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SBUX$96.51-2.67%
Fair $96.51+0.0%

SBUX

Starbucks Corporation

Consumer Cyclical / RestaurantsNasdaqGS

$96.51

-2.65 (-2.67%)

Fairly Valued+0.0%Fair Value $96.51Fund rank 37/100 · Data gapFallback financials|
SA 27/D
F-Score: 4/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.3B · quality 76.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

27/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 1unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -22.9%, below the 5% threshold
Thesis & Journal · SBUXLocal privado en este navegador · Starbucks Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$110.0B

P/E

73.7x

↑

EV/EBITDA

27.7x

↑

ROE

-22.9%

↓

Gross Margin

22.8%

↓

Debt/Equity

-3.29

↓
52-Week Range$97
$78$109

TradingView lightweight chart

SBUX price, volumen y niveles de valoración

Último $96.51Periodo +3031.4%
Fair value: $96.51

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+7.9%

FCF CAGR

+13.5%

FCF margin

6.6%

FCF / Net income

1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $37.18B · net income $1.86B · FCF $2.44B

2007-FY → 2025-FY

Gross margin

22.8%— pts

Operating margin

9.6%-1.6% pts

Net margin

5.0%-2.2% pts

FCF margin

6.6%+3.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$37.18B$37.18B$36.18B$35.98B$32.25B$29.06B$23.52B$26.51B$24.72B$22.39B$21.32B$19.16B$16.45B$14.87B$13.28B$11.70B$10.71B$9.77B$10.38B$9.41B
Net Income$1.86B$1.86B$3.76B$4.12B$3.28B$4.20B$928.3M$3.60B$4.52B$2.88B$2.82B$2.76B$2.07B$8.3M$1.38B$1.25B$945.6M$390.8M$315.5M$672.6M
EBITDA$4.82B$4.82B$7.12B$7.40B$6.24B$6.40B$3.06B$5.53B$5.19B$5.20B$5.20B$4.53B$3.83B$330.2M$2.58B$2.28B$1.96B$1.13B$1.11B$1.55B
EPS1.631.633.313.582.833.540.792.923.241.971.901.821.350.010.900.810.620.260.210.43
Gross Margin22.8%22.8%26.8%27.4%26.0%———————————————
Operating Margin9.6%9.6%14.1%15.3%13.7%16.8%6.6%15.4%15.7%18.5%19.6%18.8%18.7%-2.2%15.0%14.8%13.3%5.7%4.9%11.2%
Net Margin5.0%5.0%10.4%11.5%10.2%14.5%3.9%13.6%18.3%12.9%13.2%14.4%12.6%0.1%10.4%10.6%8.8%4.0%3.0%7.1%
Balance Sheet
Debt/Equity-3.29-3.29-3.46-3.08-2.73-2.56-1.88-1.797.770.720.540.400.390.290.110.130.150.180.22—
Current Ratio0.920.92——————————————————
Cash Flow
Free Cash Flow$2.44B$2.44B$3.32B$3.68B$2.56B$4.52B$114.2M$3.24B$9.96B$2.73B$3.26B$2.45B$-553.1M$1.76B$894.1M$1.08B$1.26B$943.4M$274.2M$250.9M
Returns
ROE-22.9%-22.9%-50.5%-51.6%-37.7%-78.9%-11.9%-57.8%386.3%52.9%47.9%47.4%39.2%0.2%27.1%28.4%25.7%12.8%12.7%29.4%
Valuation
P/E73.6773.6729.1825.9430.75———————————————
EV/EBITDA27.6727.6718.5817.2819.51———————————————
Growth & Yield
Revenue Growth2.8%2.8%0.6%11.6%—23.6%-11.3%7.2%10.4%5.0%11.2%16.5%10.6%12.0%13.5%9.3%9.5%-5.9%10.3%—
EPS Growth-50.8%-50.8%-7.5%26.5%—348.1%-72.9%-9.9%64.5%3.7%4.4%34.8%13400.0%-98.9%10.5%30.6%138.5%20.9%-50.6%—
Dividend Yield2.6%2.6%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

73.8%

muy exigente

EPS terminal req.

$8.56

Spread vs growth

-124.6%

5Y implied EPS CAGR

44.8%

muy exigente

EPS terminal req.

$10.36

Spread vs growth

-95.5%

10Y implied EPS CAGR

26.2%

muy exigente

EPS terminal req.

$16.69

Spread vs growth

-76.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +17.5%

Total return

+17.5%

Start / end P/E

25.4x → 59.2x

EPS bridge

3.31 → 1.63

Residual

-67.7%

EPS growth-50.8%
Multiple rerating+133.4%
Dividend+2.6%
Residual / FX / buybacks / cross-term-67.7%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.