Based on the aggregated intelligence of 130,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, software maker Adobe Systems (Nasdaq: ADBE) has earned a respected four-star ranking.
With that in mind, let's take a closer look at Adobe's business, and see what CAPS investors are saying about the stock right now.
Adobe facts
| Headquarters (founded) | San Jose, Calif. (1982) |
| Market Cap | $13.65 billion |
| Industry | Application software |
| Trailing-12-Month Revenue | $3.48 million |
| Management | CEO Shantanu Narayen (since 2007) |
| Return on Equity (average, last three years) | 15.9% |
| Competitors | Apple (Nasdaq: AAPL) |
| CAPS members bullish on ADBE also bullish on | Google (Nasdaq: GOOG) |
| CAPS members bearish on ADBE also bearish on | Amazon.com (Nasdaq: AMZN) |
Sources: Capital IQ, a division of Standard & Poor's, and Motley Fool CAPS.
Over on CAPS, 1,607 of the 1,670 members who have rated Adobe -- some 96% -- believe the stock will outperform the S&P 500 going forward. These bulls include All-Star cibient, who is ranked in the top 10% of our community, and ametts1.
In March, cibient tapped Adobe as the multimedia software star:
Great balance sheet and an extremely attractive business model and moat. Not quite like the razor-and-blades physical product model, but they've really enmeshed Flash and PDF across the entire web -- meaning web designers and developers continue to use their Acrobat and Dreamweaver software packages, which are only a few of their software offerings.
In a pitch from one month earlier, ametts1 elaborates on even more of Adobe's franchises:
By controlling ubiquitous technologies like PDF and Flash, emerging new ones like Flex and Air, and a wide range of well-regarded applications like Photoshop, Dreamweaver, and Illustrator, Adobe stands to benefit from any form of technology growth -- whether on Mac or Windows, Desktop, Internet, or Mobile. Expect technology stocks to lead us out of the market doldrums, and [Adobe] should be right there with the best of them when it happens.
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