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

Performance

SBUX vs. AVGO - Performance Comparison

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

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Returns By Period

In the year-to-date period, SBUX achieves a 23.87% return, which is significantly higher than AVGO's 10.62% return. Over the past 10 years, SBUX has underperformed AVGO with an annualized return of 8.66%, while AVGO has yielded a comparatively higher 40.96% annualized return.


SBUX

1D
0.74%
1M
-2.18%
YTD
23.87%
6M
22.22%
1Y
12.13%
3Y*
3.82%
5Y*
0.57%
10Y*
8.66%

AVGO

1D
-0.91%
1M
-8.33%
YTD
10.62%
6M
6.58%
1Y
50.41%
3Y*
67.17%
5Y*
55.09%
10Y*
40.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SBUX vs. AVGO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SBUX
Starbucks Corporation
23.87%-5.26%-2.48%-1.19%-13.18%11.15%24.19%39.09%14.74%5.36%
AVGO
Broadcom Inc.
10.62%50.63%110.49%104.18%-13.27%56.48%44.88%29.05%2.18%48.19%

Correlation

The correlation between SBUX and AVGO is 0.08, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.08

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.29

Correlation (10Y)
Calculated over the trailing 10-year period

0.33

Correlation (All Time)
Calculated using the full available price history since Aug 6, 2009

0.36

Over the past year, the correlation between SBUX and AVGO has dropped to 0.08 - well below their long-term average of 0.36, suggesting their price drivers have been diverging.

Fundamentals

Market Cap

SBUX:

$117.80B

AVGO:

$1.86T

EPS

SBUX:

$1.31

AVGO:

$6.01

PE Ratio

SBUX:

78.64

AVGO:

63.58

PS Ratio

SBUX:

3.06

AVGO:

24.70

Total Revenue (TTM)

SBUX:

$38.46B

AVGO:

$75.47B

Gross Profit (TTM)

SBUX:

$12.24B

AVGO:

$50.53B

EBITDA (TTM)

SBUX:

$5.14B

AVGO:

$41.76B

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Return for Risk

SBUX vs. AVGO — Risk / Return Rank

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

SBUX
SBUX Risk / Return Rank: 5555
Overall Rank
SBUX Sharpe Ratio Rank: 5858
Sharpe Ratio Rank
SBUX Sortino Ratio Rank: 5353
Sortino Ratio Rank
SBUX Omega Ratio Rank: 5050
Omega Ratio Rank
SBUX Calmar Ratio Rank: 5858
Calmar Ratio Rank
SBUX Martin Ratio Rank: 5858
Martin Ratio Rank

AVGO
AVGO Risk / Return Rank: 7474
Overall Rank
AVGO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
AVGO Sortino Ratio Rank: 7171
Sortino Ratio Rank
AVGO Omega Ratio Rank: 7272
Omega Ratio Rank
AVGO Calmar Ratio Rank: 7474
Calmar Ratio Rank
AVGO Martin Ratio Rank: 7474
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.

SBUX vs. AVGO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Starbucks Corporation (SBUX) and Broadcom Inc. (AVGO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


SBUXAVGODifference
Sharpe ratioReturn per unit of total volatility

-0.68

Sortino ratioReturn per unit of downside risk

-0.84

Omega ratioGain probability vs. loss probability

1.09

1.22

-0.13

Calmar ratioReturn relative to maximum drawdown

0.66

1.77

-1.11

Martin ratioReturn relative to average drawdown

1.45

4.11

-2.66

SBUX vs. AVGO - Sharpe Ratio Comparison

The current SBUX Sharpe Ratio is 0.43, which is lower than the AVGO Sharpe Ratio of 1.11. The chart below compares the historical Sharpe Ratios of SBUX and AVGO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

SBUX vs. AVGO - Drawdown Comparison

The maximum SBUX drawdown since its inception was -81.91%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for SBUX and AVGO.


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Drawdown Indicators


SBUXAVGODifference

Max Drawdown

Largest peak-to-trough decline

-81.91%

-48.30%

-33.61%

Max Drawdown (1Y)

Largest decline over 1 year

-18.53%

-28.67%

+10.14%

Max Drawdown (3Y)

Largest decline over 3 years

-31.97%

-41.15%

+9.18%

Max Drawdown (5Y)

Largest decline over 5 years

-43.68%

-41.15%

-2.53%

Max Drawdown (10Y)

Largest decline over 10 years

-43.68%

-48.30%

+4.62%

Current Drawdown

Current decline from peak

-8.15%

-20.66%

+12.51%

Average Drawdown

Average peak-to-trough decline

-16.24%

-7.98%

-8.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.37%

12.30%

-3.93%

Volatility

SBUX vs. AVGO - Volatility Comparison

The current volatility for Starbucks Corporation (SBUX) is 7.26%, while Broadcom Inc. (AVGO) has a volatility of 20.53%. This indicates that SBUX experiences smaller price fluctuations and is considered to be less risky than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SBUXAVGODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.26%

20.53%

-13.27%

Volatility (6M)

Calculated over the trailing 6-month period

21.10%

35.04%

-13.94%

Volatility (1Y)

Calculated over the trailing 1-year period

28.48%

45.57%

-17.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.68%

43.39%

-11.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.47%

39.52%

-10.05%

Dividends

SBUX vs. AVGO - Dividend Comparison

SBUX's dividend yield for the trailing twelve months is around 2.40%, more than AVGO's 0.65% yield.


PositionTTM20252024202320222021202020192018201720162015
AVGO
Broadcom Inc.
0.65%0.70%0.94%1.71%3.02%2.24%3.05%3.54%3.11%1.87%1.43%1.13%
SBUX
Starbucks Corporation
2.40%2.91%2.54%2.25%2.02%1.57%1.57%1.69%2.05%1.83%1.53%1.13%

Financials

SBUX vs. AVGO - Financials Comparison

This section allows you to compare key financial metrics between Starbucks Corporation and Broadcom Inc.. 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


10.00B15.00B20.00B20222023202420252026
9.53B
22.19B
(SBUX) Total Revenue
(AVGO) Total Revenue
Values in USD except per share items

SBUX vs. AVGO - Profitability Comparison

The chart below illustrates the profitability comparison between Starbucks Corporation and Broadcom Inc. 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%20222023202420252026
66.3%
67.2%
Portfolio components
SBUX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Starbucks Corporation reported a gross profit of 6.32B and revenue of 9.53B. Therefore, the gross margin over that period was 66.3%.

AVGO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a gross profit of 14.92B and revenue of 22.19B. Therefore, the gross margin over that period was 67.2%.

SBUX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Starbucks Corporation reported an operating income of 828.10M and revenue of 9.53B, resulting in an operating margin of 8.7%.

AVGO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported an operating income of 10.87B and revenue of 22.19B, resulting in an operating margin of 49.0%.

SBUX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Starbucks Corporation reported a net income of 510.90M and revenue of 9.53B, resulting in a net margin of 5.4%.

AVGO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Broadcom Inc. reported a net income of 9.31B and revenue of 22.19B, resulting in a net margin of 42.0%.


Frequently Asked Questions


SBUX and AVGO have a correlation of 0.08, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AVGO has higher volatility (20.53%) compared to SBUX (7.26%). In terms of maximum drawdown, SBUX dropped -81.91% vs AVGO's -48.30%.

AVGO currently has the higher Sharpe Ratio (1.11 vs 0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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