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Starbucks Corporation (SBUX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US8552441094

CUSIP

855244109

Sector

Consumer Cyclical

Industry

Restaurants

IPO Date

Jun 26, 1992

Highlights

Market Cap

$113.70B

EPS (TTM)

$3.26

PE Ratio

30.31

PEG Ratio

1.95

Total Revenue (TTM)

$36.16B

Gross Profit (TTM)

$12.42B

EBITDA (TTM)

$6.63B

Year Range

$70.83 - $105.57

Target Price

$100.34

Short %

2.50%

Short Ratio

3.77

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
SBUX vs. VOO SBUX vs. ^SP500TR SBUX vs. BROS SBUX vs. CMG SBUX vs. MCD SBUX vs. SCHD SBUX vs. KDP SBUX vs. PEP SBUX vs. ^GSPC SBUX vs. XLP
Popular comparisons:
SBUX vs. VOO SBUX vs. ^SP500TR SBUX vs. BROS SBUX vs. CMG SBUX vs. MCD SBUX vs. SCHD SBUX vs. KDP SBUX vs. PEP SBUX vs. ^GSPC SBUX vs. XLP

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Starbucks Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10,000.00%20,000.00%30,000.00%40,000.00%JuneJulyAugustSeptemberOctoberNovember
35,353.89%
1,355.10%
SBUX (Starbucks Corporation)
Benchmark (^GSPC)

Returns By Period

Starbucks Corporation had a return of 5.18% year-to-date (YTD) and -5.80% in the last 12 months. Over the past 10 years, Starbucks Corporation had an annualized return of 11.90%, outperforming the S&P 500 benchmark which had an annualized return of 11.11%.


SBUX

YTD

5.18%

1M

3.74%

6M

27.97%

1Y

-5.80%

5Y (annualized)

5.40%

10Y (annualized)

11.90%

^GSPC (Benchmark)

YTD

23.08%

1M

0.10%

6M

10.70%

1Y

30.05%

5Y (annualized)

13.52%

10Y (annualized)

11.11%

Monthly Returns

The table below presents the monthly returns of SBUX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-3.10%2.62%-3.70%-3.17%-8.66%-2.95%0.13%22.05%3.09%0.22%5.18%
202310.02%-5.99%2.00%9.76%-14.14%1.45%2.53%-3.55%-6.33%1.06%8.25%-3.31%-1.19%
2022-15.94%-6.17%-0.89%-17.95%5.91%-2.69%10.98%-0.27%0.23%2.77%18.71%-2.94%-13.18%
2021-9.51%12.06%1.15%4.78%-0.14%-1.82%8.60%-2.87%-6.11%-3.84%3.81%6.69%11.15%
2020-3.51%-7.11%-16.18%16.72%2.22%-5.64%4.00%10.98%1.72%1.21%13.25%9.14%24.19%
20195.81%3.65%5.81%4.49%-1.63%10.22%12.95%2.36%-8.43%-4.37%1.54%2.91%39.09%
2018-1.08%1.06%1.38%-0.55%-1.05%-13.80%7.25%2.73%6.34%2.52%15.12%-3.48%14.74%
2017-0.54%3.45%2.67%2.86%6.35%-8.33%-7.43%2.09%-2.10%2.10%5.99%-0.67%5.36%
20161.23%-3.90%2.56%-5.81%-2.04%4.06%1.63%-2.80%-3.72%-1.98%9.74%-4.23%-6.13%
20156.68%6.80%1.30%4.71%5.13%3.19%8.05%-5.30%3.89%10.08%-1.57%-2.22%47.67%
2014-9.27%-0.22%3.41%-3.76%3.71%5.65%0.39%0.17%-3.02%0.13%7.48%1.03%4.67%
20134.64%-2.26%3.83%6.83%3.78%3.75%8.82%-1.08%9.15%5.30%0.51%-3.77%46.17%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SBUX is 34, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of SBUX is 3434
Combined Rank
The Sharpe Ratio Rank of SBUX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of SBUX is 3131
Sortino Ratio Rank
The Omega Ratio Rank of SBUX is 3131
Omega Ratio Rank
The Calmar Ratio Rank of SBUX is 3636
Calmar Ratio Rank
The Martin Ratio Rank of SBUX is 3737
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Starbucks Corporation (SBUX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for SBUX, currently valued at -0.13, compared to the broader market-4.00-2.000.002.00-0.132.48
The chart of Sortino ratio for SBUX, currently valued at 0.07, compared to the broader market-4.00-2.000.002.004.000.073.33
The chart of Omega ratio for SBUX, currently valued at 1.01, compared to the broader market0.501.001.502.001.011.46
The chart of Calmar ratio for SBUX, currently valued at -0.12, compared to the broader market0.002.004.006.00-0.123.58
The chart of Martin ratio for SBUX, currently valued at -0.27, compared to the broader market0.0010.0020.0030.00-0.2715.96
SBUX
^GSPC

The current Starbucks Corporation Sharpe ratio is -0.13. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Starbucks Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-0.13
2.48
SBUX (Starbucks Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Starbucks Corporation provided a 2.36% dividend yield over the last twelve months, with an annual payout of $2.32 per share. The company has been increasing its dividends for 13 consecutive years.


0.00%0.50%1.00%1.50%2.00%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.32$2.16$2.00$1.84$1.68$1.49$1.32$1.05$0.85$0.52$0.00$0.00

Dividend yield

2.36%2.25%2.02%1.57%1.57%1.69%2.05%1.83%1.53%0.87%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Starbucks Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.61$2.32
2023$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.57$0.00$2.16
2022$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.53$0.00$2.00
2021$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.49$0.00$1.84
2020$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.41$0.00$0.00$0.45$0.00$1.68
2019$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.36$0.00$0.00$0.41$0.00$1.49
2018$0.00$0.30$0.00$0.00$0.30$0.00$0.00$0.36$0.00$0.00$0.36$0.00$1.32
2017$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.30$0.00$1.05
2016$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.25$0.00$0.85
2015$0.00$0.00$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.20$0.00$0.52
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2013$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%2.4%
Starbucks Corporation has a dividend yield of 2.36%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%70.1%
Starbucks Corporation has a payout ratio of 70.09%, which is quite average when compared to the overall market. This suggests that Starbucks Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-15.58%
-2.18%
SBUX (Starbucks Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Starbucks Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Starbucks Corporation was 81.91%, occurring on Nov 20, 2008. Recovery took 657 trading sessions.

The current Starbucks Corporation drawdown is 15.58%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.91%May 8, 2006642Nov 20, 2008657Jul 1, 20111299
-49.73%Jul 7, 199852Sep 17, 1998116Mar 5, 1999168
-49.53%May 13, 199962Aug 10, 1999162Mar 30, 2000224
-44%Feb 13, 2001153Sep 26, 2001134Apr 10, 2002287
-43.68%Jul 27, 2021201May 11, 2022

Volatility

Volatility Chart

The current Starbucks Corporation volatility is 5.03%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%JuneJulyAugustSeptemberOctoberNovember
5.03%
4.06%
SBUX (Starbucks Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Starbucks Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Starbucks Corporation compared to its peers in the Restaurants industry.


PE Ratio
100.0200.0300.0400.0500.0600.0700.030.3
The chart displays the price to earnings (P/E) ratio for SBUX in comparison to other companies of the Restaurants industry. Currently, SBUX has a PE value of 30.3. This PE ratio falls in the average range for the industry.
PEG Ratio
-20.0-10.00.010.02.0
The chart displays the price to earnings to growth (PEG) ratio for SBUX in comparison to other companies of the Restaurants industry. Currently, SBUX has a PEG value of 2.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Starbucks Corporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items