SBUX
US EQUITY
Consumer Discretionary
Restaurants
CIK: 829224
Starbucks (SBUX) Quant Factor Diagnostic & Fair Value Model
Starbucks (Ticker: SBUX) is listed in the Consumer Discretionary sector (Restaurants). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.
$100.80
-1.09%
Latest Close (2026-10-23)
Market Cap: $114.91B
P/E Ratio: 27.7
Momentum Strength
3M / 12M
-2.75%
1M: +7.63%
12M: +17.89%
Quality (ROE)
Point-in-Time
-
Trailing Return on Equity
Technical Trend
RSI 14
65.6
SMA50: $99.51
SMA200: $99.50
Valuation Multiplier
Trailing
27.7
Moderate Valuation Corridor (15x - 30x P/E)
📊
Valuation & Multi-Factor Diagnostic
Moderate Valuation Corridor (15x - 30x P/E)
SBUX trades within a typical sector multiple band (27.7x P/E), broadly aligned with trailing earnings.
⚡
Benchmark Factor Strategy
S&P 500 Momentum Alpha Strategy
This strategy applies cross-sectional momentum and quality factor filters across large-cap US equities.
📈 Daily Candlestick & Volume Quant Chart
Interactive lightweight price action & volume breakdown over recent 90 trading days.
均线多头 (MA20/50)
Piotroski F-Score: 5/9 (Moderate Financial Health)
Official Point-in-Time Financial Filing History
Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.
备案 CIK: 829224 · 10-K 年报 / 10-Q 季报
| Form | Period End | Filing Timestamp (Point-in-Time) | Revenue | Net Income | Operating CF | EPS (Diluted) |
|---|---|---|---|---|---|---|
| 10-Q | 2026-06-28 | 2026-07-29 | $9.32B | $1.05B | $3.60B | $0.91 |
| 10-Q | 2025-09-28 | 2026-07-29 | - | - | - | - |
| 10-Q | 2025-06-29 | 2026-07-29 | $9.46B | $558.30M | $3.37B | $0.49 |
| 10-Q | 2026-03-29 | 2026-04-28 | $9.53B | $510.90M | $1.96B | $0.45 |
| 10-Q | 2025-03-30 | 2026-04-28 | $8.76B | $384.20M | $2.36B | $0.34 |
| 10-Q | 2025-12-28 | 2026-01-28 | $9.92B | $293.30M | $1.60B | $0.26 |
| 10-Q | 2024-12-29 | 2026-01-28 | $9.40B | $780.80M | $2.07B | $0.69 |
| 10-K | 2025-09-28 | 2025-11-14 | $37.18B | $1.86B | $4.75B | $1.63 |
💡 Methodology & Frequently Asked Questions
Key reference details regarding Starbucks (SBUX) valuation multiples, momentum factors, and point-in-time filing conventions.
How should SBUX's current valuation multiple be interpreted? ↓
SBUX trades at a trailing P/E of 27.7x within the Consumer Discretionary sector (moderate valuation corridor (15x - 30x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.
What are SBUX's key momentum and technical factor indicators? ↓
As of the latest close, SBUX shows a 1-month return of +7.63%, 3-month return of -2.75%, and 12-month return of +17.89%, with a 14-day RSI of 65.6. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.
What is Point-in-Time (PIT) financial data and why does it matter for SBUX? ↓
Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.
How can SBUX be incorporated into systematic factor models? ↓
SBUX can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.