Compare Stocks › ADBE vs CRWD
Adobe Inc. (ADBE) vs CrowdStrike Holdings, Inc. (CRWD)
ADBE
Adobe Inc.
$245.99
VS
CRWD
CrowdStrike Holdings, Inc.
$428.18
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.
CRWD
- ★Gross margin of 74.8% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 22.5% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Altman Z-Score of 10.38 indicates very low bankruptcy risk — the company is firmly in the safe zone.
Risks
ADBE
CRWD
- ⚠FCF yield of 1.5% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠10 insider sales totaling $40.4M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →ADBE
CRWD
Valuation
$9.29B
Free Cash Flow
$1.60B
9.20%
FCF Yield
1.48%
14.33
Trailing P/E
N/A
9.33
Forward P/E
69.33
Quality & Moat
40.36%
ROIC
0.72%
62.36%
ROE
-3.63%
89.40%
Gross Margin
74.81%
1.29
PEG Ratio
N/A
Balance Sheet Safety
0.58
Debt / Equity
0.18
N/A
Interest Coverage
N/A
-0.02
Net Debt / EBITDA
N/A
N/A
Dividend Yield
N/A
ADBE: 6Ties: 1CRWD: 1
ADBECRWD
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.
CRWD
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
CRWD
N/A
Net losses over 3 years — test not applicable
Company had negative cumulative retained earnings
Σ Retained
$-105.6M
Δ Market Cap
+$48.29B
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
CRWD
0.1% Overvalued
Price is 0.1% above estimated fair value
Current Price: $428.18
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $427.65
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.
CRWD
What growth rate is the market pricing in at $428?
+23.8%
Market-Implied FCF Growth Rate
Market roughly matching historical growth — reasonable.
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.
CRWD
42/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving margin stability 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 5 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.
CRWD
-2.92
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.
CRWD
Insiders 3.1%Institutions 75.6%Retail & Other 21.4%
No. of Institutional Holders2,808
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
CRWD
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
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
CRWD
10
Sells (3M)
41
Sells (12M)
Total value (12M): $231.36M
PODBERE BURT W.
Chief Financial Officer
$3.27M
@ $415.78 · 2026-02-04
KURTZ GEORGE ROBERT
Chief Executive Officer
$11.92M
@ $413.01 · 2026-02-04
PODBERE BURT W.
Chief Financial Officer
$714,472
@ $438.33 · 2026-02-02
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.97M
@ $438.60 · 2026-02-02
FLOWER JOHANNA
Director
$1.39M
@ $461.94 · 2026-01-15
SAHA ANURAG
Officer
$398,630
@ $476.83 · 2025-12-24
PODBERE BURT W.
Chief Financial Officer
$5.08M
@ $483.33 · 2025-12-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$8.45M
@ $481.38 · 2025-12-22
SAHA ANURAG
Officer
$734,063
@ $479.78 · 2025-12-22
SENTONAS MICHAEL
President
$5.50M
@ $479.78 · 2025-12-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$3.84M
@ $549.89 · 2025-11-03
PODBERE BURT W.
Chief Financial Officer
$1.08M
@ $550.41 · 2025-11-03
FLOWER JOHANNA
Director
$1.15M
@ $490.98 · 2025-10-15
SENTONAS MICHAEL
President
$12.72M
@ $509.00 · 2025-10-10
SENTONAS MICHAEL
President
$10.00M
@ $500.00 · 2025-10-01
SAHA ANURAG
Officer
$1.96M
@ $489.83 · 2025-09-24
KURTZ GEORGE ROBERT
Chief Executive Officer
$8.82M
@ $494.53 · 2025-09-22
PODBERE BURT W.
Chief Financial Officer
$5.31M
@ $495.67 · 2025-09-22
SENTONAS MICHAEL
President
$5.73M
@ $495.69 · 2025-09-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$19.04M
@ $450.47 · 2025-08-05
PODBERE BURT W.
Chief Financial Officer
$5.41M
@ $455.47 · 2025-08-05
FLOWER JOHANNA
Director
$983,033
@ $474.21 · 2025-07-15
AUSTIN ROXANNE SCHUH
Director
$5.13M
@ $512.50 · 2025-07-01
AUSTIN ROXANNE SCHUH
Director
$7.46M
@ $497.67 · 2025-06-25
SAHA ANURAG
Officer
$1.92M
@ $480.31 · 2025-06-24
KURTZ GEORGE ROBERT
Chief Executive Officer
$8.37M
@ $477.62 · 2025-06-23
PODBERE BURT W.
Chief Financial Officer
$5.03M
@ $469.49 · 2025-06-23
SENTONAS MICHAEL
President
$5.43M
@ $471.20 · 2025-06-23
AUSTIN ROXANNE SCHUH
Director
$4.83M
@ $482.50 · 2025-06-12
AUSTIN ROXANNE SCHUH
Director
$4.75M
@ $475.00 · 2025-06-11
SENTONAS MICHAEL
President
$11.93M
@ $477.00 · 2025-06-11
AUSTIN ROXANNE SCHUH
Director
$3.38M
@ $470.20 · 2025-06-09
PODBERE BURT W.
Chief Financial Officer
$6.99M
@ $436.88 · 2025-05-05
KURTZ GEORGE ROBERT
Chief Executive Officer
$24.86M
@ $447.54 · 2025-05-05
FLOWER JOHANNA
Director
$1.08M
@ $362.48 · 2025-04-21
AUSTIN ROXANNE SCHUH
Director
$1.90M
@ $380.00 · 2025-04-09
HENRY SHAWN
Officer
$2.76M
@ $360.94 · 2025-03-24
SAHA ANURAG
Officer
$1.33M
@ $366.37 · 2025-03-24
PODBERE BURT W.
Chief Financial Officer
$4.84M
@ $358.10 · 2025-03-21
KURTZ GEORGE ROBERT
Chief Executive Officer
$8.05M
@ $358.68 · 2025-03-21
SENTONAS MICHAEL
President
$4.86M
@ $358.62 · 2025-03-21
HENRY SHAWN
Officer
$1.59M
@ $353.00 · 2025-03-17
HENRY SHAWN
Officer
$1.80M
@ $450.67 · 2025-02-18
HENRY SHAWN
Officer
$1.42M
@ $354.91 · 2025-01-15
SAHA ANURAG
Officer
$1.71M
@ $361.99 · 2024-12-26
HENRY SHAWN
Officer
$4.89M
@ $360.01 · 2024-12-24
KURTZ GEORGE ROBERT
Chief Executive Officer
$6.50M
@ $359.70 · 2024-12-23
PODBERE BURT W.
Chief Financial Officer
$4.02M
@ $358.14 · 2024-12-23
SENTONAS MICHAEL
President
$3.87M
@ $358.47 · 2024-12-23
AUSTIN ROXANNE SCHUH
Director
$1.94M
@ $387.01 · 2024-12-16
HENRY SHAWN
Officer
$1.66M
@ $368.14 · 2024-12-16
HENRY SHAWN
Officer
$1.36M
@ $340.44 · 2024-11-15
HENRY SHAWN
Officer
$1.24M
@ $309.38 · 2024-10-15
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.
CRWD
😐Neutral(53/100)
"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
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)
CRWD
⚪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 (53)