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MCD vs. SBUX
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

MCD vs. SBUX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in McDonald's Corporation (MCD) and Starbucks Corporation (SBUX). The values are adjusted to include any dividend payments, if applicable.

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MCD vs. SBUX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MCD
McDonald's Corporation
2.26%7.89%0.14%15.06%0.51%27.79%11.30%13.97%5.78%45.05%
SBUX
Starbucks Corporation
7.07%-5.26%-2.48%-1.19%-13.18%11.15%24.19%39.09%14.74%5.36%

Fundamentals

Market Cap

MCD:

$221.97B

SBUX:

$102.30B

EPS

MCD:

$11.96

SBUX:

$1.20

PE Ratio

MCD:

25.98

SBUX:

74.67

PS Ratio

MCD:

8.28

SBUX:

2.71

Total Revenue (TTM)

MCD:

$26.89B

SBUX:

$37.70B

Gross Profit (TTM)

MCD:

$15.31B

SBUX:

$12.86B

EBITDA (TTM)

MCD:

$14.22B

SBUX:

$4.91B

Returns By Period

In the year-to-date period, MCD achieves a 2.26% return, which is significantly lower than SBUX's 7.07% return. Over the past 10 years, MCD has outperformed SBUX with an annualized return of 12.03%, while SBUX has yielded a comparatively lower 6.13% annualized return.


MCD

1D
0.73%
1M
-8.37%
YTD
2.26%
6M
3.46%
1Y
1.80%
3Y*
6.00%
5Y*
9.10%
10Y*
12.03%

SBUX

1D
3.31%
1M
-8.60%
YTD
7.07%
6M
7.35%
1Y
-6.15%
3Y*
-2.51%
5Y*
-1.68%
10Y*
6.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

MCD vs. SBUX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MCD
MCD Risk / Return Rank: 4444
Overall Rank
MCD Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
MCD Sortino Ratio Rank: 3737
Sortino Ratio Rank
MCD Omega Ratio Rank: 3737
Omega Ratio Rank
MCD Calmar Ratio Rank: 5151
Calmar Ratio Rank
MCD Martin Ratio Rank: 5252
Martin Ratio Rank

SBUX
SBUX Risk / Return Rank: 3232
Overall Rank
SBUX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
SBUX Sortino Ratio Rank: 3030
Sortino Ratio Rank
SBUX Omega Ratio Rank: 3030
Omega Ratio Rank
SBUX Calmar Ratio Rank: 3333
Calmar Ratio Rank
SBUX Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MCD vs. SBUX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for McDonald's Corporation (MCD) and Starbucks Corporation (SBUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


MCDSBUXDifference

Sharpe ratio

Return per unit of total volatility

0.10

-0.18

+0.28

Sortino ratio

Return per unit of downside risk

0.27

-0.02

+0.29

Omega ratio

Gain probability vs. loss probability

1.03

1.00

+0.03

Calmar ratio

Return relative to maximum drawdown

0.33

-0.29

+0.62

Martin ratio

Return relative to average drawdown

0.79

-0.51

+1.30

MCD vs. SBUX - Sharpe Ratio Comparison

The current MCD Sharpe Ratio is 0.10, which is higher than the SBUX Sharpe Ratio of -0.18. The chart below compares the historical Sharpe Ratios of MCD and SBUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MCDSBUXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.10

-0.18

+0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.54

-0.05

+0.59

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.59

0.21

+0.38

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.50

+0.04

Correlation

The correlation between MCD and SBUX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

MCD vs. SBUX - Dividend Comparison

MCD's dividend yield for the trailing twelve months is around 2.34%, less than SBUX's 2.75% yield.


TTM20252024202320222021202020192018201720162015
MCD
McDonald's Corporation
2.34%2.35%2.34%2.10%2.15%1.96%2.35%2.39%2.36%2.23%2.97%2.91%
SBUX
Starbucks Corporation
2.75%2.91%2.54%2.25%2.02%1.57%1.57%1.69%2.05%1.83%1.53%1.13%

Drawdowns

MCD vs. SBUX - Drawdown Comparison

The maximum MCD drawdown since its inception was -73.20%, smaller than the maximum SBUX drawdown of -81.91%. Use the drawdown chart below to compare losses from any high point for MCD and SBUX.


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Drawdown Indicators


MCDSBUXDifference

Max Drawdown

Largest peak-to-trough decline

-73.20%

-81.91%

+8.71%

Max Drawdown (1Y)

Largest decline over 1 year

-10.60%

-19.99%

+9.39%

Max Drawdown (5Y)

Largest decline over 5 years

-17.23%

-43.68%

+26.45%

Max Drawdown (10Y)

Largest decline over 10 years

-36.90%

-43.68%

+6.78%

Current Drawdown

Current decline from peak

-8.37%

-20.60%

+12.23%

Average Drawdown

Average peak-to-trough decline

-14.90%

-16.28%

+1.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.52%

11.27%

-6.75%

Volatility

MCD vs. SBUX - Volatility Comparison

The current volatility for McDonald's Corporation (MCD) is 4.79%, while Starbucks Corporation (SBUX) has a volatility of 10.29%. This indicates that MCD experiences smaller price fluctuations and is considered to be less risky than SBUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MCDSBUXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.79%

10.29%

-5.50%

Volatility (6M)

Calculated over the trailing 6-month period

11.76%

21.53%

-9.77%

Volatility (1Y)

Calculated over the trailing 1-year period

17.27%

34.43%

-17.16%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.06%

31.33%

-14.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.32%

29.30%

-8.98%

Financials

MCD vs. SBUX - Financials Comparison

This section allows you to compare key financial metrics between McDonald's Corporation and Starbucks Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B6.00B7.00B8.00B9.00B10.00BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
7.01B
9.92B
(MCD) Total Revenue
(SBUX) Total Revenue
Values in USD except per share items

MCD vs. SBUX - Profitability Comparison

The chart below illustrates the profitability comparison between McDonald's Corporation and Starbucks Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%30.0%40.0%50.0%60.0%70.0%AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
55.8%
67.0%
Portfolio components
MCD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, McDonald's Corporation reported a gross profit of 3.91B and revenue of 7.01B. Therefore, the gross margin over that period was 55.8%.

SBUX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Starbucks Corporation reported a gross profit of 6.64B and revenue of 9.92B. Therefore, the gross margin over that period was 67.0%.

MCD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, McDonald's Corporation reported an operating income of 3.16B and revenue of 7.01B, resulting in an operating margin of 45.1%.

SBUX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Starbucks Corporation reported an operating income of 890.80M and revenue of 9.92B, resulting in an operating margin of 9.0%.

MCD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, McDonald's Corporation reported a net income of 2.16B and revenue of 7.01B, resulting in a net margin of 30.9%.

SBUX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Starbucks Corporation reported a net income of 293.30M and revenue of 9.92B, resulting in a net margin of 3.0%.