SBUX vs. DIS
SBUX (Starbucks Corporation) and DIS (The Walt Disney Company) are both stocks. SBUX operates in Restaurants (Consumer Cyclical), while DIS operates in Entertainment (Communication Services). Over the past 10 years, SBUX returned 7.87%/yr vs 0.96%/yr for DIS. At a 0.36 correlation, their price movements are largely independent.
Performance
SBUX vs. DIS - Performance Comparison
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Returns By Period
In the year-to-date period, SBUX achieves a 14.55% return, which is significantly higher than DIS's -12.36% return. Over the past 10 years, SBUX has outperformed DIS with an annualized return of 7.87%, while DIS has yielded a comparatively lower 0.96% annualized return.
SBUX
- 1D
- 1.22%
- 1M
- -9.95%
- YTD
- 14.55%
- 6M
- 13.33%
- 1Y
- 12.43%
- 3Y*
- 1.50%
- 5Y*
- -0.89%
- 10Y*
- 7.87%
DIS
- 1D
- 0.37%
- 1M
- -7.73%
- YTD
- -12.36%
- 6M
- -4.67%
- 1Y
- -10.41%
- 3Y*
- 3.46%
- 5Y*
- -10.45%
- 10Y*
- 0.96%
SBUX vs. DIS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBUX Starbucks Corporation | 14.55% | -5.26% | -2.48% | -1.19% | -13.18% | 11.15% | 24.19% | 39.09% | 14.74% | 5.36% |
DIS The Walt Disney Company | -12.36% | 3.30% | 24.44% | 4.26% | -43.91% | -14.51% | 25.27% | 33.51% | 3.61% | 4.76% |
Correlation
The correlation between SBUX and DIS is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.44 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.44 |
Correlation (All Time) Calculated using the full available price history since Jun 29, 1992 | 0.36 |
The correlation between SBUX and DIS shifts across timeframes, from 0.28 (1 year) to 0.44 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
SBUX:
$108.94B
DIS:
$176.69B
SBUX:
$1.31
DIS:
$6.25
SBUX:
72.73
DIS:
15.95
SBUX:
2.83
DIS:
1.84
SBUX:
$38.46B
DIS:
$97.26B
SBUX:
$12.24B
DIS:
$36.14B
SBUX:
$5.14B
DIS:
$20.74B
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Return for Risk
SBUX vs. DIS — Risk / Return Rank
SBUX
DIS
SBUX vs. DIS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Starbucks Corporation (SBUX) and The Walt Disney Company (DIS). 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.
| SBUX | DIS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.87 | ||
| Sortino ratioReturn per unit of downside risk | +1.32 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 0.94 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 0.67 | -0.42 | +1.09 |
| Martin ratioReturn relative to average drawdown | 1.50 | -0.86 | +2.35 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SBUX | DIS | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.44 | -0.43 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | -0.36 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.27 | 0.03 | +0.23 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.34 | +0.17 |
Drawdowns
SBUX vs. DIS - Drawdown Comparison
The maximum SBUX drawdown since its inception was -81.91%, roughly equal to the maximum DIS drawdown of -85.66%. Use the drawdown chart below to compare losses from any high point for SBUX and DIS.
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Drawdown Indicators
| SBUX | DIS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.91% | -85.66% | +3.75% |
Max Drawdown (1Y)Largest decline over 1 year | -18.53% | -24.97% | +6.44% |
Max Drawdown (3Y)Largest decline over 3 years | -31.97% | -32.86% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -43.68% | -57.33% | +13.65% |
Max Drawdown (10Y)Largest decline over 10 years | -43.68% | -60.72% | +17.04% |
Current DrawdownCurrent decline from peak | -15.06% | -49.45% | +34.39% |
Average DrawdownAverage peak-to-trough decline | -16.25% | -26.77% | +10.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.32% | 12.17% | -3.85% |
Volatility
SBUX vs. DIS - Volatility Comparison
The current volatility for Starbucks Corporation (SBUX) is 5.54%, while The Walt Disney Company (DIS) has a volatility of 6.18%. This indicates that SBUX experiences smaller price fluctuations and is considered to be less risky than DIS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBUX | DIS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 6.18% | -0.64% |
Volatility (6M)Calculated over the trailing 6-month period | 21.02% | 19.36% | +1.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.64% | 24.32% | +4.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.61% | 29.31% | +2.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.44% | 28.76% | +0.68% |
Dividends
SBUX vs. DIS - Dividend Comparison
SBUX's dividend yield for the trailing twelve months is around 2.59%, more than DIS's 1.25% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIS The Walt Disney Company | 1.25% | 1.10% | 0.85% | 0.33% | 0.00% | 0.00% | 0.00% | 1.22% | 1.57% | 1.51% | 1.43% | 1.30% |
SBUX Starbucks Corporation | 2.59% | 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. DIS - Financials Comparison
This section allows you to compare key financial metrics between Starbucks Corporation and The Walt Disney Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SBUX vs. DIS - Profitability Comparison
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%.
DIS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a gross profit of 9.27B and revenue of 25.17B. Therefore, the gross margin over that period was 36.8%.
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%.
DIS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported an operating income of 4.96B and revenue of 25.17B, resulting in an operating margin of 19.7%.
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%.
DIS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Walt Disney Company reported a net income of 2.25B and revenue of 25.17B, resulting in a net margin of 8.9%.
Frequently Asked Questions
SBUX and DIS have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DIS has higher volatility (6.18%) compared to SBUX (5.54%). In terms of maximum drawdown, SBUX dropped -81.91% vs DIS's -85.66%.
SBUX currently has the higher Sharpe Ratio (0.44 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.
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