SBUX Performance Analysis - Starbucks | 16.5% 12M Return

12M Return: 16.5% | -5.7% vs S&P 500 | Volatility: 26.4% | Relative Strength, Momentum & Peer Ranking

RS IBD 67.24
Top 28% in Peers
Idiosyncratic Score 83.90
Top 19% in Peers
Total Return 3m 9.39%
Top 50% in Peers
Total Return 12m 16.47%
Top 22% in Peers
P/E
P/E Trailing79.4
P/E Forward35.3
High / Low 52w
52 Week High107.88 USD
52 Week Low76.90 USD
Sentiment
Buy Signal ±30.74
VRO Trend ±10088.33
Drawdowns 3y
Max Drawdown31.97%
Median Drawdown13.95%
Compare vs 35 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 | 16.5% 12M Return

Detailed Performance Metrics Updated: 2026-07-13 03:55

Risk-Adjusted Return
CAGR 4.0%
CAGR / Max DD 0.13
CAGR / Mean DD 0.27
CAGR / Median DD 0.29
Market Sensitivity & Volatility
ATR % 2.60%
Beta 1.017
Beta Downside 1.000
Alpha -8.39%
CAPM 9.56%
Trend & Momentum
Current Price 106.01 USD
SMA 20 Distance -2.85%
SMA 50 Distance -3.36%
SMA 200 Distance -12.81%
RSI 14 60.7
EMA8 Dist. Percentile 69.3%
Distance to 52W High -1.73%
Hurst Exponent 0.475
Key Levels
Support / Resistance (price, strength)
95.1 (0.79) 101.6 (1.39) 105.8 (1.32)
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%) 2026-06-12: 103.69 (+10.73%)
Structural Changepoints
2026-05-15 2026-06-08
Peer Rankings higher = better
METRIC SBUX PERCENTILE RANK
RS IBD 67.24 72.9
Performance 1M 2.88% 52.9
Performance 3M 9.39% 50.0
Performance 6M 19.30% 84.3
Performance 12M 16.47% 78.6
Sharpe Ratio 0.46 77.1

Top Performer in Restaurants 5 of 35 peers

Short Term Performance
SYMBOL 1W 1M 3M
CBRL -5.76% 7.99% 81.04%
BJRI 5.97% 18.32% 68.73%
CAKE 4.52% 9.94% 41.21%
JACK -13.43% 11.37% 30.84%
DASH -0.10% 27.39% 20.18%
SBUX 1.67% 2.88% 9.39%
Long Term Performance
SYMBOL 6M 12M 5Y
LOCO 48.40% 54.31% 2.92%
BJRI 38.11% 51.85% 30.66%
ARMK 50.10% 34.13% 142.34%
CAKE 39.46% 31.28% 74.42%
SBUX 19.30% 16.47% -0.35%
CBRL 57.72% -19.71% -57.26%

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		 3.82B 9.94% 31.28% 74.42% 22.6 19.6 1.63 21.34%
YUM NYSE
Yum! Brands		 45.8B 5.98% 13.27% 53.41% 26.8 25.2 2.04 6.69%
EAT NYSE
Brinker International		 7.52B 16.28% 12.02% 196.23% 17.1 14.5 0.89 65.77%
QSR NYSE
Restaurant Brands		 34.2B 1.47% 15.97% 40.21% 24.1 13.1 1.26 0.23%

Compare SBUX vs S&P 500

Total Return vs S&P 500
PERIOD SBUX S&P 500
1 Week 1.67% 1.37%
1 Month 2.88% 2.04%
3 Months 9.39% 10.32%
6 Months 19.30% 9.18%
12 Months 16.47% 22.17%
5 Years -0.35% 85.44%

FAQ

Does SBUX outperform the market?

No, SBUX underperforms the market. Over the past 12 months, SBUX returned 16.47% compared to 22.17% for the S&P 500.

What is the SBUX return over the last 12 months?

SBUX has returned 16.47% over the past 12 months, including dividends. Over 3 months the return was 9.39%, and over 5 years -0.35%.

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 15.14%.

SBUX vs Sectors 12m

Relative Performance vs S&P Sectors Sorted by outperformance, Positive = SBUX beats sector.
SECTOR ETF DIFFERENCE 12M
Communication Services XLC 10.9%
Consumer Discretionary XLY 10.1%
Consumer Staples XLP 9.6%
Financials XLF 8.8%
Real Estate XLRE 6.6%
Real Estate XLRE 6.6%
Materials XLB 2.6%
Health Care XLV -4.7%
Industrials XLI -5.6%
Energy XLE -12.4%
Technology XLK -29.6%

SBUX vs Asset Classes 12m

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY -5.7%
Emerging Market EEM -24.7%
Gold GLD -5.9%
Long-Term Bonds TLT 13.3%
Risk-Free Cash SHY 13.5%