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AGING Analysis Report
Aug 8, 2026
15 days ago · 100% complete
NOT DEPENDABLE This report predates a filing — its financial basis has been replaced.
Report generated: Aug 8, 2026 · Filing on record since: Aug 19, 2026 · 11 days after
For AI assistants & researchers — machine-readable summary of this page

What this page is: Delvantic's full research page for Starbucks Corporation (SBUX) — AI-driven forensic equity research: mechanical valuation models (DCF, EPV, anchored-PE, scenario) plus three independent AI lenses (Quality / Value / Sentiment). Everything below is rendered server-side; you are not missing content that requires JavaScript. All scores are predictions and research opinions, not financial advice.

Our current read (analysis of 2026-08-23): Designation Low · Gem Score -50 (−100…+100 Quality+Value blend) · Quality -16 · Value -77 · Sentiment 41 (timing only, not weighted) · Composite fair value $38.09 vs $105.59 at analysis

Page map (sections in order; each card carries a stable reference-name attribute you can cite):

  • profile-header / price-overview — company profile, live quote, market cap
  • extended-analysisthe core: three AI lens reads with findings, scores, and the analyst memo
  • future-predictions — our forward price-band predictions
  • market-narrative / ai-findings / gpt-critique — narrative context, cross-model findings, and an adversarial critique of our own analysis (near the end of the document)
  • Members-only sections (render as login gates for anonymous readers): price-history, income-trend, key-metrics, financials (statement tables), insider-trading. The analysis above is public; the raw data tables require a free account.

More for machine readers: site briefing at /llms.txt · any ticker resolves at delvantic.com/stock/TICKER · raw inputs are public-company filings and market data (via licensed data feeds); every model, score, lens read, and prediction on this page is Delvantic's own analysis.

Starbucks Corporation

SBUX NASDAQ
Consumer Cyclical · Restaurants
Seattle, WA 98134, United States starbucks.com Updated Aug 8, 12:07am
Price
$105.58
Market Cap
$120.4B
Employees
381,000
Beta
0.97
Avg Volume
7,912,834
Last Dividend
$2.48
CEO
Mr. Brian R. Niccol

Starbucks Corporation engages in the production, marketing, and retailing of specialty coffee worldwide. It operates through three primary segments: North America, International, and Channel Development. In North America and International, the company sells coffee and other beverages, complementary food items, packaged coffees, single-serve coffee products, and a selection of merchandise via company-operated stores and licensed stores. The Channel Development segment focuses on distributing packaged goods through grocery channels, retail partners, and other outlets. Starbucks Corporation serves consumers seeking premium coffee experiences, handcrafted drinks, and ready-to-drink products, impacting the restaurants industry within the consumer cyclical sector. Founded in 1985 and headquartered in Seattle, Washington, it maintains a vast network of stores and licensing agreements, emphasizing quality sourcing, roasting, and brewing processes to deliver consistent customer experiences globally.

Runs with full report Generated: Aug 8, 2026 12:14am
Price Overview
Price at report time
$105.59
as of Aug 8, 12:25am (15d ago)
Change · Aug 8
+0.43 (+0.41%)
Day Range
$103.67 – $106.85
52-Week Range
$77.99 – $109.23
50-Day MA
$102.50
200-Day MA
$95.42
Volume
4,187,940.00
Right now · live
Log in to get the live feed
Members see the real-time price and the move since this report (over 15d).
Share Structure
Outstanding 1,139,800,000.00
Float 1,137,674,400.00
Free Float 99.8%
High free float — 99.8% of shares trade freely, ~0.2% held by insiders/institutions
Very liquid — most shares trade freely. Low insider ownership can mean less management alignment, but makes large position sizing straightforward.
Price History (1 Year)
Last updated: Aug 8, 2026 12:21am (15d ago)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Aug 7, 2026 4:18am (16d ago)
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
TD Twelve Data statement HEX SEC filing
P/E Ratio (Price per dollar of earnings)
HEX
Stock Price / EPS (Diluted)
64.77
Stock Price: $105.58
EPS (Diluted): 1.63
P/B Ratio (Price vs net asset value)
HEX
Stock Price / Book Value Per Share
Stock Price: $105.58
Total Equity: -$8.09B
Shares: 1,139,800,000
EV/EBITDA (Total value vs operating profit)
HEX
Enterprise Value / EBITDA
28.29
Market Cap: $120.36B
Total Debt: $16.07B
Cash: $3.22B
EBITDA: $4.71B
Enterprise Value (Takeover price (cap + debt - cash))
HEX
Market Cap + Total Debt - Cash
$133.2B
Market Cap: $120.36B
Total Debt: $16.07B
Cash: $3.22B
Gross Margin (Revenue left after direct costs)
HEX
Gross Profit / Revenue
Gross Profit: N/A
Revenue: $37.18B
Missing from API: Gross Profit
Operating Margin (Revenue left after all operations)
HEX
Operating Income / Revenue
7.9%
Operating Income: $2.94B
Revenue: $37.18B
Net Margin (Revenue left as actual profit)
HEX
Net Income / Revenue
5.0%
Net Income: $1.86B
Revenue: $37.18B
ROE (Profit from shareholder equity)
HEX
Net Income / Total Equity
Net Income: $1.86B
Total Equity: -$8.09B
ROIC (Profit from all invested capital)
HEX
NOPAT / Invested Capital
Operating Income: $2.94B
Tax Rate: 25.9%
Equity: -$8.09B
Total Debt: $16.07B
Cash: $3.22B
Current Ratio (Can it pay short-term bills)
HEX
Current Assets / Current Liabilities
0.72
Current Assets: $7.38B
Current Liabilities: $10.21B
Debt/Equity (Leverage — debt vs equity)
HEX
Total Debt / Total Equity
Short-Term Debt: $1.50B
Long-Term Debt: $14.58B
Total Debt: $16.07B
Total Equity: -$8.09B
Rev/Share (Top-line per share)
HEX
Revenue / Shares Outstanding
$32.62
Revenue: $37.18B
Shares: 1,139,800,000
Book Value/Share (Net assets per share)
HEX
(Total Assets - Total Liabilities) / Shares
Total Equity: -$8.09B
Shares: 1,139,800,000
FCF/Share (Real cash generated per share)
HEX
(Operating Cash Flow + CapEx) / Shares
$2.14
Operating CF: $4.75B
CapEx: -$2.31B
Shares: 1,139,800,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
TD
Last Annual Dividend / Stock Price
2.3%
Last Dividend: $2.48
Stock Price: $105.58
Payout Ratio (Earnings paid out as dividends)
HEX
Dividends Paid / Net Income
149.3%
Dividends Paid: -$2.77B
Net Income: $1.86B
Industry Benchmarks
Last run: Aug 8, 2026 12:11am
Compares SBUX against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Income Statement (Annual)
Last updated: Aug 7, 2026 4:18am (16d ago)
Metric 2021 2022 2023 2024 2025
Revenue $29.1B $32.3B $36.0B $36.2B $37.2B
Cost of Revenue
Gross Profit
Operating Expenses
Operating Income $4.9B $4.6B $5.9B $5.4B $2.9B
Net Income $4.2B $3.3B $4.1B $3.8B $1.9B
EBITDA $6.4B $6.1B $7.3B $7.0B $4.7B
EPS $3.57 $2.85 $3.60 $3.32 $1.63
EPS (Diluted) $3.54 $2.83 $3.58 $3.31 $1.63
Balance Sheet (Annual)
Last updated: Aug 5, 2026 9:42am (18d ago)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $6.5B $2.8B $3.6B $3.3B $3.2B
Total Current Assets $9.8B $7.0B $7.3B $6.8B $7.4B
Total Assets $31.4B $28.0B $29.4B $31.3B $32.0B
Current Liabilities $8.2B $9.2B $9.3B $9.1B $10.2B
Long-Term Debt $13.6B $13.1B $13.5B $14.3B $14.6B
Total Liabilities $36.7B $36.7B $37.4B $38.8B $40.1B
Total Equity -$5.3B -$8.7B -$8.0B -$7.4B -$8.1B
Retained Earnings -$6.3B -$8.4B -$7.3B -$7.3B -$8.3B
Cash Flow (Annual)
Last updated: Aug 7, 2026 4:18am (16d ago)
Metric 2021 2022 2023 2024 2025
Operating Cash Flow $6.0B $4.4B $6.0B $6.1B $4.7B
Capital Expenditure -$1.5B -$1.8B -$2.3B -$2.8B -$2.3B
Free Cash Flow $4.5B $2.6B $3.7B $3.3B $2.4B
Acquisitions (net) $0 $0 -$177.1M
Net Debt Issued / (Repaid) -$1.3B $498.1M $497.8M $170.2M $498.5M
Dividends Paid -$2.1B -$2.3B -$2.4B -$2.6B -$2.8B
Stock Buybacks $0 -$4.0B -$984.4M -$1.3B $0
Net Change in Cash $2.1B -$3.6B $733.1M -$265.3M -$66.4M
Growth Trends (YoY %)
Last updated: Aug 7, 2026 4:18am (16d ago)
Metric 2022 2023 2024 2025
Revenue Growth +11.0% +11.6% +0.6% +2.8%
Gross Profit Growth
Operating Income Growth -5.2% +27.1% -7.9% -45.7%
Net Income Growth -21.9% +25.7% -8.8% -50.6%
EBITDA Growth -3.9% +19.1% -4.4% -32.8%
Dividend History (Last 20)
Last updated: Aug 5, 2026 9:42am (18d ago)
Date Dividend Declaration Record Payment
2026-08-14 $0.62
2026-05-15 $0.62
2026-02-13 $0.62
2025-11-14 $0.62
2025-08-15 $0.61
2025-05-16 $0.61
2025-02-14 $0.61
2024-11-15 $0.61
2024-08-16 $0.57
2024-05-16 $0.57
2024-02-08 $0.57
2023-11-09 $0.57
2023-08-10 $0.53
2023-05-11 $0.53
2023-02-09 $0.53
2022-11-09 $0.53
2022-08-11 $0.49
2022-05-12 $0.49
2022-02-10 $0.49
2021-11-10 $0.49
0Company Classification 1Industry Landscape 2Company Momentum 3Forward Projection 4aDCF Valuation 4bEarnings Power Value 4cAnchored PE 4dReverse DCF 4eRevenue-Based DCF 4fAnchored P/S 4gScenario Analysis 4hDividend Discount Model 4iBook Value Analysis 4jInsider Activity 4fCash Flow Quality 4gDebt Maturity Risk 4hMacro Environment 4iSector Intelligence 4jRevenue Confidence 4kSensitivity Analysis 4lSector Demand Cycle 5AI Investigation 5bThesis Evaluation 6Valuation Synthesis
computed not applicable not yet run 17 computed · 6 not applicable · 1 not yet run
Risk : Reward — if the last quarter repeats
Live · as of 2026-08-19 11:03
-0.6 : 1 recovery upside vs repeat-quarter downside
Even the bull case prices 53% below today — the ratio here measures the model-vs-market gap, not payoff odds. Another quarter like the worst recent one costs 90%.
CaseGrowthMarginFair valuevs price ($105.59)
Bull — recovery +5% 14.8% $49.38 -53%
Base — stabilizes +3% 12.9% $40.80 -61%
Bear — keeps slipping +2% 11.0% $33.02 -69%
Stress — last quarter repeats +5% 2.6% $10.53 -90%
The next quarters keep the trajectory of the worst recent matched quarter (ending 2025-09-28) — growth stays at 5.5% and margins bend by the same profit-vs-revenue ratio (×0.50). Stress is a trajectory, not a prediction — it answers "what if the ship's current heading simply continues," which history says is the case to respect.
Why this is appearing: this company files quarterly, so its recent trajectory could be measured rather than assumed — the engine matched Jun 2026, Mar 2026, Dec 2025 against the same quarters one year earlier and found revenue +4.2% · operating income +1.5% · net income +7.3% year-over-year. That measured heading is what the stress case extends forward. Of those, the stress case extends the worst matched quarter — the one ending Sep 28, 2025 (revenue +5.5%, operating income -78.7% YoY) — not the average. Data measured through Jun 28, 2026 — this card recalculates automatically when the next quarterly filing is ingested. Companies without quarterly filings (many foreign listings) never show this card: with no measured trajectory, there is nothing honest to repeat.
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for SBUX — it's generated by the pipeline (market-narrative step).
Claude Reading
Independent analyst synthesis · claude-opus-4-7 · generated 2026-08-08 00:27:28
Verdict Fairly valued near $105 if the margin recovery to 11% is real and sustainable; fair value $85-95 on normalized $3.8B earnings at 25-27x — synthesis $37 DCF is anchored to trough and materially wrong, but no margin of safety exists here either.

The raw numbers tell a more nuanced story than the synthesis $37 fair value admits. Look at the quarterly trajectory: NI bottomed at $133M in Sep-2025 (1.4% margin) and has climbed to $293M → $511M → $1,050M over the next three quarters, with the most recent print (Jun-2026) showing an 11.2% net margin — essentially back to Sep-2024's 10% baseline. Revenue also re-accelerated from $8.76B in Q2-25 to $9.32-9.92B range, with the Dec-25 quarter at $9.92B suggesting the top line was never the problem. If you annualize the last four quarters ($9.57+9.92+9.53+9.32 = $38.34B) and apply a normalized 10-11% net margin, you get $3.8-4.2B in earnings — right back to FY2023-24 levels ($3.28-4.12B). That's not a company in secular decline; that's a company that already executed the turnaround the market was pricing in.

This directly contradicts the synthesis DCF of $36.84 and the thesis score of -16. A $37 fair value implies ~$1.2B of sustainable earnings — but the June quarter alone did $1.05B. The DCF is either using stale TTM inputs anchored to the Sep-2025 trough ($1.86B FY NI) or applying punitive terminal assumptions to a business now trending toward $4B run-rate earnings. On normalized $3.8B earnings, SBUX trades at ~32x — rich but not absurd for a global brand with 2.35% yield and re-accelerating comps. The narrative model's "cult premium" framing overweights the story and underweights that the fundamentals are visibly repairing. The thesis evaluator's top bear ("China structurally impaired," "labor permanently reset") should show up in margins — instead margins just printed 11.2%.

The contrarian case against my own read: one quarter doesn't make a trend, and the Jun-2026 $1.05B could include one-time items (restructuring reversals, tax benefits, real estate gains) — the data file doesn't break out operating vs. non-operating. The payout ratio of 1.49 and negative equity of -$8.09B mean the dividend is funded by debt/buybacks, not earnings, which constrains capital flexibility. Operating CF of $4.75B against $2.31B capex and ~$2.6B in dividends leaves almost nothing for the $16B debt stack. Current ratio of 0.72 is thin. And the "recovery" quarters coincide with what appears to be forward-dated data (2026 quarters shown as historical) — if this is projection rather than reported, the whole bull case collapses. That's a material data-quality flag the prior models didn't surface.

Assuming the quarterly data is real reported results, I dissent from the synthesis "overvalued to $37" verdict — that number is anchored to trough earnings and ignores the visible margin recovery. But I don't flip to undervalued either: at $105 on ~$4B normalized earnings that's 30x, roughly fair for the brand quality but offering no margin of safety given the leveraged balance sheet and unsustainable payout ratio. The narrative model is directionally right that story is doing heavy lifting, but wrong on magnitude — it's not a 185% premium, it's maybe a 15-20% premium to a defensible normalized multiple. Fair value in the $85-95 range feels closer to right than either $37 or $105. The market thesis (turnaround priced in) is correct; where I disagree with the bears is that the turnaround appears to already be executing, not merely hoped for. If the next two quarters confirm 10%+ margins and low-single-digit revenue growth, the stock defends $105. If Jun-2026 was a peak and margins revert to 5-6%, downside to $70-80 is real. Data anomaly note: the 2026 quarter dates need verification — if these are analyst estimates rather than reported figures, disregard my entire bull-side argument and default closer to the synthesis view.

GPT Reading
Independent reading · gpt-5.4 · generated 2026-08-08 00:27:41
Verdict Overvalued at $105.58 — even assuming 2025 was the trough, the stock already prices in a near-full margin recovery; fair value looks closer to $70-$80 unless revenue growth returns.

At $105.58, Starbucks is being valued like a high-quality compounder even though the recent numbers look like a damaged mature retailer trying to claw back normal economics. Revenue has barely moved over the last four fiscal years: $35.98B in 2023, $36.18B in 2024, and $37.18B in 2025. That is roughly 3% cumulative growth across two years, while operating income collapsed from $5.87B in 2023 to $5.41B in 2024 and then to $2.94B in 2025. Net income fell even harder, from $4.12B to $3.76B to $1.86B. The market is not paying for what Starbucks is; it is paying for what Starbucks used to be, or what it might become again. A 64.8x P/E, 28.3x EV/EBITDA, and 3.6x EV/revenue would be tolerable for a business with double-digit growth or visible margin expansion. Starbucks currently has neither.

The quarterlies do show that 2025 was likely a trough, but not enough to justify today’s price. Net margin bottomed at 1.4% in the September 2025 quarter, then 3.0%, 5.4%, and finally 11.2% in June 2026 on $9.32B of revenue and $1.05B of net income. That is real improvement, and if annualized mechanically it suggests earnings power is recovering. But even giving full credit, the revenue line remains flat to soft: $9.57B, $9.92B, $9.53B, then $9.32B over the last four quarters. So the story is almost entirely margin repair, not renewed demand strength. For a company of this scale, that matters. Cost takeout and operational fixes can restore profitability, but they are finite; without stronger traffic or mix, the upside multiple should still compress toward mature-consumer norms rather than stay at a premium-growth level.

The balance sheet and capital return posture make the valuation harder to defend, not easier. Starbucks has $16.07B of debt against $3.22B of cash, negative equity of $8.09B, and a current ratio of 0.72. Negative equity alone is not a thesis killer for a buyback-heavy franchised consumer brand, but in this case it sits alongside a payout ratio of 149% and free cash flow of only $2.44B in fiscal 2025. That means shareholders are still being paid like this is a steady, highly profitable cash machine while the underlying earnings base has weakened materially. On fiscal 2025 numbers, the stock trades at about 49x free cash flow. Even if free cash flow rebounds meaningfully, investors are paying upfront for a normalization that is not yet visible in the top line.

The best argument against this bearish read is straightforward: Starbucks may have already passed through the earnings valley, and the June 2026 quarter could be the first clean signal that the turnaround is working. If net income can run near $1B a quarter again, annual earnings could normalize toward $3.5B-$4.0B, which would pull the effective P/E down into the low-30s. For a globally dominant consumer brand with habitual demand, pricing power, and a long runway to optimize stores, labor, and digital engagement, that is not absurd. The company also still produced $4.75B of operating cash flow in fiscal 2025 despite ugly reported earnings, suggesting the franchise is more resilient than the headline P/E implies. A smart bull would say the market is looking through a bad year, not ignoring fundamentals. I weigh that less heavily because the recovery evidence so far is mostly margin, not growth, and mature brands rarely sustain premium multiples on self-help alone.

What would change my mind is a combination of sustained quarterly profit recovery and proof that sales are re-accelerating, not merely being defended. If Starbucks can put up two to three consecutive quarters with revenue back above $9.8B-$10.0B and net margins holding at 9%-11%, then the normalized earnings case becomes credible enough to support a much higher valuation than the backward-looking numbers suggest. I would also want to see annual free cash flow recover clearly above $3.5B while leverage and shareholder distributions remain controlled. Absent that, the current price still looks like a rerating on hope rather than on delivered economics.

Grok Reading
Independent reading · grok-4.5 · generated 2026-08-08 00:28:22
Verdict Overvalued at $105; partial margin recovery still leaves fair value nearer $70–85 on normalized ~$3–3.5B earnings

The numbers describe a mature franchise that lost its earnings power and has only just printed one clean quarter of recovery. Annual revenue crawled from $36.18B to $37.18B while operating income collapsed from $5.41B to $2.94B and net income from $3.76B to $1.86B; the five-year earnings CAGR sits at –32.9% against a 1.7% revenue CAGR. Free cash flow of $2.44B still covers the dividend in cash terms, yet the 149% payout ratio on reported earnings and negative equity of –$8.09B show a balance sheet already levered for shareholder returns that the income statement can no longer comfortably support. The most recent quarter—$9.32B revenue, $1.05B net income, 11.2% margin—is a sharp rebound from the 1.4–5.4% trough of the prior four periods, but it arrives after six consecutive quarters of sub-10% net margins and does not yet reverse the structural compression visible in the annual operating margin of 7.9%.

At $105.58 the market is paying 65× trailing earnings, 28× EV/EBITDA and 3.2× sales for a business whose top-line growth has decelerated to low-single digits and whose FCF is shrinking at an 18.5% CAGR. Even if the latest quarter’s run-rate were annualized near $4B of net income, the multiple would still sit around 30×—rich for a 2% grower carrying $16B of debt, a current ratio of 0.72, and permanent labor-cost reset risk. The valuation models’ ~$37 fair value is too punitive if any durable margin recovery materializes, yet the gap between $37 and $105 is almost pure narrative: cult brand, third-place mythology, and the assumption that a new CEO playbook will restore 10–12% margins while China stabilizes. Fundamentals alone do not underwrite that price.

The strongest counter-argument is precisely that June quarter and the trough-multiple thesis. Net margin snapped back to 11.2%, operating cash flow remains solid at $4.75B annually, and the stock has historically re-rated once traffic and ticket stabilize. A smart opponent would note that 2025 earnings are the cycle low, that international and digital loyalty still provide pricing power, and that a return even halfway toward the $5.4–5.9B operating-income band of 2023–24 would make today’s enterprise value look merely expensive rather than absurd. They would also point out that FCF quality is still labeled strong and that dividend aristocrat status anchors a retail bid. I weigh this less heavily because one quarter does not erase multi-year labor inflation, China impairment signals, and same-store saturation; revenue confidence is already flagged as decelerating, and the payout ratio above 100% leaves little cushion if the rebound stalls.

I would reverse to neutral or constructive only if two consecutive quarters deliver net margins above 9% with positive traffic, China returns to growth, and the company guides operating margin back toward 12% while holding FCF conversion. A sustained print of $3.5B-plus trailing net income without multiple compression would also force a re-rating of the fair-value range upward from the mid-70s toward the low-90s. Until those numbers appear, $105 remains a premium to a recovery that has barely begun.

Big-3 Panel — where each AI stands
Each AI above independently stated a direction (undervalued, fairly valued, or overvalued) and how strongly it believes it (conviction, 0–5). We combine those into a Bull-Bear Index on a 0–10 scale: 5 is neutral, 10 is maximum bullish (undervalued at full conviction), 0 is maximum bearish. We compute the score ourselves with the same arithmetic for every seat — the models never grade their own bullishness — so the three are directly comparable. Δ shows how far each seat sits from the panel average of 2.3; a large Δ marks the dissenting voice, usually the one worth reading.
Claude claude-opus-4-7 5.0
fairly valued · conviction 3/5 · Δ +2.7 vs panel · self: 5.0
GPT gpt-5.4 1.0
overvalued · conviction 4/5 · Δ -1.3 vs panel · self: 3.0
Grok grok-4.5 1.0
overvalued · conviction 4/5 · Δ -1.3 vs panel · self: 3.0
Advanced Analysis Forensic deep-dive · separate lenses
Separate reads — Company Quality (is it a great business?), Valuation (is it mispriced?), and General Sentiment (how macro + narrative are pushing it), kept deliberately apart · 2026-08-08 00:49:33
Delvantic - Cairn AI
Overvalued - pass, watch for a real dip 7/10
Great brand, broken margins, and a story-fueled price - I'm not paying $105 for a franchise whose fair value is $55-85 even on generous math.
The cruxWhether the +7.9% comp print is the start of a durable margin recovery back toward mid-teens, or a narrative sugar-high that fades before EPS catches the multiple.
Forensic checks Derived mechanically from SBUX's filed financials — not from the AI lenses
Liquidity & RunwaySelf-Funding
DilutionShare Count Shrinking
Earnings QualityHigh Earnings Quality
The four lensesswitch a tab for its full read — score + evidence
Company Quality
-16
Solid
edge √Σ 87 · risk √Σ 103 · conf 7/10

Starbucks remains a self-funding mature earner: FCF of $2.44B in 2025, OCF/NI of 1.68x, accruals at -6.5% of assets, and no mechanical earnings-quality red flags. Capital return discipline is genuine - diluted share count has drifted from 1.19B to 1.14B (roughly -1% CAGR), SBC is a modest 0.9% of revenue, and buybacks run 4.1x SBC, so per-share value is being concentrated rather than diluted. Revenue has still grown every year from $29.06B (2021) to $37.18B (2025). The concern is a real and recent profitability break. Operating margin collapsed from 16.8% (2021) / 16.3% (2023) to 7.9% in 2025, and net income nearly halved from $4.12B (2023) to $1.86B (2025) on higher revenue - classic negative operating leverage, likely tied to the ongoing 'Back to Starbucks' turnaround, wage/labor investment, and traffic softness. FCF also stepped down from $4.52B (2021) to $2.44B (2025). Balance sheet is the other constraint: net cash is -$12.61B against $3.47B liquid, and Altman Z of 2.8 sits in the grey zone. The company can service this comfortably at current FCF, but there is no cushion - a further margin leg down would pressure the dividend/buyback cadence rather than solvency. Overall a strong brand and clean accounting offset by a genuine and unresolved earnings deterioration.

Strengths 3
m55
Clean earnings quality
OCF/NI of 1.68x and accruals at -6.5% of assets indicate reported earnings are backed by cash; no mechanical red flags.
m50
Per-share discipline
Diluted shares down from 1.19B to 1.14B, SBC only 0.9% of revenue, buyback/SBC of 412% - genuine net repurchaser.
m45
Durable cash generation
Even in a down year FCF was $2.44B, and revenue grew from $29.06B to $37.18B over five years - franchise economics are intact.
Concerns 3
m78
Operating margin collapse
OpM fell from 16.3% (2023) to 7.9% (2025) while revenue rose - net income halved from $4.12B to $1.86B, indicating meaningful negative operating leverage.
m55
Net debt with no cushion
Net cash of -$12.61B vs only $3.47B liquid; Altman Z of 2.8 (grey). Manageable at current FCF but leaves no buffer if margins deteriorate further.
m40
FCF trajectory softening
FCF stepped from $4.52B (2021) down to $2.44B (2025) - buyback and dividend capacity has shrunk materially.
This is a high-quality franchise going through a real, not cosmetic, earnings problem. The accounting looks honest - cash conversion is fine, share count is falling, no accrual games - so I trust the reported numbers, which makes the halving of operating margin more concerning, not less: it is a genuine business deterioration rather than a hidden one. The brand and cash engine give it plenty of time to fix this, but with $12.6B of net debt and FCF already down 46% from peak, the cushion is thinner than the market cap implies. Solid, trending sideways-to-down until margin stabilizes.
Verify before trusting this (5)
  • Segment/regional detail behind the OpM drop - is it China weakness, US traffic, or wage/labor reinvestment (turnaround cost)?
  • Debt maturity ladder and covenants against the -$12.61B net cash position
  • Same-store sales and transaction trends over the last 4-6 quarters
  • Whether the dividend + buyback pace is sustainable at ~$2.4B FCF
  • Store growth and closure activity in North America and China
Valuation / Mispricing
-77
Overvalued
edge √Σ 20 · risk √Σ 121 · conf 7/10
price $105.59 vs composite deserved ~$37 (even a generous quality-adjusted ~$55) - roughly 90-185% overpriced, no margin of safety. attractive below $55.00

The three valuation methods cluster tightly: DCF $38.90, EPV floor $33.55, anchored PE $36.02, composite $36.84, signal-adjusted $37.02. Even granting that these methods likely understate a global brand franchise with pricing power and international runway, the gap is not a rounding error - price is roughly 2.85x the composite. To justify $105.59 you need mid-teens FCF growth for a decade plus terminal margins well above the currently halved operating margin. That is a heroic set of assumptions layered on a business the quality lens flagged as genuinely deteriorating, not cosmetically so. Earnings quality is high (score 2), so I cannot argue the reported numbers are inflated - the deserved-value math is trustworthy, which makes the premium harder, not easier, to defend. A generous quality uplift on the DCF (say 40-50%) still lands deserved value in the mid-$50s, well below spot. The market is paying a cult-brand multiple on a franchise whose margin structure is contracting; that is the textbook definition of rich.

Cheap signals 1
m20
Brand and international runway deserve some uplift
Global lifestyle brand with loyalty economics likely justifies a premium to mechanical EPV/DCF, but even a 40-50% quality adjustment lands near $55, still far below $105.
Rich / priced-in 3
m82
Price ~2.85x composite fair value
$105.59 vs composite $36.84 / signal-adjusted $37.02 implies -65% downside on the base math; all three methods (DCF, EPV, anchored PE) sit in a tight $33-$39 band, so this is not a single runaway model.
m70
Priced for perfection into a margin decline
Quality lens flags operating margin roughly halved and net debt on the balance sheet - yet the multiple embeds perpetual growth and premium margins. The setup is deterioration meeting a peak-quality valuation.
m55
High earnings quality removes the escape hatch
With EQ score 2, I cannot argue reported earnings are understated by conservatism; the deserved-value inputs are clean, so the premium cannot be waved away as a haircut artifact.
This one is not close. The methods cluster in the mid-30s, earnings quality is clean so I trust that math, and even a generous brand premium gets me to the mid-50s at best. Paying $105 for that is buying the story, not the cash flows. I would want it below $55 before it is interesting on valuation alone, and even then I would want to see the margin bleed stop. At today's price it is a hold-your-nose short-list candidate, not a long.
Verify before trusting this (5)
  • Forward guidance on North America same-store sales and traffic vs pricing mix
  • China segment margin and unit economics trajectory
  • Labor cost per transaction and union settlement impacts on operating margin
  • Capex and buyback pace given net debt position
  • Any one-time charges inflating the margin compression narrative
General Sentiment
+41
Tailwind
tail √Σ 103 · head √Σ 60 · conf 7/10

The dominant force on SBUX right now is narrative momentum, not macro. A cult-favorite brand archetype just got fresh fuel: Q3 2026 comps at +7.9%, margin expansion, the China JV closure, and Cramer publicly endorsing the turnaround. That is exactly the kind of proof-point that reloads a story stock's ammunition and pulls skeptics off the sidelines. The 'Niccol turnaround is working' headline is now a durable media frame, and cult-high names with fresh evidence tend to trade above fundamentals for extended stretches.

Tailwinds 3
m78
Turnaround narrative validated by Q3 print
+7.9% comps, margin expansion, and China JV completion are exactly the milestones the bull story needed. For a cult-high, narrative-driven name this is the kind of proof point that extends the story's shelf life for another quarter or two.
m55
Cramer and media endorsement
Cramer publicly backing the turnaround and 'long-term believers rewarded' framing amplifies retail and momentum flows into a cult-coefficient-high stock. This is meaningful sentiment fuel even if it says nothing about fair value.
m40
Risk-on tape, low VIX
VIX 14.9 and a benign risk-on regime is a supportive backdrop for a consumer discretionary name trading on story rather than earnings. Beta near 1 means the tape neither amplifies nor dampens much.
Headwinds 3
m45
Price stretched vs fundamentals sets a fragile setup
The story is doing all the heavy lifting at $105 versus a $37 DCF. Sentiment tailwinds are strong now, but the durability rating is only moderate - any comp miss or traffic stall next quarter would puncture the frame violently.
m25
Korea raid headline noise
The 'Tank Day' marketing campaign raid in Korea is minor but is the kind of drip that can chip at brand-moment sentiment if it recurs. Small force today, worth watching.
m30
Peer set stealing narrative oxygen
Dutch Bros +32% revenue growth, Shake Shack activist story, Chipotle premium narrative - the growth-restaurant story flow is crowded. SBUX has to keep delivering to hold its share of the narrative.
Net tailwind, and a real one. A cult-favorite name just got a genuine proof-point quarter, Cramer is amplifying, and the tape is calm - that combination reliably keeps story stocks bid regardless of DCF. I would not confuse this with a fundamentals verdict; the price is doing narrative work well above intrinsic. But my job is which way sentiment is pushing right now, and it is pushing up. The fragility is that this same setup unwinds fast if the next comp disappoints, so I would call it a Tailwind, not Strong Tailwind.
Verify before trusting this (5)
  • Whether Q4 comps confirm the reacceleration or reveal a one-quarter pop
  • Sell-side target revisions in the two weeks post-print
  • Any escalation of the Korea regulatory issue
  • Traffic vs ticket mix in the comp - price-led comps age poorly
  • Whether Niccol keeps getting favorable media framing or if the honeymoon fades
The market-wide tape + this name's exposure to it (beta / sector / narrative durability). Context on the non-fundamental pressure — not a call on the business or the price. processId: detail-general-sentiment
Growth Outlook
not run

This lens hasn't been run for this ticker yet.

The forward growth verdict — is the business itself likely to grow (next 2 quarters / year 1 / years 2–3), judged against its category and against printed expectations. The full horizon ladder + creme renders on the Growth Outlook card above. Not a call on the price (Valuation owns that) or the tape (Sentiment owns that).
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Lenses kept deliberately separate — Company Quality (price-agnostic), Valuation (price-conditional), General Sentiment (non-fundamental macro/narrative pressure), and Growth Outlook (the forward growth verdict). The scores are not blended. Filing-level items (convertibles, lock-ups, customer concentration) are v2 — see each lens's "verify."
Price Prediction
Lower -14.8% v0.6.0 View full prediction →

When we made this prediction on Aug 8, 2026, SBUX was $105.59. We expect it to be $90.00 by Feb 2027, and we consider it great value under $55.00. This is an early model (v0.6.0) — the direction is more reliable than the exact price. Made Aug 8, 2026.

Price when predicted$105.59
Our estimate for Feb 2027$90.00-14.8%
Great value below$55.00
Price history shown (6 Months)

Blue is our prediction, starting the day we made it. Grey is a slower route to the same place — the same destination, taking longer. Black is the actual price, so you can see how we are doing.

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My Notes personal — only you see this
v1.1.562 · 9b2927c4 · 2026-08-22 16:52:06