SBUX vs SMCI: Which Is the Better Buy?
Side-by-side comparison of Starbucks Corporation and Super Micro Computer, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-07.
Starbucks Corporation · Consumer Cyclical
$96.60
-12.3% upside to fair value
Med Conviction
Grade B+
VS
Super Micro Computer, Inc. · Technology
$34.66
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
SMCI has more upside to fair value
(+45.0%).
SMCI trades at a lower forward P/E
(11.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
SBUX |
SMCI |
| Current Price |
$96.60 |
$34.66 |
| Fair Value Estimate |
$84.75 |
$50.26 |
| Upside to Fair Value |
-12.3%
|
+45.0%
|
| Market Cap |
$110.1B |
$20.8B |
| Forward P/E |
42.2x
|
11.6x
|
| EV / EBITDA |
22.5x
|
17.9x
|
| Price / Sales |
3.0x
|
0.6x
|
| Price / FCF |
45.1x
|
-3.0x
|
| Revenue Growth YoY |
+2.8%
|
+122.7%
|
| Gross Margin |
24.2%
|
8.4%
|
| Operating Margin |
9.6%
|
4.5%
|
| Return on Equity |
-22.9%
|
26.0%
|
| Dividend Yield |
2.55% |
0% |
| FCF Yield |
2.2%
|
—
|
| Analyst Consensus |
Hold
|
Hold
|
Investment Thesis
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…
Super Micro Computer, Inc. is a technology company specializing in server and storage systems, with a dominant 97% revenue share from this segment driven by AI and cloud infrastructure demand. The company benefits from a founder-led management team with deep engineering expertise and strong insider ownership of approximately 46-48%, aligning interests with shareholders. Despite explosive revenue …
Accumulation Zones
| Metric |
SBUX |
SMCI |
| Zone Low |
$63.56 |
$37.70 |
| Zone High |
$72.04 |
$42.72 |
| In Buy Zone? |
No
|
Yes
|