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National Beverage Corp. (FIZZ) Analyse boursière

Consommation Défensive

National Beverage Corp.

$35.64

+$0.36 (+1.02%)

Dernière mise à jour : 26 mai 2026

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Présentation de l'entreprise

National Beverage Corp. operates within the consumer defensive sector, specifically focusing on the beverages - non-alcoholic industry, where it develops, produces, markets, and sells a diverse portfolio of sparkling waters, juices, energy drinks, and carbonated soft drinks across the United States and Canada. The company's Power+ brand portfolio is notable for offering sparkling water products under the LaCroix brand, establishing a significant presence in the premium soft drink market. This enterprise holds a market capitalization of $3.24B, supported by an annual revenue stream of $1.20B and a workforce comprising 1681 employees. These financial metrics indicate a substantial market footprint and operational scale that allows the company to maintain a diversified product mix while navigating the competitive landscape of the non-alcoholic beverage industry. The revenue figure of $1.20B reflects the aggregate sales volume from its extensive distribution network, while the market cap suggests that investors value the company's established brand equity and recurring revenue model significantly higher than its current book value.

Santé financière

The company generated a revenue of $1.20B over the trailing twelve months, resulting in a net income of $188.09M and an EBITDA of $259.55M. The substantial gap between the $1.20B revenue and the $188.09M net income reveals a cost structure where operating expenses, taxes, and interest charges consume approximately 84.3% of total sales before reaching the bottom line. The free cash flow stands at $120.21M, indicating a robust capacity to generate cash from operations after capital expenditures, which provides the company with significant financial flexibility for reinvestment or debt reduction. The gross margin is recorded at 37.4%, suggesting a strong pricing power and efficient production costs relative to the cost of goods sold. The operating margin of 19.3% and the profit margin of 15.7% further demonstrate effective cost management and the ability to convert sales into actual profit at a healthy rate. In terms of liquidity and solvency, the company holds $313.97M in cash against total debt of $62.67M, resulting in a debt-to-equity ratio of 10.60. This balance sheet composition indicates a conservative approach to leverage, as the cash reserves significantly outweigh the outstanding debt obligations. The current ratio of 4.41 highlights exceptional short-term liquidity, meaning the company possesses more than four times the current assets required to cover its current liabilities. Furthermore, the return on equity of 37.9% and the return on assets of 21.4% reveal highly effective management in generating returns for shareholders and utilizing the company's asset base efficiently.

Évaluation de la valorisation

National Beverage Corp. trades with a trailing P/E ratio of 17.32 and a forward P/E of 17.21. The minimal difference between these two metrics implies that the market expects earnings to remain relatively stable in the near term without a dramatic acceleration or deceleration. The price-to-book ratio stands at 5.44, indicating that the market values the company at a significant premium over its book value, likely due to intangible assets like brand recognition and market position that are not fully captured on the balance sheet. Alternative valuation metrics, such as the price-to-sales ratio of 2.71 and the EV/EBITDA of 11.51, suggest that the company is valued at a premium relative to its sales and enterprise earnings, which is common for consumer defensive stocks with strong brand portfolios. Regarding price action, the stock has a 52-week high of $47.89 and a 52-week low of $31.21. Without the current specific share price in the provided facts, the exact percentage deviation cannot be calculated, but the range defines the recent volatility envelope within which the stock has traded. The beta value of 0.73 indicates that the stock exhibits lower price volatility than the broader market, moving approximately 27% less than the market index during periods of fluctuation.

Growth & Income

The company recorded a revenue growth of -0.9% year-over-year, while earnings growth registered at 4.8%. This divergence implies that earnings are growing faster than revenue, suggesting that the company is improving its profitability through cost efficiencies, margin expansion, or a shift toward higher-margin product lines despite a slight contraction in overall sales volume. As the dividend yield is listed as N/A and the payout ratio is 0.0%, the company does not currently distribute dividends to shareholders. Instead of paying out income, the company reinvests its earnings into business growth, such as brand development, capacity expansion, or strategic acquisitions. Consequently, the overall growth and income profile is characterized by a focus on capital appreciation and internal reinvestment rather than current income generation, which aligns with the growth strategies of many non-dividend-paying consumer staples companies. The earnings growth of 4.8% in the face of declining revenue highlights the quality of earnings and the potential for future financial strengthening as the company optimizes its operational structure.

Comparaison avec les pairs

National Beverage Corp. (FIZZ) opère dans le secteur Boissons - Non Alcoolisées. Voici comment il se compare à ses pairs les plus proches par capitalisation boursière :

Entreprise Ticker Cap. Boursière Ratio P/E
National Beverage Corp. FIZZ $3.34B 17.8
The Coca-Cola Company KO $346.18B 25.3
PepsiCo, Inc. PEP $205.82B 23.6
Monster Beverage Corporation MNST $85.50B 42.2

Le ratio P/E moyen du secteur Boissons - Non Alcoolisées est de 42.7x. National Beverage Corp. se négocie à un P/E de 17.8.

Cette analyse est générée par IA à titre informatif uniquement et ne constitue pas un conseil financier. Les données peuvent être retardées ou inexactes. Faites toujours vos propres recherches et consultez un conseiller financier qualifié avant de prendre des décisions d'investissement.

À propos de National Beverage Corp.

National Beverage Corp., through its subsidiaries, develops, produces, markets, and sells a portfolio of sparkling waters, juices, energy drinks, and carbonated soft drinks in the United States and Canada. The company's Power+ brand portfolio offers sparkling water products under the LaCroix brands; non-carbonated water under the Clear Fruit; energy drink and shots under the Rip It brand; juice and juice-based products under Everfresh, Everfresh Premier Varietals, and Mr. Pure brands; and carbonated soft drinks under Shasta and Faygo brands. It serves retailers, as well as various smaller up-and-down-the-street accounts through the take-home, convenience, and food-service distribution channels. The company was incorporated in 1985 and is headquartered in Fort Lauderdale, Florida. National Beverage Corp. is a subsidiary of IBS Partners, Ltd.

La description de l'entreprise est affichée en anglais.

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Statistiques Clés

Capitalisation
$3.34B
Ratio P/E
17.82
Plus Haut 52 Sem.
$47.89
Plus Bas 52 Sem.
$31.21
Volume Moyen
250.47K
Bêta
0.71

Données fournies par Yahoo Finance via yfinance. Mis à jour quotidiennement.

Info Entreprise

Bourse
NASDAQ
Pays
United States
Employés
1,681