BA vs SBUX: Which Is the Better Buy?

Side-by-side comparison of The Boeing Company and Starbucks Corporation โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
The Boeing Company ยท Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Starbucks Corporation ยท Consumer Cyclical
$96.60
+19.0% upside to fair value
Med Conviction Grade B+
QuantHub Verdict
BA has more upside to fair value (+19.5%). SBUX trades at a lower forward P/E (42.2x). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric BA SBUX
Current Price $217.63 $96.60
Fair Value Estimate $260.00 $115.00
Upside to Fair Value +19.5% +19.0%
Market Cap $170.9B $110.1B
Forward P/E 74.0x 42.2x
EV / EBITDA 28.4x 22.5x
Price / Sales 1.9x 3.0x
Price / FCF -88.2x 45.1x
Revenue Growth YoY +34.5% +2.8%
Gross Margin 4.8% 24.2%
Operating Margin -6.1% 9.6%
Return on Equity 41.0% -22.9%
Dividend Yield 0.2% 2.55%
FCF Yield -1.1% 2.2%
Analyst Consensus Buy Hold
Investment Thesis
BA โ€” The Boeing Company
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase โ€ฆ
SBUX โ€” Starbucks Corporation
Starbucks is the world's largest specialty coffee retailer with over 39,000 stores across 86 markets, generating $37.2B in annual revenue. Under CEO Brian Niccol, now 19 months into his tenure after joining from Chipotle in September 2024, the company is executing the Back to Starbucks operational turnaround focused on service speed, menu simplification, and store experience reinvention. At P/S 2โ€ฆ
Accumulation Zones
Metric BA SBUX
Zone Low $195.00 $88.00
Zone High $221.00 $98.00
In Buy Zone? Yes Yes
โ† BA Research    SBUX Research โ†’    All Research