SBUX Performance Analysis - Starbucks | 32.7% 12M Return

12M Return: 32.7% | +21% vs S&P 500 | Volatility: 29.5% | Relative Strength, Momentum & Peer Ranking

RS IBD 72.96
Top 44% in Peers
Idiosyncratic Score 67.70
Top 38% in Peers
Total Return 3m 5.18%
Top 62% in Peers
Total Return 12m 32.66%
Top 32% in Peers
P/E
P/E Trailing48.0
P/E Forward34.4
High / Low 52w
52 Week High109.82 USD
52 Week Low80.56 USD
Sentiment
Buy Signal ±30.53
VRO Trend ±10087.86
Drawdowns 3y
Max Drawdown31.97%
Median Drawdown14.23%
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 | 32.7% 12M Return

Detailed Performance Metrics Updated: 2026-11-10 03:09

Risk-Adjusted Return
CAGR 4.3%
CAGR / Max DD 0.14
CAGR / Mean DD 0.28
CAGR / Median DD 0.30
Market Sensitivity & Volatility
ATR % 2.77%
Beta 0.740
Beta Downside 1.073
Alpha 25.46%
CAPM 8.13%
Trend & Momentum
Current Price 109.44 USD
SMA 20 Distance -5.95%
SMA 50 Distance -9.37%
SMA 200 Distance -9.05%
RSI 14 66.9
EMA8 Dist. Percentile 94.4%
Distance to 52W High -0.35%
Hurst Exponent 0.541
Key Levels
Support / Resistance (price, strength)
96 (0.84) 102 (1.42) 107.5 (1.23)
Pivot Points (date, price, move %)
2026-02-23: 93.5 2026-03-12: 102.4 (+9.5%) 2026-03-27: 85.6 (-16.44%) 2026-05-14: 108.9 (+27.2%) 2026-06-05: 93.6 (-14%) 2026-08-13: 110.5 (+18.02%) 2026-10-13: 90.5 (-18.09%) 2026-11-05: 111.5 (+23.18%)
Structural Changepoints (date, price, move %)
2026-03-09: 98.6 2026-03-30: 85.7 (-13.08%) 2026-05-15: 106.2 (+23.9%) 2026-06-08: 94.3 (-11.23%) 2026-08-17: 107.9 (+14.47%) 2026-10-09: 90.8 (-15.91%)
Peer Rankings higher = better
METRIC SBUX PERCENTILE RANK
RS IBD 72.96 56.9
Performance 1M 20.60% 79.2
Performance 3M 5.18% 62.5
Performance 6M 4.70% 29.2
Performance 12M 32.66% 68.1
Sharpe Ratio 0.98 73.6

Top Performer in Restaurants 5 of 36 peers

Short Term Performance
SYMBOL 1W 1M 3M
SG 16.48% 38.73% 145.14%
PTLO 33.01% 71.39% 53.79%
WING 8.55% 44.76% 51.03%
DNUT 18.88% 36.15% 28.34%
WEN 14.33% 33.23% 14.67%
SBUX 4.83% 20.60% 5.18%
Long Term Performance
SYMBOL 6M 12M 5Y
SG 98.22% 146.04% -74.79%
CAKE 82.79% 144.44% 181.62%
CBRL 115.27% 135.72% -43.60%
EAT 45.78% 90.91% 376.32%
PTLO 67.23% 45.67% -85.62%
SBUX 4.70% 32.66% 9.81%

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		 5.32B 2.31% 144.44% 181.62% 25.3 21.2 1.44 18.69%
DRI NYSE
Darden Restaurants		 25.6B 16.25% 36.57% 80.49% 22.0 20.1 2.31 8.38%
LOCO NASDAQ
El Pollo Loco Holdings		 501M 3.61% 49.34% 23.03% 14.1 14.7 1.16 15.04%
YUM NYSE
Yum! Brands		 44.7B 11.09% 10.62% 41.29% 13.4 22.4 1.99 9.57%
SBUX NASDAQ
Starbucks		 121B 20.60% 32.66% 9.81% 48.0 34.4 1.18 -18.57%

Compare SBUX vs S&P 500

Total Return vs S&P 500
PERIOD SBUX S&P 500
1 Week 4.83% 0.08%
1 Month 20.60% -3.32%
3 Months 5.18% -2.39%
6 Months 4.70% 2.33%
12 Months 32.66% 11.65%
5 Years 9.81% 72.23%

FAQ

Does SBUX outperform the market?

Yes, SBUX significantly outperforms the market. Over the past 12 months, SBUX returned 32.66% compared to 11.65% for the S&P 500.

What is the SBUX return over the last 12 months?

SBUX has returned 32.66% over the past 12 months, including dividends. Over 3 months the return was 5.18%, and over 5 years 9.81%.

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 15.51%.

SBUX vs Sectors 12m

Relative Performance vs S&P Sectors Sorted by outperformance, Positive = SBUX beats sector.
SECTOR ETF DIFFERENCE 12M
Communication Services XLC 36.7%
Communication Services XLC 36.7%
Consumer Discretionary XLY 30.5%
Industrials XLI 21.9%
Financials XLF 21.5%
Real Estate XLRE 20.6%
Technology XLK 16.4%
Consumer Staples XLP 10.5%
Materials XLB 8.2%
Health Care XLV 2.6%
Energy XLE -8.4%

SBUX vs Asset Classes 12m

Relative Performance vs Major Asset Classes
ASSET CLASS ETF DIFFERENCE 12M
S&P 500 SPY 21%
Emerging Market EEM 20.6%
Gold GLD 32.4%
Long-Term Bonds TLT 36.8%
Risk-Free Cash SHY 30.5%