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Part of the ROIC Analysis Hub series

Adobe's ROIC Doubled in 8 Quarters: The Capital Turnover Story

Adobe's ROIC didn't just beat peers—it doubled in 8 quarters. The story isn't 'Adobe has high ROIC.' It's WHY it improved from 50% to 105% while Salesforce stayed at 12%. DuPont decomposition reveals the answer.

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Adobe's ROIC Doubled in 8 Quarters: Capital Turnover Analysis

Last Updated: January 20, 2026 Data Currency: FY2025 10-K filing (November 2025). ADBE SEC Filings

TL;DR: Adobe's ROIC improved from ~50% (8Q median) to 105% (current)—a +54pp gain that dwarfs peers. The driver isn't just high margins. It's capital turnover acceleration: from 2.67x to 4.14x (+1.76x improvement). Meanwhile, Salesforce's 12% ROIC isn't poor management—it's the mathematical consequence of $57B invested capital from acquisitions. Cash ROIC of 149% validates Adobe's quality.

Key Metrics:

  • ROIC Improvement: ~50% → 105% (+54pp in 8 quarters)
  • Capital Turnover: 2.67x → 4.14x (+1.76x improvement)
  • Cash ROIC: 149% (validates accounting ROIC)
  • Buybacks vs SBC: $11.3B vs $1.94B (net accretive)
  • CRM Invested Capital: $57.1B (10x Adobe's $5.8B)

The Real Story: Why Did ROIC Double?

Most analysis stops at "Adobe has 105% ROIC while Salesforce has 12%." That's descriptive, not analytical.

The real question: Why did Adobe's ROIC nearly double in 8 quarters? And why can't Salesforce close the gap?

Answering this requires DuPont decomposition—breaking ROIC into its component drivers.

The ROIC Formula

ROIC = NOPAT Margin × Invested Capital Turnover

Where:

  • NOPAT Margin = Net Operating Profit After Tax / Revenue
  • Capital Turnover = Revenue / Invested Capital

High ROIC can come from:

  1. High margins (pricing power, cost efficiency)
  2. High turnover (asset-light model, capital discipline)
  3. Both

Adobe wins on both axes.


DuPont ROIC Analysis: Margin vs Capital Efficiency

SaaS Peer Comparison: Adobe, Salesforce, ServiceNow, Intuit

CompanyROICNOPAT MarginCapital TurnoverInvested Capital
ADBE105%29.8%3.53x$5.8B
NOW27%11.0%2.42x$5.6B
INTU24%21.2%1.14x$18.4B
CRM12%16.7%0.74x$57.1B

Table: DuPont decomposition of ROIC for major SaaS companies. Data from FY2025 10-K (ADBE) and Q3 2025 10-Q filings.

What this reveals:

  1. Adobe's NOPAT margin (29.8%) leads the peer group—nearly 3x ServiceNow's 11.0%
  2. Adobe's capital turnover (3.53x) is 4.8x Salesforce's (0.74x)—this is the bigger gap
  3. Salesforce generates similar absolute NOPAT (~$6.7B) but with 10x more capital

Margin Advantage: Meaningful But Not the Whole Story

Adobe's 29.8% NOPAT margin vs CRM's 16.7% is a 1.8x advantage. Important, but it doesn't explain an 8.5x ROIC gap.

Capital Turnover: The Multiplier Effect

Adobe's 3.53x turnover vs CRM's 0.74x is a 4.8x advantage. Combined with the margin gap:

Adobe ROIC = 29.8% × 3.53x = 105%
CRM ROIC = 16.7% × 0.74x = 12.4%

The math checks out. The capital turnover gap is the dominant factor.


Why Did Adobe's ROIC Double? Capital Turnover Acceleration

The 8-Quarter Trajectory

Metric8Q MedianCurrentTrend
ROIC79.8%105.1%+54.3pp
Capital Turnover2.67x4.14x+1.76x
NOPAT Margin~28%29.8%+1.8pp

The insight: Margin improvement contributed ~2pp to ROIC. Capital turnover improvement contributed ~50pp.

Adobe's ROIC doubled because it's generating significantly more revenue per dollar of invested capital—not just squeezing margins.

What Drove the Turnover Improvement?

The math is straightforward: turnover = revenue / invested capital. For turnover to improve 55%, either revenue must grow faster than capital, or capital must shrink.

Adobe's case: revenue grew while invested capital stayed flat.

Metric2-Year ChangeCAGR
Revenue$19.4B → $23.2B+9.4%
Invested Capital$6.1B → $5.8B-2.5%
Turnover Impact+12.5%/year

Three structural factors:

  1. Organic Revenue Growth: Subscription revenue compounds without proportional capital investment
  2. Capital Discipline: No major acquisitions diluting the denominator (contrast: CRM added $50B+ in goodwill)
  3. Negative Net Working Capital: Deferred revenue ($6.5B) exceeds receivables—customers pay upfront, funding operations without capital deployment

This is the advantage of software economics: revenue scales without commensurate capital requirements.


Why Salesforce's 12% ROIC Isn't "Bad Management"

The Acquisition Premium Problem

Salesforce's invested capital breakdown tells the story:

ComponentAmount% of Total
Goodwill~$52.5B92%
Other~$4.6B8%
Total Invested Capital$57.1B100%

That goodwill comes from major acquisitions (CRM FY2024 10-K):

  • Slack: ~$27.7B acquisition (2021)
  • Tableau: ~$15.7B acquisition (2019)
  • MuleSoft: ~$6.5B acquisition (2018)

When you pay premium prices for acquisitions, the goodwill inflates invested capital permanently. Even with strong operational execution, ROIC suffers mathematically.

The Strategic Trade-Off

StrategyAdvantageROIC Impact
Adobe (Organic)High ROIC, no integration riskCapital light
Salesforce (M&A)Faster market expansionCapital heavy

Salesforce's 12% ROIC isn't failure—it's the cost of buying growth vs building it. Whether that trade-off makes sense depends on acquisition returns over time.


Cash ROIC Validation: The Quality Test

Our system flagged Adobe with "aggressive" accounting. But does cash flow support the reported ROIC?

Cash ROIC vs Accounting ROIC

CompanyAccounting ROICCash ROICGapQuality Signal
ADBE105%149%+44ppCash exceeds earnings
NOW27%93%+66ppStrong cash generation
INTU24%38%+14ppModest premium
CRM12%25%+13ppModest premium

Table: Cash ROIC validates earnings quality. Gap = Cash ROIC minus Accounting ROIC.

What this means:

Adobe's cash ROIC (149%) is higher than accounting ROIC (105%). This is a quality validation signal:

  • Cash generation exceeds reported earnings
  • No earnings inflation from aggressive accounting
  • The "aggressive" flag was a false positive

The gap exists because cash ROIC uses operating cash flow, which includes working capital benefits (deferred revenue) that don't flow through NOPAT.


The Dilution Math: Are Buybacks Actually Working?

Stock-Based Compensation Analysis

MetricValueCalculation
SBC Expense$1.94BFY2025
Unvested SBC Liability$3.24BFuture dilution pool
Market Cap$150.9BCurrent
Dilution Yield1.3%$1.94B / $150.9B

Buyback Analysis

MetricValueCalculation
Stock Repurchases$11.3BTTM
Market Cap$150.9BCurrent
Buyback Yield7.5%$11.3B / $150.9B

Net Shareholder Yield

Net Yield = Buyback Yield - Dilution Yield
Net Yield = 7.5% - 1.3% = +6.2%

The result: Adobe's buybacks massively exceed SBC-driven dilution. Shareholders are net accretive by ~6.2% annually.

The $3.24B unvested SBC liability is often cited as a concern. But at current buyback rates, Adobe retires more shares than SBC creates.


What Could Reverse the ROIC Trend?

The risks aren't accounting-related. They're operational and regulatory.

Risk 1: FTC/DOJ Investigation

From the 10-K:

"Federal Trade Commission (FTC) investigation regarding disclosure and subscription cancellation practices, potentially leading to significant monetary costs or penalties."

The DOJ has filed a complaint seeking injunctive relief. Settlement costs are unquantified but could be material.

Risk 2: AI Regulation Compliance

From the 10-K:

"Jurisdictions around the world are developing and passing new regulations that apply specifically to the use of AI."

Adobe's generative AI tools (Firefly) face potential compliance costs. EU AI Act requirements could add product development and operational burden.

Risk 3: Competitive Pressure

From the 10-K:

"We participate in rapidly evolving and intensely competitive markets, and, if we do not compete effectively, our business and financial results could materially suffer."

Figma (now independent after failed acquisition) and Canva represent real competitive threats to Creative Cloud.

Risk 4: M&A Activity

If Adobe pursues major acquisitions, the capital turnover advantage disappears. The Figma deal ($20B) would have added massive goodwill, potentially halving ROIC.


Investment Implications

What the Data Shows

  1. ROIC improvement is real and structural—driven by capital turnover, validated by cash ROIC
  2. The "aggressive" accounting flag is misleading—cash generation exceeds reported earnings
  3. Buybacks materially exceed dilution—net shareholder yield is positive
  4. CRM's low ROIC is structural—acquisition strategy creates permanent capital burden

What to Monitor

MetricCurrentAlert ThresholdRationale
Capital Turnover4.14x<3.0xPrimary ROIC driver
Cash ROIC149%<100%Quality validation
Net Shareholder Yield+6.2%<0%Dilution concern
Invested Capital$5.8B>$15BM&A dilution risk

The Sustainability Question

Adobe's ROIC doubled because capital turnover improved 55% while margins expanded modestly. For this to continue:

  • Revenue growth must outpace capital requirements
  • No major acquisitions can dilute the denominator
  • Competitive position must hold against Figma/Canva

The trajectory is favorable, but the risks are real.


Methodology

ROIC Calculation: NOPAT / Invested Capital, following the Damodaran framework where Invested Capital = Total Debt + Shareholders' Equity - Excess Cash. NOPAT = Operating Income × (1 - Tax Rate).

DuPont Decomposition: ROIC = (NOPAT/Revenue) × (Revenue/Invested Capital). This two-factor decomposition separates margin efficiency from capital efficiency, revealing which driver contributes to returns.

Cash ROIC: Operating Cash Flow / Invested Capital. Comparing cash ROIC to accounting ROIC validates earnings quality—when cash ROIC exceeds accounting ROIC, cash generation supports (or exceeds) reported profits.

Data Sources: All figures from latest SEC filings (10-K for ADBE FY2025, 10-Q for CRM/NOW/INTU Q3 2025). Metrics extracted via automated filing intelligence system with XBRL validation. Historical 8-quarter trends calculated from trailing quarterly filings.


This analysis is for informational purposes only and does not constitute investment advice. Past performance does not guarantee future results.

MetricDuck Research

CFA charterholders with experience at institutional asset managers. We apply fundamental analysis frameworks to SEC filings, focusing on capital allocation and earnings quality.