National Beverage Corp. FIZZ R2KR3K
Company Overview
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.
Why Investors Should Care
Generates a return on equity of 34.0%, reflecting efficient use of shareholder capital.
Return on capital employed stands at 32.1%.
Net profit has compounded at 11.4% per year over the last five years.
Trades at a P/E of 16.4, below the sector median of 18.7.
Maintains a net profit margin of 15.6%.
Carries low leverage with a debt-to-equity ratio of 0.09.
Recent Developments
- May 2026 Revenue of $1.18B (-1.7% YoY); net profit $183.65M.
- Trailing 12 Months Year-on-year growth — revenue -5.3%, earnings -8.5%.
- 5-Year Trend Long-term compounding — revenue CAGR 4.4%, profit CAGR 11.4%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | 4.39% |
| 1 Year: | -5.30% |
Compounded Profit Growth
| 5 Years: | 11.36% |
| 1 Year: | -8.50% |
Stock Price Performance
| 1 Year: | -23.51% |
| 6 Months: | -0.06% |
| 3 Months: | -2.31% |
| 1 Month: | +0.88% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMAAbove
- Price vs 200-DMAAbove
- Death Cross8d ago
- RSI (14)52.75 · Neutral
P/E of 16.45 is below the sector median of 18.74 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Strong return on equity of 34.0%.
- Healthy ROCE of 32.1%.
- Profit CAGR of 11.4% over 5 years.
- Generates positive free cash flow.
CONS
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Consumer Defensive).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FIZZ National Beverage Corp. R2KR3K | 32.24 | 16.45 | $3.02B | 0.00% | 32.12% | 34.02% | 4.39% | 11.36% |
| 2 | WMT Walmart Inc. SPXR3K | 107.14 | 37.73 | $852.63B | 0.88% | 16.83% | 24.13% | 3.82% | 3.24% |
| 3 | COST Costco Wholesale Corporation NDXSPXR3K | 915.74 | 46.16 | $406.11B | 0.62% | 25.96% | 29.15% | 8.16% | 11.45% |
| 4 | KO The Coca-Cola Company SPXR3K | 88.07 | 26.45 | $378.93B | 2.44% | 16.47% | 42.05% | 2.86% | 4.46% |
| 5 | PG The Procter & Gamble Company SPXR3K | 146.44 | 22.32 | $341.00B | 2.96% | 22.49% | 30.29% | 0.52% | 1.59% |
| 6 | PM Philip Morris International Inc. SPXR3K | 182.53 | 25.07 | $284.49B | 3.13% | 34.03% | -113.55% | -1.69% | 3.57% |
| 7 | PEP PepsiCo, Inc. NDXSPXR3K | 137.63 | 18.04 | $188.00B | 4.28% | 15.41% | 51.51% | 4.93% | 2.11% |
| 8 | BUD Anheuser-Busch InBev SA/NV | 80.35 | 17.32 | $140.40B | 1.61% | 8.49% | 11.39% | 0.88% | 4.63% |
| 9 | MO Altria Group, Inc. SPXR3K | 68.88 | 14.50 | $115.01B | 6.26% | 38.27% | - | 1.24% | -1.89% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Apr 2016 | Jul 2016 | Oct 2016 | Jan 2017 | Apr 2017 | Jul 2017 | Oct 2017 | Jan 2018 | Apr 2018 | Jul 2018 | Oct 2018 | Jan 2019 | Apr 2019 | Jul 2019 | Oct 2019 | Jan 2020 | May 2020 | Aug 2020 | Oct 2020 | Jan 2021 | May 2021 | Jul 2021 | Oct 2021 | Jan 2022 | Jul 2022 | Oct 2022 | Jan 2023 | Jul 2023 | Oct 2023 | Jan 2024 | Jul 2024 | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Aug 2025 | Oct 2025 | Nov 2025 | Jan 2026 | Apr 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | - | 217.11M | 203.18M | 194.56M | 212.07M | 259.83M | 244.12M | 227.48M | 244.31M | 292.59M | 260.71M | 220.89M | 239.91M | 263.57M | 251.61M | 222.81M | 262.40M | 293.37M | 271.81M | 245.93M | 261.10M | 311.71M | 283.16M | 258.92M | 318.12M | 299.63M | 268.48M | 324.24M | 300.07M | 270.06M | 329.47M | 291.20M | - | 313.63M | 330.51M | 330.51M | 288.33M | 288.33M | 264.59M | 297.12M |
| Cost of Revenue | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 200.42M | 205.05M | - | 179.15M | - | 164.98M | 194.11M |
| Gross Profit | 65.36M | 85.49M | 78.72M | 75.92M | 85.95M | 104.50M | 96.08M | 91.19M | 99.36M | 115.69M | 103.52M | 80.55M | 84.58M | 96.57M | 92.81M | 82.09M | 98.66M | 117.22M | 108.05M | 95.66M | 100.69M | 124.77M | 101.48M | 93.80M | 99.40M | 100.00M | 94.92M | 114.48M | 107.86M | 97.03M | 122.43M | 109.35M | - | 113.21M | 125.46M | 125.46M | 109.19M | 109.19M | 99.60M | 103.01M |
| Operating Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 55.71M | 54.69M | - | 51.14M | - | 48.46M | 52.87M |
| Operating Income | - | - | - | - | - | - | - | - | - | - | - | 31.02M | - | 44.58M | 41.64M | 33.21M | - | 66.67M | 61.59M | 48.16M | - | 70.33M | 51.56M | 40.70M | 46.48M | 46.92M | 44.43M | 63.10M | 54.30M | 48.18M | 69.52M | 57.87M | - | 57.50M | 70.78M | 70.78M | 58.05M | 58.05M | 51.15M | 50.14M |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 62.98M | 76.18M | - | 63.63M | - | 56.76M | 56.22M |
| Interest Expense | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Pretax Income | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 59.13M | 73.01M | - | 60.70M | - | 53.94M | 52.92M |
| Tax Provision | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 14.37M | 17.25M | - | 14.34M | - | 12.73M | 12.60M |
| Net Income | 17.54M | 29.00M | 24.60M | 24.29M | 29.16M | 38.27M | 33.98M | 41.08M | 36.44M | 48.83M | 41.08M | 24.81M | 26.14M | 34.54M | 32.65M | 26.56M | 36.21M | 51.16M | 47.16M | 36.69M | 39.13M | 53.82M | 39.28M | 31.07M | 35.45M | 36.05M | 34.36M | 49.63M | 43.79M | 39.59M | 56.78M | 45.64M | - | 44.76M | 55.76M | 55.76M | 46.36M | 46.36M | 41.21M | 40.32M |
| Diluted EPS | 0.37 | 0.62 | 0.53 | 0.52 | 0.62 | 0.82 | 0.72 | 0.88 | 0.78 | 1.04 | 88.00 | 53.00 | 56.00 | 37.00 | 35.00 | 28.00 | 39.00 | 55.00 | 50.00 | 39.00 | 42.00 | 0.58 | 42.00 | 0.33 | 38.00 | 0.39 | 37.00 | 0.53 | 0.47 | 0.42 | 0.61 | 0.49 | 0.42 | - | 0.60 | 0.60 | 0.49 | 0.49 | 0.44 | - |
Profit & Loss (Annual)
Figures in USD.
| Metric | May 2010 | Apr 2011 | Apr 2012 | Apr 2013 | May 2014 | May 2015 | Apr 2016 | Apr 2017 | Apr 2018 | Apr 2019 | May 2020 | May 2021 | Apr 2022 | Apr 2023 | Apr 2024 | May 2025 | May 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 593.47M | 600.19M | 628.89M | 662.01M | 641.13M | 645.83M | 704.78M | 826.92M | 975.73M | 1.01B | 1.00B | 1.07B | 1.14B | 1.17B | 1.19B | 1.20B | 1.18B |
| Gross Profit | 197.01M | 218.65M | 213.26M | 217.25M | 217.66M | 219.14M | 241.44M | 326.08M | 391.13M | 384.35M | 370.14M | 421.62M | 417.81M | 396.79M | 428.45M | 443.94M | 437.26M |
| Operating Income | - | - | - | - | - | - | - | - | 204.19M | 179.94M | 165.75M | 227.82M | 207.86M | 186.68M | 218.51M | 235.46M | 230.11M |
| Net Income | 32.85M | 40.75M | 43.99M | 46.92M | 43.63M | 49.31M | 61.20M | 107.05M | 149.77M | 140.85M | 129.97M | 174.15M | 158.51M | 142.16M | 176.73M | 186.82M | 183.65M |
| Diluted EPS | 0.71 | 0.88 | 0.95 | 1.01 | 0.92 | 1.05 | 1.31 | 2.29 | 3.19 | 1.50 | 1.39 | 1.86 | 1.69 | 1.52 | 1.89 | 1.99 | 1.96 |
Balance Sheet (Annual)
Figures in USD.
| Metric | May 2009 | May 2010 | Apr 2011 | Apr 2012 | Apr 2013 | May 2014 | May 2015 | Apr 2016 | Apr 2017 | Apr 2018 | Apr 2019 | May 2020 | May 2021 | Apr 2022 | Apr 2023 | Apr 2024 | May 2025 | May 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | 182.81M | 222.99M | 208.64M | 222.84M | 247.75M | 305.50M | 353.98M | 458.83M | 452.19M | 648.65M | 557.24M | 467.80M | 574.34M | 770.15M | 672.86M | 851.65M |
| Total Equity | - | 141.57M | 80.34M | 121.64M | 70.32M | 106.20M | 147.78M | 206.15M | 245.62M | 331.44M | 331.61M | 452.34M | 356.00M | 239.44M | 372.49M | 559.51M | 444.00M | 635.71M |
| Cash & Equivalents | 84.14M | 68.57M | 7.37M | 35.63M | 18.27M | 29.93M | 52.46M | 105.58M | 136.37M | 189.86M | 156.20M | 304.52M | 193.59M | 48.05M | 158.07M | 327.05M | 193.84M | 349.54M |
| Long Term Debt | - | - | - | - | 50.00M | 30.00M | 10.00M | - | - | - | - | - | 0 | 30.00M | 0 | - | - | - |
| Total Liabilities | - | - | - | - | - | - | - | - | - | - | 120.58M | 196.31M | 201.24M | 228.37M | 201.85M | 210.64M | 228.86M | 215.93M |
| Current Liabilities | - | - | 75.60M | 76.24M | 63.44M | 64.52M | 66.25M | 75.61M | 87.21M | 104.67M | 97.04M | 141.69M | 147.19M | 145.32M | 144.32M | 137.93M | 140.50M | 135.21M |
Cash Flows (Annual)
Figures in USD.
| Metric | May 2010 | Apr 2011 | Apr 2012 | Apr 2013 | May 2014 | May 2015 | Apr 2016 | Apr 2017 | Apr 2018 | Apr 2019 | May 2020 | May 2021 | Apr 2022 | Apr 2023 | Apr 2024 | May 2025 | May 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | 54.38M | 55.30M | 37.70M | 40.26M | 52.38M | 58.02M | 80.48M | 114.27M | 154.72M | 139.44M | 177.69M | 193.77M | 133.13M | 161.66M | 197.91M | 206.70M | 181.25M |
| Investing Cash Flow | -8.31M | -11.31M | -9.85M | -9.62M | -12.06M | -9.72M | -12.02M | -13.99M | -31.91M | -38.31M | -23.88M | -25.31M | -29.00M | -21.95M | -30.25M | -36.27M | -25.12M |
| Financing Cash Flow | -61.65M | -105.18M | 410.00K | -48.01M | -28.66M | -25.77M | -15.34M | -69.48M | -69.32M | -134.79M | -5.49M | -279.38M | -249.67M | -29.69M | 1.31M | -303.63M | -422.00K |
| Capital Expenditure | -8.35M | -11.39M | -9.90M | -9.69M | -12.12M | -11.63M | -12.14M | -14.02M | -31.97M | -38.33M | -23.89M | -25.31M | -29.02M | -21.98M | -30.30M | -36.28M | -25.14M |
| Free Cash Flow | 46.04M | 43.91M | 27.79M | 30.57M | 40.26M | 46.39M | 68.34M | 100.25M | 122.75M | 101.11M | 153.80M | 168.46M | 104.12M | 139.69M | 167.61M | 170.41M | 156.11M |
| Share Buybacks | - | - | - | - | - | - | - | - | 0 | 0 | 6.23M | 0 | 0 | - | - | - | 673.00K |
Ratios (Annual)
Figures in %.
| Metric | May 2010 | Apr 2011 | Apr 2012 | Apr 2013 | May 2014 | May 2015 | Apr 2016 | Apr 2017 | Apr 2018 | Apr 2019 | May 2020 | May 2021 | Apr 2022 | Apr 2023 | Apr 2024 | May 2025 | May 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin % | 33.2% | 36.4% | 33.9% | 32.8% | 33.9% | 33.9% | 34.3% | 39.4% | 40.1% | 37.9% | 37.0% | 39.3% | 36.7% | 33.8% | 36.0% | 37.0% | 37.0% |
| Operating Margin % | - | - | - | - | - | - | - | - | 20.9% | 17.7% | 16.6% | 21.2% | 18.3% | 15.9% | 18.3% | 19.6% | 19.5% |
| Net Margin % | 5.5% | 6.8% | 7.0% | 7.1% | 6.8% | 7.6% | 8.7% | 12.9% | 15.3% | 13.9% | 13.0% | 16.2% | 13.9% | 12.1% | 14.8% | 15.6% | 15.6% |
| ROE % | 23.2% | 50.7% | 36.2% | 66.7% | 41.1% | 33.4% | 29.7% | 43.6% | 45.2% | 42.5% | 28.7% | 48.9% | 66.2% | 38.2% | 31.6% | 42.1% | 28.9% |
| ROCE % | - | - | - | - | - | - | - | - | 57.7% | 50.7% | 32.7% | 55.6% | 64.5% | 43.4% | 34.6% | 44.2% | 32.1% |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Blackrock Inc. | 4.56% | 4.27M | $138.97M |
| 2 | Renaissance Technologies, LLC | 3.03% | 2.84M | $92.49M |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 2.18% | 2.04M | $66.37M |
| 4 | Dimensional Fund Advisors LP | 1.75% | 1.64M | $53.44M |
| 5 | Vanguard Portfolio Management LLC | 1.68% | 1.57M | $51.23M |
| 6 | Vanguard Capital Management LLC | 1.12% | 1.05M | $34.28M |
| 7 | State Street Corporation | 1.04% | 972.48K | $31.68M |
| 8 | Geode Capital Management, LLC | 0.97% | 907.11K | $29.55M |
| 9 | Two Sigma Investments, LP | 0.71% | 663.79K | $21.63M |
| 10 | Morgan Stanley | 0.55% | 519.18K | $16.91M |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for FIZZ
Legal & General Group Plc Buys Shares of 51,470 National Beverage Corp. $FIZZ - marketbeat.com
<a href="https://news.google.com/rss/articles/CBMizgFBVV95cUxOZ2tnR2JtdDlrVWx3T1RMRVJncThvNlgzMURvZWZEVGEwOFN5VW1ZOFBWNFJNTFVmVkVocjlKZE5aNlNrQlRBS2tQT243azIySWMxWmd3Rjh2a1dzWmRjLWlra3JXS2tpd2lqZkFjbllGYm14NjZzMzQ1VFRKcnhjUExENVF2NkVaZHFkY0…
Is National Beverage Corp. (FIZZ) A Good Stock To Buy Now? - Yahoo Finance
<a href="https://news.google.com/rss/articles/CBMingFBVV95cUxONnNRRDdTUVB1cmxidTk0cUFxNm9DYi1IRkhsMk84QWZTanNRNXdTa3VIS3JJVUtKOFdqcW5pLVpFSHBjTHcydWlvZmpwRmlRc2VjamFGaEhJS1JyWEZIYnpCbkhRQWZLSkJRZl9RNlZtZ3B0MFR0QzJvMUdpb3g5Tlo1RHpNY3pEeGFJR1…
NATIONAL BEVERAGE CORP ($FIZZ) COB & CEO 2026 Pay Revealed - quiverquant.com
<a href="https://news.google.com/rss/articles/CBMilgFBVV95cUxQOG1nU1hpelFiWHFYV3VrdlNFbDhtNTFjbk1uMk0wdGtic2hIZ2lOMkVYRVNGbV9rLU5Dc211Uk5pVldOQlhSal9kNm1iSEJWMXdJck0xbFN1RGlIZjIyRzRLNW1iaUZHUk5MaUM1WjMtNmZROUc0aFBRd19ZVEd1NS1GTlB3X3Q4elBHc3…
National Beverage (NASDAQ: FIZZ) CEO controls 73% and earns 1% of sales - Stock Titan
<a href="https://news.google.com/rss/articles/CBMiuwFBVV95cUxNVWI1SVNOVmtjZkU3clB5SUJFX3ZvZVo1YnBjWUk1QXFKR0p5RUdkQUpDTmJ3dFV3VmhyUVVwOFppTjhpU3JTUUpUYWpJSlZWbC1MTlB1YnpOLU5rMlVpZV9tWUVQTEc1WW91Tk1nMmt2LTFrbjFNaWJaZ1Z6Vkl6M2pxX3l5QmVIS0FucU…
FIZZ stock holds steady ahead of National Beverage earnings update - ad-hoc-news.de
<a href="https://news.google.com/rss/articles/CBMiwwFBVV95cUxONHV3Mk81UVp0UFdaY2xmSm13ZUtkWW9IMmxXRElFSV91Y1NZeU9yQ3Vwbm5yZmtpX21FVEVvT1ZUVWtGcU43d2txcXRVN2xWVzhFMm1SNkJsdl9QSnphQ0tjOTZFVW1TdmNVbDJyRnc3My1XZjJGR3Q1bV9FcFFBbFBFZ0pZT0JPdzJkRl…
National Beverage: Don't Get Caught In Dividend Hubris (NASDAQ:FIZZ) - Seeking Alpha
<a href="https://news.google.com/rss/articles/CBMimAFBVV95cUxNaXpLWE10N0taLXpWMHZxQndrTVFQU1UxSXlXem00NVNERU1SbE9sMEhuVUJRenpxRXZWN3JhblBQY3pzYTVJeDRvU3BGbUNZN0w3alNHOTFEa1ZpbkQzeXVCaFp2M29VX0dUX0FOYXlRQk9EMjNya1Q0dFRWYXpqOHRtZG5hdmNkTWloWE…
FIZZ — Frequently Asked Questions
What is the current share price of National Beverage Corp. (FIZZ)?
As of 2026-09-07 16:24 PDT, National Beverage Corp. (FIZZ) trades at $32.24 on NasdaqGS. Its 52-week range is $28.02 to $42.26.
What is the market capitalisation of FIZZ?
National Beverage Corp. (FIZZ) has a market capitalisation of $3.02B on NasdaqGS.
What is the P/E ratio of FIZZ?
FIZZ trades at a trailing price-to-earnings (P/E) ratio of 16.45. The industry average P/E is 18.74. Its price-to-book (P/B) ratio is 4.69.
What is the return on equity (ROE) of FIZZ?
FIZZ has a return on equity (ROE) of 34.02%. Its return on capital employed (ROCE) is 32.12%.
Is FIZZ a good stock to buy?
This page provides a data-driven analysis of National Beverage Corp. (FIZZ), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.