COMP <GO>
ADBE vs NOW // REVENUE GROWTH (YOY)
Adobe Inc. (NASDAQ) VS. ServiceNow Inc. (NYSE) • 15-METRIC TALLY: ADBE 9
— NOW 4
▲ REVENUE GROWTH (YOY) LEADER: NOW
LAST: $250.23 (+0.85%) • MKT CAP: $96.57B
revenue-growth
10.50%
LAST: $105.12 (-4.15%) • MKT CAP: $113.84B
revenue-growth
20.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ADBE VS. NOW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ADBE | NOW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 89.30% | 77.50% | +11.80 | ADBE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 50.20% | 9.80% | +40.40 | ADBE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.1x | 45.1x | -34.00 | ADBE | /valuation <GO> |
| Free Cash Flow Yield | 10.20% | 4.02% | +6.18 | ADBE | /fcf-yield <GO> |
| Operating Margin | 36.60% | 13.70% | +22.90 | ADBE | /operating-margins <GO> |
| Net Profit Margin | 30.00% | 13.20% | +16.80 | ADBE | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 10.50% | 20.90% | -10.40 | NOW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.17 | 6.25 | +0.92 | ADBE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | NOW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.7 | 31.1 | +17.60 | ADBE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.28 | 1.38 | -0.10 | NOW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.6x | 54.7x | -42.10 | ADBE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $96.57B | $113.84B | -$17.27B | NOW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ADBE REV | NOW REV | ADBE GROSS % | NOW GROSS % | ADBE FCF | NOW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $23.77B | $13.28B | 89.3% | 77.5% | $9.85B | $4.58B |
| FY 2024 | $21.50B | $10.98B | 89.0% | 79.2% | $7.87B | $3.42B |
| FY 2023 | $19.41B | $8.97B | — | — | $6.43B | $2.99B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ADBE // BETA 1.28
NOW // BETA 1.38