Adobe Inc. Liquidation Value

ADBE Software

Cash & Equivalents

$6.33B
As of 2026-02-27
Current Price: $247.60 (as of 2026-05-17)

Key Metrics

Cash Liquidation Value

Cash minus Total Obligations
Cash: $6.33B
Total Obligations: -$16.26B
$-9.93B
Per share: $-24.46
Period: 2026-02-27
incomplete 1 component missing — treated as $0 in formula. Why?
  • Operating Lease Liability: not reported in this period (annual-only)

Liquid Liquidation Value

Cash + AR minus Total Obligations
Cash: $6.33B
AR: $2.09B
Total Obligations: -$16.26B
$-7.84B
Per share: $-19.31
Period: 2026-02-27
incomplete 1 component missing — treated as $0 in formula. Why?
  • Operating Lease Liability: not reported in this period (annual-only)

Operating Liquidation Value

Cash + AR + Inventory minus Total Obligations
Cash: $6.33B
AR: $2.09B
Inventory: N/A
Total Obligations: -$16.26B
$-7.84B
Per share: $-19.31
Period: 2026-02-27
incomplete 2 components missing — treated as $0 in formula. Why?
  • Operating Lease Liability: not reported in this period (annual-only)
  • Inventory: not reported

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Liquidation Ladder

MetricTotalPer Share
Cash Liquidation Value$-9.93B$-24.46
Liquid Liquidation Value$-7.84B$-19.31
Operating Liquidation Value$-7.84B$-19.31

Key Components (as of 2026-02-27)

Data as of 2026-02-27 from 10-Q filed 2026-03-25. View on SEC EDGAR →

Cash & Equivalents$6.33B
Accounts Receivable$2.09B
InventoryN/A
Current Liabilities$11.39B
Long-term Debt (?)$4.53B
Op. Lease Liability (?)$344.00M
Finance Lease (?)N/A
Shares Outstanding406.0M

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Historical

PeriodCashARInventoryAPCurr LiabLT DebtOp LeaseFin Lease
2026-02-27$6.33B$2.09BN/A$419.00M$11.39B$4.53B$344.00MN/A
2025-11-28$5.43B$2.34BN/A$417.00M$10.20B$6.21B$361.00MN/A
2025-08-29$4.98B$2.09BN/A$337.00M$9.24B$6.20B$362.00MN/A
2025-05-30$4.93B$1.74BN/A$360.00M$9.04B$6.17B$323.00MN/A

Comments

SEC Filings

PeriodFormFiledLink
2026-02-27 10-Q 2026-03-25 View
2025-11-28 10-K 2026-01-15 View
2025-08-29 10-Q 2025-09-24 View
2025-05-30 10-Q 2025-06-25 View
2025-02-28 10-Q 2025-03-26 View
2024-11-29 10-K 2025-01-13 View
2024-08-30 10-Q 2024-09-25 View
2024-05-31 10-Q 2024-06-26 View

AI Insights

AI Insight·Generated 2026-05-04

Adobe Inc. (ADBE) as of February 27, 2026 presents a deeply negative liquidation recovery posture, consistent with its asset-light, intangibles-heavy software business model. MFFAIS reports a cash liquidation value of approximately -$9.9B and a liquid liquidation value of approximately -$7.8B, both of which align with the balance sheet analysis below.

On the asset side, the highest-quality recoverable assets are cash and cash equivalents ($6.33B, 100% recovery) and short-term investments ($558M, treated at near-par given money market and investment-grade fixed income composition). Accounts receivable ($2.09B gross, $2.08B net) yields approximately $1.9-2.0B at a 90-95% haircut. PP&E net book value is $1.85B; at 50-70% recovery, this contributes approximately $0.9-1.3B. Deferred income tax assets ($2.14B) are non-transferable in a wind-down and are assigned zero recovery. Goodwill ($12.87B) and other intangible assets ($454M net) receive zero recovery under the liquidation lens. Other noncurrent assets ($1.70B) and capitalized contract costs ($755M) are effectively zero-value in liquidation.

On the liability side, total liabilities stand at $18.27B at face value. The most significant liability components are: senior notes with a face value of $6.15B (carrying value $6.23B including fair value hedge adjustments), of which $849M is reclassified as current due February 2027; deferred revenue (current $7.28B, noncurrent $95M) totaling $7.37B, which represents obligations to deliver future services that do not extinguish on wind-down and rank as face-value claims; accrued liabilities current of $2.26B; and operating lease liabilities of $428M ($84M current, $344M noncurrent).

The core liquidation math: best-case recoverable assets approximate $11-12B (cash + short-term investments + ~90% AR + ~60% PP&E), against $18.27B in face-value liabilities. This yields an estimated equity recovery of negative $6-7B before professional fees and wind-down costs, consistent with reported MFFAIS values. The $12.87B goodwill balance—representing approximately 43% of total assets—is the single largest drag on recovery. The $7.37B deferred revenue liability is the second most consequential item; it carries no offset in liquidation since the subscription delivery obligation ceases but the liability remains. No prior filing was provided for period-over-period comparison.

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