Starbucks (SBUX) is a restaurants company in the Consumer Discretionary sector. Listed on the NASDAQ, Starbucks is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $98.76.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $98.76 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 4.66% |
| Risk / Std Dev (Annualized) | 31.66% |
| Sharpe Ratio (rf=4.5%) | 0.01 |
S&P 500 Context
- Sector: Consumer Discretionary
- Sub-Industry: Restaurants
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 4.66% with an annualized volatility of 31.66%. The Sharpe ratio of 0.01 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 112.56B |
| Enterprise Value | 135.27B |
| Trailing P/E | 75.39 |
| Forward P/E | 32.8 |
| Price to Book | -13.29 |
| Price to Sales | 2.93 |
| EV/Revenue | 3.52 |
| EV/EBITDA | 25.07 |
| Profitability | | | Profit Margin | 3.89% | | Operating Margin | 8.42% | | ROA | 7.38% |
| Growth | | | Revenue Growth | 8.8% | | Earnings Growth | 32.6% |
| Dividend | | | Dividend Yield | 251.0% | | Payout Ratio | 187.79% | | 5Y Avg Yield | 229.0% |
| Financial Health | | | Total Revenue | 38.47B | | Total Debt | 24.41B | | Total Cash | 1.7B | | Free Cash Flow | -1.3B | | Operating Cash Flow | 4.35B |
| Price & Technical | | | 52W High | $108.88$ | | 52W Low | $77.99$ | | 50-Day Avg | $99.87$ | | 200-Day Avg | $91.43$ | | Beta | 0.98 | | Shares Outstanding | 1.14B | | Float Shares | 1.14B | | Insider Holdings | 0.13% | | Institutional Holdings | 86.81% | | Short Ratio | 5.83 | | Short % of Float | 4.7% |
| Analyst Targets | | | Target High | $137.0$ | | Target Low | $81.0$ | | Target Mean | $106.25$ | | Target Median | $110.0$ | | # of Analysts | 32 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.