(FIZZ) National Beverage - Overview
Sector: Consumer Defensive | Industry: Beverages - Non-Alcoholic | Exchange: NASDAQ (USA) | Market Cap: 3.302m USD | Total Return: -21.9% in 12m
Industry Rotation: +14.1
Avg Turnover: 9.44M
EPS Trend: 87.9%
Qual. Beats: 0
Rev. Trend: 86.0%
Qual. Beats: 0
Warnings
No concerns identified
Tailwinds
No distinct edge detected
National Beverage Corp. (FIZZ) develops and distributes a diverse beverage portfolio across the United States and Canada, categorized into sparkling waters, energy drinks, juices, and carbonated soft drinks. Its primary revenue drivers include the LaCroix sparkling water brand and regional soft drink staples such as Shasta and Faygo. The company utilizes a hybrid distribution model, targeting large-scale retailers alongside convenience and food-service channels.
The soft drinks industry is characterized by high capital intensity in bottling operations and significant competition from global conglomerates. National Beverage Corp. differentiates itself by focusing on the Power+ category, which emphasizes health-conscious sparkling waters to capture shifting consumer preferences away from high-sugar sodas. For deeper insights into the companys financial health and valuation metrics, consider reviewing the detailed reports on ValueRay.
Headquartered in Fort Lauderdale, Florida, the company operates as a subsidiary of IBS Partners, Ltd. Since its incorporation in 1985, it has maintained a specialized focus on niche branding and regional market penetration within the non-alcoholic beverage sector.
- LaCroix market share trends drive premium sparkling water revenue growth
- Aluminum and packaging material costs impact gross manufacturing margins
- Shift toward health-conscious low-sugar beverages increases Power+ portfolio demand
- Distribution channel expansion in convenience and food-service sectors scales volume
- Competition from private-label sparkling brands pressures core product pricing power
| Net Income: 188.1m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.21 > 0.02 and ΔFCF/TA -8.69 > 1.0 |
| NWC/Revenue: 34.75% < 20% (prev 19.66%; Δ 15.09% < -1%) |
| CFO/TA 0.25 > 3% & CFO 195.8m > Net Income 188.1m |
| Net Debt (-251.3m) to EBITDA (268.0m): -0.94 < 3 |
| Current Ratio: 4.41 > 1.5 & < 3 |
| Outstanding Shares: last quarter (93.6m) vs 12m ago -0.05% < -2% |
| Gross Margin: 38.09% > 18% (prev 0.37%; Δ 3.77k% > 0.5%) |
| Asset Turnover: 172.7% > 50% (prev 199.5%; Δ -26.82% > 0%) |
| Interest Coverage Ratio: error (cannot be calculated; needs correct EBITDA TTM and Interest Expense TTM) |
| A: 0.52 (Total Current Assets 538.0m - Total Current Liabilities 122.1m) / Total Assets 792.5m |
| B: 0.71 (Retained Earnings 561.1m / Total Assets 792.5m) |
| C: 0.35 (EBIT TTM 246.0m / Avg Total Assets 693.2m) |
| D: 2.84 (Book Value of Equity 571.5m / Total Liabilities 201.4m) |
| Altman-Z'' Score: 11.12 = AAA |
| DSRI: 1.06 (Receivables 97.4m/90.9m, Revenue 1.20b/1.19b) |
| GMI: 0.97 (GM 38.09% / 37.11%) |
| AQI: 0.66 (AQ_t 0.02 / AQ_t-1 0.04) |
| SGI: 1.01 (Revenue 1.20b / 1.19b) |
| TATA: -0.01 (NI 188.1m - CFO 195.8m) / TA 792.5m) |
| Beneish M-Score: -3.20 (Cap -4..+1) = AA |
Over the past week, the price has changed by +1.06%, over one month by +7.47%, over three months by -5.22% and over the past year by -21.91%.
- StrongBuy: 0
- Buy: 0
- Hold: 0
- Sell: 0
- StrongSell: 1
| Analysts Target Price | 35 | -1.1% |
P/E Forward = 16.4204
P/S = 2.7588
P/B = 5.5047
P/EG = 4.0321
Revenue TTM = 1.20b USD
EBIT TTM = 246.0m USD
EBITDA TTM = 268.0m USD
Long Term Debt = 62.7m USD (from capitalLeaseObligations, last quarter)
Short Term Debt = 14.9m USD (from shortTermDebt, last quarter)
Debt = 62.7m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -251.3m USD (from netDebt column, last quarter)
Enterprise Value = 3.05b USD (3.30b + Debt 62.7m - CCE 314.0m)
Interest Coverage Ratio = unknown (Ebit TTM 246.0m / Interest Expense TTM 0.0)
EV/FCF = 18.48x (Enterprise Value 3.05b / FCF TTM 165.1m)
FCF Yield = 5.41% (FCF TTM 165.1m / Enterprise Value 3.05b)
FCF Margin = 13.80% (FCF TTM 165.1m / Revenue TTM 1.20b)
Net Margin = 15.71% (Net Income TTM 188.1m / Revenue TTM 1.20b)
Gross Margin = 38.09% ((Revenue TTM 1.20b - Cost of Revenue TTM 741.1m) / Revenue TTM)
Gross Margin QoQ = 40.86% (prev 37.87%)
Tobins Q-Ratio = 3.85 (Enterprise Value 3.05b / Total Assets 792.5m)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 62.7m)
Taxrate = 23.60% (12.7m / 53.9m)
NOPAT = 187.9m (EBIT 246.0m * (1 - 23.60%))
Current Ratio = 4.41 (Total Current Assets 538.0m / Total Current Liabilities 122.1m)
Debt / Equity = 0.11 (Debt 62.7m / totalStockholderEquity, last quarter 591.1m)
Debt / EBITDA = -0.94 (Net Debt -251.3m / EBITDA 268.0m)
Debt / FCF = -1.52 (Net Debt -251.3m / FCF TTM 165.1m)
Total Stockholder Equity = 522.6m (last 4 quarters mean from totalStockholderEquity)
RoA = 27.13% (Net Income 188.1m / Total Assets 792.5m)
RoE = 35.99% (Net Income TTM 188.1m / Total Stockholder Equity 522.6m)
RoCE = 42.02% (EBIT 246.0m / Capital Employed (Equity 522.6m + L.T.Debt 62.7m))
RoIC = 35.97% (NOPAT 187.9m / Invested Capital 522.5m)
WACC = 6.49% (E(3.30b)/V(3.37b) * Re(6.61%) + D(62.7m)/V(3.37b) * Rd(0.0%) * (1-Tc(0.24)))
Discount Rate = 6.61% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.92%
Shares (quarterly) Correlation: 44.95 | Cagr: 0.02%
[DCF] Terminal Value 85.29% ; FCFF base≈169.2m ; Y1≈185.1m ; Y5≈234.8m
[DCF] Fair Price = 66.12 (EV 5.94b - Net Debt -251.3m = Equity 6.19b / Shares 93.6m; r=6.49% [WACC]; 5y FCF grow 10.68% → 3.0% )
EPS Correlation: 87.87 | EPS CAGR: 8.98% | SUE: -0.24 | # QB: 0
Revenue Correlation: 86.03 | Revenue CAGR: 0.81% | SUE: -0.51 | # QB: 0
EPS current Quarter (2026-07-31): EPS=0.62 | Chg30d=+3.15% | Revisions=+20% | Analysts=1