National Beverage Corp FIZZ
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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.
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News
Trading Information
- Previous Close Price
- $44.53
- Day Range
- $43.45–44.55
- 52-Week Range
- $43.45–55.12
- Bid/Ask
- $40.00 / $47.60
- Market Cap
- $4.07 Bil
- Volume/Avg
- 132,714 / 139,836
Key Statistics
- Price/Earnings (Normalized)
- 24.60
- Price/Sales
- 3.53
- 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
- Website
- https://www.nationalbeverage.com
Comparables
Valuation
|
Metric
|
FIZZ
|
CELH
|
KOBR B
|
|---|---|---|---|
Price/Earnings (Normalized) | 24.60 | 90.77 | 18.10 |
Price/Book Value | 8.08 | 62.89 | 2.62 |
Price/Sales | 3.53 | 12.88 | 1.06 |
Price/Cash Flow | 20.50 | 72.48 | 14.88 |
Price/Earnings
FIZZ
CELH
KOBR B
Financial Strength
|
Metric
|
FIZZ
|
CELH
|
KOBR B
|
|---|---|---|---|
Quick Ratio | 2.85 | 3.41 | 1.05 |
Current Ratio | 3.68 | 4.36 | 1.59 |
Interest Coverage | — | — | 4.98 |
Quick Ratio
FIZZ
CELH
KOBR B
Profitability
|
Metric
|
FIZZ
|
CELH
|
KOBR B
|
|---|---|---|---|
Return on Assets (Normalized) | 27.11% | 17.47% | 5.27% |
Return on Equity (Normalized) | 39.77% | 167.52% | 9.98% |
Return on Invested Capital (Normalized) | 35.08% | 23.02% | 10.62% |
Return on Assets
FIZZ
CELH
KOBR B
Beverages - Non-Alcoholic Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
KO
| Coca-Cola Co | Bvlyhrqvwy | Hkf | $261.4 Bil | |
PEP
| PepsiCo Inc | Mrfckctl | Wyq | $242.9 Bil | |
NNFSF
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MNST
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KDP
| Keurig Dr Pepper Inc | Rvbxxfpnl | Vtgjyc | $43.7 Bil | |
CCEP
| Coca-Cola Europacific Partners PLC | Vwbfhdhf | Qymyz | $32.1 Bil | |
COCSF
| Coca-Cola Femsa SAB de CV Series L | — | Rsvn | $20.4 Bil | |
KOF
| Coca-Cola Femsa SAB de CV ADR | Nhcvzyw | Kyh | $20.4 Bil | |
CELH
| Celsius Holdings Inc | Bgqbksrd | Qhr | $16.7 Bil | |
PRMW
| Primo Water Corp | Dvdztsftr | Bqkn | $3.0 Bil |