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r/valueinvestingr/valueinvesting· u/ac_AgenCy· 2d agoDiscussion 0

Mark my words, 5 years time, adobe will not be higher

Investor summaryBearish

Adobe is overvalued despite appearing cheap, facing growing alternatives and lacking incremental growth, capping its fair PE at 15x.

Bear points
  • Growing number of alternatives threatening its market position.
  • Lack of clear sources for incremental growth.
  • Fair valuation is likely capped at a 15x PE based on current earnings.
ADBE价值 / 回购
Post body

I feel like a lot of people are getting blindsided by adobe being "cheap" but are really missing a lot of fundamentals. There are many growing amounts of alternatives available. Where will be the incremental growth for Adobe be coming from? At best I can see 15 PE for same earnings level as today.

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