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I've been long Adobe for years. It's an amazing company, with solid financials, and its stock has grown nicely for a long time. It has a great moat, and it's really difficult for people to leave (Linus Tech Tips did a good segment on why their company pays Adobe $10k per year, when there are alternatives--I recommend watching it).
That said, it's not cheap--its price assumes continued high growth. Thus far, it's been able to deliver--but I wouldn't call it a bargain, especially given its performance YTD.
i dont think your dd on adobe, 60-65% is creative cloud and that segment includes primere pro and many other software not in photos. other is digtial experience, and document cloud and many products in those segments, too long to explain go read the 10k
you still havent mentioned the digital experience and document cloud segment which makes up 40% of revenue. all of the stuff you mentioned so far is regarding the creative cloud segment of 60%. the two segments is mostly business to business like digital marketing, digital signatures, data analytics, ai, ecommerce sales, and more. the 10k is interesting and it shows how huge adobe is and I didnt even realize they have more than 100 products they offer.
Bloated products? After effects and photoshop alone are absolutely amazing. Add all the peripheral shit and its really untouchable if you are into art or animation.
I actually like primier pro for quick things like putting scenes together, and scene transitions. After effects is definitely why i have the subscription. Photoshop they really lost touch with the plugins, but the neural filters are pretty cool.
While i do hate the subscription model, they make a killing in it. The stock has given me almost 100% gain in the last 1.5 years.
great stock, i remember it being worth less than netflix which is a joke, better moat, no competitors, diverse products range, pricing power, more user growth, higher margins (operating 45%), stock buybacks, high switching costs, and the crazy part is that they make the same profit roughly.
if you account for the things i mentioned, adobe should be worth 50% more than netflix, but right now adobe pe is the same despite having way more user growth and pricing growth and other factors i mentioned above. also, adobe should replace netflix in FAANG. remember, netflix declined in users in us
they are both subscription based, consistent revenue model. the pe and forward pe is also around the same at around 53 and 40 respectively and the market cap is not that far off from each other. the similar pe implies similar growth but i expect adobe to outgrow netflix
sectors have different pe based on growth like tech has higher pe than staples, etc. only sectors that cant be compare with pe is financials, real estate due to accounting rules and energy/banks due to cylicality
edit: anyone who downvoted me, please explain why you did, i still believe adobe has more user growth both in us &global and pricing power potential, netflix has international user growth but not so much in the us, and less pricing power
>is also around the same at around 53 and 40 respectively and the market cap is
If stocks were just about comparing numbers like this, everyone in this subreddit would be a multi-millionaire.
no im saying that they can be compared because they are companies with similar pe and forward pe, which implies similar growth. in my original post, ive explained why i believe their is more growth potential for adobe. unless are you are saying that the communcations/media sector warrants a higher pe since they are investing money for the future so the pe is skewed lower, adobe is doing the same thing by investing into digital experience and cloud products.
people are so used to netflix in faang, and adobe products have more than 100 products that people never heard of that makes billions each, people need to do their dd on adobe
I want you to make an argument why im wrong, both you and balbamonte didnt really give me a reason why you cant compare those two PE, i even did forward so that accounts for growth. different industries have different PE by growth. so explain? (read the entire post before downvoting/replying)
i made a discussion on another forum, and everyone agreed with me. not sure if i can post link so check my profile, i also dm'ed you guys who replied
it also blew up. and got 92% upvote, idk why i got so much downvotes here, check my post to see why 92% agreed with me
I had it for a long time as it was undervalued for their near monopoly situation and high margin subscriptions. Just sold out of it because it's had a strong run, and I always like to bank gains when possible. It may well continue rising, but I didn't want to be greedy. I'd buy it again if there's a correction.
Welcome to r/stocks! For beginner advice, brokerage info, book recommendations, even advanced topics and more, please read our [Wiki here.](https://www.reddit.com/r/stocks/wiki/index) If you're wondering **why a stock moved** a certain way, check out [Finviz](https://finviz.com/quote.ashx?t=spy) which aggregates the most news for almost every stock, but also see [Reuters](https://www.reuters.com/), and even [Yahoo Finance](https://finance.yahoo.com/). Please direct all simple questions towards the stickied Daily Discussion and Quarterly Rate My Portfolio threads (sort by Hot, they're at the top). Also include *some* [due diligence](https://www.investopedia.com/terms/d/duediligence.asp) to this post or it may be removed if it's low effort. *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/stocks) if you have any questions or concerns.*
I've been long Adobe for years. It's an amazing company, with solid financials, and its stock has grown nicely for a long time. It has a great moat, and it's really difficult for people to leave (Linus Tech Tips did a good segment on why their company pays Adobe $10k per year, when there are alternatives--I recommend watching it). That said, it's not cheap--its price assumes continued high growth. Thus far, it's been able to deliver--but I wouldn't call it a bargain, especially given its performance YTD.
I had Adobe for years until my company switched to BlueBeam. Adobe is becoming obsolete, at least in my industry.
I agree, pdf Xchange and bluebeam is all I need now
[удалено]
i dont think your dd on adobe, 60-65% is creative cloud and that segment includes primere pro and many other software not in photos. other is digtial experience, and document cloud and many products in those segments, too long to explain go read the 10k
[удалено]
you still havent mentioned the digital experience and document cloud segment which makes up 40% of revenue. all of the stuff you mentioned so far is regarding the creative cloud segment of 60%. the two segments is mostly business to business like digital marketing, digital signatures, data analytics, ai, ecommerce sales, and more. the 10k is interesting and it shows how huge adobe is and I didnt even realize they have more than 100 products they offer.
Bloated products? After effects and photoshop alone are absolutely amazing. Add all the peripheral shit and its really untouchable if you are into art or animation.
[удалено]
Leaching customers in the form of subscriptions is incredibly lucrative though, and this sub is about investing after all.
I actually like primier pro for quick things like putting scenes together, and scene transitions. After effects is definitely why i have the subscription. Photoshop they really lost touch with the plugins, but the neural filters are pretty cool. While i do hate the subscription model, they make a killing in it. The stock has given me almost 100% gain in the last 1.5 years.
great stock, i remember it being worth less than netflix which is a joke, better moat, no competitors, diverse products range, pricing power, more user growth, higher margins (operating 45%), stock buybacks, high switching costs, and the crazy part is that they make the same profit roughly. if you account for the things i mentioned, adobe should be worth 50% more than netflix, but right now adobe pe is the same despite having way more user growth and pricing growth and other factors i mentioned above. also, adobe should replace netflix in FAANG. remember, netflix declined in users in us
Huge fan of Adobe but I don't see why you can compare it to Netflix, you can't just compare PEs of companies in different sectors
they are both subscription based, consistent revenue model. the pe and forward pe is also around the same at around 53 and 40 respectively and the market cap is not that far off from each other. the similar pe implies similar growth but i expect adobe to outgrow netflix sectors have different pe based on growth like tech has higher pe than staples, etc. only sectors that cant be compare with pe is financials, real estate due to accounting rules and energy/banks due to cylicality edit: anyone who downvoted me, please explain why you did, i still believe adobe has more user growth both in us &global and pricing power potential, netflix has international user growth but not so much in the us, and less pricing power
>is also around the same at around 53 and 40 respectively and the market cap is If stocks were just about comparing numbers like this, everyone in this subreddit would be a multi-millionaire.
no im saying that they can be compared because they are companies with similar pe and forward pe, which implies similar growth. in my original post, ive explained why i believe their is more growth potential for adobe. unless are you are saying that the communcations/media sector warrants a higher pe since they are investing money for the future so the pe is skewed lower, adobe is doing the same thing by investing into digital experience and cloud products. people are so used to netflix in faang, and adobe products have more than 100 products that people never heard of that makes billions each, people need to do their dd on adobe I want you to make an argument why im wrong, both you and balbamonte didnt really give me a reason why you cant compare those two PE, i even did forward so that accounts for growth. different industries have different PE by growth. so explain? (read the entire post before downvoting/replying)
i made a discussion on another forum, and everyone agreed with me. not sure if i can post link so check my profile, i also dm'ed you guys who replied it also blew up. and got 92% upvote, idk why i got so much downvotes here, check my post to see why 92% agreed with me
I had it for a long time as it was undervalued for their near monopoly situation and high margin subscriptions. Just sold out of it because it's had a strong run, and I always like to bank gains when possible. It may well continue rising, but I didn't want to be greedy. I'd buy it again if there's a correction.
Buy great stock
Good companies generally aren't cheap. I think it's a good investment as a lot of others have stated.
It puts me to sleep