Compare Stocks › ADBE vs GOOG
Adobe Inc. (ADBE) vs Alphabet Inc. (GOOG)
ADBE
Adobe Inc.
$245.99
VS
GOOG
Alphabet Inc.
$305.73
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.
GOOG
- ★Alphabet Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★Alphabet Inc. scores 89/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.
- ★Return on equity has consistently exceeded 20% over 4 years, indicating efficient use of shareholder capital.
Risks
ADBE
GOOG
- ⚠FCF yield of 2.0% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠10 insider sales totaling $52.4M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →ADBE
GOOG
Valuation
$9.29B
Free Cash Flow
$73.27B
9.20%
FCF Yield
1.98%
14.33
Trailing P/E
28.26
9.33
Forward P/E
22.78
Quality & Moat
40.36%
ROIC
20.83%
62.36%
ROE
31.83%
89.40%
Gross Margin
59.65%
1.29
PEG Ratio
0.91
Balance Sheet Safety
0.58
Debt / Equity
0.16
N/A
Interest Coverage
N/A
-0.02
Net Debt / EBITDA
-0.40
N/A
Dividend Yield
0.27%
ADBE: 6Ties: 1GOOG: 4
ADBEGOOG
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.
GOOG
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
GOOG
$9.19
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$288.67B
Δ Market Cap
+$2.65T
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
GOOG
21.2% Margin of Safety
Price is 21.2% below estimated fair value
Current Price: $305.73
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $387.82
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.
GOOG
What growth rate is the market pricing in at $306?
+12.1%
Market-Implied Owner Earnings Growth
Standard FCF implies +20.1%
The market implies +12.1% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding +20.1%, reflecting heavy growth investment expected to generate future returns.
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.
GOOG
89/100
Wide Moat
70+ Wide · 40-69 Narrow · <40 None
Wide moat driven primarily by roic consistency. Reinvestment Efficiency is the area most vulnerable to competitive pressure.
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.
GOOG
-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.
GOOG
Insiders 6.6%Institutions 61.0%Retail & Other 32.4%
No. of Institutional Holders6,198
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
GOOG
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
GOOG
10
Sells (3M)
47
Sells (12M)
Total value (12M): $183.94M
PICHAI SUNDAR
Chief Executive Officer
$9.86M
@ $303.38 · 2026-03-04
O TOOLE AMIE THUENER
Officer
$284,590
@ $298.00 · 2026-03-03
ARNOLD FRANCES H PH.D.
Director
$33,935
@ $302.99 · 2026-03-02
PICHAI SUNDAR
Chief Executive Officer
$9.88M
@ $303.92 · 2026-02-18
PICHAI SUNDAR
Chief Executive Officer
$10.89M
@ $335.18 · 2026-02-04
O TOOLE AMIE THUENER
Officer
$314,001
@ $336.55 · 2026-02-02
ARNOLD FRANCES H PH.D.
Director
$34,680
@ $340.00 · 2026-01-29
PICHAI SUNDAR
Chief Executive Officer
$10.64M
@ $327.30 · 2026-01-21
PICHAI SUNDAR
Chief Executive Officer
$10.44M
@ $321.21 · 2026-01-07
ARNOLD FRANCES H PH.D.
Director
$31,972
@ $313.45 · 2025-12-31
O TOOLE AMIE THUENER
Officer
$867,569
@ $312.30 · 2025-12-15
PICHAI SUNDAR
Chief Executive Officer
$9.74M
@ $299.80 · 2025-12-15
PICHAI SUNDAR
Chief Executive Officer
$10.38M
@ $319.50 · 2025-12-03
O TOOLE AMIE THUENER
Officer
$302,418
@ $317.00 · 2025-12-02
ARNOLD FRANCES H PH.D.
Director
$32,401
@ $317.66 · 2025-12-01
PICHAI SUNDAR
Chief Executive Officer
$9.64M
@ $296.64 · 2025-11-19
O TOOLE AMIE THUENER
Officer
$800,777
@ $288.26 · 2025-11-17
PICHAI SUNDAR
Chief Executive Officer
$9.21M
@ $283.48 · 2025-11-05
O TOOLE AMIE THUENER
Officer
$269,343
@ $282.33 · 2025-11-03
ARNOLD FRANCES H PH.D.
Director
$32,682
@ $291.80 · 2025-10-30
O TOOLE AMIE THUENER
Officer
$694,651
@ $250.05 · 2025-10-15
PICHAI SUNDAR
Chief Executive Officer
$8.13M
@ $250.15 · 2025-10-15
O TOOLE AMIE THUENER
Officer
$229,864
@ $241.20 · 2025-10-01
PICHAI SUNDAR
Chief Executive Officer
$7.91M
@ $243.41 · 2025-10-01
ARNOLD FRANCES H PH.D.
Director
$25,042
@ $243.13 · 2025-09-30
PICHAI SUNDAR
Chief Executive Officer
$8.11M
@ $249.50 · 2025-09-17
O TOOLE AMIE THUENER
Officer
$680,610
@ $245.00 · 2025-09-15
PICHAI SUNDAR
Chief Executive Officer
$7.47M
@ $229.73 · 2025-09-03
ARNOLD FRANCES H PH.D.
Director
$21,196
@ $207.80 · 2025-08-28
ARNOLD FRANCES H PH.D.
Director
$21,196
@ $207.80 · 2025-08-28
PICHAI SUNDAR
Chief Executive Officer
$6.50M
@ $199.92 · 2025-08-20
PICHAI SUNDAR
Chief Executive Officer
$6.38M
@ $196.23 · 2025-08-06
ARNOLD FRANCES H PH.D.
Director
$19,827
@ $196.31 · 2025-07-30
PICHAI SUNDAR
Chief Executive Officer
$5.99M
@ $184.38 · 2025-07-16
PICHAI SUNDAR
Chief Executive Officer
$5.80M
@ $178.52 · 2025-07-02
ARNOLD FRANCES H PH.D.
Director
$21,867
@ $180.72 · 2025-06-30
ARNOLD FRANCES H PH.D.
Director
$19,827
@ $196.31 · 2025-06-30
PICHAI SUNDAR
Chief Executive Officer
$5.74M
@ $176.68 · 2025-06-18
PICHAI SUNDAR
Chief Executive Officer
$5.48M
@ $168.71 · 2025-06-04
ARNOLD FRANCES H PH.D.
Director
$19,138
@ $172.41 · 2025-05-30
PICHAI SUNDAR
Chief Executive Officer
$5.55M
@ $170.87 · 2025-05-21
PICHAI SUNDAR
Chief Executive Officer
$5.07M
@ $155.90 · 2025-05-07
ARNOLD FRANCES H PH.D.
Director
$17,743
@ $159.85 · 2025-04-30
PICHAI SUNDAR
Chief Executive Officer
$5.08M
@ $156.16 · 2025-04-16
PICHAI SUNDAR
Chief Executive Officer
$5.15M
@ $158.56 · 2025-04-02
O TOOLE AMIE THUENER
Officer
$104,537
@ $155.33 · 2025-04-01
ARNOLD FRANCES H PH.D.
Director
$18,029
@ $162.42 · 2025-03-28
O TOOLE AMIE THUENER
Officer
$238,348
@ $173.47 · 2025-03-03
ARNOLD FRANCES H PH.D.
Director
$20,606
@ $170.30 · 2025-02-28
PORAT RUTH M
President
$3.25M
@ $183.48 · 2025-02-21
O TOOLE AMIE THUENER
Officer
$529,302
@ $187.43 · 2025-02-18
O TOOLE AMIE THUENER
Officer
$270,787
@ $202.08 · 2025-02-03
ARNOLD FRANCES H PH.D.
Director
$22,000
@ $200.00 · 2025-01-30
O TOOLE AMIE THUENER
Officer
$550,703
@ $194.32 · 2025-01-15
O TOOLE AMIE THUENER
Officer
$262,040
@ $191.55 · 2025-01-02
ARNOLD FRANCES H PH.D.
Director
$21,366
@ $192.49 · 2024-12-31
O TOOLE AMIE THUENER
Officer
$559,850
@ $197.55 · 2024-12-16
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.
GOOG
😐Neutral(57/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 5 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)
GOOG
⚪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 (57)