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 2026-09-24.
The Walt Disney Company · Communication Services
$103.49
+32.3% upside to fair value
Med Conviction
Grade B
High Quality
VS
Starbucks Corporation · Consumer Cyclical
$96.67
+12.3% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
DIS has more upside to fair value
(+32.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
DIS |
SBUX |
| Current Price |
$103.49 |
$96.67 |
| Fair Value Estimate |
$136.94 |
$108.52 |
| Upside to Fair Value |
+32.3%
|
+12.3%
|
| Market Cap |
$179.7B |
$110.2B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
9.5x
|
22.0x
|
| Price / Sales |
1.8x
|
2.9x
|
| Price / FCF |
21.7x
|
30.4x
|
| Revenue Growth YoY |
+6.8%
|
-1.4%
|
| Gross Margin |
37.6%
|
31.7%
|
| Operating Margin |
16.0%
|
9.4%
|
| Return on Equity |
7.9%
|
-24.3%
|
| Dividend Yield |
1.45% |
2.57% |
| FCF Yield |
4.61%
|
3.29%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Walt Disney Company operates a global entertainment empire spanning two primary divisions: Disney Media and Entertainment Distribution, which houses the ABC, ESPN, Disney, Freeform, FX, Fox, National Geographic and Star networks along with the Walt Disney Pictures, Twentieth Century Studios, Marvel, Lucasfilm, Pixar and Searchlight Pictures studios and the Disney+, Disney+ Hotstar, ESPN+, Hul…
Starbucks is the world's largest specialty coffee retailer, operating company-owned and licensed coffeehouses across North America, International, and Channel Development segments, with a brand that has historically supported premium pricing and global scale. The business quality is currently strained: revenue declined 1.4% year over year in the most recent quarter, TTM operating margin is 9.4%, …
Accumulation Zones
| Metric |
DIS |
SBUX |
| Zone Low |
$102.70 |
$81.39 |
| Zone High |
$116.40 |
$92.24 |
| In Buy Zone? |
Yes
|
No
|