AI-assembled from public SEC filings

Large-cap software and SaaS peer review

Descriptive comparison assembled from public SEC filings and verified companyfacts.

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.

Methodology

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; code-computed comparisons below only use calendar-aligned periods.

Metric	CRM	ORCL	ADBE	NOW	INTU	WDAY	ADSK
Revenue	41,525,000,000 FY 2026; period end 2026-01-31; filed 2026-03-02; reporting currency USD source · NUM_CRM_REVENUE_FY2026	57,399,000,000 FY 2025; period end 2025-05-31; filed 2025-06-18; reporting currency USD source · NUM_ORCL_REVENUE_FY2025 Non-aligned period: 2025-Q2; row majority 2026-Q1.	23,769,000,000 FY 2025; period end 2025-11-28; filed 2026-01-15; reporting currency USD source · NUM_ADBE_REVENUE_FY2025 Non-aligned period: 2025-Q4; row majority 2026-Q1.	13,278,000,000 FY 2025; period end 2025-12-31; filed 2026-01-29; reporting currency USD source · NUM_NOW_REVENUE_FY2025 Non-aligned period: 2025-Q4; row majority 2026-Q1.	18,831,000,000 FY 2025; period end 2025-07-31; filed 2025-09-03; reporting currency USD source · NUM_INTU_REVENUE_FY2025 Non-aligned period: 2025-Q3; row majority 2026-Q1.	9,552,000,000 FY 2026; period end 2026-01-31; filed 2026-03-06; reporting currency USD source · NUM_WDAY_REVENUE_FY2026	7,206,000,000 FY 2026; period end 2026-01-31; filed 2026-03-03; reporting currency USD source · NUM_ADSK_REVENUE_FY2026
Revenue growth	Quarantined: Only 0 of 7 companies have a verified fact; threshold is 3.
Gross margin	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.	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.	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. Non-aligned period: 2026-Q1; row majority 2025-Q4.
Operating margin	20.06% FY 2026; period end 2026-01-31; filed 2026-03-02 source · NUM_CRM_OPERATING_MARGIN_FY2026	30.80% FY 2025; period end 2025-05-31; filed 2025-06-18 source · NUM_ORCL_OPERATING_MARGIN_FY2025 Non-aligned period: 2025-Q2; row majority 2026-Q1.	36.63% FY 2025; period end 2025-11-28; filed 2026-01-15 source · NUM_ADBE_OPERATING_MARGIN_FY2025 Non-aligned period: 2025-Q4; row majority 2026-Q1.	13.74% FY 2025; period end 2025-12-31; filed 2026-01-29 source · NUM_NOW_OPERATING_MARGIN_FY2025 Non-aligned period: 2025-Q4; row majority 2026-Q1.	26.14% FY 2025; period end 2025-07-31; filed 2025-09-03 source · NUM_INTU_OPERATING_MARGIN_FY2025 Non-aligned period: 2025-Q3; row majority 2026-Q1.	7.55% FY 2026; period end 2026-01-31; filed 2026-03-06 source · NUM_WDAY_OPERATING_MARGIN_FY2026	21.90% FY 2026; period end 2026-01-31; filed 2026-03-03 source · NUM_ADSK_OPERATING_MARGIN_FY2026
Net margin	17.96% FY 2026; period end 2026-01-31; filed 2026-03-02 source · NUM_CRM_NET_MARGIN_FY2026	21.68% FY 2025; period end 2025-05-31; filed 2025-06-18 source · NUM_ORCL_NET_MARGIN_FY2025 Non-aligned period: 2025-Q2; row majority 2026-Q1.	30.00% FY 2025; period end 2025-11-28; filed 2026-01-15 source · NUM_ADBE_NET_MARGIN_FY2025 Non-aligned period: 2025-Q4; row majority 2026-Q1.	13.16% FY 2025; period end 2025-12-31; filed 2026-01-29 source · NUM_NOW_NET_MARGIN_FY2025 Non-aligned period: 2025-Q4; row majority 2026-Q1.	20.55% FY 2025; period end 2025-07-31; filed 2025-09-03 source · NUM_INTU_NET_MARGIN_FY2025 Non-aligned period: 2025-Q3; row majority 2026-Q1.	7.26% FY 2026; period end 2026-01-31; filed 2026-03-06 source · NUM_WDAY_NET_MARGIN_FY2026	15.60% FY 2026; period end 2026-01-31; filed 2026-03-03 source · NUM_ADSK_NET_MARGIN_FY2026
R&D expense	5,993,000,000 FY 2025; period end 2026-01-31; filed 2026-03-02; reporting currency USD source · NUM_CRM_RESEARCH_AND_DEVELOPMENT_FY2025	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 Non-aligned period: 2026-Q2; row majority 2026-Q1.	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 Non-aligned period: 2025-Q4; row majority 2026-Q1.	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 Non-aligned period: 2025-Q3; row majority 2026-Q1.	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	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
R&D / revenue	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. Non-aligned period: 2025-Q4; row majority 2026-Q1.	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. Non-aligned period: 2025-Q3; row majority 2026-Q1.	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.	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.
Sales and marketing	14,345,000,000 FY 2025; period end 2026-01-31; filed 2026-03-02; reporting currency USD source · NUM_CRM_SALES_AND_MARKETING_FY2025	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 Non-aligned period: 2026-Q2; row majority 2026-Q1.	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 Non-aligned period: 2025-Q4; row majority 2026-Q1.	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 Non-aligned period: 2025-Q4; row majority 2026-Q1.	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 Non-aligned period: 2025-Q3; row majority 2026-Q1.	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	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
Sales and marketing / revenue	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. Non-aligned period: 2025-Q4; row majority 2026-Q1.	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. Non-aligned period: 2025-Q4; row majority 2026-Q1.	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. Non-aligned period: 2025-Q3; row majority 2026-Q1.	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.	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.
Stock-based compensation	3,509,000,000 FY 2025; period end 2026-01-31; filed 2026-03-02; reporting currency USD source · NUM_CRM_STOCK_BASED_COMPENSATION_FY2025	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 Non-aligned period: 2026-Q2; row majority 2026-Q1.	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 Non-aligned period: 2025-Q4; row majority 2026-Q1.	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 Non-aligned period: 2025-Q4; row majority 2026-Q1.	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 Non-aligned period: 2025-Q3; row majority 2026-Q1.	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	788,000,000 FY 2026; period end 2026-01-31; filed 2026-03-03; reporting currency USD source · NUM_ADSK_STOCK_BASED_COMPENSATION_FY2026
SBC / revenue	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. Non-aligned period: 2025-Q4; row majority 2026-Q1.	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. Non-aligned period: 2025-Q4; row majority 2026-Q1.	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. Non-aligned period: 2025-Q3; row majority 2026-Q1.	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.	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.
Free cash flow	14,402,000,000 FY 2026; period end 2026-01-31; filed 2026-03-02; reporting currency USD source · NUM_CRM_FREE_CASH_FLOW_FY2026	-394,000,000 FY 2025; period end 2025-05-31; filed 2025-06-18; reporting currency USD source · NUM_ORCL_FREE_CASH_FLOW_FY2025 Non-aligned period: 2025-Q2; row majority 2026-Q1.	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 Non-aligned period: 2025-Q4; row majority 2026-Q1.	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 Non-aligned period: 2025-Q4; row majority 2026-Q1.	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 Non-aligned period: 2025-Q3; row majority 2026-Q1.	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	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
FCF / revenue	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.	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. Non-aligned period: 2025-Q4; row majority 2026-Q1.	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. Non-aligned period: 2025-Q4; row majority 2026-Q1.	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. Non-aligned period: 2025-Q3; row majority 2026-Q1.	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.	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.
Deferred revenue	24,317,000,000 FY 2025; period end 2026-01-31; filed 2026-03-02; reporting currency USD source · NUM_CRM_DEFERRED_REVENUE_FY2025	15,395,000,000 FY 2026; period end 2026-05-31; filed 2026-06-22; reporting currency USD source · NUM_ORCL_DEFERRED_REVENUE_FY2026 Non-aligned period: 2026-Q2; row majority 2026-Q1.	7,030,000,000 FY 2025; period end 2025-11-28; filed 2026-01-15; reporting currency USD source · NUM_ADBE_DEFERRED_REVENUE_FY2025 Non-aligned period: 2025-Q4; row majority 2026-Q1.	8,314,000,000 FY 2025; period end 2025-12-31; filed 2026-01-29; reporting currency USD source · NUM_NOW_DEFERRED_REVENUE_FY2025 Non-aligned period: 2025-Q4; row majority 2026-Q1.	1,019,000,000 FY 2025; period end 2025-07-31; filed 2025-09-03; reporting currency USD source · NUM_INTU_DEFERRED_REVENUE_FY2025 Non-aligned period: 2025-Q3; row majority 2026-Q1.	5,081,000,000 FY 2026; period end 2026-01-31; filed 2026-03-06; reporting currency USD source · NUM_WDAY_DEFERRED_REVENUE_FY2026	4,406,000,000 FY 2026; period end 2026-01-31; filed 2026-03-03; reporting currency USD source · NUM_ADSK_DEFERRED_REVENUE_FY2026
Cash and equivalents	7,327,000,000 FY 2026; period end 2026-01-31; filed 2026-03-02; reporting currency USD source · NUM_CRM_CASH_FY2026	10,786,000,000 FY 2025; period end 2025-05-31; filed 2025-06-18; reporting currency USD source · NUM_ORCL_CASH_FY2025 Non-aligned period: 2025-Q2; row majority 2026-Q1.	5,431,000,000 FY 2025; period end 2025-11-28; filed 2026-01-15; reporting currency USD source · NUM_ADBE_CASH_FY2025 Non-aligned period: 2025-Q4; row majority 2026-Q1.	3,726,000,000 FY 2025; period end 2025-12-31; filed 2026-01-29; reporting currency USD source · NUM_NOW_CASH_FY2025 Non-aligned period: 2025-Q4; row majority 2026-Q1.	2,884,000,000 FY 2025; period end 2025-07-31; filed 2025-09-03; reporting currency USD source · NUM_INTU_CASH_FY2025 Non-aligned period: 2025-Q3; row majority 2026-Q1.	1,501,000,000 FY 2026; period end 2026-01-31; filed 2026-03-06; reporting currency USD source · NUM_WDAY_CASH_FY2026	2,249,000,000 FY 2026; period end 2026-01-31; filed 2026-03-03; reporting currency USD source · NUM_ADSK_CASH_FY2026
Liabilities / equity leverage	0.90 FY 2026; period end 2026-01-31; filed 2026-03-02 source · NUM_CRM_LIABILITIES_TO_EQUITY_FY2026	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. Non-aligned period: 2026-Q2; row majority 2026-Q1.	1.54 FY 2025; period end 2025-11-28; filed 2026-01-15 source · NUM_ADBE_LIABILITIES_TO_EQUITY_FY2025 Non-aligned period: 2025-Q4; row majority 2026-Q1.	1.01 FY 2025; period end 2025-12-31; filed 2026-01-29 source · NUM_NOW_LIABILITIES_TO_EQUITY_FY2025 Non-aligned period: 2025-Q4; row majority 2026-Q1.	0.88 FY 2025; period end 2025-07-31; filed 2025-09-03 source · NUM_INTU_LIABILITIES_TO_EQUITY_FY2025 Non-aligned period: 2025-Q3; row majority 2026-Q1.	1.32 FY 2026; period end 2026-01-31; filed 2026-03-06 source · NUM_WDAY_LIABILITIES_TO_EQUITY_FY2026	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.

Code-computed comparisons

grepcent-computed gross margin range: range endpoints are NOW (77.53%) and ADBE (89.27%). Calendar period: 2025-Q4. Computed from facts NUM_NOW_GROSS_MARGIN_FY2025 and NUM_ADBE_GROSS_MARGIN_FY2025; no authored numeric comparison. Excluded from this comparison: ADSK: period not aligned (2026-Q1 vs 2025-Q4); CRM: no gross_margin fact available; INTU: no gross_margin fact available; ORCL: no gross_margin fact available; WDAY: no gross_margin fact available.
grepcent-computed SBC intensity range: range endpoints are ADSK (10.94%) and WDAY (17.02%). Calendar period: 2026-Q1. Computed from facts NUM_ADSK_SBC_INTENSITY_FY2026 and NUM_WDAY_SBC_INTENSITY_FY2026; no authored numeric comparison. Excluded from this comparison: ADBE: period not aligned (2025-Q4 vs 2026-Q1); CRM: no sbc_intensity fact available; INTU: period not aligned (2025-Q3 vs 2026-Q1); NOW: period not aligned (2025-Q4 vs 2026-Q1); ORCL: no sbc_intensity fact available.

Narrative Matrix

Dimension	CRM	ORCL	ADBE	NOW	INTU	WDAY	ADSK
Business model	Quarantined: 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 exposure	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.	Quarantined: no direct dimension-relevant quote survived the gate.
Capital allocation	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.	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 filings	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.	Quarantined: no direct dimension-relevant quote survived the gate.
Recent narrative change	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.	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

revenue_growth: Only 0 of 7 companies have a verified fact; threshold is 3.

Quarantined dimensions

geographic_customer_exposure: No verified cells survived the gate.
capital_allocation: No verified cells survived the gate.
idiosyncratic_risks: No verified cells survived the gate.
recent_narrative_change: No verified cells survived the gate.

Quarantined cells

CRM / business_model: No direct dimension-relevant quote survived the evidence gate.
ORCL / business_model: No direct dimension-relevant quote survived the evidence gate.
NOW / business_model: No direct dimension-relevant quote survived the evidence gate.
WDAY / business_model: No direct dimension-relevant quote survived the evidence gate.
ADSK / business_model: No direct dimension-relevant quote survived the evidence gate.
CRM / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
ORCL / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
ADBE / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
NOW / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
INTU / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
WDAY / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
ADSK / geographic_customer_exposure: No direct dimension-relevant quote survived the evidence gate.
CRM / capital_allocation: No direct dimension-relevant quote survived the evidence gate.
ORCL / capital_allocation: No direct dimension-relevant quote survived the evidence gate.
ADBE / capital_allocation: No direct dimension-relevant quote survived the evidence gate.
NOW / capital_allocation: No direct dimension-relevant quote survived the evidence gate.
INTU / capital_allocation: No direct dimension-relevant quote survived the evidence gate.
WDAY / capital_allocation: No direct dimension-relevant quote survived the evidence gate.
ADSK / capital_allocation: No direct dimension-relevant quote survived the evidence gate.
ORCL / stated_strategy: No direct dimension-relevant quote survived the evidence gate.
ADBE / stated_strategy: No direct dimension-relevant quote survived the evidence gate.
NOW / stated_strategy: No direct dimension-relevant quote survived the evidence gate.
INTU / stated_strategy: No direct dimension-relevant quote survived the evidence gate.
WDAY / stated_strategy: No direct dimension-relevant quote survived the evidence gate.