$Microsoft (MSFT.US)$$Adobe (ADBE.US)$ Adobe Inc. (ADBE) and...
$Microsoft(MSFT.US$ $Adobe(ADBE.US$ Adobe Inc. (ADBE) and Microsoft Corporation (MSFT) are two of the most revered software leaders worldwide. Notwithstanding, MSFT is easily the bigger brother here as it boasts an enterprise value (EV) of $2.52T. In contrast, ADBE's EV is only worth $326B, as it trails the King of Software by a wide margin. Despite that, Adobe has been growing rapidly and has an exceptionally wide moat in the creative industries. It has also extended its leadership into both the B2B and B2C channels, as it leverages its huge 2023 TAM worth $147B. Therefore, there's a tremendous amount of potential growth for the creative software leader to tap.
On the other hand, Microsoft has quickly pivoted itself towards Cloud Computing as its biggest growth driver. Under Satya Nadella's capable leadership, MSFT has transformed itself into a leading Cloud hyperscaler. Azure continues to grow its clout rapidly as it leverages MSFT's deep enterprise software applications expertise against the #1 Cloud hyperscaler AWS (AMZN). The company has also telegraphed its plans to spur its next growth phase through enterprise applications in the metaverse.
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