Adobe Inc ADBE
Adobe Inc scores excellent on business quality (7.9 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Adobe Inc does
Adobe sells digital media and marketing software, charging enterprises and creatives subscription fees for its core design and document tools. The business is pushing aggressively into artificial intelligence integration to capture holiday retail traffic surges.
- What it does best
Adobe dominates creative software with an 89.2% gross margin, beating peer CRM's 77.3%. This pricing power stems from deep creative workflow integration that makes switching software nearly impossible for professional designers.
- The main risk
Growth is cooling to a moderate pace while market debates intensify over artificial intelligence monetization, threatening the premium valuation if adoption lags behind expectations.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin hits 35.7% with a 93rd percentile free cash flow margin, expanding as software scale drives exceptional efficiency.
An elite gross margin ranking in the top decile of its sector protects enterprise ecosystems from rivals, locking in professional creators who rely on proprietary workflows.
Revenue growth registers at 10.5%, reflecting a maturing expansion rate compared to historical periods as the core subscriber base scales.
Interest coverage stands at 35.7x, meaning debt costs are easily managed alongside $10.6B in free cash flow, keeping the balance sheet firmly strong.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
2 sold $31.5M outside pre-planned sales.
Our sealed record on ADBE
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Adobe Inc scores excellent on the Cluenex quality check (7.9 of 10), measured against its own industry. Profitability is strong, moat strong, growth steady and financial health strong.
In the last 90 days of SEC Form 4 filings: 2 sold $31.5M outside pre-planned sales.
Dec 9, 2026, after the close.
See ADBE today
- Today's verdict on ADBE, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Adobe Inc (ADBE)”, https://cluenex.com/stocks/adbe/, data as of Oct 10, 2026.