SBUX vs TTD: Which Is the Better Buy?
Side-by-side comparison of Starbucks Corporation and The Trade Desk, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-16.
Starbucks Corporation · Consumer Cyclical
$96.60
+19.0% upside to fair value
Med Conviction
Grade B+
VS
The Trade Desk, Inc. · Technology
$22.76
+488.8% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
TTD has more upside to fair value
(+488.8%).
TTD trades at a lower forward P/E
(24.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
SBUX |
TTD |
| Current Price |
$96.60 |
$22.76 |
| Fair Value Estimate |
$115.00 |
$134.00 |
| Upside to Fair Value |
+19.0%
|
+488.8%
|
| Market Cap |
$110.1B |
$10.8B |
| Forward P/E |
42.2x
|
24.6x
|
| EV / EBITDA |
22.5x
|
—
|
| Price / Sales |
3.0x
|
3.7x
|
| Price / FCF |
45.1x
|
13.8x
|
| Revenue Growth YoY |
+2.8%
|
+14.5%
|
| Gross Margin |
24.2%
|
78.6%
|
| Operating Margin |
9.6%
|
20.3%
|
| Return on Equity |
-22.9%
|
16.9%
|
| Dividend Yield |
2.55% |
— |
| FCF Yield |
2.2%
|
7.3%
|
| Analyst Consensus |
Hold
|
Buy
|
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…
The Trade Desk is the largest independent demand-side platform for programmatic advertising with 78.6% gross margins. After recent sell-off, stock trades at 3.2x forward P/S vs historical higher multiples, offering upside if growth stabilizes at 15%+. A-tier business at cheap valuation.[1]
Accumulation Zones
| Metric |
SBUX |
TTD |
| Zone Low |
$88.00 |
$100.00 |
| Zone High |
$98.00 |
$114.00 |
| In Buy Zone? |
Yes
|
Yes
|