SBUX Performance Analysis - Starbucks | 22.8% 12M Return

12M Return: 22.8% | +5.3% vs S&P 500 | Volatility: 29% | Relative Strength, Momentum & Peer Ranking

RS IBD 52.16
Top 35% in Peers
Idiosyncratic Score 73.25
Top 38% in Peers
Total Return 3m 1.04%
Top 45% in Peers
Total Return 12m 22.77%
Top 24% in Peers
P/E
P/E Trailing61.9
P/E Forward35.7
High / Low 52w
52 Week High108.58 USD
52 Week Low76.46 USD
Sentiment
Buy Signal ±30.10
VRO Trend ±10041.59
Drawdowns 3y
Max Drawdown31.97%
Median Drawdown13.95%
Compare vs 36 peers in Restaurants
Total Return: SBUX vs Peers Total Return of Starbucks versus broad market ETF SPY
5y Drawdown (Underwater) Chart 5 Year Drawdown / Underwater Chart for SBUX Performance Analysis - Starbucks | 22.8% 12M Return

Detailed Performance Metrics Updated: 2026-09-11 03:55

Risk-Adjusted Return
CAGR 3.3%
CAGR / Max DD 0.10
CAGR / Mean DD 0.22
CAGR / Median DD 0.24
Market Sensitivity & Volatility
ATR % 2.48%
Beta 0.768
Beta Downside 1.116
Alpha 6.74%
CAPM 8.68%
Trend & Momentum
Current Price 99.22 USD
SMA 20 Distance +5.39%
SMA 50 Distance +5.70%
SMA 200 Distance -2.32%
RSI 14 33.1
EMA8 Dist. Percentile 1.5%
Distance to 52W High -8.62%
Hurst Exponent 0.446
Key Levels
Support / Resistance (price, strength)
91.8 (0.65) 95 (0.82) 101.8 (2.14) 107.1 (1.59)
Pivot Points (date, price, move %)
2026-01-28: 104.82 2026-02-02: 90.62 (-13.55%) 2026-03-12: 102.44 (+13.04%) 2026-03-27: 85.6 (-16.44%) 2026-05-14: 108.88 (+27.2%) 2026-06-05: 93.64 (-14%) 2026-08-13: 110.51 (+18.02%) 2026-08-20: 102.97 (-6.82%)
Structural Changepoints
2026-05-15 2026-06-08 2026-08-17 2026-09-02
Peer Rankings higher = better
METRIC SBUX PERCENTILE RANK
RS IBD 52.16 65.3
Performance 1M -4.64% 68.1
Performance 3M 1.04% 45.8
Performance 6M -0.39% 45.8
Performance 12M 22.77% 76.4
Sharpe Ratio 0.73 81.9

Top Performer in Restaurants 5 of 36 peers

Short Term Performance
SYMBOL 1W 1M 3M
RRGB -10.64% -6.78% 66.89%
EAT -7.06% -5.65% 45.64%
CAKE -6.83% -8.77% 43.63%
CMG -6.20% 12.41% 18.77%
CHA 6.37% 20.96% 5.38%
SBUX -7.03% -4.64% 1.04%
Long Term Performance
SYMBOL 6M 12M 5Y
BJRI 64.78% 92.35% 60.42%
CAKE 63.05% 75.63% 153.35%
EAT 53.55% 38.91% 341.57%
SBUX -0.39% 22.77% -6.02%
RRGB 93.85% 22.53% -66.41%
CBRL 77.55% 3.24% -55.15%

Overall Best Picks of Peer Group GARP Metrics

SYMBOL MCAP 1M 12M 5Y P/E P/E fwd PEG EPS cagr
CAKE NASDAQ
The Cheesecake Factory		 5.33B -8.77% 75.63% 153.35% 29.5 23.5 1.96 19.96%
QSR NYSE
Restaurant Brands		 36.8B 4.98% 28.11% 40.94% 19.8 12.7 1.24 7.30%

Compare SBUX vs S&P 500

Total Return vs S&P 500
PERIOD SBUX S&P 500
1 Week -7.03% -0.96%
1 Month -4.64% -1.97%
3 Months 1.04% 4.74%
6 Months -0.39% 12.50%
12 Months 22.77% 17.48%
5 Years -6.02% 82.55%

FAQ

Does SBUX outperform the market?

Yes, SBUX significantly outperforms the market. Over the past 12 months, SBUX returned 22.77% compared to 17.48% for the S&P 500.

What is the SBUX return over the last 12 months?

SBUX has returned 22.77% over the past 12 months, including dividends. Over 3 months the return was 1.04%, and over 5 years -6.02%.

How risky is SBUX?

SBUX has relatively low risk with a maximum drawdown of 31.97% over the past 3 years. The average drawdown is 15.06%.

SBUX vs Sectors 12m

Relative Performance vs S&P Sectors Sorted by outperformance, Positive = SBUX beats sector.
SECTOR ETF DIFFERENCE 12M
Consumer Discretionary XLY 25.9%
Communication Services XLC 24.3%
Communication Services XLC 24.3%
Real Estate XLRE 16.4%
Consumer Staples XLP 15.9%
Financials XLF 14.1%
Materials XLB 8.8%
Industrials XLI 8.6%
Health Care XLV 0%
Technology XLK -15.1%
Energy XLE -27.5%

SBUX vs Asset Classes 12m

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY 5.3%
Emerging Market EEM -9.8%
Gold GLD 4.6%
Long-Term Bonds TLT 28.6%
Risk-Free Cash SHY 21%