Salesforce vs Adobe: Which Stock Could Rally?
The stocks of two major software players, Salesforce (NYSE: CRM) and Adobe (NASDAQ: ADBE), saw significant jumps in the week ending December 5, 2025. Salesforce surged approximately 13% following its strong Q3 fiscal 2026 earnings report released on Wednesday, December 3. The report featured an earnings beat, a raised revenue forecast, and noted significant momentum in its AI products. Adobe stock also rose by 10%. This increase occurred just ahead of its Q4 fiscal 2025 earnings report, which is scheduled for December 10, 2025. Analysts’ optimistic forecasts for both revenue and earnings, coupled with institutional investors’ pricing in a high probability of an earnings beat, fueled this bullish sentiment.
The key question is which stock offers a better value? While Salesforce’s stock surge might tempt investors to increase their CRM exposure, an alternative perspective suggests that its peer, ADBE, may offer a superior investment opportunity. Adobe’s stock is positioned favorably against Salesforce’s, when comparing key fundamental metrics:
- ADBE’s quarterly revenue growth was 10.7%, vs. CRM’s 8.6%.
- In addition, its Last 12 Months revenue growth came in at 10.7%, ahead of CRM’s 8.4%.
- ADBE leads on profitability over both periods – LTM margin of 36.2% and 3-year average of 35.4%.
Image by ZT_OSCAR from Pixabay
These differences become even clearer when you look at the financials side by side. The table highlights how CRM’s fundamentals stack up against those of ADBE on growth, margins, momentum, and valuation multiples.
Valuation & Performance Overview
Valuation & Performance Overview
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See more margin details:
See detailed fundamentals on Buy or Sell ADBE Stock and Buy or Sell CRM Stock. Below, we compare market return and related metrics across years.
Historical Market Performance
Historical Market Performance
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read ADBE Dip Buyer Analyses and CRM Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.
Still not sure about CRM or ADBE? Consider a portfolio approach.
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