Starbucks Stock Analysis

SBUX Stock  USD 87.61  0.46  0.53%   
Starbucks is undervalued with Real Value of 97.45 and Target Price of 105.53. The main objective of Starbucks stock analysis is to determine its intrinsic value, which is an estimate of what Starbucks is worth, separate from its market price. There are two main types of Starbucks' stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Starbucks' performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Starbucks' stock to identify patterns and trends that may indicate its future price movements.
The Starbucks stock is traded in the USA on NASDAQ Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Starbucks is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Starbucks Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Starbucks' ongoing operational relationships across important fundamental and technical indicators.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Starbucks. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
For more information on how to buy Starbucks Stock please use our How to Invest in Starbucks guide.

Starbucks Stock Analysis Notes

About 76.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.18. Starbucks last dividend was issued on the 16th of May 2024. The entity had 2:1 split on the 9th of April 2015. Starbucks Corporation, together with its subsidiaries, operates as a roaster, marketer, and retailer of specialty coffee worldwide. Starbucks Corporation was founded in 1971 and is based in Seattle, Washington. Starbucks Corp operates under Restaurants classification in the United States and is traded on NASDAQ Exchange. It employs 402000 people. To find out more about Starbucks contact Howard Schultz at 206 447 1575 or learn more at https://www.starbucks.com.

Starbucks Quarterly Total Revenue

9.43 Billion

Starbucks Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Starbucks' investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Starbucks or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
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
The company currently holds 24.6 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. Debt can assist Starbucks until it has trouble settling it off, either with new capital or with free cash flow. So, Starbucks' shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Starbucks sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Starbucks to invest in growth at high rates of return. When we think about Starbucks' use of debt, we should always consider it together with cash and equity.
Over 76.0% of Starbucks shares are owned by institutional investors
On 23rd of February 2024 Starbucks paid $ 0.57 per share dividend to its current shareholders
Latest headline from finance.yahoo.com: Is TikTok Shop Better Than Dollar Tree and Amazon 8 Best TikTok Shop Deals

Starbucks Upcoming and Recent Events

Earnings reports are used by Starbucks to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Starbucks previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
30th of January 2024
Upcoming Quarterly Report
View
7th of May 2024
Next Financial Report
View
31st of December 2023
Next Fiscal Quarter End
View
7th of November 2024
Next Fiscal Year End
View
30th of September 2023
Last Quarter Report
View
30th of September 2023
Last Financial Announcement
View

Starbucks Largest EPS Surprises

Earnings surprises can significantly impact Starbucks' stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2009-04-29
2009-03-310.070.080.0114 
2008-07-30
2008-06-300.090.08-0.0111 
2008-04-30
2008-03-310.080.090.0112 
View All Earnings Estimates

Starbucks Thematic Classifications

In addition to having Starbucks stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Hotels Idea
Hotels
Hotels and motels
Millennials Best Idea
Millennials Best
Firms that are involved in making products or providing services to millennials

Starbucks Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Starbucks is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Starbucks backward and forwards among themselves. Starbucks' institutional investor refers to the entity that pools money to purchase Starbucks' securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Fisher Asset Management, Llc2023-12-31
11.4 M
Wells Fargo & Co2023-12-31
10.8 M
Amvescap Plc.2023-12-31
10.5 M
Nuveen Asset Management, Llc2023-12-31
10 M
Charles Schwab Investment Management Inc2023-12-31
10 M
Bank Of New York Mellon Corp2023-12-31
9.6 M
Fmr Inc2023-12-31
9.4 M
Legal & General Group Plc2023-12-31
8.8 M
Loomis, Sayles & Company Lp2023-12-31
8.6 M
Vanguard Group Inc2023-12-31
107.9 M
Blackrock Inc2023-12-31
78.8 M
Note, although Starbucks' institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Starbucks Market Capitalization

The company currently falls under 'Large-Cap' category with a current market capitalization of 99.19 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Starbucks's market, we take the total number of its shares issued and multiply it by Starbucks's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Starbucks Profitablity

Starbucks' profitability indicators refer to fundamental financial ratios that showcase Starbucks' ability to generate income relative to its revenue or operating costs. If, let's say, Starbucks is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Starbucks' executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Starbucks' profitability requires more research than a typical breakdown of Starbucks' financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Profit Margin (PM) of 0.12 %, which maeans that even a very small decline in it revenue will erase profits resulting in a net loss. This is way below average. Similarly, it shows Operating Margin (OM) of 0.15 %, which suggests for every 100 dollars of sales, it generated a net operating income of $0.15.
Last ReportedProjected for Next Year
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 

Management Efficiency

Starbucks has return on total asset (ROA) of 0.1252 % which means that it generated a profit of $0.1252 on every $100 spent on assets. This is way below average. Starbucks' management efficiency ratios could be used to measure how well Starbucks manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Starbucks' Return On Tangible Assets are fairly stable compared to the past year. Return On Assets is likely to rise to 0.20 in 2024, whereas Return On Capital Employed is likely to drop 0.18 in 2024. At this time, Starbucks' Total Assets are fairly stable compared to the past year. Non Current Assets Total is likely to rise to about 26.7 B in 2024, whereas Other Current Assets are likely to drop slightly above 309.8 M in 2024.
Last ReportedProjected for Next Year
Book Value Per Share 0.85  0.89 
Net Current Asset Value 0.00  0.00 
Tangible Asset Value 0.00  0.00 
Tangible Book Value Per Share(2.46)(2.34)
Enterprise Value Over EBITDA 13.83  23.18 
Price Book Value Ratio 65.71  69.00 
Enterprise Value Multiple 13.83  23.18 
Price Fair Value 65.71  69.00 
Enterprise Value666.2 M632.8 M
The analysis of Starbucks' management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Starbucks' future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Starbucks Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.026
Forward Dividend Yield
0.026
Forward Dividend Rate
2.28
Beta
0.971

Technical Drivers

As of the 21st of April, Starbucks has the Variance of 1.13, risk adjusted performance of (0.03), and Coefficient Of Variation of (1,908). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Starbucks, as well as the relationship between them. In other words, you can use this information to find out if the company will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We are able to break down and analyze data for thirteen technical drivers for Starbucks, which can be compared to its competition. Please validate Starbucks mean deviation and maximum drawdown to decide if Starbucks is priced more or less accurately, providing market reflects its prevalent price of 87.61 per share. Given that Starbucks has information ratio of (0.13), we advise you to double-check Starbucks's current market performance to make sure the company can sustain itself at a future point.

Starbucks Price Movement Analysis

The output start index for this execution was five with a total number of output elements of fifty-six. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Starbucks middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Starbucks. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Starbucks Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Starbucks insiders, such as employees or executives, is commonly permitted as long as it does not rely on Starbucks' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Starbucks insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Starbucks Outstanding Bonds

Starbucks issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Starbucks uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Starbucks bonds can be classified according to their maturity, which is the date when Starbucks has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Starbucks Predictive Daily Indicators

Starbucks intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Starbucks stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Starbucks Corporate Filings

F4
17th of April 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
F3
8th of April 2024
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify
F4
25th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
15th of March 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
13th of March 2024
Other Reports
ViewVerify
F4
6th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
5th of March 2024
Other Reports
ViewVerify
4th of March 2024
Other Reports
ViewVerify

Starbucks Forecast Models

Starbucks' time-series forecasting models are one of many Starbucks' stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Starbucks' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Starbucks Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Starbucks prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Starbucks shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Starbucks. By using and applying Starbucks Stock analysis, traders can create a robust methodology for identifying Starbucks entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.23  0.25 
Operating Profit Margin 0.16  0.09 
Net Profit Margin 0.18  0.19 
Gross Profit Margin 0.30  0.24 

Current Starbucks Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Starbucks analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Starbucks analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
105.53Buy34Odds
Starbucks current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Starbucks analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Starbucks stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Starbucks, talking to its executives and customers, or listening to Starbucks conference calls.
Starbucks Analyst Advice Details

Starbucks Stock Analysis Indicators

Starbucks stock analysis indicators help investors evaluate how Starbucks stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Starbucks shares will generate the highest return on investment. By understating and applying Starbucks stock analysis, traders can identify Starbucks position entry and exit signals to maximize returns.
Begin Period Cash Flow2.8 B
Total Stockholder Equity-8 B
Capital Lease Obligations9.2 B
Property Plant And Equipment Net15.8 B
Cash And Short Term InvestmentsB
Cash3.6 B
50 Day M A91.1286
Net Interest Income-468.9 M
Total Current Liabilities9.3 B
Forward Price Earnings20.79
Investments-2.3 B
Interest Expense550.1 M
Stock Based Compensation302.7 M
Long Term Debt13.5 B
Common Stock Shares Outstanding1.2 B
Tax Provision1.3 B
Quarterly Earnings Growth Y O Y0.216
Accounts Payable1.5 B
Net Debt21 B
Other Operating Expenses30.5 B
Non Current Assets Total22.1 B
Liabilities And Stockholders Equity29.4 B
Non Currrent Assets Other546.5 M
When determining whether Starbucks offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Starbucks' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Starbucks Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Starbucks Stock:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Starbucks. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in employment.
For more information on how to buy Starbucks Stock please use our How to Invest in Starbucks guide.
You can also try the Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.

Complementary 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.
AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
Commodity Directory
Find actively traded commodities issued by global exchanges
Earnings Calls
Check upcoming earnings announcements updated hourly across public exchanges
Performance Analysis
Check effects of mean-variance optimization against your current asset allocation
Investing Opportunities
Build portfolios using our predefined set of ideas and optimize them against your investing preferences
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Is Starbucks' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Starbucks. If investors know Starbucks will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Starbucks listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.216
Dividend Share
2.2
Earnings Share
3.74
Revenue Per Share
32.074
Quarterly Revenue Growth
0.082
The market value of Starbucks is measured differently than its book value, which is the value of Starbucks that is recorded on the company's balance sheet. Investors also form their own opinion of Starbucks' value that differs from its market value or its book value, called intrinsic value, which is Starbucks' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Starbucks' market value can be influenced by many factors that don't directly affect Starbucks' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Starbucks' value and its price as these two are different measures arrived at by different means. Investors typically determine if Starbucks is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Starbucks' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.