PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
SBUX vs. BROS
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SBUX and BROS is 0.33, 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.


-0.50.00.51.00.3

Performance

SBUX vs. BROS - Performance Comparison

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

-20.00%0.00%20.00%40.00%60.00%AugustSeptemberOctoberNovemberDecember2025
28.84%
56.41%
SBUX
BROS

Key characteristics

Sharpe Ratio

SBUX:

0.12

BROS:

2.20

Sortino Ratio

SBUX:

0.50

BROS:

2.95

Omega Ratio

SBUX:

1.07

BROS:

1.42

Calmar Ratio

SBUX:

0.12

BROS:

1.78

Martin Ratio

SBUX:

0.38

BROS:

8.62

Ulcer Index

SBUX:

12.04%

BROS:

13.70%

Daily Std Dev

SBUX:

37.28%

BROS:

53.75%

Max Drawdown

SBUX:

-81.91%

BROS:

-70.09%

Current Drawdown

SBUX:

-19.00%

BROS:

-20.70%

Fundamentals

Market Cap

SBUX:

$105.53B

BROS:

$9.08B

EPS

SBUX:

$3.31

BROS:

$0.30

PE Ratio

SBUX:

28.12

BROS:

196.30

Total Revenue (TTM)

SBUX:

$26.75B

BROS:

$938.23M

Gross Profit (TTM)

SBUX:

$7.12B

BROS:

$251.64M

EBITDA (TTM)

SBUX:

$5.22B

BROS:

$151.56M

Returns By Period

In the year-to-date period, SBUX achieves a 3.48% return, which is significantly lower than BROS's 15.44% return.


SBUX

YTD

3.48%

1M

2.54%

6M

28.84%

1Y

5.58%

5Y*

2.34%

10Y*

11.01%

BROS

YTD

15.44%

1M

14.18%

6M

56.41%

1Y

115.12%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

SBUX vs. BROS — Risk-Adjusted Performance Rank

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

SBUX
The Risk-Adjusted Performance Rank of SBUX is 5050
Overall Rank
The Sharpe Ratio Rank of SBUX is 5151
Sharpe Ratio Rank
The Sortino Ratio Rank of SBUX is 4747
Sortino Ratio Rank
The Omega Ratio Rank of SBUX is 4848
Omega Ratio Rank
The Calmar Ratio Rank of SBUX is 5252
Calmar Ratio Rank
The Martin Ratio Rank of SBUX is 5151
Martin Ratio Rank

BROS
The Risk-Adjusted Performance Rank of BROS is 9191
Overall Rank
The Sharpe Ratio Rank of BROS is 9595
Sharpe Ratio Rank
The Sortino Ratio Rank of BROS is 9292
Sortino Ratio Rank
The Omega Ratio Rank of BROS is 9292
Omega Ratio Rank
The Calmar Ratio Rank of BROS is 8989
Calmar Ratio Rank
The Martin Ratio Rank of BROS is 9090
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.

SBUX vs. BROS - Risk-Adjusted Performance Comparison

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


Sharpe ratio
The chart of Sharpe ratio for SBUX, currently valued at 0.12, compared to the broader market-2.000.002.004.000.122.20
The chart of Sortino ratio for SBUX, currently valued at 0.50, compared to the broader market-4.00-2.000.002.004.000.502.95
The chart of Omega ratio for SBUX, currently valued at 1.07, compared to the broader market0.501.001.502.001.071.42
The chart of Calmar ratio for SBUX, currently valued at 0.13, compared to the broader market0.002.004.006.000.131.78
The chart of Martin ratio for SBUX, currently valued at 0.38, compared to the broader market-10.000.0010.0020.0030.000.388.62
SBUX
BROS

The current SBUX Sharpe Ratio is 0.12, which is lower than the BROS Sharpe Ratio of 2.20. The chart below compares the historical Sharpe Ratios of SBUX and BROS, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
0.12
2.20
SBUX
BROS

Dividends

SBUX vs. BROS - Dividend Comparison

SBUX's dividend yield for the trailing twelve months is around 2.46%, while BROS has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
SBUX
Starbucks Corporation
2.46%2.54%2.25%2.02%1.57%1.57%1.69%2.05%1.83%1.53%0.87%0.00%
BROS
Dutch Bros Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SBUX vs. BROS - Drawdown Comparison

The maximum SBUX drawdown since its inception was -81.91%, which is greater than BROS's maximum drawdown of -70.09%. Use the drawdown chart below to compare losses from any high point for SBUX and BROS. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%AugustSeptemberOctoberNovemberDecember2025
-14.08%
-20.70%
SBUX
BROS

Volatility

SBUX vs. BROS - Volatility Comparison

The current volatility for Starbucks Corporation (SBUX) is 7.40%, while Dutch Bros Inc. (BROS) has a volatility of 14.04%. This indicates that SBUX experiences smaller price fluctuations and is considered to be less risky than BROS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%AugustSeptemberOctoberNovemberDecember2025
7.40%
14.04%
SBUX
BROS

Financials

SBUX vs. BROS - Financials Comparison

This section allows you to compare key financial metrics between Starbucks Corporation and Dutch Bros 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


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab