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Looking up the ticker with the regulator···
0s · usually 20–30 seconds for a cold read
Starbucks Corporation
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Weak signals across every dimension
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1 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
1 signal unavailable
Profitability
3/4
Debt & liquidity
2/3
Efficiency
1/2
ROIC at 66.7% runs +155% above the sector median 26.2%, which is the clearest sign that the business still converts invested capital well — yet that strength sits inside a composite of 34/100, dragged down by weak growth and a strained balance sheet. EPS fell -50.8% against a sector median of -2.9%, and Debt/EBITDA of 3.1× exceeds the sector median 1.1× by +179%, placing the balance sheet in the bottom quartile of Consumer Discretionary. The F-Score of 6/9 reflects that split: profitability holds, but efficiency and liquidity are under pressure, with the current ratio -35% below the median. Consensus models an earnings recovery; the realized three-year EPS CAGR per SEC filings trails what the market prices in — a mismatch the optimism bias in analyst forecasts makes harder to dismiss. The most recent quarter beat consensus by a wide margin, though the beat-rate track record over eight quarters remains mixed.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| AMZN | Amazon | 6/9 | 22% | +12% |
Quarter-by-quarter classification · a retrospective read by the current logic · not a price forecast
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice. The method did not see these quarters in real time; this is the current logic applied to past reports.
The market prices in earnings growth; analyst sentiment is steady; has not always beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When results land on 2026-10-27, track whether EPS growth recovers from its current -2.94% year-over-year reading and whether same-store sales trends support a profitability rebound. The F-Score efficiency sub-score of 1/2 means asset turnover and margin direction deserve equal attention alongside the headline number.
Pull the latest annual report on SEC EDGAR and focus on management's discussion of the current ratio, which sits at 1.11 — 35% below the sector median. Check the liquidity disclosures and any commentary on debt structure, given the leverage sub-score of 2/3.
Pick two or three companies from the same-sector table in section 06 and line up one metric — ROIC, current ratio, or EPS growth — across your chosen names. SBUX posts a ROIC of 26.2%, roughly 2.6 times the sector median, so placing that figure beside peers you select yourself will show how much of a premium that warrants.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: -43%+44%-10%-26%
Over 4 years: 2.131.852.053.10
Over 4 years: +11%+12%+1%+3%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 3 of 8 recent quarters — a mixed record.
Last quarter's EPS against consensus, plus the estimated date of the next report.
| 11% |
| BABA | Alibaba | 3/9 | 10% | +8% | 5% |
| BKNG | Booking Holdings | 6/9 | — | +13% | 33% |
| F | Ford | 3/9 | -20% | +1% | -5% |
| GM | General Motors | 5/9 | 4% | -1% | 2% |
| HD | Home Depot | 3/9 | 146% | +3% | 13% |
| LOW | Lowe's | 6/9 | — | +3% | 12% |
| MAR | Marriott | 7/9 | — | +4% | 16% |
| MCD | McDonald's | 5/9 | — | +4% | 46% |
| NKE | Nike | 4/9 | 22% | +0% | — |
| ORLY | O'Reilly Automotive | 6/9 | — | +6% | 19% |
| ROST | Ross Stores | 6/9 | 37% | +8% | 12% |
| SBUX | Starbucks Corporation | 6/9 | — | +3% | 8% |
| TJX | TJX Companies | 7/9 | 59% | +7% | — |
| TSLA | Tesla | 5/9 | 5% | -3% | 5% |
| YUM | Yum! Brands | 4/9 | — | +9% | 31% |
A sample of 16 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
A simplified retrospective read: no analyst forecast (not available historically); the source is the annual report as of the date, so neighbouring quarters can rest on the same data. Quarters with the same classification in a row are merged into one row — each row is one change in the read, not a separate quarter. One ticker is an illustration of the classification logic, not statistics. How we calculate →
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.