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National Beverage Corp FIZZ

Morningstar Rating
$47.46 +0.59 (1.26%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

FIZZ is trading at a 13% premium.
Price
$47.25
Fair Value
$46.49
Uncertainty
High
1-Star Price
$17.77
5-Star Price
$77.95
Economic Moat
Lwvm
Capital Allocation
Hsflwlgcc
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News

Trading Information

Previous Close Price
$46.87
Day Range
$46.7947.75
52-Week Range
$43.7455.12
Bid/Ask
$47.03 / $47.72
Market Cap
$4.44 Bil
Volume/Avg
164,880 / 159,685

Key Statistics

Price/Earnings (Normalized)
26.22
Price/Sales
3.76
Dividend Yield (Trailing)
Dividend Yield (Forward)
Total Yield

Company Profile

National Beverage Corp is a non-alcoholic beverage company in the U.S. Its portfolio skews toward functional drinks (that is those purporting to offer health benefits) and is anchored by the popular LaCroix sparkling water trademark. Other offerings include Rip It energy drinks, Everfresh juices, and soda brands like Shasta and Faygo. The firm controls the majority of its production and distribution apparatus, with very little outsourcing. In terms of go-to-market, it uses warehouse distribution for big-box retailers, direct-store delivery for convenience stores and other small outlets, and food-service distributors for the food-service channel (schools, hospitals, restaurants). It is controlled by chairman and CEO Nick Caporella, who owns over 73% of the common stock.
Sector
Consumer Defensive
Industry
Beverages - Non-Alcoholic
Stock Style Box
Small Growth
Total Number of Employees
1,593

Comparables

Valuation

Metric
FIZZ
CELH
KOBR B
Price/Earnings (Normalized)
26.22104.9818.18
Price/Book Value
8.6272.732.50
Price/Sales
3.7614.901.09
Price/Cash Flow
21.8483.8338.72
Price/Earnings
FIZZ
CELH
KOBR B

Financial Strength

Metric
FIZZ
CELH
KOBR B
Quick Ratio
2.853.411.11
Current Ratio
3.684.361.73
Interest Coverage
11.53
Quick Ratio
FIZZ
CELH
KOBR B

Profitability

Metric
FIZZ
CELH
KOBR B
Return on Assets (Normalized)
27.11%17.47%6.33%
Return on Equity (Normalized)
39.77%167.52%12.12%
Return on Invested Capital (Normalized)
35.08%23.02%12.24%
Return on Assets
FIZZ
CELH
KOBR B
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Beverages - Non-Alcoholic Industry Comparables

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Name
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
KO
Coca-Cola CoQhqpkmypDtcq$263.8 Bil
PEP
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MNST
Monster Beverage CorpPdyphfhlBzzfl$62.1 Bil
NNFSF
Nongfu Spring Co Ltd Class H Ordinary SharesZkl$60.7 Bil
KDP
Keurig Dr Pepper IncGjsznpctBrbzgn$41.5 Bil
CCEP
Coca-Cola Europacific Partners PLCWlgwjyphgCjzrsjf$33.1 Bil
COCSF
Coca-Cola Femsa SAB de CV Series LVcjcp$20.5 Bil
KOF
Coca-Cola Femsa SAB de CV ADRQgqlbcqbJzlr$20.5 Bil
CELH
Celsius Holdings IncYjzqqjzfTwbb$19.3 Bil
PRMW
Primo Water CorpLzknmcmnmPqzs$2.9 Bil

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