SBUX vs. V
SBUX (Starbucks Corporation) and V (Visa Inc.) are both stocks. SBUX operates in Restaurants (Consumer Cyclical), while V operates in Credit Services (Financial Services). Over the past 10 years, SBUX returned 8.66%/yr vs 15.98%/yr for V. At a 0.46 correlation, their price movements are largely independent.
Performance
SBUX vs. V - Performance Comparison
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Returns By Period
In the year-to-date period, SBUX achieves a 23.87% return, which is significantly higher than V's -7.69% return. Over the past 10 years, SBUX has underperformed V with an annualized return of 8.66%, while V has yielded a comparatively higher 15.98% annualized return.
SBUX
- 1D
- 0.74%
- 1M
- -2.18%
- YTD
- 23.87%
- 6M
- 22.22%
- 1Y
- 12.13%
- 3Y*
- 3.82%
- 5Y*
- 0.57%
- 10Y*
- 8.66%
V
- 1D
- 1.05%
- 1M
- 0.65%
- YTD
- -7.69%
- 6M
- -6.93%
- 1Y
- -12.51%
- 3Y*
- 13.87%
- 5Y*
- 7.33%
- 10Y*
- 15.98%
SBUX vs. V - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBUX Starbucks Corporation | 23.87% | -5.26% | -2.48% | -1.19% | -13.18% | 11.15% | 24.19% | 39.09% | 14.74% | 5.36% |
V Visa Inc. | -7.69% | 11.76% | 22.32% | 26.31% | -3.40% | -0.31% | 17.12% | 43.33% | 16.49% | 47.18% |
Correlation
The correlation between SBUX and V is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.24 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Mar 19, 2008 | 0.46 |
Over the past year, the correlation between SBUX and V has dropped to 0.24 - well below their long-term average of 0.46, suggesting their price drivers have been diverging.
Fundamentals
SBUX:
$1.31
V:
$15.24
SBUX:
78.64
V:
21.16
SBUX:
3.06
V:
10.93
SBUX:
$38.46B
V:
$43.03B
SBUX:
$12.24B
V:
$16.94B
SBUX:
$5.14B
V:
$27.63B
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Return for Risk
SBUX vs. V — Risk / Return Rank
SBUX
V
SBUX vs. V - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Starbucks Corporation (SBUX) and Visa Inc. (V). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SBUX | V | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.99 | ||
| Sortino ratioReturn per unit of downside risk | +1.53 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.92 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 0.66 | -0.73 | +1.39 |
| Martin ratioReturn relative to average drawdown | 1.45 | -1.57 | +3.02 |
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Drawdowns
SBUX vs. V - Drawdown Comparison
The maximum SBUX drawdown since its inception was -81.91%, which is greater than V's maximum drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for SBUX and V.
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Drawdown Indicators
| SBUX | V | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -81.91% | -51.90% | -30.01% |
Max Drawdown (1Y)Largest decline over 1 year | -18.53% | -17.18% | -1.35% |
Max Drawdown (3Y)Largest decline over 3 years | -31.97% | -20.38% | -11.59% |
Max Drawdown (5Y)Largest decline over 5 years | -43.68% | -28.60% | -15.08% |
Max Drawdown (10Y)Largest decline over 10 years | -43.68% | -36.36% | -7.32% |
Current DrawdownCurrent decline from peak | -8.15% | -12.96% | +4.81% |
Average DrawdownAverage peak-to-trough decline | -16.24% | -8.26% | -7.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.37% | 10.73% | -2.36% |
Volatility
SBUX vs. V - Volatility Comparison
Starbucks Corporation (SBUX) has a higher volatility of 7.26% compared to Visa Inc. (V) at 5.57%. This indicates that SBUX's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBUX | V | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.26% | 5.57% | +1.69% |
Volatility (6M)Calculated over the trailing 6-month period | 21.10% | 17.57% | +3.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.48% | 22.35% | +6.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.68% | 22.82% | +8.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.47% | 24.45% | +5.02% |
Dividends
SBUX vs. V - Dividend Comparison
SBUX's dividend yield for the trailing twelve months is around 2.40%, more than V's 0.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBUX Starbucks Corporation | 2.40% | 2.91% | 2.54% | 2.25% | 2.02% | 1.57% | 1.57% | 1.69% | 2.05% | 1.83% | 1.53% | 1.13% |
V Visa Inc. | 0.81% | 0.70% | 0.68% | 0.72% | 0.76% | 0.62% | 0.56% | 0.56% | 0.67% | 0.61% | 0.75% | 0.64% |
Financials
SBUX vs. V - Financials Comparison
This section allows you to compare key financial metrics between Starbucks Corporation and Visa 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
SBUX vs. V - 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%.
V - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported a gross profit of -8.90B and revenue of 11.23B. Therefore, the gross margin over that period was -79.3%.
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%.
V - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported an operating income of 7.23B and revenue of 11.23B, resulting in an operating margin of 64.4%.
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%.
V - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Visa Inc. reported a net income of 6.02B and revenue of 11.23B, resulting in a net margin of 53.6%.
Frequently Asked Questions
SBUX and V have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SBUX has higher volatility (7.26%) compared to V (5.57%). In terms of maximum drawdown, SBUX dropped -81.91% vs V's -51.90%.
SBUX currently has the higher Sharpe Ratio (0.43 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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