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Compare Stocks › ADBE vs TRMB

Adobe Inc. (ADBE) vs Trimble Inc. (TRMB)

ADBE
Adobe Inc.
$245.99
VS
TRMB
Trimble Inc.
$66.68

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.
TRMB
  • ★Gross margin of 71.1% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
  • ★Each dollar of retained earnings has created $2.68 of market value — management is an exceptional capital allocator.
  • ★PEG ratio of 0.47 suggests the stock is undervalued relative to its growth rate — paying less than 1x for each unit of earnings growth.

Risks

ADBE
    TRMB
    • ⚠33 insider sales with no purchases over the past 12 months — a persistent pattern of insider selling.

    Key Valuation Metrics

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    ADBE
    TRMB
    Valuation
    $9.29B
    Free Cash Flow
    $522.81M
    9.20%
    FCF Yield
    3.30%
    14.33
    Trailing P/E
    37.89
    9.33
    Forward P/E
    16.49
    Quality & Moat
    40.36%
    ROIC
    8.62%
    62.36%
    ROE
    7.27%
    89.40%
    Gross Margin
    71.08%
    1.29
    PEG Ratio
    0.47
    Balance Sheet Safety
    0.58
    Debt / Equity
    0.27
    N/A
    Interest Coverage
    N/A
    -0.02
    Net Debt / EBITDA
    1.60
    N/A
    Dividend Yield
    N/A
    ADBE: 8Ties: 1TRMB: 2
    ADBETRMB

    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.

    TRMB

    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
    TRMB
    $2.68
    created per $1 retained over 3 years
    Exceptional Value Creator
    Σ Retained
    $2.24B
    Δ Market Cap
    +$6.01B
    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
    48.4% Margin of Safety
    Price is 48.4% below estimated fair value
    Current Price: $245.99
    Fair Value: $477.11
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued
    TRMB
    35.0% Overvalued
    Price is 35.0% above estimated fair value
    Current Price: $66.68
    Fair Value: $49.40
    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 $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.

    TRMB

    What growth rate is the market pricing in at $67?

    +17.3%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +14.4%

    The market implies +17.3% Owner Earnings growth, above historical trends.

    Standard FCF implies a demanding +14.4%, 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.
    TRMB
    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.
    TRMB
    -2.29
    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 0.2%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.
    TRMB
    Insiders 0.3%Institutions 100.5%
    No. of Institutional Holders1,152
    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
    TRMB
    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

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    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
    TRMB
    4
    Sells (3M)
    33
    Sells (12M)
    Total value (12M): $27.69M
    PAINTER ROBERT G
    Chief Executive Officer
    $528,375
    @ $70.45 · 2026-03-10
    DALTON JAMES CALVIN
    Director
    $49,126
    @ $67.02 · 2026-02-27
    PAINTER ROBERT G
    Chief Executive Officer
    $488,550
    @ $65.14 · 2026-02-10
    PAINTER ROBERT G
    Chief Executive Officer
    $606,600
    @ $80.88 · 2026-01-13
    SAWARYNSKI PHILLIP
    Chief Financial Officer
    $181,012
    @ $80.45 · 2025-12-16
    PAINTER ROBERT G
    Chief Executive Officer
    $610,425
    @ $81.39 · 2025-12-09
    DALTON JAMES CALVIN
    Director
    $50,506
    @ $81.99 · 2025-11-28
    BISIO RONALD
    Officer
    $202,175
    @ $80.87 · 2025-11-26
    SCHWARTZ MARK DAVID
    Officer
    $128,460
    @ $76.83 · 2025-11-17
    PAINTER ROBERT G
    Chief Executive Officer
    $596,250
    @ $79.50 · 2025-11-11
    GABRIEL KAIGHAM J.
    Director
    $139,158
    @ $81.00 · 2025-11-06
    PAINTER ROBERT G
    Chief Executive Officer
    $567,375
    @ $75.65 · 2025-10-14
    KEATING CHRISTOPHER F
    Officer
    $602,015
    @ $81.74 · 2025-09-18
    SAWARYNSKI PHILLIP
    Chief Financial Officer
    $182,948
    @ $81.31 · 2025-09-09
    PAINTER ROBERT G
    Chief Executive Officer
    $609,825
    @ $81.31 · 2025-09-09
    DALTON JAMES CALVIN
    Director
    $50,188
    @ $82.41 · 2025-08-28
    BISIO RONALD
    Officer
    $203,875
    @ $81.55 · 2025-08-27
    LARGE PETER
    Officer
    $218,228
    @ $81.55 · 2025-08-27
    PAINTER ROBERT G
    Chief Executive Officer
    $621,975
    @ $82.93 · 2025-08-12
    PAINTER ROBERT G
    Chief Executive Officer
    $17.46M
    @ $83.59 · 2025-08-11
    SCHWARTZ MARK DAVID
    Officer
    $112,320
    @ $80.00 · 2025-07-10
    ALLISON JENNIFER
    General Counsel
    $252,480
    @ $80.00 · 2025-07-10
    PAINTER ROBERT G
    Chief Executive Officer
    $591,450
    @ $78.86 · 2025-07-08
    SCHWARTZ MARK DAVID
    Officer
    $115,128
    @ $78.00 · 2025-07-03
    BISIO RONALD
    Officer
    $187,500
    @ $75.00 · 2025-06-26
    BISIO RONALD
    Officer
    $109,125
    @ $72.75 · 2025-06-16
    PAINTER ROBERT G
    Chief Executive Officer
    $543,525
    @ $72.47 · 2025-06-10
    GABRIEL KAIGHAM J.
    Director
    $425,853
    @ $70.94 · 2025-06-02
    DALTON JAMES CALVIN
    Director
    $50,112
    @ $72.00 · 2025-05-28
    PAINTER ROBERT G
    Chief Executive Officer
    $536,475
    @ $71.53 · 2025-05-27
    GABRIEL KAIGHAM J.
    Director
    $466,774
    @ $71.69 · 2025-05-21
    LARGE PETER
    Officer
    $77,879
    @ $70.80 · 2025-05-12
    LARGE PETER
    Officer
    $126,436
    @ $66.55 · 2025-05-08
    KEATING CHRISTOPHER F
    Officer
    $411,036
    @ $72.00 · 2025-02-25
    DALTON JAMES CALVIN
    Director
    $153,702
    @ $71.79 · 2025-02-24
    ALLISON JENNIFER
    General Counsel
    $266,934
    @ $74.75 · 2025-01-17
    SCHWARTZ MARK DAVID
    Officer
    $137,230
    @ $59.10 · 2024-04-16
    LARGE PETER
    Officer
    $85,518
    @ $59.10 · 2024-04-16
    SCHWARTZ MARK DAVID
    Officer
    $14,368
    @ $61.14 · 2024-04-15
    PAINTER ROBERT G
    Chief Executive Officer
    $218,750
    @ $62.50 · 2024-04-09
    LARGE PETER
    Officer
    $11,440
    @ $65.00 · 2024-03-21
    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(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.
    TRMB
    FearGreed
    😐Neutral(46/100)

    "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 (27)
    TRMB
    ⚪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 (46)
    View ADBE Full AnalysisView TRMB Full Analysis