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 2026-09-26.
Starbucks Corporation · Consumer Cyclical
$96.67
+12.3% upside to fair value
Med Conviction
Grade C
VS
Super Micro Computer, Inc. · Technology
$43.26
-4.2% upside to fair value
Med Conviction
Grade C
QuantHub Verdict
SBUX has more upside to fair value
(+12.3%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
SBUX |
SMCI |
| Current Price |
$96.67 |
$43.26 |
| Fair Value Estimate |
$108.52 |
$41.44 |
| Upside to Fair Value |
+12.3%
|
-4.2%
|
| Market Cap |
$110.2B |
$28.0B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
22.0x
|
8.9x
|
| Price / Sales |
2.9x
|
0.7x
|
| Price / FCF |
30.4x
|
—
|
| Revenue Growth YoY |
-1.4%
|
+93.2%
|
| Gross Margin |
31.7%
|
10.8%
|
| Operating Margin |
9.4%
|
7.1%
|
| Return on Equity |
-24.3%
|
25.1%
|
| Dividend Yield |
2.57% |
0% |
| FCF Yield |
3.29%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
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%, …
Super Micro Computer designs and sells modular, open-standard server and storage systems, with a growing franchise in liquid- and air-cooled AI racks such as the NVIDIA Vera Rubin NVL72, sold through direct, distribution and OEM channels to data center, cloud, AI, 5G and edge customers. The business quality is mixed: revenue grew 93.2% year over year and earnings grew 503.7% in the most recent qu…
Accumulation Zones
| Metric |
SBUX |
SMCI |
| Zone Low |
$81.39 |
$31.08 |
| Zone High |
$92.24 |
$35.22 |
| In Buy Zone? |
No
|
No
|