WallStSmart

Starbucks Corporation (SBUX)vsUBS Group AG (UBS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UBS Group AG generates 33% more annual revenue ($51.31B vs $38.47B). UBS leads profitability with a 17.8% profit margin vs 3.9%. UBS appears more attractively valued with a PEG of 0.53. UBS earns a higher WallStSmart Score of 79/100 (B+).

SBUX

Hold

49

out of 100

Grade: D+

Growth: 6.7Profit: 5.0Value: 4.7Quality: 4.3
Piotroski: 2/9Altman Z: 1.07

UBS

Strong Buy

79

out of 100

Grade: B+

Growth: 8.0Profit: 7.0Value: 7.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SBUXUndervalued (+26.5%)

Margin of Safety

+26.5%

Fair Value

$134.88

Current Price

$104.93

$29.95 discount

UndervaluedFair: $134.88Overvalued

Intrinsic value data unavailable for UBS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SBUX2 strengths · Avg: 8.5/10
Market CapQuality
$118.83B9/10

Large-cap with strong market position

EPS GrowthGrowth
32.6%8/10

Earnings expanding 32.6% YoY

UBS6 strengths · Avg: 8.8/10
Operating MarginProfitability
31.5%10/10

Strong operational efficiency at 31.5%

EPS GrowthGrowth
84.4%10/10

Earnings expanding 84.4% YoY

Market CapQuality
$148.26B9/10

Large-cap with strong market position

PEG RatioValuation
0.538/10

Growing faster than its price suggests

P/E RatioValuation
16.2x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

SBUX4 concerns · Avg: 3.3/10
PEG RatioValuation
1.794/10

Expensive relative to growth rate

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Profit MarginProfitability
3.9%3/10

3.9% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

UBS0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : SBUX

The strongest argument for SBUX centers on Market Cap, EPS Growth.

Bull Case : UBS

The strongest argument for UBS centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 17.8% and operating margin at 31.5%. Revenue growth of 13.8% demonstrates continued momentum.

Bear Case : SBUX

The primary concerns for SBUX are PEG Ratio, Return on Equity, Profit Margin. A P/E of 79.6x leaves little room for execution misses. Thin 3.9% margins leave little buffer for downturns.

Bear Case : UBS

No major red flags identified for UBS, but monitor valuation.

Key Dynamics to Monitor

SBUX profiles as a value stock while UBS is a mature play — different risk/reward profiles.

SBUX carries more volatility with a beta of 1.01 — expect wider price swings.

UBS is growing revenue faster at 13.8% — sustainability is the question.

Monitor RESTAURANTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

UBS scores higher overall (79/100 vs 49/100), backed by strong 17.8% margins and 13.8% revenue growth. SBUX offers better value entry with a 26.5% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Starbucks Corporation

CONSUMER CYCLICAL · RESTAURANTS · USA

Starbucks Corporation is an American multinational chain of coffeehouses and roastery reserves headquartered in Seattle, Washington. As the world's largest coffeehouse chain, Starbucks is seen to be the main representation of the United States' second wave of coffee culture.

UBS Group AG

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.

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