Starbucks Stock Performance
| SBUX Stock | USD 82.10 6.16 6.98% |
The entity has a beta of 1.34, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Starbucks will likely underperform. At this point, Starbucks has a negative expected return of -0.16%. Please make sure to validate Starbucks' maximum drawdown, as well as the relationship between the daily balance of power and period momentum indicator , to decide if Starbucks performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Starbucks has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest weak performance, the Stock's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the company investors. ...more
Actual Historical Performance (%)
One Day Return (6.98) | Five Day Return (15.03) | Year To Date Return (10.93) | Ten Year Return 73.72 | All Time Return 24.3 K |
Forward Dividend Yield 0.0297 | Payout Ratio | Last Split Factor 2:1 | Forward Dividend Rate 2.44 | Dividend Date 2025-02-28 |
| Starbucks dividend paid on 28th of February 2025 | 02/28/2025 |
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| Begin Period Cash Flow | 3.6 B |
Starbucks |
Starbucks Relative Risk vs. Return Landscape
If you would invest 9,263 in Starbucks on January 6, 2025 and sell it today you would lose (1,053) from holding Starbucks or give up 11.37% of portfolio value over 90 days. Starbucks is currently does not generate positive expected returns and assumes 2.4716% risk (volatility on return distribution) over the 90 days horizon. In different words, 22% 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 |
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 = -0.0649
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SBUX |
Estimated Market Risk
| 2.47 actual daily | 22 78% of assets are more volatile |
Expected Return
| -0.16 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.
| Return On Asset | 0.0978 | ||||
| Profit Margin | 0.1 % | ||||
| Operating Margin | 0.11 % | ||||
| Current Valuation | 115.17 B | ||||
| Shares Outstanding | 1.14 B | ||||
| Price To Earning | 35.18 X | ||||
| Price To Sales | 2.58 X | ||||
| Revenue | 36.18 B | ||||
| Gross Profit | 9.44 B | ||||
| EBITDA | 7.12 B | ||||
| Net Income | 3.76 B | ||||
| Cash And Equivalents | 3.18 B | ||||
| Cash Per Share | 2.77 X | ||||
| Total Debt | 25.8 B | ||||
| Debt To Equity | 807.40 % | ||||
| Current Ratio | 0.77 X | ||||
| Book Value Per Share | (6.58) X | ||||
| Cash Flow From Operations | 6.1 B | ||||
| Earnings Per Share | 3.10 X | ||||
| Market Capitalization | 93.26 B | ||||
| Total Asset | 31.34 B | ||||
| Retained Earnings | (7.34 B) | ||||
| Working Capital | (2.22 B) | ||||
| Current Asset | 4.76 B | ||||
| Current Liabilities | 4.55 B | ||||
About Starbucks Performance
Evaluating Starbucks' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Starbucks has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Starbucks has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 29.37 | 53.19 | |
| Return On Tangible Assets | 0.23 | 0.24 | |
| 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 | |
| Starbucks currently holds 25.8 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. Note, when we think about Starbucks' use of debt, we should always consider it together with its cash and equity. | |
| Over 81.0% of Starbucks shares are owned by institutional investors | |
| On 28th of February 2025 Starbucks paid $ 0.61 per share dividend to its current shareholders | |
| Latest headline from gurufocus.com: Starbucks Faces Potential Impact from Rising Coffee Tariffs |
- 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.
Additional 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.