The Bull Case for Adobe (ADBE)
Adobe Inc. screened on a cheap-and-growing divergence: P/OCF is 0.3x its own five-year median while free cash flow has compounded at 12.31%.
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Adobe Inc. screened on a cheap-and-growing divergence: P/OCF is 0.3x its own five-year median while free cash flow has compounded at 12.31%.
Adobe Inc. closed at $203 on June 26, 2026 with a market cap of $80.59B.
P/OCF is 0.3x its own five-year median, at the 1st percentile of its range.
EV/EBITDA is at the 1st percentile and P/S at the 1st percentile of their own five-year ranges.
Five-year revenue CAGR is 12.38% and five-year free-cash-flow CAGR is 12.31%.
Divergence screens
Bull and bear cases written only when a company's robust valuation multiples — P/OCF, EV/EBITDA, P/S — diverge from their own five-year history. Never opinion on demand.
Adobe Inc. screened on a cheap-and-growing divergence: P/OCF is 0.3x its own five-year median while free cash flow has compounded at 12.31%.
Salesforce, Inc. screened on a cheap-and-growing divergence: P/OCF is 0.3x its own five-year median while free cash flow has compounded at 21.18%.
Chevron Corporation screened on a expensive-and-slowing divergence: P/OCF is 1.3x its own five-year median while free cash flow has compounded at 39.67%.
Honeywell International Inc. screened on a expensive-and-slowing divergence: P/OCF is 1.2x its own five-year median while free cash flow has compounded at -4.80%.
Merck & Co., Inc. screened on a expensive-and-slowing divergence: P/OCF is 1.1x its own five-year median while free cash flow has compounded at 15.69%.
ServiceNow, Inc. screened on a cheap-and-growing divergence: P/OCF is 0.5x its own five-year median while free cash flow has compounded at 24.23%.
Growth, cash-flow, profitability, balance-sheet, and valuation research notes.
Recent TTM growth, margins, cash-flow, and valuation context.
Multiple, fair-value, growth, and margin notes grounded in TGMCharts exhibits.
Chevron Corporation does not get a one-metric verdict. The stock trades at 29.65x trailing earnings and the TGMCharts fair-value model is $175, so the valuation read depends on whether growth and margins support that price.
The Walt Disney Company does not get a one-metric verdict. The stock trades at 15.78x trailing earnings and the TGMCharts fair-value model is $104, so the valuation read depends on whether growth and margins support that price.
The Home Depot, Inc. does not get a one-metric verdict. The stock trades at 24.78x trailing earnings and the TGMCharts fair-value model is $298, so the valuation read depends on whether growth and margins support that price.
McDonald's Corporation does not get a one-metric verdict. The stock trades at 22.24x trailing earnings and the TGMCharts fair-value model is $327, so the valuation read depends on whether growth and margins support that price.
NIKE, Inc. does not get a one-metric verdict. The stock trades at 26.81x trailing earnings and the TGMCharts fair-value model is $52.98, so the valuation read depends on whether growth and margins support that price.
Thermo Fisher Scientific Inc. does not get a one-metric verdict. The stock trades at 28.20x trailing earnings and the TGMCharts fair-value model is $557, so the valuation read depends on whether growth and margins support that price.
Yield, payout, free-cash-flow, EPS support, and dividend growth notes.