ADBE vs MCD: Which Is the Better Buy?

Side-by-side comparison of Adobe Inc. and McDonald's Corporation β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-09.
Adobe Inc. Β· Technology
$248.16
+45.0% upside to fair value
High Conviction Grade B
VS
McDonald's Corporation Β· Consumer Cyclical
$275.75
+18.8% upside to fair value
Grade C High Quality
QuantHub Verdict
ADBE has more upside to fair value (+45.0%). ADBE trades at a lower forward P/E (14.1x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric ADBE MCD
Current Price $248.16 $275.75
Fair Value Estimate $359.82 $327.62
Upside to Fair Value +45.0% +18.8%
Market Cap $101.2B $196.0B
Forward P/E 14.1x 22.6x
EV / EBITDA β€” 16.7x
Price / Sales 4.1x 7.1x
Price / FCF 9.8x 27.9x
Revenue Growth YoY +3.3% +9.4%
Gross Margin 89.1% 57.4%
Operating Margin 36.6% 46.0%
Return on Equity 62.3% -434.0%
Dividend Yield β€” 0%
FCF Yield 10.2% 3.59%
Analyst Consensus Hold Buy
Investment Thesis
ADBE β€” Adobe Inc.
Adobe Inc. develops industry-leading creative software, digital experience platforms, and publishing tools, powering digital content creation and marketing for professionals worldwide. The business excels with high gross margins above 89%, a sticky subscription model driving recurring revenue over $17B ARR, and dominant moats in digital media, though it faces intensifying AI competition and slowi…
MCD β€” McDonald's Corporation
McDonald's Corporation operates a global quick-service restaurant business with a strong competitive moat driven by brand recognition, extensive franchising, and digital innovation. The company reported $26.9 billion in revenue for fiscal 2025, growing 4% year-over-year, with significant contributions from its International Operated Markets segment growing nearly 8%. Despite a high valuation regi…
Accumulation Zones
Metric ADBE MCD
Zone Low $269.87 $245.72
Zone High $305.85 $278.48
In Buy Zone? Yes Yes
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