grepcent public filings, reorganized for comparison

Peer reviews

AI-assembled from public SEC filings

Large-cap software and SaaS peer review

Descriptive comparison assembled from public SEC filings and verified companyfacts.

Descriptive comparison — not investment advice. This feature-specific review is assembled from a frozen evidence pack of public SEC filing quotes and verified SEC companyfacts numbers. It is descriptive only and makes no judgment about which company is better. It is not a rating, recommendation, endorsement, forecast, or investment advice. Figures are as of their cited filing dates. See Disclaimer.

Governing statutes (not legal advice)

Descriptive law cross-reference — not legal advice. grepcent publishes a curated industry-to-statute association only. This is not legal advice. It does not interpret statutes, assess company conduct, or mirror statute text. Deep links go to neochart.

Statutes grepcent curates as governing this industry, deep-linked to neochart's official text. Case-citation counts are shown as an importance signal, not the selection criterion. Not legal advice. Citing cases are shown as a case-citation in-degree importance signal, not an endorsement.

Methodology

Mechanical software cluster: large application and platform software companies in the existing grepcent universe, selected from SEC SIC 7372 Prepackaged Software plus WDAY, whose cached SEC SIC is 7374 but whose requested SaaS/platform peer role is disclosed rather than relabeled.

The cluster is selected mechanically from public SEC SIC 7372 companies already present in grepcent's processed universe; WDAY is retained as a disclosed SIC-7374 SaaS/platform peer from the requested set. The review publishes no proprietary index-membership labels.

Pack hash: 7f2f672bf6efa66dfb62acef25f0fbcd4c025a6a2077f58af09fddab0f4834e9. Generated: 2026-06-26.

Verified Quantitative Matrix

Numbers are templated from frozen SEC companyfacts-derived facts already verified by grepcent. Fiscal periods and filing dates are shown in each cell; comparability markers use day-level period ends and reported XBRL source concepts.

MetricCRMORCLADBENOWINTUWDAYADSK
Revenue
Mixed reporting concepts: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: ADBE -> us-gaap:Revenues; ADSK -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; CRM -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; INTU -> us-gaap:Revenues; NOW -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; ORCL -> us-gaap:Revenues; WDAY -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
41,525,000,000
FY 2026; period end 2026-01-31; filed 2026-03-02; reporting currency USD
source · NUM_CRM_REVENUE_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
57,399,000,000
FY 2025; period end 2025-05-31; filed 2025-06-18; reporting currency USD
source · NUM_ORCL_REVENUE_FY2025
Day-level period offset: about 8 months before row reference (-245d) vs row reference 2026-01-31; offset.
23,769,000,000
FY 2025; period end 2025-11-28; filed 2026-01-15; reporting currency USD
source · NUM_ADBE_REVENUE_FY2025
Day-level period offset: about 2 months before row reference (-64d) vs row reference 2026-01-31; offset.
13,278,000,000
FY 2025; period end 2025-12-31; filed 2026-01-29; reporting currency USD
source · NUM_NOW_REVENUE_FY2025
Day-level period offset: -31d vs row reference 2026-01-31; offset.
18,831,000,000
FY 2025; period end 2025-07-31; filed 2025-09-03; reporting currency USD
source · NUM_INTU_REVENUE_FY2025
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
9,552,000,000
FY 2026; period end 2026-01-31; filed 2026-03-06; reporting currency USD
source · NUM_WDAY_REVENUE_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
7,206,000,000
FY 2026; period end 2026-01-31; filed 2026-03-03; reporting currency USD
source · NUM_ADSK_REVENUE_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
Revenue growthQuarantined: Only 0 of 7 companies have a verified fact; threshold is 3.
Gross margin
Mixed reporting concepts: us-gaap:GrossProfit, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: ADBE -> us-gaap:GrossProfit + us-gaap:Revenues; ADSK -> us-gaap:GrossProfit + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; NOW -> us-gaap:GrossProfit + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
Not available.Not available.89.27%
FY 2025; period end 2025-11-28; filed 2026-01-15
source · NUM_ADBE_GROSS_MARGIN_FY2025
grepcent-computed in code: gross profit / revenue from NUM_ADBE_GROSS_PROFIT_FY2025, NUM_ADBE_REVENUE_FY2025.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: about 2 months before row reference (-64d) vs row reference 2026-01-31; offset.
77.53%
FY 2025; period end 2025-12-31; filed 2026-01-29
source · NUM_NOW_GROSS_MARGIN_FY2025
grepcent-computed in code: gross profit / revenue from NUM_NOW_GROSS_PROFIT_FY2025, NUM_NOW_REVENUE_FY2025.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: -31d vs row reference 2026-01-31; offset.
Not available.Not available.90.98%
FY 2026; period end 2026-01-31; filed 2026-03-03
source · NUM_ADSK_GROSS_MARGIN_FY2026
grepcent-computed in code: gross profit / revenue from NUM_ADSK_GROSS_PROFIT_FY2026, NUM_ADSK_REVENUE_FY2026.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
Operating margin
Mixed reporting concepts: us-gaap:OperatingIncomeLoss, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: ADBE -> us-gaap:OperatingIncomeLoss + us-gaap:Revenues; ADSK -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; CRM -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; INTU -> us-gaap:OperatingIncomeLoss + us-gaap:Revenues; NOW -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; ORCL -> us-gaap:OperatingIncomeLoss + us-gaap:Revenues; WDAY -> us-gaap:OperatingIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
20.06%
FY 2026; period end 2026-01-31; filed 2026-03-02
source · NUM_CRM_OPERATING_MARGIN_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
30.80%
FY 2025; period end 2025-05-31; filed 2025-06-18
source · NUM_ORCL_OPERATING_MARGIN_FY2025
Day-level period offset: about 8 months before row reference (-245d) vs row reference 2026-01-31; offset.
36.63%
FY 2025; period end 2025-11-28; filed 2026-01-15
source · NUM_ADBE_OPERATING_MARGIN_FY2025
Day-level period offset: about 2 months before row reference (-64d) vs row reference 2026-01-31; offset.
13.74%
FY 2025; period end 2025-12-31; filed 2026-01-29
source · NUM_NOW_OPERATING_MARGIN_FY2025
Day-level period offset: -31d vs row reference 2026-01-31; offset.
26.14%
FY 2025; period end 2025-07-31; filed 2025-09-03
source · NUM_INTU_OPERATING_MARGIN_FY2025
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
7.55%
FY 2026; period end 2026-01-31; filed 2026-03-06
source · NUM_WDAY_OPERATING_MARGIN_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
21.90%
FY 2026; period end 2026-01-31; filed 2026-03-03
source · NUM_ADSK_OPERATING_MARGIN_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
Net margin
Mixed reporting concepts: us-gaap:NetIncomeLoss, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: ADBE -> us-gaap:NetIncomeLoss + us-gaap:Revenues; ADSK -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; CRM -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; INTU -> us-gaap:NetIncomeLoss + us-gaap:Revenues; NOW -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; ORCL -> us-gaap:NetIncomeLoss + us-gaap:Revenues; WDAY -> us-gaap:NetIncomeLoss + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
17.96%
FY 2026; period end 2026-01-31; filed 2026-03-02
source · NUM_CRM_NET_MARGIN_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
21.68%
FY 2025; period end 2025-05-31; filed 2025-06-18
source · NUM_ORCL_NET_MARGIN_FY2025
Day-level period offset: about 8 months before row reference (-245d) vs row reference 2026-01-31; offset.
30.00%
FY 2025; period end 2025-11-28; filed 2026-01-15
source · NUM_ADBE_NET_MARGIN_FY2025
Day-level period offset: about 2 months before row reference (-64d) vs row reference 2026-01-31; offset.
13.16%
FY 2025; period end 2025-12-31; filed 2026-01-29
source · NUM_NOW_NET_MARGIN_FY2025
Day-level period offset: -31d vs row reference 2026-01-31; offset.
20.55%
FY 2025; period end 2025-07-31; filed 2025-09-03
source · NUM_INTU_NET_MARGIN_FY2025
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
7.26%
FY 2026; period end 2026-01-31; filed 2026-03-06
source · NUM_WDAY_NET_MARGIN_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
15.60%
FY 2026; period end 2026-01-31; filed 2026-03-03
source · NUM_ADSK_NET_MARGIN_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
R&D expense5,993,000,000
FY 2025; period end 2026-01-31; filed 2026-03-02; reporting currency USD
source · NUM_CRM_RESEARCH_AND_DEVELOPMENT_FY2025
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
10,272,000,000
FY 2026; period end 2026-05-31; filed 2026-06-22; reporting currency USD
source · NUM_ORCL_RESEARCH_AND_DEVELOPMENT_FY2026
Day-level period offset: about 4 months after row reference (+120d) vs row reference 2026-01-31; offset.
Not available.2,960,000,000
FY 2025; period end 2025-12-31; filed 2026-01-29; reporting currency USD
source · NUM_NOW_RESEARCH_AND_DEVELOPMENT_FY2025
Day-level period offset: -31d vs row reference 2026-01-31; offset.
2,928,000,000
FY 2025; period end 2025-07-31; filed 2025-09-03; reporting currency USD
source · NUM_INTU_RESEARCH_AND_DEVELOPMENT_FY2025
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
2,679,000,000
FY 2026; period end 2026-01-31; filed 2026-03-06; reporting currency USD
source · NUM_WDAY_RESEARCH_AND_DEVELOPMENT_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
1,643,000,000
FY 2026; period end 2026-01-31; filed 2026-03-03; reporting currency USD
source · NUM_ADSK_RESEARCH_AND_DEVELOPMENT_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
R&D / revenue
Mixed reporting concepts: us-gaap:ResearchAndDevelopmentExpense, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: ADSK -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; INTU -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:Revenues; NOW -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; WDAY -> us-gaap:ResearchAndDevelopmentExpense + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
Not available.Not available.Not available.22.29%
FY 2025; period end 2025-12-31; filed 2026-01-29
source · NUM_NOW_R_AND_D_INTENSITY_FY2025
grepcent-computed in code: research and development expense / revenue from NUM_NOW_RESEARCH_AND_DEVELOPMENT_FY2025, NUM_NOW_REVENUE_FY2025.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: -31d vs row reference 2026-01-31; offset.
15.55%
FY 2025; period end 2025-07-31; filed 2025-09-03
source · NUM_INTU_R_AND_D_INTENSITY_FY2025
grepcent-computed in code: research and development expense / revenue from NUM_INTU_RESEARCH_AND_DEVELOPMENT_FY2025, NUM_INTU_REVENUE_FY2025.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
28.05%
FY 2026; period end 2026-01-31; filed 2026-03-06
source · NUM_WDAY_R_AND_D_INTENSITY_FY2026
grepcent-computed in code: research and development expense / revenue from NUM_WDAY_RESEARCH_AND_DEVELOPMENT_FY2026, NUM_WDAY_REVENUE_FY2026.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
22.80%
FY 2026; period end 2026-01-31; filed 2026-03-03
source · NUM_ADSK_R_AND_D_INTENSITY_FY2026
grepcent-computed in code: research and development expense / revenue from NUM_ADSK_RESEARCH_AND_DEVELOPMENT_FY2026, NUM_ADSK_REVENUE_FY2026.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
Sales and marketing14,345,000,000
FY 2025; period end 2026-01-31; filed 2026-03-02; reporting currency USD
source · NUM_CRM_SALES_AND_MARKETING_FY2025
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
8,331,000,000
FY 2026; period end 2026-05-31; filed 2026-06-22; reporting currency USD
source · NUM_ORCL_SALES_AND_MARKETING_FY2026
Day-level period offset: about 4 months after row reference (+120d) vs row reference 2026-01-31; offset.
6,488,000,000
FY 2025; period end 2025-11-28; filed 2026-01-15; reporting currency USD
source · NUM_ADBE_SALES_AND_MARKETING_FY2025
Day-level period offset: about 2 months before row reference (-64d) vs row reference 2026-01-31; offset.
4,388,000,000
FY 2025; period end 2025-12-31; filed 2026-01-29; reporting currency USD
source · NUM_NOW_SALES_AND_MARKETING_FY2025
Day-level period offset: -31d vs row reference 2026-01-31; offset.
5,035,000,000
FY 2025; period end 2025-07-31; filed 2025-09-03; reporting currency USD
source · NUM_INTU_SALES_AND_MARKETING_FY2025
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
2,616,000,000
FY 2026; period end 2026-01-31; filed 2026-03-06; reporting currency USD
source · NUM_WDAY_SALES_AND_MARKETING_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
2,373,000,000
FY 2026; period end 2026-01-31; filed 2026-03-03; reporting currency USD
source · NUM_ADSK_SALES_AND_MARKETING_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
Sales and marketing / revenue
Mixed reporting concepts: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues, us-gaap:SellingAndMarketingExpense. Ticker concepts: ADBE -> us-gaap:Revenues + us-gaap:SellingAndMarketingExpense; ADSK -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax + us-gaap:SellingAndMarketingExpense; INTU -> us-gaap:Revenues + us-gaap:SellingAndMarketingExpense; NOW -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax + us-gaap:SellingAndMarketingExpense; WDAY -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax + us-gaap:SellingAndMarketingExpense.
Not available.Not available.27.30%
FY 2025; period end 2025-11-28; filed 2026-01-15
source · NUM_ADBE_SALES_AND_MARKETING_INTENSITY_FY2025
grepcent-computed in code: sales and marketing expense / revenue from NUM_ADBE_SALES_AND_MARKETING_FY2025, NUM_ADBE_REVENUE_FY2025.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: about 2 months before row reference (-64d) vs row reference 2026-01-31; offset.
33.05%
FY 2025; period end 2025-12-31; filed 2026-01-29
source · NUM_NOW_SALES_AND_MARKETING_INTENSITY_FY2025
grepcent-computed in code: sales and marketing expense / revenue from NUM_NOW_SALES_AND_MARKETING_FY2025, NUM_NOW_REVENUE_FY2025.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: -31d vs row reference 2026-01-31; offset.
26.74%
FY 2025; period end 2025-07-31; filed 2025-09-03
source · NUM_INTU_SALES_AND_MARKETING_INTENSITY_FY2025
grepcent-computed in code: sales and marketing expense / revenue from NUM_INTU_SALES_AND_MARKETING_FY2025, NUM_INTU_REVENUE_FY2025.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
27.39%
FY 2026; period end 2026-01-31; filed 2026-03-06
source · NUM_WDAY_SALES_AND_MARKETING_INTENSITY_FY2026
grepcent-computed in code: sales and marketing expense / revenue from NUM_WDAY_SALES_AND_MARKETING_FY2026, NUM_WDAY_REVENUE_FY2026.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
32.93%
FY 2026; period end 2026-01-31; filed 2026-03-03
source · NUM_ADSK_SALES_AND_MARKETING_INTENSITY_FY2026
grepcent-computed in code: sales and marketing expense / revenue from NUM_ADSK_SALES_AND_MARKETING_FY2026, NUM_ADSK_REVENUE_FY2026.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
Stock-based compensation3,509,000,000
FY 2025; period end 2026-01-31; filed 2026-03-02; reporting currency USD
source · NUM_CRM_STOCK_BASED_COMPENSATION_FY2025
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
4,811,000,000
FY 2026; period end 2026-05-31; filed 2026-06-22; reporting currency USD
source · NUM_ORCL_STOCK_BASED_COMPENSATION_FY2026
Day-level period offset: about 4 months after row reference (+120d) vs row reference 2026-01-31; offset.
1,942,000,000
FY 2025; period end 2025-11-28; filed 2026-01-15; reporting currency USD
source · NUM_ADBE_STOCK_BASED_COMPENSATION_FY2025
Day-level period offset: about 2 months before row reference (-64d) vs row reference 2026-01-31; offset.
1,955,000,000
FY 2025; period end 2025-12-31; filed 2026-01-29; reporting currency USD
source · NUM_NOW_STOCK_BASED_COMPENSATION_FY2025
Day-level period offset: -31d vs row reference 2026-01-31; offset.
1,968,000,000
FY 2025; period end 2025-07-31; filed 2025-09-03; reporting currency USD
source · NUM_INTU_STOCK_BASED_COMPENSATION_FY2025
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
1,626,000,000
FY 2026; period end 2026-01-31; filed 2026-03-06; reporting currency USD
source · NUM_WDAY_STOCK_BASED_COMPENSATION_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
788,000,000
FY 2026; period end 2026-01-31; filed 2026-03-03; reporting currency USD
source · NUM_ADSK_STOCK_BASED_COMPENSATION_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
SBC / revenue
Mixed reporting concepts: us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues, us-gaap:ShareBasedCompensation. Ticker concepts: ADBE -> us-gaap:Revenues + us-gaap:ShareBasedCompensation; ADSK -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax + us-gaap:ShareBasedCompensation; INTU -> us-gaap:Revenues + us-gaap:ShareBasedCompensation; NOW -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax + us-gaap:ShareBasedCompensation; WDAY -> us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax + us-gaap:ShareBasedCompensation.
Not available.Not available.8.17%
FY 2025; period end 2025-11-28; filed 2026-01-15
source · NUM_ADBE_SBC_INTENSITY_FY2025
grepcent-computed in code: stock-based compensation / revenue from NUM_ADBE_STOCK_BASED_COMPENSATION_FY2025, NUM_ADBE_REVENUE_FY2025.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: about 2 months before row reference (-64d) vs row reference 2026-01-31; offset.
14.72%
FY 2025; period end 2025-12-31; filed 2026-01-29
source · NUM_NOW_SBC_INTENSITY_FY2025
grepcent-computed in code: stock-based compensation / revenue from NUM_NOW_STOCK_BASED_COMPENSATION_FY2025, NUM_NOW_REVENUE_FY2025.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: -31d vs row reference 2026-01-31; offset.
10.45%
FY 2025; period end 2025-07-31; filed 2025-09-03
source · NUM_INTU_SBC_INTENSITY_FY2025
grepcent-computed in code: stock-based compensation / revenue from NUM_INTU_STOCK_BASED_COMPENSATION_FY2025, NUM_INTU_REVENUE_FY2025.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
17.02%
FY 2026; period end 2026-01-31; filed 2026-03-06
source · NUM_WDAY_SBC_INTENSITY_FY2026
grepcent-computed in code: stock-based compensation / revenue from NUM_WDAY_STOCK_BASED_COMPENSATION_FY2026, NUM_WDAY_REVENUE_FY2026.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
10.94%
FY 2026; period end 2026-01-31; filed 2026-03-03
source · NUM_ADSK_SBC_INTENSITY_FY2026
grepcent-computed in code: stock-based compensation / revenue from NUM_ADSK_STOCK_BASED_COMPENSATION_FY2026, NUM_ADSK_REVENUE_FY2026.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
Free cash flow14,402,000,000
FY 2026; period end 2026-01-31; filed 2026-03-02; reporting currency USD
source · NUM_CRM_FREE_CASH_FLOW_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
-394,000,000
FY 2025; period end 2025-05-31; filed 2025-06-18; reporting currency USD
source · NUM_ORCL_FREE_CASH_FLOW_FY2025
Day-level period offset: about 8 months before row reference (-245d) vs row reference 2026-01-31; offset.
9,852,000,000
FY 2025; period end 2025-11-28; filed 2026-01-15; reporting currency USD
source · NUM_ADBE_FREE_CASH_FLOW_FY2025
Day-level period offset: about 2 months before row reference (-64d) vs row reference 2026-01-31; offset.
4,576,000,000
FY 2025; period end 2025-12-31; filed 2026-01-29; reporting currency USD
source · NUM_NOW_FREE_CASH_FLOW_FY2025
Day-level period offset: -31d vs row reference 2026-01-31; offset.
6,123,000,000
FY 2025; period end 2025-07-31; filed 2025-09-03; reporting currency USD
source · NUM_INTU_FREE_CASH_FLOW_FY2025
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
2,777,000,000
FY 2026; period end 2026-01-31; filed 2026-03-06; reporting currency USD
source · NUM_WDAY_FREE_CASH_FLOW_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
2,409,000,000
FY 2026; period end 2026-01-31; filed 2026-03-03; reporting currency USD
source · NUM_ADSK_FREE_CASH_FLOW_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
FCF / revenue
Mixed reporting concepts: us-gaap:NetCashProvidedByUsedInOperatingActivities, us-gaap:PaymentsToAcquirePropertyPlantAndEquipment, us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax, us-gaap:Revenues. Ticker concepts: ADBE -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:Revenues; ADSK -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; CRM -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; INTU -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:Revenues; NOW -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax; WDAY -> us-gaap:NetCashProvidedByUsedInOperatingActivities + us-gaap:PaymentsToAcquirePropertyPlantAndEquipment + us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.
34.68%
FY 2026; period end 2026-01-31; filed 2026-03-02
source · NUM_CRM_FCF_MARGIN_FY2026
grepcent-computed in code: free cash flow / revenue from NUM_CRM_FREE_CASH_FLOW_FY2026, NUM_CRM_REVENUE_FY2026.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
Not available.41.45%
FY 2025; period end 2025-11-28; filed 2026-01-15
source · NUM_ADBE_FCF_MARGIN_FY2025
grepcent-computed in code: free cash flow / revenue from NUM_ADBE_FREE_CASH_FLOW_FY2025, NUM_ADBE_REVENUE_FY2025.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: about 2 months before row reference (-64d) vs row reference 2026-01-31; offset.
34.46%
FY 2025; period end 2025-12-31; filed 2026-01-29
source · NUM_NOW_FCF_MARGIN_FY2025
grepcent-computed in code: free cash flow / revenue from NUM_NOW_FREE_CASH_FLOW_FY2025, NUM_NOW_REVENUE_FY2025.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: -31d vs row reference 2026-01-31; offset.
32.52%
FY 2025; period end 2025-07-31; filed 2025-09-03
source · NUM_INTU_FCF_MARGIN_FY2025
grepcent-computed in code: free cash flow / revenue from NUM_INTU_FREE_CASH_FLOW_FY2025, NUM_INTU_REVENUE_FY2025.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
29.07%
FY 2026; period end 2026-01-31; filed 2026-03-06
source · NUM_WDAY_FCF_MARGIN_FY2026
grepcent-computed in code: free cash flow / revenue from NUM_WDAY_FREE_CASH_FLOW_FY2026, NUM_WDAY_REVENUE_FY2026.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
33.43%
FY 2026; period end 2026-01-31; filed 2026-03-03
source · NUM_ADSK_FCF_MARGIN_FY2026
grepcent-computed in code: free cash flow / revenue from NUM_ADSK_FREE_CASH_FLOW_FY2026, NUM_ADSK_REVENUE_FY2026.
Computed from filing inputs; may differ from the company's own reported/adjusted ratio.
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
Deferred revenue
Mixed reporting concepts: us-gaap:ContractWithCustomerLiability, us-gaap:ContractWithCustomerLiabilityCurrent. Ticker concepts: ADBE -> us-gaap:ContractWithCustomerLiability; ADSK -> us-gaap:ContractWithCustomerLiabilityCurrent; CRM -> us-gaap:ContractWithCustomerLiabilityCurrent; INTU -> us-gaap:ContractWithCustomerLiabilityCurrent; NOW -> us-gaap:ContractWithCustomerLiabilityCurrent; ORCL -> us-gaap:ContractWithCustomerLiability; WDAY -> us-gaap:ContractWithCustomerLiability.
24,317,000,000
FY 2025; period end 2026-01-31; filed 2026-03-02; reporting currency USD
source · NUM_CRM_DEFERRED_REVENUE_FY2025
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
15,395,000,000
FY 2026; period end 2026-05-31; filed 2026-06-22; reporting currency USD
source · NUM_ORCL_DEFERRED_REVENUE_FY2026
Day-level period offset: about 4 months after row reference (+120d) vs row reference 2026-01-31; offset.
7,030,000,000
FY 2025; period end 2025-11-28; filed 2026-01-15; reporting currency USD
source · NUM_ADBE_DEFERRED_REVENUE_FY2025
Day-level period offset: about 2 months before row reference (-64d) vs row reference 2026-01-31; offset.
8,314,000,000
FY 2025; period end 2025-12-31; filed 2026-01-29; reporting currency USD
source · NUM_NOW_DEFERRED_REVENUE_FY2025
Day-level period offset: -31d vs row reference 2026-01-31; offset.
1,019,000,000
FY 2025; period end 2025-07-31; filed 2025-09-03; reporting currency USD
source · NUM_INTU_DEFERRED_REVENUE_FY2025
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
5,081,000,000
FY 2026; period end 2026-01-31; filed 2026-03-06; reporting currency USD
source · NUM_WDAY_DEFERRED_REVENUE_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
4,406,000,000
FY 2026; period end 2026-01-31; filed 2026-03-03; reporting currency USD
source · NUM_ADSK_DEFERRED_REVENUE_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
Cash and equivalents7,327,000,000
FY 2026; period end 2026-01-31; filed 2026-03-02; reporting currency USD
source · NUM_CRM_CASH_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
10,786,000,000
FY 2025; period end 2025-05-31; filed 2025-06-18; reporting currency USD
source · NUM_ORCL_CASH_FY2025
Day-level period offset: about 8 months before row reference (-245d) vs row reference 2026-01-31; offset.
5,431,000,000
FY 2025; period end 2025-11-28; filed 2026-01-15; reporting currency USD
source · NUM_ADBE_CASH_FY2025
Day-level period offset: about 2 months before row reference (-64d) vs row reference 2026-01-31; offset.
3,726,000,000
FY 2025; period end 2025-12-31; filed 2026-01-29; reporting currency USD
source · NUM_NOW_CASH_FY2025
Day-level period offset: -31d vs row reference 2026-01-31; offset.
2,884,000,000
FY 2025; period end 2025-07-31; filed 2025-09-03; reporting currency USD
source · NUM_INTU_CASH_FY2025
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
1,501,000,000
FY 2026; period end 2026-01-31; filed 2026-03-06; reporting currency USD
source · NUM_WDAY_CASH_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
2,249,000,000
FY 2026; period end 2026-01-31; filed 2026-03-03; reporting currency USD
source · NUM_ADSK_CASH_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
Liabilities / equity leverage
Mixed reporting concepts: us-gaap:Assets, us-gaap:Liabilities, us-gaap:StockholdersEquity. Ticker concepts: ADBE -> us-gaap:Liabilities + us-gaap:StockholdersEquity; ADSK -> us-gaap:Assets + us-gaap:StockholdersEquity; CRM -> us-gaap:Liabilities + us-gaap:StockholdersEquity; INTU -> us-gaap:Liabilities + us-gaap:StockholdersEquity; NOW -> us-gaap:Liabilities + us-gaap:StockholdersEquity; ORCL -> us-gaap:Assets + us-gaap:StockholdersEquity; WDAY -> us-gaap:Liabilities + us-gaap:StockholdersEquity.
0.90
FY 2026; period end 2026-01-31; filed 2026-03-02
source · NUM_CRM_LIABILITIES_TO_EQUITY_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
5.16
FY 2026; period end 2026-05-31; filed 2026-06-22
source · NUM_ORCL_LIABILITIES_TO_EQUITY_FY2026
grepcent-computed in code: (assets - equity) / equity from NUM_ORCL_ASSETS_FY2026, NUM_ORCL_EQUITY_FY2026.
Day-level period offset: about 4 months after row reference (+120d) vs row reference 2026-01-31; offset.
1.54
FY 2025; period end 2025-11-28; filed 2026-01-15
source · NUM_ADBE_LIABILITIES_TO_EQUITY_FY2025
Day-level period offset: about 2 months before row reference (-64d) vs row reference 2026-01-31; offset.
1.01
FY 2025; period end 2025-12-31; filed 2026-01-29
source · NUM_NOW_LIABILITIES_TO_EQUITY_FY2025
Day-level period offset: -31d vs row reference 2026-01-31; offset.
0.88
FY 2025; period end 2025-07-31; filed 2025-09-03
source · NUM_INTU_LIABILITIES_TO_EQUITY_FY2025
Day-level period offset: about 6 months before row reference (-184d) vs row reference 2026-01-31; offset.
1.32
FY 2026; period end 2026-01-31; filed 2026-03-06
source · NUM_WDAY_LIABILITIES_TO_EQUITY_FY2026
Day-level period offset: 0d vs row reference 2026-01-31; aligned.
3.09
FY 2026; period end 2026-01-31; filed 2026-03-03
source · NUM_ADSK_LIABILITIES_TO_EQUITY_FY2026
grepcent-computed in code: (assets - equity) / equity from NUM_ADSK_ASSETS_FY2026, NUM_ADSK_EQUITY_FY2026.
Day-level period offset: 0d vs row reference 2026-01-31; aligned.

Code-computed comparisons

Market-risk companion: risk and factor comparison from lmfin. It is descriptive and separate from the SEC fundamentals review.

Narrative Matrix

DimensionCRMORCLADBENOWINTUWDAYADSK
Business modelQuarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.

In its latest annual MD&A, ADBE describes this business model item. [FACT:Q_ADBE_BUSINESS_MODEL_1]

These offerings include our Creative Cloud flagship applications (“apps”) such as Adobe Photoshop, Adobe Illustrator, Adobe Lightroom, Adobe Premiere Pro and Adobe After Effects; as well as Adobe Acrobat, Adobe Express, Adobe Firefly and many more products, which are available across surfaces and platforms as desktop tools, web and mobile apps and cloud-based services.

company page · source filing · fact Q_ADBE_BUSINESS_MODEL_1 · filed 2026-01-15

Quarantined: no direct dimension-relevant quote survived the gate.

In its latest annual MD&A, INTU describes this business model item. [FACT:Q_INTU_BUSINESS_MODEL_1]

This new name better aligns with the global reach of the Mailchimp and QuickBooks platform, our focus on serving both small and mid-market businesses, and our vision to become the all-in-one platform that customers use to grow and run their business.

company page · source filing · fact Q_INTU_BUSINESS_MODEL_1 · filed 2025-09-03

Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.
Geographic and customer exposureQuarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.
Capital allocationQuarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.
Stated strategy in filings

In its latest annual MD&A, CRM describes this stated strategy in filings item. [FACT:Q_CRM_STATED_STRATEGY_1]

During the third quarter of fiscal 2025, we introduced Agentforce, a new layer of our trusted platform that enables companies to build and deploy AI agents that can respond to inputs, make decisions and take action autonomously across business functions.

company page · source filing · fact Q_CRM_STATED_STRATEGY_1 · filed 2026-03-02

Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.
Idiosyncratic risks in filingsQuarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.
Recent narrative changeQuarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.Quarantined: no direct dimension-relevant quote survived the gate.

Gate summary

Facts: 107. Claims survived: 3. Claims dropped: 0. Cells quarantined: 39.

Quarantined quantitative rows

Quarantined dimensions

Quarantined cells