SBUX vs V: Which Is the Better Buy?
Side-by-side comparison of Starbucks Corporation and Visa Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Starbucks Corporation · Consumer Cyclical
$96.60
+19.0% upside to fair value
Med Conviction
Grade B+
VS
Visa Inc. · Financial Services
$304.36
+37.7% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
V has more upside to fair value
(+37.7%).
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
SBUX |
V |
| Current Price |
$96.60 |
$304.36 |
| Fair Value Estimate |
$115.00 |
$419.00 |
| Upside to Fair Value |
+19.0%
|
+37.7%
|
| Market Cap |
$110.1B |
$586.8B |
| Forward P/E |
42.2x
|
23.7x
|
| EV / EBITDA |
22.5x
|
22.3x
|
| Price / Sales |
3.0x
|
14.2x
|
| Price / FCF |
45.1x
|
25.6x
|
| Revenue Growth YoY |
+2.8%
|
+11.3%
|
| Gross Margin |
24.2%
|
81.08%
|
| Operating Margin |
9.6%
|
59.18%
|
| Return on Equity |
-22.9%
|
54.22%
|
| Dividend Yield |
2.55% |
0.83% |
| FCF Yield |
2.2%
|
3.91%
|
| Analyst Consensus |
Hold
|
Strong 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…
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
SBUX |
V |
| Zone Low |
$88.00 |
$265.00 |
| Zone High |
$98.00 |
$300.00 |
| In Buy Zone? |
Yes
|
No
|