Compare Stocks › ADBE vs NTAP
Adobe Inc. (ADBE) vs NetApp, Inc. (NTAP)
ADBE
Adobe Inc.
$245.99
VS
NTAP
NetApp, Inc.
$103.09
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.
NTAP
- ★NetApp, Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
- ★Gross margin of 70.5% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★NetApp, Inc. scores 93/100 on the Economic Moat Score (Wide Moat), with roic consistency as the strongest competitive dimension.
Risks
ADBE
NTAP
- ⚠FCF yield of 5.5% suggests reasonable valuation assuming continued moderate growth.
- ⚠High leverage (2.36x debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.
Key Valuation Metrics
Learn more →ADBE
NTAP
Valuation
$9.29B
Free Cash Flow
$1.12B
9.20%
FCF Yield
5.47%
14.33
Trailing P/E
17.30
9.33
Forward P/E
12.11
Quality & Moat
40.36%
ROIC
34.26%
62.36%
ROE
102.42%
89.40%
Gross Margin
70.46%
1.29
PEG Ratio
1.08
Balance Sheet Safety
0.58
Debt / Equity
2.36
N/A
Interest Coverage
N/A
-0.02
Net Debt / EBITDA
-0.16
N/A
Dividend Yield
2.02%
ADBE: 7Ties: 1NTAP: 3
ADBENTAP
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.
NTAP
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
NTAP
$3.82
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$2.17B
Δ Market Cap
+$8.31B
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
NTAP
16.3% Margin of Safety
Price is 16.3% below estimated fair value
Current Price: $103.09
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $123.13
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.
NTAP
What growth rate is the market pricing in at $103?
+5.5%
Market-Implied Owner Earnings Growth
Standard FCF implies +6.3%
The market implies +5.5% Owner Earnings growth, roughly in line with history — reasonably priced.
Standard FCF implies +6.3%, reflecting ongoing 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.
NTAP
93/100
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.
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.
NTAP
-2.50
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.
NTAP
Insiders 0.5%Institutions 102.2%
No. of Institutional Holders1,351
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
NTAP
0
Buys (3M)
1
Buys (12M)
Total value (12M): $499,597
GUSTAFSSON PER ANDERS
Director
$499,597
@ $90.44 · 2025-03-28
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
NTAP
4
Sells (3M)
24
Sells (12M)
Total value (12M): $8.42M
O'CALLAHAN ELIZABETH M
Officer
$100,670
@ $100.67 · 2026-03-10
DE LORENZO DANIEL
Officer
$25,664
@ $101.84 · 2026-02-17
O'CALLAHAN ELIZABETH M
Officer
$103,450
@ $103.45 · 2026-02-10
O'CALLAHAN ELIZABETH M
Officer
$105,490
@ $105.49 · 2026-01-12
O'CALLAHAN ELIZABETH M
Officer
$117,370
@ $117.37 · 2025-12-10
DE LORENZO DANIEL
Officer
$3,631
@ $110.03 · 2025-12-01
DE LORENZO DANIEL
Officer
$35,146
@ $107.48 · 2025-11-17
O'CALLAHAN ELIZABETH M
Officer
$114,290
@ $114.29 · 2025-11-10
O'CALLAHAN ELIZABETH M
Officer
$119,000
@ $119.00 · 2025-10-10
DE LORENZO DANIEL
Officer
$94,937
@ $121.87 · 2025-09-25
KURIAN GEORGE
Chief Executive Officer
$1.08M
@ $122.91 · 2025-09-17
O'CALLAHAN ELIZABETH M
Officer
$123,670
@ $123.67 · 2025-09-10
KURIAN GEORGE
Chief Executive Officer
$925,225
@ $108.85 · 2025-08-18
O'CALLAHAN ELIZABETH M
Officer
$105,900
@ $105.90 · 2025-08-11
KURIAN GEORGE
Chief Executive Officer
$918,680
@ $108.08 · 2025-07-21
O'CALLAHAN ELIZABETH M
Officer
$106,840
@ $106.84 · 2025-07-10
KURIAN GEORGE
Chief Executive Officer
$865,130
@ $101.78 · 2025-06-16
O'CALLAHAN ELIZABETH M
Officer
$54,416
@ $103.06 · 2025-06-10
DE LORENZO DANIEL
Officer
$29,829
@ $98.77 · 2025-06-03
KURIAN GEORGE
Chief Executive Officer
$850,145
@ $100.02 · 2025-05-19
DE LORENZO DANIEL
Officer
$32,593
@ $99.98 · 2025-05-16
O'CALLAHAN ELIZABETH M
Officer
$44,070
@ $97.50 · 2025-05-12
KURIAN GEORGE
Chief Executive Officer
$695,555
@ $81.83 · 2025-04-21
CERNUDA REGO CESAR
President
$1.78M
@ $90.15 · 2025-03-28
KURIAN GEORGE
Chief Executive Officer
$787,277
@ $92.62 · 2025-03-17
O'CALLAHAN ELIZABETH M
Officer
$48,882
@ $92.58 · 2025-03-10
DE LORENZO DANIEL
Officer
$36,263
@ $121.28 · 2025-02-19
KURIAN GEORGE
Chief Executive Officer
$1.01M
@ $119.04 · 2025-02-18
O'CALLAHAN ELIZABETH M
Officer
$54,579
@ $120.75 · 2025-02-10
KURIAN GEORGE
Chief Executive Officer
$1.05M
@ $123.03 · 2025-01-21
O'CALLAHAN ELIZABETH M
Officer
$52,672
@ $116.79 · 2025-01-10
CERNUDA REGO CESAR
President
$2.53M
@ $114.99 · 2024-12-30
KURIAN GEORGE
Chief Executive Officer
$1.06M
@ $124.29 · 2024-12-16
O'CALLAHAN ELIZABETH M
Officer
$98,106
@ $127.41 · 2024-12-10
KURIAN GEORGE
Chief Executive Officer
$1.00M
@ $118.00 · 2024-11-18
DE LORENZO DANIEL
Officer
$38,285
@ $117.44 · 2024-11-18
O'CALLAHAN ELIZABETH M
Officer
$62,186
@ $123.63 · 2024-11-11
KURIAN GEORGE
Chief Executive Officer
$1.07M
@ $126.11 · 2024-10-21
O'CALLAHAN ELIZABETH M
Officer
$88,971
@ $126.20 · 2024-10-10
CERNUDA REGO CESAR
President
$2.69M
@ $122.16 · 2024-09-30
DE LORENZO DANIEL
Officer
$208,266
@ $123.60 · 2024-09-24
KURIAN GEORGE
Chief Executive Officer
$993,115
@ $116.84 · 2024-09-16
O'CALLAHAN ELIZABETH M
Officer
$80,742
@ $114.69 · 2024-09-10
KURIAN GEORGE
Chief Executive Officer
$1.10M
@ $130.00 · 2024-08-19
O'CALLAHAN ELIZABETH M
Officer
$86,233
@ $122.49 · 2024-08-12
KURIAN GEORGE
Chief Executive Officer
$1.11M
@ $130.36 · 2024-07-15
O'CALLAHAN ELIZABETH M
Officer
$60,148
@ $133.07 · 2024-07-10
CERNUDA REGO CESAR
President
$2.85M
@ $129.46 · 2024-06-28
KURIAN GEORGE
Chief Executive Officer
$1.07M
@ $125.59 · 2024-06-17
O'CALLAHAN ELIZABETH M
Officer
$80,922
@ $120.42 · 2024-06-10
SHAHEEN GEORGE T
Director
$3.53M
@ $121.75 · 2024-06-10
KURIAN GEORGE
Chief Executive Officer
$922,845
@ $108.57 · 2024-05-13
O'CALLAHAN ELIZABETH M
Officer
$94,800
@ $108.84 · 2024-05-10
KURIAN GEORGE
Chief Executive Officer
$876,838
@ $103.16 · 2024-04-15
O'CALLAHAN ELIZABETH M
Officer
$89,730
@ $103.02 · 2024-04-10
CERNUDA REGO CESAR
President
$2.31M
@ $105.03 · 2024-04-01
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.
NTAP
😐Neutral(47/100)
"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)
NTAP
⚪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 (47)