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

Performance

SBUX vs. TXRH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Starbucks Corporation (SBUX) and Texas Roadhouse, Inc. (TXRH). 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 13.17% return, which is significantly higher than TXRH's -1.98% return. Over the past 10 years, SBUX has underperformed TXRH with an annualized return of 7.68%, while TXRH has yielded a comparatively higher 15.34% annualized return.


SBUX

1D
-1.83%
1M
-9.77%
YTD
13.17%
6M
12.12%
1Y
9.66%
3Y*
0.51%
5Y*
-1.13%
10Y*
7.68%

TXRH

1D
-2.94%
1M
2.51%
YTD
-1.98%
6M
-2.65%
1Y
-15.94%
3Y*
15.28%
5Y*
12.55%
10Y*
15.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SBUX vs. TXRH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SBUX
Starbucks Corporation
13.17%-5.26%-2.48%-1.19%-13.18%11.15%24.19%39.09%14.74%5.36%
TXRH
Texas Roadhouse, Inc.
-1.98%-6.57%49.78%37.15%4.16%15.71%39.83%-3.62%15.11%11.16%

Correlation

The correlation between SBUX and TXRH is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

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

0.35

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

0.41

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

0.37

Correlation (All Time)
Calculated using the full available price history since Oct 6, 2004

0.45

Fundamentals

Market Cap

SBUX:

$107.62B

TXRH:

$10.67B

EPS

SBUX:

$1.31

TXRH:

$6.26

PE Ratio

SBUX:

71.85

TXRH:

25.77

PS Ratio

SBUX:

2.79

TXRH:

1.77

Total Revenue (TTM)

SBUX:

$38.46B

TXRH:

$6.06B

Gross Profit (TTM)

SBUX:

$12.24B

TXRH:

$1.14B

EBITDA (TTM)

SBUX:

$5.14B

TXRH:

$701.29M

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Return for Risk

SBUX vs. TXRH — Risk / Return Rank

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

SBUX
SBUX Risk / Return Rank: 5151
Overall Rank
SBUX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
SBUX Sortino Ratio Rank: 4848
Sortino Ratio Rank
SBUX Omega Ratio Rank: 4545
Omega Ratio Rank
SBUX Calmar Ratio Rank: 5454
Calmar Ratio Rank
SBUX Martin Ratio Rank: 5454
Martin Ratio Rank

TXRH
TXRH Risk / Return Rank: 1414
Overall Rank
TXRH Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
TXRH Sortino Ratio Rank: 1616
Sortino Ratio Rank
TXRH Omega Ratio Rank: 1818
Omega Ratio Rank
TXRH Calmar Ratio Rank: 1010
Calmar Ratio Rank
TXRH Martin Ratio Rank: 88
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. TXRH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Starbucks Corporation (SBUX) and Texas Roadhouse, Inc. (TXRH). 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.


SBUXTXRHDifference
Sharpe ratioReturn per unit of total volatility

+0.90

Sortino ratioReturn per unit of downside risk

+1.44

Omega ratioGain probability vs. loss probability

1.08

0.92

+0.16

Calmar ratioReturn relative to maximum drawdown

0.52

-0.82

+1.34

Martin ratioReturn relative to average drawdown

1.17

-1.41

+2.58

SBUX vs. TXRH - Sharpe Ratio Comparison

The current SBUX Sharpe Ratio is 0.34, which is higher than the TXRH Sharpe Ratio of -0.56. The chart below compares the historical Sharpe Ratios of SBUX and TXRH, 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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Sharpe Ratios by Period


SBUXTXRHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.34

-0.56

+0.90

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

0.41

-0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.43

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.51

0.40

+0.10

Drawdowns

SBUX vs. TXRH - Drawdown Comparison

The maximum SBUX drawdown since its inception was -81.91%, which is greater than TXRH's maximum drawdown of -76.59%. Use the drawdown chart below to compare losses from any high point for SBUX and TXRH.


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Drawdown Indicators


SBUXTXRHDifference

Max Drawdown

Largest peak-to-trough decline

-81.91%

-76.59%

-5.32%

Max Drawdown (1Y)

Largest decline over 1 year

-18.53%

-19.61%

+1.08%

Max Drawdown (3Y)

Largest decline over 3 years

-31.97%

-24.82%

-7.15%

Max Drawdown (5Y)

Largest decline over 5 years

-43.68%

-30.45%

-13.23%

Max Drawdown (10Y)

Largest decline over 10 years

-43.68%

-58.04%

+14.36%

Current Drawdown

Current decline from peak

-16.08%

-19.25%

+3.17%

Average Drawdown

Average peak-to-trough decline

-16.25%

-16.15%

-0.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.29%

11.30%

-3.01%

Volatility

SBUX vs. TXRH - Volatility Comparison

The current volatility for Starbucks Corporation (SBUX) is 5.61%, while Texas Roadhouse, Inc. (TXRH) has a volatility of 14.62%. This indicates that SBUX experiences smaller price fluctuations and is considered to be less risky than TXRH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SBUXTXRHDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.61%

14.62%

-9.01%

Volatility (6M)

Calculated over the trailing 6-month period

21.10%

21.68%

-0.58%

Volatility (1Y)

Calculated over the trailing 1-year period

28.66%

28.77%

-0.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.62%

30.51%

+1.11%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.44%

35.56%

-6.12%

Dividends

SBUX vs. TXRH - Dividend Comparison

SBUX's dividend yield for the trailing twelve months is around 2.62%, more than TXRH's 1.77% yield.


PositionTTM20252024202320222021202020192018201720162015
SBUX
Starbucks Corporation
2.62%2.91%2.54%2.25%2.02%1.57%1.57%1.69%2.05%1.83%1.53%1.13%
TXRH
Texas Roadhouse, Inc.
1.77%1.64%1.35%1.80%2.02%1.34%0.46%2.13%1.68%1.59%1.58%1.90%

Financials

SBUX vs. TXRH - Financials Comparison

This section allows you to compare key financial metrics between Starbucks Corporation and Texas Roadhouse, 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


0.002.00B4.00B6.00B8.00B10.00B20222023202420252026
9.53B
1.63B
(SBUX) Total Revenue
(TXRH) Total Revenue
Values in USD except per share items

SBUX vs. TXRH - Profitability Comparison

The chart below illustrates the profitability comparison between Starbucks Corporation and Texas Roadhouse, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%70.0%20222023202420252026
66.3%
30.6%
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%.

TXRH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Texas Roadhouse, Inc. reported a gross profit of 499.53M and revenue of 1.63B. Therefore, the gross margin over that period was 30.6%.

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%.

TXRH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Texas Roadhouse, Inc. reported an operating income of 146.34M and revenue of 1.63B, resulting in an operating margin of 9.0%.

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%.

TXRH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Texas Roadhouse, Inc. reported a net income of 123.43M and revenue of 1.63B, resulting in a net margin of 7.6%.


Frequently Asked Questions


SBUX and TXRH have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TXRH has higher volatility (14.62%) compared to SBUX (5.61%). In terms of maximum drawdown, SBUX dropped -81.91% vs TXRH's -76.59%.

SBUX currently has the higher Sharpe Ratio (0.34 vs -0.56), 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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