SBUX vs. PEP
Compare and contrast key facts about Starbucks Corporation (SBUX) and PepsiCo, Inc. (PEP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SBUX or PEP.
Key characteristics
| SBUX | PEP | |
|---|---|---|
| YTD Return | -7.28% | 3.57% |
| 1Y Return | -21.06% | -6.23% |
| 3Y Return (Ann) | -6.32% | 9.61% |
| 5Y Return (Ann) | 4.79% | 9.67% |
| 10Y Return (Ann) | 11.71% | 10.56% |
| Sharpe Ratio | -0.96 | -0.36 |
| Daily Std Dev | 21.67% | 16.28% |
| Max Drawdown | -81.91% | -40.41% |
| Current Drawdown | -25.58% | -8.35% |
Fundamentals
| SBUX | PEP | |
|---|---|---|
| Market Cap | $99.92B | $241.39B |
| EPS | $3.74 | $6.64 |
| PE Ratio | 23.60 | 26.44 |
| PEG Ratio | 1.18 | 2.78 |
| Revenue (TTM) | $36.69B | $91.88B |
| Gross Profit (TTM) | $8.39B | $46.05B |
| EBITDA (TTM) | $7.25B | $16.38B |
Correlation
The correlation between SBUX and PEP is 0.27, 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.
Performance
SBUX vs. PEP - Performance Comparison
In the year-to-date period, SBUX achieves a -7.28% return, which is significantly lower than PEP's 3.57% return. Over the past 10 years, SBUX has outperformed PEP with an annualized return of 11.71%, while PEP has yielded a comparatively lower 10.56% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SBUX vs. PEP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Starbucks Corporation (SBUX) and PepsiCo, Inc. (PEP). 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. PEP - Dividend Comparison
SBUX's dividend yield for the trailing twelve months is around 2.49%, less than PEP's 2.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBUX Starbucks Corporation | 2.49% | 2.25% | 2.02% | 1.57% | 1.57% | 1.69% | 2.05% | 1.83% | 1.53% | 1.13% | 1.34% | 1.14% |
PEP PepsiCo, Inc. | 2.88% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% | 2.70% |
Drawdowns
SBUX vs. PEP - Drawdown Comparison
The maximum SBUX drawdown since its inception was -81.91%, which is greater than PEP's maximum drawdown of -40.41%. Use the drawdown chart below to compare losses from any high point for SBUX and PEP. For additional features, visit the drawdowns tool.
Volatility
SBUX vs. PEP - Volatility Comparison
The current volatility for Starbucks Corporation (SBUX) is 4.22%, while PepsiCo, Inc. (PEP) has a volatility of 5.91%. This indicates that SBUX experiences smaller price fluctuations and is considered to be less risky than PEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
SBUX vs. PEP - Financials Comparison
This section allows you to compare key financial metrics between Starbucks Corporation and PepsiCo, 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.
Total Revenue: Total amount of money received from sales and other business activities