Inside the research
National Beverage Corp.
FIZZ Research profile · latest available data
Price overview
$29.67
▼ -0.20 (-0.7%)
| 52w hi | $34.10 |
|---|---|
| 52w lo | $28.02 |
| Vol | 309.00K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.04
| Short | +0.12 |
|---|---|
| Medium | +0.00 |
| Long | -0.04 |
computed 2026-09-27
Key fundamentals
National Beverage Corp.
Consumer Defensive · Beverages - Non-Alcoholic
| Market cap | $2.78B |
|---|---|
| Enterprise value | $2.72B |
| Trailing P/E | 15.95x |
| Forward P/E | 15.18x |
| EV / EBITDA | 11.29x |
| P / S (ttm) | 2.35x |
| Profit margin | 14.8% |
| Return on equity | 40.1% |
| Revenue growth | +0.0% |
| Earnings growth | -16.1% |
| Debt / equity | 15.98 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.21 | |
| Sector | -0.01 | |
| Technical | +0.05 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business 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.
Risk Metrics
| Beta vs SPX | 0.06 |
|---|---|
| Corr SPX | 0.04 |
| Annual vol | 27.5% |
| Annual ret | -18.5% |
| Sharpe | -0.67 |
| Max DD | -40.7% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-02 | Earnings Release, Other Material Event… | read |
| 2026-03-13 | Earnings Release, Exhibits | read |
| 2025-12-12 | Earnings Release, Exhibits | read |
| 2025-10-31 | Other Material Event, Exhibits | read |
| 2025-10-06 | Officer / Director Change, Shareholder Vote | read |
| 2025-09-12 | Earnings Release, Exhibits | read |
| 2025-07-03 | Earnings Release, Exhibits | read |
| 2025-03-07 | Earnings Release, Exhibits | read |
| 2024-12-06 | Earnings Release, Exhibits | read |
| 2024-11-06 | Auditor Change, Exhibits | read |
| 2024-10-08 | Shareholder Vote | read |
| 2024-09-06 | Earnings Release, Exhibits | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 98.0% |
| HHI | 4,867 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Renaissance Technologies | $88.58M | 2.84M |
| State Street Corp | $30.34M | 972.48K |
| AQR Capital Management | $5.13M | 164.39K |
| Millennium Management | $4.14M | 132.67K |
| Capital Research / Capital World | $3.85M | 123.34K |
| Fidelity / FMR LLC | $2.43M | 78.04K |
| Citadel Advisors | $224.64K | 7.20K |
| T. Rowe Price Group | $1.12K | 35.95K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2012–2025 · 14 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $1.17B | +4.9% | |
| Gross profit | $428.45M | +6.2% | |
| Operating income | $186.68M | +2.4% | |
| Net income | $176.73M | +13.8% | |
| Cash from ops | $206.70M | +15.2% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $29.82 | $30.06 | $29.55 | $29.67 | 309.00K |
| Sep 24 | $30.70 | $31.07 | $29.12 | $29.87 | 535.90K |
| Sep 23 | $31.14 | $31.30 | $30.36 | $30.65 | 286.70K |
| Sep 22 | $31.71 | $32.03 | $31.07 | $31.12 | 423.00K |
| Sep 21 | $31.56 | $31.58 | $31.15 | $31.39 | 339.80K |
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