DIS vs SBUX: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and Starbucks Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
The Walt Disney Company · Communication Services
$101.31
+66.6% upside to fair value
Grade B
VS
Starbucks Corporation · Consumer Cyclical
$96.60
+19.0% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
DIS has more upside to fair value
(+66.6%).
DIS trades at a lower forward P/E
(14.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
SBUX |
| Current Price |
$101.31 |
$96.60 |
| Fair Value Estimate |
$168.80 |
$115.00 |
| Upside to Fair Value |
+66.6%
|
+19.0%
|
| Market Cap |
$179.5B |
$110.1B |
| Forward P/E |
14.8x
|
42.2x
|
| EV / EBITDA |
11.4x
|
22.5x
|
| Price / Sales |
1.9x
|
3.0x
|
| Price / FCF |
25.4x
|
45.1x
|
| Revenue Growth YoY |
+5.2%
|
+2.8%
|
| Gross Margin |
37.3%
|
24.2%
|
| Operating Margin |
14.2%
|
9.6%
|
| Return on Equity |
11.3%
|
-22.9%
|
| Dividend Yield |
0% |
2.55% |
| FCF Yield |
3.93%
|
2.2%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
The Walt Disney Company operates as a diversified entertainment giant with strong competitive advantages from its vast intellectual property portfolio, global theme parks, and growing direct-to-consumer streaming platforms. The company demonstrates medium business quality with a durable moat supported by iconic brands and infrastructure, but faces execution risks in streaming profitability and pa…
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 2…
Accumulation Zones
| Metric |
DIS |
SBUX |
| Zone Low |
$126.60 |
$88.00 |
| Zone High |
$143.48 |
$98.00 |
| In Buy Zone? |
Yes
|
Yes
|