS JEFFREY C
Chief Technology Officer
$875,623
@ $639.14 · 2024-12-17
ISNER JOSHUA M
President
$829,375
@ $642.43 · 2024-12-17
GARNREITER MICHAEL
Director
$639,687
@ $639.69 · 2024-12-16
CULLIVAN JULIE ANNE
Director
$860,077
@ $682.06 · 2024-12-04
KUNINS JEFFREY C
Chief Technology Officer
$1.73M
@ $656.34 · 2024-12-04
ISNER JOSHUA M
President
$2.02M
@ $652.71 · 2024-12-04
BAGLEY BRITTANY
Chief Operating Officer
$2.24M
@ $640.00 · 2024-11-22
ISNER JOSHUA M
President
$6.10M
@ $635.06 · 2024-11-21
MCBRADY MATTHEW R
Director
$605,196
@ $605.20 · 2024-11-20
BAGLEY BRITTANY
Chief Operating Officer
$3.79M
@ $598.75 · 2024-11-15
GARNREITER MICHAEL
Director
$599,530
@ $599.53 · 2024-11-15
KUNINS JEFFREY C
Chief Technology Officer
$26.27M
@ $601.58 · 2024-11-13
ISNER JOSHUA M
President
$12.12M
@ $606.15 · 2024-11-12
GARNREITER MICHAEL
Director
$437,980
@ $437.98 · 2024-10-15
SMITH PATRICK W.
Chief Executive Officer
$1.93M
@ $404.14 · 2024-10-03
SMITH PATRICK W.
Chief Executive Officer
$66.34M
@ $402.07 · 2024-10-02
WILLIAMS JERI L
Director
$44,000
@ $400.00 · 2024-09-30
GARNREITER MICHAEL
Director
$380,990
@ $380.99 · 2024-09-16
BAGLEY BRITTANY
Chief Operating Officer
$1.64M
@ $378.95 · 2024-09-12
ISNER JOSHUA M
President
$9.29M
@ $359.84 · 2024-09-10
KUNINS JEFFREY C
Chief Technology Officer
$2.99M
@ $364.86 · 2024-09-09
CULLIVAN JULIE ANNE
Director
$318,177
@ $353.53 · 2024-09-05
SMITH PATRICK W.
Chief Executive Officer
$61.00M
@ $357.67 · 2024-09-04
SMITH PATRICK W.
Chief Executive Officer
$62.45M
@ $366.72 · 2024-08-27
WILLIAMS JERI L
Director
$82,707
@ $375.94 · 2024-08-22
KALINOWSKI CAITLIN ELIZABETH
Director
$167,864
@ $373.03 · 2024-08-21
GARNREITER MICHAEL
Director
$374,990
@ $374.99 · 2024-08-16
BAGLEY BRITTANY
Chief Operating Officer
$755,005
@ $374.32 · 2024-08-15
MCBRADY MATTHEW R
Director
$729,328
@ $364.66 · 2024-08-09
ISNER JOSHUA M
President
$427,016
@ $297.78 · 2024-06-18
CULLIVAN JULIE ANNE
Director
$279,748
@ $281.72 · 2024-05-31
CULLIVAN JULIE ANNE
Director
$136,727
@ $286.04 · 2024-05-28
KALINOWSKI CAITLIN ELIZABETH
Director
$580,387
@ $290.19 · 2024-05-20
KUNINS JEFFREY C
Chief Technology Officer
$13.53M
@ $309.94 · 2024-05-09
WILLIAMS JERI L
Director
$95,501
@ $310.07 · 2024-05-09
ISNER JOSHUA M
President
$13.64M
@ $309.96 · 2024-05-09
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
😨Fear(27/100)
"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.
AXON
😨Fear(33/100)
"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.
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
Learn more →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 (27)
AXON
⚪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 (33)