The video provides a fundamental analysis comparing Adobe (ADBE) and Salesforce (CRM). It notes that Adobe started 2016 with 5.9 billion in trailing 12-month revenue, increasing to 22.6 billion recently, resulting in a 17.2% compounded annual growth rate. Salesforce started 2016 with 8.4 billion in trailing 12-month revenues, growing to 38.6 billion, a compounded annual growth rate of over 20%. The analysis suggests Salesforce's revenue growth is more supported by acquisitions than Adobe's. The video highlights a downside for Salesforce: a willingness to overpay for acquisitions. The video also discusses how Adobe hasn't been attracting or has been losing market share, while the share price stagnates due to artificial intelligence risks. The intrinsic value per share calculated for Salesforce is $279, compared to the current market price of $256.25, indicating it is undervalued.