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National Beverage Corp FIZZ

Morningstar Rating
$50.85 −0.24 (0.47%)
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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 within a range we consider fairly valued.
Price
$50.68
Fair Value
$95.39
Uncertainty
High
1-Star Price
$66.85
5-Star Price
$78.96
Economic Moat
Lknd
Capital Allocation
Kvptlmq
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News

Trading Information

Previous Close Price
$51.09
Day Range
$50.5951.35
52-Week Range
$43.7455.12
Bid/Ask
$20.34 / $54.00
Market Cap
$4.75 Bil
Volume/Avg
85,935 / 178,017

Key Statistics

Price/Earnings (Normalized)
28.24
Price/Sales
3.95
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 Core
Total Number of Employees
1,593

Comparables

Valuation

Metric
FIZZ
CELH
KOBR B
Price/Earnings (Normalized)
28.2498.5518.26
Price/Book Value
9.8367.932.52
Price/Sales
3.9512.771.09
Price/Cash Flow
23.2580.8138.89
Price/Earnings
FIZZ
CELH
KOBR B

Financial Strength

Metric
FIZZ
CELH
KOBR B
Quick Ratio
2.442.921.11
Current Ratio
3.203.621.73
Interest Coverage
11.53
Quick Ratio
FIZZ
CELH
KOBR B

Profitability

Metric
FIZZ
CELH
KOBR B
Return on Assets (Normalized)
28.26%12.73%6.33%
Return on Equity (Normalized)
42.87%164.59%12.12%
Return on Invested Capital (Normalized)
38.30%16.71%12.24%
Return on Assets
FIZZ
CELH
KOBR B
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Economic Moat
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KDP
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CCEP
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COCSF
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KOF
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CELH
Celsius Holdings IncKndr$15.2 Bil
PRMW
Primo Water CorpHxpmh$2.5 Bil

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