As ORCL Surges 31% in a Month, ADBE’s Story Stands Out
Adobe (ADBE) offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Oracle (ORCL), suggesting you may be better off investing in ADBE
- ADBE’s Last 12 Months revenue growth was 10.6%, vs. ORCL’s 9.7%.
- In addition, its Last 3-Year Average revenue growth came in at 10.6%, ahead of ORCL’s 10.2%.
- ADBE leads on profitability over both periods – LTM margin of 36.4% and 3-year average of 35.1%.
ORCL provides cloud software services, industry solutions, application licenses, license support, enterprise database, software development language, and middleware products. ADBE a global software company offering Creative Cloud subscription and products in Digital Media, Experience, Publishing, and Advertising, serving enterprise customers through direct sales and local offices.
Valuation & Performance Overview
| ORCL | ADBE | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 46.7 | 19.0 | ADBE |
| Revenue Growth | |||
| Last Quarter | 12.2% | 10.6% | ORCL |
| Last 12 Months | 9.7% | 10.6% | ADBE |
| Last 3 Year Average | 10.2% | 10.6% | ADBE |
| Operating Margins | |||
| Last 12 Months | 31.6% | 36.4% | ADBE |
| Last 3 Year Average | 30.3% | 35.1% | ADBE |
| Momentum | |||
| Last 3 Year Return | 381.5% | 27.8% | ADBE |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: ORCL Revenue Comparison | ADBE Revenue Comparison
See more margin details: ORCL Operating Income Comparison | ADBE Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell ADBE Stock to see if Adobe’s edge holds up under the hood or if Oracle still has cards to play (see Buy or Sell ORCL Stock).
That is one way to look at stocks. Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risk while giving upside exposure
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| ORCL Return | 24% | 37% | -5% | 31% | 60% | 87% | 534% | <=== | |
| ADBE Return | 52% | 13% | -41% | 77% | -25% | -18% | 11% | ||
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 13% | 106% | ||
| Monthly Win Rates [3] | |||||||||
| ORCL Win Rate | 67% | 58% | 33% | 58% | 58% | 62% | 56% | ||
| ADBE Win Rate | 67% | 67% | 33% | 67% | 33% | 25% | 49% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 62% | 63% | <=== | |
| Max Drawdowns [4] | |||||||||
| ORCL Max Drawdown | -25% | -6% | -29% | 0% | -3% | -26% | -15% | ||
| ADBE Max Drawdown | -14% | -16% | -51% | -5% | -27% | -25% | -23% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 9/19/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
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 to see how the stock has fallen and recovered in the past.