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SBUX vs BMO

Comparison between Starbucks Corp (SBUX, Company) and Bank of Montreal (BMO, Company).

SBUX is from the Consumer Cyclical sector, while BMO is from the Financial Services sector.

5-Year PerformanceBMO has outperformed SBUX, delivering a return of +14.3% compared to -0.9%

SBUX vs BMO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
SBUX
$116B
BMO
$116B
Max Drawdown
SBUX
81.91%
Winner
BMO
71.02%
Sharpe Ratio
SBUX
0.38
Winner
BMO
2.31
5Y Beta
SBUX
0.95
Winner
BMO
0.69
Industry
SBUX
Restaurants
BMO
Banks - Diversified
P/E Ratio
SBUX
66.49
Winner
BMO
17.91
Forward P/E
SBUX
32.36
Winner
BMO
15.82
PEG Ratio
SBUX
1.70
Winner
BMO
1.28
Dividend Yield
SBUX
2.62%
Winner
BMO
3.99%
5Y Dividends CAGR
SBUX
11.84%
Winner
BMO
13.40%
5Y EPS CAGR
SBUX
-11.79%
Winner
BMO
7.25%
Debt to Equity
Winner
SBUX
-178.17%
BMO
196.55%
Free Cash Flow Yield
SBUX
2.34%
Winner
BMO
6.80%
P/S Ratio
Winner
SBUX
2.94
BMO
3.41
P/B Ratio
SBUX
68.46
Winner
BMO
1.88

SBUX vs BMO - Historical Returns

Returns include dividend reinvestment.

1M
SBUX
-8.67%
Winner
BMO
+8.83%
3M
SBUX
-2.88%
Winner
BMO
+15.08%
6M
SBUX
+13.34%
Winner
BMO
+29.78%
1Y
SBUX
+12.47%
Winner
BMO
+57.51%
5Y(CAGR)
SBUX
-0.89%
Winner
BMO
+14.28%
10Y(CAGR)
SBUX
+7.82%
Winner
BMO
+14.84%
Max(CAGR)
Winner
SBUX
+14.68%
BMO
+13.74%

SBUX vs BMO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSBUXBMO
2026+14.89%+26.49%
2025-6.18%+39.63%
2024-0.06%+4.14%
2023-2.78%+14.70%
2022-12.96%-13.33%
2021+15.35%+50.18%
2020+22.18%+3.23%
2019+39.24%+22.41%
2018+14.35%-15.22%
2017+5.69%+16.13%
2016-3.27%+38.11%
2015+49.32%-15.17%
2014+7.92%+11.59%
2013+44.42%+12.35%
2012+20.17%+14.28%
2011+40.50%-1.53%
2010+41.31%+12.59%
2009+134.35%+117.13%
2008-51.01%-51.18%
2007-41.93%-0.12%
2006+14.74%+7.35%
2005-1.83%+22.60%
2004+89.49%+19.52%
2003+56.42%+58.98%
2002+4.46%+23.28%
2001-9.42%-6.32%
2000+79.44%+65.58%
1999-10.38%-9.33%

SBUX vs BMO Drawdown Comparison

The maximum drawdown for SBUX was -81.91%, occurring on Nov 20, 2008. Recovery took 1296 trading sessions.

The maximum drawdown for BMO was -68.20%, occurring on Feb 23, 2009. Recovery took 584 trading sessions.

The current SBUX drawdown is -15.04%. The current BMO drawdown is -0.62%.

RankSBUXBMO
#1-81.91%
May 5, 2006 - Jun 28, 2011
-68.20%
Nov 6, 2007 - Mar 4, 2010
#2-44.00%
Feb 12, 2001 - Apr 10, 2002
-50.96%
Jan 21, 2020 - Dec 3, 2020
#3-43.68%
Jul 26, 2021 - May 11, 2022
-33.91%
Mar 22, 2022 - May 27, 2025
#4-42.40%
Jul 26, 2019 - Nov 16, 2020
-33.86%
Sep 3, 2014 - Dec 6, 2016
#5-36.82%
Mar 31, 2000 - Nov 2, 2000
-26.55%
Feb 12, 2001 - Dec 12, 2002
#6-29.80%
Apr 13, 2012 - Apr 30, 2013
-24.45%
Nov 15, 1999 - May 17, 2000
#7-28.67%
Dec 29, 2004 - Dec 5, 2005
-23.48%
Sep 21, 2018 - Jan 21, 2020
#8-27.31%
Apr 17, 2002 - Mar 21, 2003
-19.74%
Jan 22, 2004 - Oct 1, 2004
#9-23.26%
Jun 2, 2017 - Nov 2, 2018
-17.98%
Apr 29, 2011 - Dec 18, 2012
#10-20.74%
Nov 18, 1999 - Jan 31, 2000
-17.80%
Apr 26, 2010 - Feb 24, 2011
#11-17.54%
Nov 20, 2000 - Jan 31, 2001
-14.70%
Jul 19, 2007 - Oct 1, 2007
#12-17.37%
Oct 28, 2015 - May 24, 2017
-13.27%
Feb 27, 2006 - Aug 23, 2006
#13-16.53%
Jul 5, 2011 - Sep 19, 2011
-13.06%
Nov 15, 2013 - May 8, 2014
#14-15.61%
Nov 5, 2013 - Nov 24, 2014
-12.61%
Feb 16, 2017 - Jul 14, 2017
#15-14.69%
Aug 5, 2015 - Oct 5, 2015
-11.62%
Feb 26, 2026 - Apr 15, 2026

Correlation

Correlation between SBUX and BMO is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

SBUX vs BMO dividend yield comparison.

YearSBUXBMO
20261.30%1.49%
20252.91%3.55%
20242.54%4.60%
20232.25%4.76%
20222.02%4.62%
20211.57%3.95%
20201.57%4.15%
20191.69%3.96%
20182.05%4.78%
20171.83%4.45%
20161.53%4.73%
20151.13%5.74%
20141.34%4.35%
20131.14%4.41%
20121.34%4.60%
20111.22%5.11%
20101.12%4.86%
20090.00%5.28%
20080.00%10.90%
20070.00%4.79%
20060.00%3.71%
20050.00%3.31%
20040.00%3.30%
20030.00%3.24%
20020.00%4.52%
20010.00%4.93%
20000.00%3.80%
19990.00%1.38%

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