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

Company Info

ISINUS8552441094
CUSIP855244109
SectorConsumer Cyclical
IndustryRestaurants

Highlights

Market Cap$103.47B
EPS$3.74
PE Ratio24.44
PEG Ratio1.27
Revenue (TTM)$36.69B
Gross Profit (TTM)$8.39B
EBITDA (TTM)$7.25B
Year Range$88.19 - $112.99
Target Price$98.68
Short %1.36%
Short Ratio1.90

Share Price Chart


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Starbucks Corporation

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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.


-10.00%-5.00%0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
-6.63%
17.14%
SBUX (Starbucks Corporation)
Benchmark (^GSPC)

S&P 500

Returns By Period

Starbucks Corporation had a return of -8.68% year-to-date (YTD) and -16.88% in the last 12 months. Over the past 10 years, Starbucks Corporation had an annualized return of 11.55%, outperforming the S&P 500 benchmark which had an annualized return of 10.37%.


PeriodReturnBenchmark
Year-To-Date-8.68%5.06%
1 month-4.85%-3.23%
6 months-6.63%17.14%
1 year-16.88%20.62%
5 years (annualized)4.85%11.54%
10 years (annualized)11.55%10.37%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-3.10%2.62%-3.70%
2023-6.33%1.06%8.25%-3.31%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of SBUX is 16, indicating that it is in the bottom 16% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of SBUX is 1616
Starbucks Corporation(SBUX)
The Sharpe Ratio Rank of SBUX is 1212Sharpe Ratio Rank
The Sortino Ratio Rank of SBUX is 1515Sortino Ratio Rank
The Omega Ratio Rank of SBUX is 1515Omega Ratio Rank
The Calmar Ratio Rank of SBUX is 1616Calmar Ratio Rank
The Martin Ratio Rank of SBUX is 2121Martin 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.


SBUX
Sharpe ratio
The chart of Sharpe ratio for SBUX, currently valued at -0.80, compared to the broader market-2.00-1.000.001.002.003.00-0.80
Sortino ratio
The chart of Sortino ratio for SBUX, currently valued at -1.07, compared to the broader market-4.00-2.000.002.004.00-1.07
Omega ratio
The chart of Omega ratio for SBUX, currently valued at 0.87, compared to the broader market0.501.001.500.87
Calmar ratio
The chart of Calmar ratio for SBUX, currently valued at -0.61, compared to the broader market0.001.002.003.004.005.00-0.61
Martin ratio
The chart of Martin ratio for SBUX, currently valued at -1.17, compared to the broader market0.0010.0020.0030.00-1.17
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.76, compared to the broader market-2.00-1.000.001.002.003.001.76
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.57, compared to the broader market-4.00-2.000.002.004.002.57
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.001.002.003.004.005.001.33
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.04, compared to the broader market0.0010.0020.0030.007.04

Sharpe Ratio

The current Starbucks Corporation Sharpe ratio is -0.80. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2024FebruaryMarchApril
-0.80
1.76
SBUX (Starbucks Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Starbucks Corporation granted a 2.52% dividend yield in the last twelve months. The annual payout for that period amounted to $2.20 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.20$2.16$2.00$1.84$1.68$1.49$1.32$1.05$0.85$0.60$0.28$0.22

Dividend yield

2.52%2.25%2.02%1.57%1.57%1.69%2.05%1.83%1.53%1.00%0.67%0.57%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.57$0.00
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
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
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
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
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
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
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
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
2015$0.00$0.08$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.20$0.00
2014$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.08$0.00
2013$0.05$0.00$0.00$0.05$0.00$0.00$0.05$0.00$0.00$0.07$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.5%
Starbucks Corporation has a dividend yield of 2.52%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%59.5%
Starbucks Corporation has a payout ratio of 59.46%, 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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-26.71%
-4.63%
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 654 trading sessions.

The current Starbucks Corporation drawdown is 26.71%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-81.91%May 8, 2006642Nov 20, 2008654Jun 28, 20111296
-49.73%Jul 7, 199852Sep 17, 1998116Mar 5, 1999168
-49.53%May 13, 199962Aug 10, 1999163Mar 31, 2000225
-44%Feb 13, 2001153Sep 26, 2001134Apr 10, 2002287
-43.68%Jul 27, 2021201May 11, 2022

Volatility

Volatility Chart

The current Starbucks Corporation volatility is 4.38%, 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.


2.00%4.00%6.00%8.00%10.00%NovemberDecember2024FebruaryMarchApril
4.38%
3.27%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items