New Est New Rec Seeking Alpha Finchat Morningstar Value Line Wall Street Journal QuickFS Stock Rover Alpha Spread FinanceCharts
Current Value
Goal
Buy
Dividends
Return
Total Gain
Pct of Portfolio
Reported
Reviewed
Current Price
Average Paid
SBUX Starbucks Corporation
10-30-24
5-5-24
92.60
Quality
Quality
Story
Predictability
1 Year Total Return
-19.49
3 Year Total Return
-9.4
10 Year Total Return
12
Years
1
2
3
4
5
6
7
8
9
10
Revenue CAGR
1
6
8
11
6
7
7
7
7
8
Eps Cagr (F) 13
-7
6
1
30
4
6
7
7
9
10
Eps 10 Yr 60%
-7
20
-9
179
-58
17
14
9
20
19
Eps 20 Yr 75%
19
24
17
20
60
11
-20
22
19
29
1Year Div Growth
7.70
3Year Div Growth
8.38
5Year Div Growth
9.24
10Year Div Growth
16.30
Dividend Yield
2.46
Dividend Yield with Buy Backs
4.48
5 Year Average Dividend Yield
2.25
5 Year YOC
3.64
Payout
69%
Moat
Beta
1.1
ROIC Now
15.0
ROIC Times Growth
193
Share Count CAGR
-1.06
Analyst Recommendations
3.6
Credit Rating
BBB+
Debt to Ebitda
2.9
Debt to Capital
1.46
Nicholas Ward
2023-12-30
EARNINGS REPORTED
10-30-2024
Ignore
MS
PE15
Avg PE
Avg Yield
Flags
Watch
Hold Buys
Hold Automated
Margin of Safety
-40
-35
-30
-25
-20
-15
-10
-5
0
5
10
15
20
25
-10
-5
0
5
10
15
20
25
30
35
40
45
50
55 *
ROIC PE Actual
A
B
C
D
F
X
ROIC PE Value
A
B
C
D
F
X
Growth: 12.9 ROIC: 15.0 Trailing PE: 27.9 Forward PE: 28.8
Gro
4%
8%
10%
12%
14%
16% *
18%
20%
22%
24%
26%
28%
30%
32%
34%
36%
38%
40%
>40
<3
3%
12.5
12.9
13.3
13.8
14.3
14.4
14.5
14.7
14.9
15.1
15.3
15.5
15.7
15.9
16.1
16.3
16.5
4%
7.1
12.5
13.1
13.8
14.5
15.2
15.4
15.6
15.8
16.1
16.3
16.6
16.8
17.1
17.3
17.6
17.8
18.1
5%
12.5
13.4
14.3
15.2
16.1
16.4
16.7
17.0
17.3
17.6
17.9
18.2
18.5
18.8
19.1
19.4
19.7
6%
3.3
12.5
13.6
14.8
15.9
17.1
17.4
17.8
18.2
18.6
19.0
19.4
19.8
20.2
20.6
21.0
21.4
21.8
7%
12.5
13.9
15.3
16.7
18.2
18.7
19.2
19.7
20.2
20.7
21.2
21.7
22.2
22.7
23.2
23.7
24.2
8%
0
12.5
14.2
15.9
17.6
19.4
20.0
20.6
21.2
21.8
22.4
23.0
23.6
24.2
24.8
25.4
26.0
26.6
9%
0
12.5
14.5
16.6
18.7
20.9
21.6
22.3
23.0
23.7
24.4
25.1
25.8
26.5
27.2
27.9
28.6
29.3
10%
0
12.5
14.9
17.4
19.9
22.4
23.2
24.0
24.8
25.7
26.5
27.4
28.2
29.1
29.9
30.8
31.6
32.5
11%
12.5
15.3
18.2
21.0
23.9
24.8
25.7
26.7
27.7
28.7
29.7
30.7
31.7
32.7
33.7
34.7
35.7
12%
12.5
15.7
18.9
22.1
25.4
26.4
27.4
28.5
29.6
30.7
31.8
32.9
34.0
35.1
36.2
37.3
38.4
13% *
12.5
16.1
19.8
23.2
26.9
28.0
29.1
30.3
31.5
32.7
33.9
35.1
36.3
37.5
38.8
39.9
41.1
14%
12.5
16.5
20.7
24.3
28.4
29.6
30.8
32.1
33.4
34.7
36.0
37.3
38.6
39.9
41.4
42.5
43.8
15%
12.5
16.9
21.6
25.4
29.9
31.2
32.5
33.9
35.3
36.7
38.1
39.5
40.9
42.3
44.0
45.1
46.5
16%
12.5
17.3
22.5
26.5
31.4
32.8
34.2
35.7
37.2
38.7
40.2
41.7
43.2
44.7
46.6
47.7
49.2
17%
12.5
17.7
23.4
27.6
32.9
34.4
35.9
37.5
39.1
40.7
42.3
43.9
45.5
47.1
49.2
50.3
51.9
18%
12.5
18.1
24.3
28.7
34.4
36.0
37.6
39.3
41.0
42.7
44.4
46.1
47.8
49.5
51.8
52.9
54.6
>18
Code
A
B
C
D
F
P
S
X
Moat
Wide
Narrow
None
Credit Rating
AAA
AA+
AA
AA-
A+
A
A-
No debt
BBB+
BBB
BBB-
< BBB
None
VL Safety
1
2
3
4
5
None
VL Strength
A++
A+
A
B++
B+
B
<B
None
Dividend
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
None
Safety Score
Exchange
Price
Price
MS Stars
DAY
-0.31
1W
92.25
0.59
0.64
2W
87.97
4.87
5.54
4W
100.11
-7.27
-7.26
8W
97.55
-4.71
-4.83
12W
95.55
-2.71
-2.84
26W
76.05
16.79
22.08
52W
92.99
-0.15
-0.16
Target
-3%
Morningstar Target
-3%
Analyst Target
-10%
Dividend Radar Fair Value
-4%
Trailing PE
28
Forward PE
29
Vs. 5 Year P/E (-18%)
82
Vs. 5 Year Dividend Yield
96
Expected PE based on ROIC and Growth
Dip
4
52 Week Low
72
52 Week High
103
X
With 0% Margin of Safety
95.00
-2.40
-2.53%
My Fair Value
95.00
-2.40
-2.53%
Analyst Target
103.30
-10.70
-10.36%
Average Value
102.33
-9.73
-9.51%
+ Morningstar Value
95.00
-2.40
-2.53%
- PE 15 Value
63.89
28.71
44.93%
- Average PE Value
0.00
0.00
0.00%
- Avg Yield Value
101.33
-8.73
-8.62%
- Div Radar Value
92.60
0.00
0.00%
+ Nicholas Ward 2023-09 X
102.00
-9.40
-9.22%
+ Dividend Talks 2024-01 X
110.00
-17.40
-15.82%