NVDA vs SBUX: Which Is the Better Buy?
Side-by-side comparison of NVIDIA Corporation and Starbucks Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
NVIDIA Corporation · Technology
$182.08
+59.3% upside to fair value
High Conviction
Grade A-
VS
Starbucks Corporation · Consumer Cyclical
$96.60
+19.0% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
NVDA has more upside to fair value
(+59.3%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
NVDA |
SBUX |
| Current Price |
$182.08 |
$96.60 |
| Fair Value Estimate |
$290.00 |
$115.00 |
| Upside to Fair Value |
+59.3%
|
+19.0%
|
| Market Cap |
$4,425.5B |
$110.1B |
| Forward P/E |
—
|
42.2x
|
| EV / EBITDA |
31.4x
|
22.5x
|
| Price / Sales |
21.0x
|
3.0x
|
| Price / FCF |
46.9x
|
45.1x
|
| Revenue Growth YoY |
+65.5%
|
+2.8%
|
| Gross Margin |
71.1%
|
24.2%
|
| Operating Margin |
60.4%
|
9.6%
|
| Return on Equity |
76.3%
|
-22.9%
|
| Dividend Yield |
0.02% |
2.55% |
| FCF Yield |
2.13%
|
2.2%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
Investment Thesis
NVIDIA is the foundational infrastructure layer of the AI era. Data Center revenue reached $193.7B in FY2026, up 66% YoY, powered by insatiable demand for Blackwell B200 GPUs across hyperscalers and sovereign AI programs. The company generates $96.7B in annual free cash flow with 71% gross margins and 56% net margins, making it the most profitable semiconductor business in history. At P/E 37.7x v…
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 |
NVDA |
SBUX |
| Zone Low |
$218.00 |
$88.00 |
| Zone High |
$250.00 |
$98.00 |
| In Buy Zone? |
Yes
|
Yes
|