SBUX vs. MCD
Compare and contrast key facts about Starbucks Corporation (SBUX) and McDonald's Corporation (MCD).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SBUX or MCD.
Performance
SBUX vs. MCD - Performance Comparison
Returns By Period
In the year-to-date period, SBUX achieves a 5.18% return, which is significantly higher than MCD's 0.49% return. Over the past 10 years, SBUX has underperformed MCD with an annualized return of 11.90%, while MCD has yielded a comparatively higher 14.69% annualized return.
SBUX
5.18%
3.74%
27.97%
-5.80%
5.40%
11.90%
MCD
0.49%
-6.48%
8.77%
8.55%
11.14%
14.69%
Fundamentals
SBUX | MCD | |
---|---|---|
Market Cap | $113.70B | $216.08B |
EPS | $3.26 | $11.29 |
PE Ratio | 30.31 | 26.45 |
PEG Ratio | 1.95 | 2.72 |
Total Revenue (TTM) | $36.16B | $25.94B |
Gross Profit (TTM) | $12.42B | $14.42B |
EBITDA (TTM) | $6.63B | $13.04B |
Key characteristics
SBUX | MCD | |
---|---|---|
Sharpe Ratio | -0.13 | 0.61 |
Sortino Ratio | 0.07 | 0.93 |
Omega Ratio | 1.01 | 1.12 |
Calmar Ratio | -0.12 | 0.63 |
Martin Ratio | -0.27 | 1.40 |
Ulcer Index | 17.64% | 7.76% |
Daily Std Dev | 36.85% | 17.90% |
Max Drawdown | -81.91% | -73.62% |
Current Drawdown | -15.58% | -7.56% |
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Correlation
The correlation between SBUX and MCD 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.
Risk-Adjusted Performance
SBUX vs. MCD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Starbucks Corporation (SBUX) and McDonald's Corporation (MCD). 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.
Dividends
SBUX vs. MCD - Dividend Comparison
SBUX's dividend yield for the trailing twelve months is around 2.36%, more than MCD's 2.28% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Starbucks Corporation | 2.36% | 2.25% | 2.02% | 1.57% | 1.57% | 1.69% | 2.05% | 1.83% | 1.53% | 0.87% | 0.00% | 0.00% |
McDonald's Corporation | 2.28% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% | 3.50% | 3.22% |
Drawdowns
SBUX vs. MCD - Drawdown Comparison
The maximum SBUX drawdown since its inception was -81.91%, which is greater than MCD's maximum drawdown of -73.62%. Use the drawdown chart below to compare losses from any high point for SBUX and MCD. For additional features, visit the drawdowns tool.
Volatility
SBUX vs. MCD - Volatility Comparison
The current volatility for Starbucks Corporation (SBUX) is 5.03%, while McDonald's Corporation (MCD) has a volatility of 7.48%. This indicates that SBUX experiences smaller price fluctuations and is considered to be less risky than MCD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SBUX vs. MCD - Financials Comparison
This section allows you to compare key financial metrics between Starbucks Corporation and McDonald's 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.
Total Revenue: Total amount of money received from sales and other business activities