Starbucks Stock Performance

SBUX Stock  USD 91.50  1.14  1.26%   
The entity has a beta of 0.73, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Starbucks' returns are expected to increase less than the market. However, during the bear market, the loss of holding Starbucks is expected to be smaller as well. Starbucks has an expected return of -0.0632%. Please make sure to validate Starbucks maximum drawdown, as well as the relationship between the daily balance of power and relative strength index , to decide if Starbucks performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Starbucks has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong basic indicators, Starbucks is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more

Actual Historical Performance (%)

One Day Return
1.26
Five Day Return
(0.26)
Year To Date Return
(2.32)
Ten Year Return
148.3
All Time Return
27.1 K
Forward Dividend Yield
0.0249
Payout Ratio
0.5946
Last Split Factor
2:1
Forward Dividend Rate
2.28
Dividend Date
2024-05-31
 
Starbucks dividend paid on 23rd of February 2024
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Begin Period Cash Flow2.8 B
  

Starbucks Relative Risk vs. Return Landscape

If you would invest  9,544  in Starbucks on December 29, 2023 and sell it today you would lose (394.00) from holding Starbucks or give up 4.13% of portfolio value over 90 days. Starbucks is currently does not generate positive expected returns and assumes 1.0931% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% of stocks are less volatile than Starbucks, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Expected Return   
       Risk  
Given the investment horizon of 90 days Starbucks is expected to under-perform the market. In addition to that, the company is 1.91 times more volatile than its market benchmark. It trades about -0.06 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

Starbucks Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Starbucks' investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Starbucks, and traders can use it to determine the average amount a Starbucks' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0578

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Negative ReturnsSBUX

Estimated Market Risk

 1.09
  actual daily
9
91% of assets are more volatile

Expected Return

 -0.06
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.06
  actual daily
0
Most of other assets perform better
Based on monthly moving average Starbucks is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Starbucks by adding Starbucks to a well-diversified portfolio.

Starbucks Fundamentals Growth

Starbucks Stock prices reflect investors' perceptions of the future prospects and financial health of Starbucks, and Starbucks fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Starbucks Stock performance.

About Starbucks Performance

To evaluate Starbucks Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Starbucks generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Starbucks Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Starbucks market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Starbucks's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Return On Capital Employed 0.21  0.18 
Return On Assets 0.19  0.20 
Return On Equity 3.86  4.06 

Things to note about Starbucks performance evaluation

Checking the ongoing alerts about Starbucks for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Starbucks help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Starbucks generated a negative expected return over the last 90 days
Starbucks has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations
The company currently holds 24.6 B in liabilities with Debt to Equity (D/E) ratio of 807.4, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Starbucks has a current ratio of 0.75, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Debt can assist Starbucks until it has trouble settling it off, either with new capital or with free cash flow. So, Starbucks' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Starbucks sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Starbucks to invest in growth at high rates of return. When we think about Starbucks' use of debt, we should always consider it together with cash and equity.
Over 76.0% of Starbucks shares are owned by institutional investors
On 23rd of February 2024 Starbucks paid $ 0.57 per share dividend to its current shareholders
Latest headline from investorplace.com: 3 Dividend-Growing Stocks to Buy Before You Miss Out
Evaluating Starbucks' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Starbucks' stock performance include:
  • Analyzing Starbucks' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Starbucks' stock is overvalued or undervalued compared to its peers.
  • Examining Starbucks' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Starbucks' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Starbucks' management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Starbucks' stock. These opinions can provide insight into Starbucks' potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Starbucks' stock performance is not an exact science, and many factors can impact Starbucks' stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Starbucks offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Starbucks' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Starbucks Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Starbucks Stock:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Starbucks. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
For more information on how to buy Starbucks Stock please use our How to Invest in Starbucks guide.
You can also try the AI Investment Finder module to use AI to screen and filter profitable investment opportunities.

Complementary Tools for Starbucks Stock analysis

When running Starbucks' price analysis, check to measure Starbucks' market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Starbucks is operating at the current time. Most of Starbucks' value examination focuses on studying past and present price action to predict the probability of Starbucks' future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Starbucks' price. Additionally, you may evaluate how the addition of Starbucks to your portfolios can decrease your overall portfolio volatility.
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Is Starbucks' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Starbucks. If investors know Starbucks will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Starbucks listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.216
Dividend Share
2.2
Earnings Share
3.74
Revenue Per Share
32.074
Quarterly Revenue Growth
0.082
The market value of Starbucks is measured differently than its book value, which is the value of Starbucks that is recorded on the company's balance sheet. Investors also form their own opinion of Starbucks' value that differs from its market value or its book value, called intrinsic value, which is Starbucks' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Starbucks' market value can be influenced by many factors that don't directly affect Starbucks' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Starbucks' value and its price as these two are different measures arrived at by different means. Investors typically determine if Starbucks is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Starbucks' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.