QCOM vs SBUX: Which Is the Better Buy?
Side-by-side comparison of QUALCOMM Incorporated and Starbucks Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
QUALCOMM Incorporated · Technology
$134.47
+77.7% upside to fair value
Med Conviction
Grade B
VS
Starbucks Corporation · Consumer Cyclical
$96.60
+19.0% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
QCOM has more upside to fair value
(+77.7%).
QCOM trades at a lower forward P/E
(26.8x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
QCOM |
SBUX |
| Current Price |
$134.47 |
$96.60 |
| Fair Value Estimate |
$239.00 |
$115.00 |
| Upside to Fair Value |
+77.7%
|
+19.0%
|
| Market Cap |
$143.6B |
$110.1B |
| Forward P/E |
26.8x
|
42.2x
|
| EV / EBITDA |
—
|
22.5x
|
| Price / Sales |
3.2x
|
3.0x
|
| Price / FCF |
11.1x
|
45.1x
|
| Revenue Growth YoY |
+8.7%
|
+2.8%
|
| Gross Margin |
55.1%
|
24.2%
|
| Operating Margin |
27.1%
|
9.6%
|
| Return on Equity |
21.6%
|
-22.9%
|
| Dividend Yield |
— |
2.55% |
| FCF Yield |
9.0%
|
2.2%
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
Qualcomm Incorporated is a leading semiconductor company specializing in wireless chipsets and IP licensing, with dominant positions in 5G modems via QCT (87% of revenue) and steady QTL royalties. The business excels through a vast patent moat, diversification into automotive and IoT, and robust growth (revenue +13% YoY to $44B in FY2025), but faces risks from Apple modem shifts and China exposur…
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 |
QCOM |
SBUX |
| Zone Low |
$179.00 |
$88.00 |
| Zone High |
$203.00 |
$98.00 |
| In Buy Zone? |
Yes
|
Yes
|