If you look at Adobes offerings, it’s beyond me how people can justify comparing $DOCU to $ADBE, let alone invest in such a no-moat, one-product company.

Rihard Jarc's avatar
Agree $ADBE is a great business, the main question is right now as with other stocks what is the right valuation.
Michael Szumielewski's avatar
@rihardjarc Yeah, that's tricky, growth has come down a bit for $ADBE, but so has the stock price. IMO, at this point, it's a clear buy.
Jonathan Garcia's avatar
What do you think is a good comparison for ADBE? I think CRM maybe.
Michael Szumielewski's avatar
@toasty_trading Good question. I don't think $CRM qualifies if you compare margins, long way to go for Salesforce. $MSFT might be a better comparison.
Luka 🦉's avatar
I agree - Adobe is a must for many industries; when a company can create a monopoly due to its products' superiority, it's a true winner.
Joshua Simka's avatar
Do you see $DOCU as an acquisition target?
Michael Szumielewski's avatar
@tomato Don't think $ADBE would buy them, IMO they are focused on their own signing products. Maybe interesting for $MSFT, although they still have the big acquisition of $ATVI in the pipeline.
Joey Hirendernath's avatar
$ADBE is the definition of a quality company with a strong moat. It is currently on my watchlist. Doesn't look like there is any competitor in sight but I am open to considering contrary opinions
Fat Baby Funds's avatar
Way different periods in these companies. $DOCU aspires to be $ADBE