NFLX vs SBUX: Which Is the Better Buy?
Side-by-side comparison of Netflix, Inc. and Starbucks Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Netflix, Inc. · Communication Services
$91.02
+95.7% upside to fair value
Grade B
High Quality
VS
Starbucks Corporation · Consumer Cyclical
$96.60
+19.0% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
NFLX has more upside to fair value
(+95.7%).
NFLX trades at a lower forward P/E
(28.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
NFLX |
SBUX |
| Current Price |
$91.02 |
$96.60 |
| Fair Value Estimate |
$178.10 |
$115.00 |
| Upside to Fair Value |
+95.7%
|
+19.0%
|
| Market Cap |
$383.3B |
$110.1B |
| Forward P/E |
28.7x
|
42.2x
|
| EV / EBITDA |
11.4x
|
22.5x
|
| Price / Sales |
8.2x
|
3.0x
|
| Price / FCF |
32.2x
|
45.1x
|
| Revenue Growth YoY |
+16.2%
|
+2.8%
|
| Gross Margin |
49.0%
|
24.2%
|
| Operating Margin |
29.7%
|
9.6%
|
| Return on Equity |
49.2%
|
-22.9%
|
| Dividend Yield |
0% |
2.55% |
| FCF Yield |
3.1%
|
2.2%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
Netflix, Inc. operates a leading global streaming entertainment service with a dominant streaming segment accounting for nearly 100% of its revenue. The company benefits from a high-quality business model characterized by strong revenue growth of 16.2% and earnings growth of 82.8% in the most recent quarter, a robust 49.2% return on equity, and healthy margins with a 29.7% operating margin and 28…
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 |
NFLX |
SBUX |
| Zone Low |
$133.57 |
$88.00 |
| Zone High |
$151.38 |
$98.00 |
| In Buy Zone? |
Yes
|
Yes
|