National Beverage (FIZZ)
NASDAQ:FIZZ
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National Beverage
(NASDAQ:FIZZ)
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Rating:69Neutral
Price Target:
$39.00
▲(7.08% Upside)
Action:Downgraded
Date:03/15/26
The score is driven primarily by strong financial quality—healthy margins, low leverage, and strong free cash flow—partly offset by the sharp TTM revenue decline. Technical signals are neutral to slightly weak, and valuation is moderate with no dividend yield data to add support.
Positive Factors
Strong Profitability Margins
Sustained high gross, operating and net margins indicate durable pricing power and efficient cost structure. Over 2-6 months this supports resilience versus input cost swings, funds marketing and product support, and underpins strong free cash generation even if revenue growth softens.
Negative Factors
Sharp TTM Revenue Decline
A roughly 20% TTM revenue decline is a meaningful deterioration of top-line scale. Over months this reduces operating leverage, heightens sensitivity of margins to fixed costs, and forces harder trade-offs between pricing and volume that can impair growth and long-term brand momentum.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Profitability Margins
Sustained high gross, operating and net margins indicate durable pricing power and efficient cost structure. Over 2-6 months this supports resilience versus input cost swings, funds marketing and product support, and underpins strong free cash generation even if revenue growth softens.
Read all positive factors
National Beverage (FIZZ) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$3.30B
Dividend YieldN/A
Average Volume (3M)234.48K
Price to Earnings (P/E)19.4
Beta (1Y)0.25
Revenue Growth1.01%
EPS Growth1.21%
CountryUS
Employees1,559
SectorConsumer Defensive
Sector Strength42
IndustryBeverages - Non-Alcoholic
Share Statistics
EPS (TTM)2.02
Shares Outstanding93,632,100
10 Day Avg. Volume200,740
30 Day Avg. Volume234,478
Financial Highlights & Ratios
PEG Ratio3.82
Price to Book (P/B)9.36
Price to Sales (P/S)3.46
P/FCF Ratio24.39
Enterprise Value/Market Cap0.91
Enterprise Value/Revenue2.50
Enterprise Value/Gross Profit6.57
Enterprise Value/Ebitda11.18
Forecast
1Y Price Target
$35.00Price Target Upside-3.90% Downside
Rating ConsensusModerate Sell
Number of Analyst Covering1
EPS Forecast (FY)2
Revenue Forecast (FY)$1.19B
National Beverage Business Overview & Revenue Model
Company Description
National Beverage Corp., through its subsidiaries, develops, produces, markets, and sells a portfolio of sparkling waters, juices, energy drinks, and carbonated soft drinks primarily in the United States and Canada. The company offers beverages to...
How the Company Makes Money
National Beverage generates revenue through the sale of its wide array of beverage products, primarily targeting retail channels such as supermarkets, convenience stores, and mass merchandisers. The company's revenue model is largely driven by the...
National Beverage Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
78
Positive
Cash Flow
84
Very Positive
| Breakdown | TTM | Apr 2025 | Apr 2024 | Apr 2023 | Apr 2022 | Apr 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.20B | 1.20B | 1.19B | 1.17B | 1.14B | 1.07B |
| Gross Profit | 455.96M | 443.94M | 428.45M | 396.79M | 417.81M | 421.62M |
| EBITDA | 268.05M | 256.26M | 238.67M | 219.97M | 239.40M | 258.98M |
| Net Income | 188.09M | 186.82M | 176.73M | 142.16M | 158.51M | 174.15M |
Balance Sheet | ||||||
| Total Assets | 792.47M | 672.86M | 770.15M | 574.34M | 467.80M | 557.24M |
| Cash, Cash Equivalents and Short-Term Investments | 313.97M | 193.84M | 327.05M | 158.07M | 48.05M | 193.59M |
| Total Debt | 62.67M | 72.12M | 54.77M | 41.53M | 61.25M | 43.64M |
| Total Liabilities | 201.41M | 228.86M | 210.64M | 201.85M | 228.37M | 201.24M |
| Stockholders Equity | 591.06M | 444.00M | 559.51M | 372.49M | 239.44M | 356.00M |
Cash Flow | ||||||
| Free Cash Flow | 165.14M | 170.41M | 167.61M | 139.69M | 104.12M | 168.46M |
| Operating Cash Flow | 195.80M | 206.70M | 197.91M | 161.66M | 133.13M | 193.77M |
| Investing Cash Flow | -30.63M | -36.27M | -30.25M | -21.95M | -29.00M | -25.31M |
| Financing Cash Flow | -422.00K | -303.63M | 1.31M | -29.69M | -249.67M | -279.38M |
National Beverage Technical Analysis
Neutral
36.42
Price Trends
34.31
Positive
34.44
Positive
35.97
Negative
Market Momentum
0.16
Negative
51.36
Neutral
41.91
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FIZZ, the sentiment is Neutral. The current price of 36.42 is above the 20-day moving average (MA) of 34.52, above the 50-day MA of 34.31, and above the 200-day MA of 35.97, indicating a neutral trend. The MACD of 0.16 indicates Negative momentum. The RSI at 51.36 is Neutral, neither overbought nor oversold. The STOCH value of 41.91 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FIZZ.
National Beverage Risk Analysis
National Beverage disclosed 11 risk factors in its most recent earnings report. National Beverage reported the most risks in the "Production" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
National Beverage Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
82 Outperform | $4.53B | 22.45 | 25.43% | ― | 23.05% | 36.53% | |
69 Neutral | $3.30B | 19.35 | 35.99% | ― | 1.01% | 1.21% | |
67 Neutral | $5.50B | 169.26 | 16.39% | 3.98% | 6.57% | -0.27% | |
65 Neutral | $4.09B | 8.57 | 25.26% | 4.78% | 5.80% | 23.83% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
57 Neutral | $11.46B | 24.66 | 122.90% | 0.61% | 8.81% | 14.00% | |
52 Neutral | $104.70M | -8.80 | -13.99% | ― | 9.76% | 67.59% |
* Consumer Defensive Sector Average
FIZZ
National Beverage
34.70
-10.62
-23.43%
KOF
Coca Cola Femsa SAB De CV
105.50
14.03
15.33%
COKE
Coca-Cola Bottling Co Consolidated
173.36
60.38
53.44%
AKO.A
Embotelladora Andina SA
23.14
2.88
14.23%
ZVIA
Zevia PBC
1.35
-1.47
-52.13%
COCO
Vita Coco Company
76.45
39.61
107.52%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.