Source Post

Best Stocks to Buy: Adobe or Salesforce?

The creator compares Adobe and Salesforce, both of which have disappointed investors due to decelerating revenue growth and concerns about AI. While Salesforce shows slightly better revenue growth, Adobe significantly outperforms in profitability and trades at a cheaper valuation. The creator ultimately picks Adobe as the better buy due to its superior margins and valuation discount, noting they own Adobe stock.

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Tickers discussed in this post

CRMNeutralLow ConvictionSignal-backedSecondary

Salesforce shows slightly better revenue growth than Adobe but lags significantly in profitability and trades at a more expensive valuation.

ADBEBullishHigh ConvictionSignal-backedPrimary

Adobe is a better buy than Salesforce due to its significantly higher profit margins and cheaper valuation, despite AI risks.

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Tracked calls opened from this post

ADBE
buy opened Apr 15, 2026
-3.63%