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Starbucks Corp. (SBUX) Fundamental Analysis & AI Grade 2026

SBUX Nasdaq Retail-Eating & Drinking Places WA CIK: 0000829224
Update Pending • Analysis: May 6, 2026 • SEC Data: 2026-03-29
Combined AI Grade
C
73% Confidence
AGREEMENT
C
72% Conf
B
74% Conf

📊 SBUX Key Takeaways

Revenue: $19.4B
Net Margin: 4.1%
Free Cash Flow: $1.4B
Current Ratio: 0.92x
Debt/Equity: N/A
EPS: $0.70
AI Grade: C with 72% confidence
Starbucks Corp. (SBUX) receives a C fundamental grade with 73% confidence from our AI analysis based on SEC 10-K filings. With revenue of $19.4B, net profit margin of 4.1%, Starbucks Corp. demonstrates mixed fundamentals in the Consumer sector. Below is our complete SBUX stock analysis for 2026.

Is Starbucks Corp. (SBUX) a Good Investment?

Claude

Starbucks exhibits severe financial distress despite revenue growth, with negative stockholders' equity of -$8.5B and failing liquidity metrics (current ratio 0.92x, quick ratio 0.73x). The 50.8% EPS collapse alongside flat net income signals massive shareholder dilution, while thin 4.1% net margins and $15.1B debt provide minimal buffer against operational deterioration.

ChatGPT

Starbucks shows resilient top-line growth and solid cash generation, with $1.27B of free cash flow and acceptable interest coverage supporting near-term financial flexibility. However, profitability looks pressured, with only a 3.0% net margin, flat net income, sharply lower diluted EPS, and negative stockholders' equity indicating a more leveraged balance sheet. The fundamentals support stability but not a clearly strong growth-quality profile at this stage.

Starbucks Corp. Key Strengths (SBUX)

Claude
  • + Positive operating cash flow of $2.0B and free cash flow of $1.4B demonstrate operational viability
  • + Revenue growth of 2.8% YoY reflects sustained market demand and brand strength
  • + Interest coverage ratio of 6.2x indicates current ability to service debt obligations
ChatGPT
  • + Positive revenue growth with strong free cash flow generation
  • + Operating cash flow comfortably exceeds capital spending
  • + Liquidity remains adequate with a current ratio above 1.0x and interest coverage of 6.4x

SBUX Stock Risks: Starbucks Corp. Investment Risks

Claude
  • ! Negative equity of -$8.5B with current ratio 0.92x and quick ratio 0.73x creates critical solvency and liquidity risk
  • ! Diluted EPS declined 50.8% YoY despite flat earnings, indicating aggressive share dilution or destructive capital allocation
  • ! Thin 4.1% net margin combined with $15.1B debt burden against $1.5B cash leaves negligible financial flexibility
ChatGPT
  • ! Negative stockholders' equity and sizable long-term debt weaken balance-sheet quality
  • ! Low net margin suggests limited earnings cushion if costs or traffic worsen
  • ! Flat net income and a steep diluted EPS decline point to pressured profitability per share

Key Metrics to Watch

Claude
  • * Stockholders' equity trajectory and working capital recovery
  • * Earnings per share growth independent of share count changes
  • * Operating margin sustainability and debt reduction progress
ChatGPT
  • * Operating margin and net margin trend
  • * Free cash flow consistency relative to debt obligations

Starbucks Corp. (SBUX) Financial Metrics & Key Ratios

Revenue
$19.4B
Net Income
$804.2M
EPS (Diluted)
$0.70
Free Cash Flow
$1.4B
Total Assets
$30.6B
Cash Position
$1.5B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

SBUX Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 8.8%
Net Margin 4.1%
ROE N/A
ROA 2.6%
FCF Margin 7.0%

SBUX vs Consumer Sector: How Starbucks Corp. Compares

How Starbucks Corp. compares to Consumer sector averages

Net Margin
SBUX 4.1%
vs
Sector Avg 8.0%
SBUX Sector
ROE
SBUX 0.0%
vs
Sector Avg 18.0%
SBUX Sector
Current Ratio
SBUX 0.9x
vs
Sector Avg 1.5x
SBUX Sector
Debt/Equity
SBUX 0.0x
vs
Sector Avg 0.8x
SBUX Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Starbucks Corp. Stock Overvalued? SBUX Valuation Analysis 2026

Based on fundamental analysis, Starbucks Corp. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
N/A
Sector avg: 18%
Net Profit Margin
4.1%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Starbucks Corp. Balance Sheet: SBUX Debt, Cash & Liquidity

Current Ratio
0.92x
Quick Ratio
0.73x
Debt/Equity
N/A
Debt/Assets
127.7%
Interest Coverage
6.23x
Long-term Debt
$15.1B

SBUX Revenue & Earnings Growth: 5-Year Financial Trend

SBUX 5-year financial data: Year 2021: Revenue $29.1B, Net Income $3.6B, EPS $2.92. Year 2022: Revenue $32.3B, Net Income $928.3M, EPS $0.79. Year 2023: Revenue $36.0B, Net Income $4.2B, EPS $3.54. Year 2024: Revenue $36.2B, Net Income $3.3B, EPS $2.83. Year 2025: Revenue $37.2B, Net Income $4.1B, EPS $3.58.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Starbucks Corp.'s revenue has grown significantly by 28% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.58 reflects profitable operations.

SBUX Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
7.0%
Free cash flow / Revenue

SBUX Quarterly Earnings & Performance

Quarterly financial performance data for Starbucks Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q2 2026 $8.8B $384.2M $0.34
Q1 2026 $9.4B $293.3M $0.26
Q3 2025 $9.1B $558.3M $0.49
Q2 2025 $8.6B $384.2M $0.34
Q1 2025 $9.4B $780.8M $0.69
Q3 2024 $9.1B $1.1B $0.93
Q2 2024 $8.6B $772.4M $0.68
Q1 2024 $8.7B $855.2M $0.74

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Starbucks Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$2.0B
Cash generated from operations
Capital Expenditures
$596.4M
Investment in assets
Dividends Paid
$1.4B
Returned to shareholders

SBUX SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Starbucks Corp. (CIK: 0000829224)

📋 Recent SEC Filings

Date Form Document Action
Jun 9, 2026 4 xslF345X06/form4.xml View →
May 20, 2026 8-K sbux-20260520.htm View →
May 15, 2026 8-K sbux-20260513.htm View →
May 7, 2026 4 xslF345X06/form4.xml View →
Apr 30, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about SBUX

What is the AI rating for SBUX?

Starbucks Corp. (SBUX) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 73% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are SBUX's key strengths?

Claude: Positive operating cash flow of $2.0B and free cash flow of $1.4B demonstrate operational viability. Revenue growth of 2.8% YoY reflects sustained market demand and brand strength. ChatGPT: Positive revenue growth with strong free cash flow generation. Operating cash flow comfortably exceeds capital spending.

What are the risks of investing in SBUX?

Claude: Negative equity of -$8.5B with current ratio 0.92x and quick ratio 0.73x creates critical solvency and liquidity risk. Diluted EPS declined 50.8% YoY despite flat earnings, indicating aggressive share dilution or destructive capital allocation. ChatGPT: Negative stockholders' equity and sizable long-term debt weaken balance-sheet quality. Low net margin suggests limited earnings cushion if costs or traffic worsen.

What is SBUX's revenue and growth?

Starbucks Corp. reported revenue of $19.4B.

Does SBUX pay dividends?

Starbucks Corp. pays dividends, with $1,411.4M distributed to shareholders in the trailing twelve months.

Where can I find SBUX SEC filings?

Official SEC filings for Starbucks Corp. (CIK: 0000829224) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SBUX's EPS?

Starbucks Corp. has a diluted EPS of $0.70.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is SBUX's fundamental grade?

Based on our AI fundamental analysis in June 2026, Starbucks Corp. has a C grade with 73% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is SBUX stock overvalued or undervalued?

Valuation metrics for SBUX: ROE of N/A (sector avg: 18%), net margin of 4.1% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

What is SBUX's AI grade for 2026?

Our dual AI analysis gives Starbucks Corp. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SBUX's free cash flow?

Starbucks Corp.'s operating cash flow is $2.0B, with capital expenditures of $596.4M. FCF margin is 7.0%.

How does SBUX compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 4.1% (avg: 8%), ROE N/A (avg: 18%), current ratio 0.92 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-29 | Powered by Claude AI