Want to see FIZZ full AI Analyst Report?
National Beverage (FIZZ) AI Stock Analysis
National Beverage
(NASDAQ:FIZZ)
The score is driven primarily by strong financial fundamentals (healthy margins, low leverage, and strong cash generation). Offsetting this, technical signals are weak with the stock trading below key moving averages and negative MACD. Valuation is moderately supportive with a reasonable P/E, but there is no dividend yield data to add income-based support.
National Beverage (FIZZ) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $3.48B
- Dividend Yield
- ―
- Average Volume (3M)
- 367.83K
- Price to Earnings (P/E)
- 20.0
- Beta (1Y)
- 0.29
- Revenue Growth
- -1.80%
- EPS Growth
- -5.87%
- Country
- US
- Employees
- 1,677
- Sector
- Consumer Defensive
- Sector Strength
- 62
- Industry
- Beverages - Non-Alcoholic
National Beverage Business Overview & Revenue Model
Company Description
National Beverage Corp., operating through its various subsidiaries, specializes in the creation, production, promotion, and distribution of a diverse portfolio of beverages. Its primary markets are the United States and Canada, where it offers spark...
How the Company Makes Money
National Beverage makes money primarily by selling branded beverage products to customers such as retailers, wholesalers, and other distribution partners. Its core revenue stream is net sales from case/unit shipments of its beverages (notably sparkli...
National Beverage Financial Statement Overview
Summary
Strong underlying quality: solid profitability (~36% gross margin and ~15% net margin in TTM), low leverage (debt-to-equity ~0.16), strong ROE (~33%), and robust cash generation with operating cash flow exceeding net income and free cash flow ~87% of earnings. The main constraint is limited growth (TTM revenue ~+1% and a modest decline in the most recent annual period) plus some recent margin softening and uneven historical FCF.
Income Statement
78PositiveBalance Sheet
82Very PositiveCash Flow
86Very Positive| Breakdown | TTM | Apr 2026 | Apr 2025 | Apr 2024 | Apr 2023 | Apr 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.18B | 1.18B | 1.20B | 1.19B | 1.17B | 1.14B |
| Gross Profit | 427.59M | 437.26M | 443.94M | 428.45M | 396.79M | 417.81M |
| EBITDA | 241.41M | 252.78M | 265.37M | 250.01M | 219.97M | 239.40M |
| Net Income | 174.89M | 183.65M | 186.82M | 176.73M | 142.16M | 158.51M |
Balance Sheet | ||||||
| Total Assets | 582.27M | 851.65M | 672.86M | 770.15M | 574.34M | 467.80M |
| Cash, Cash Equivalents and Short-Term Investments | 107.10M | 349.54M | 193.84M | 327.05M | 158.07M | 48.05M |
| Total Debt | 58.77M | 58.94M | 72.12M | 54.77M | 41.53M | 61.25M |
| Total Liabilities | 214.56M | 215.93M | 228.86M | 210.64M | 201.85M | 228.37M |
| Stockholders Equity | 367.70M | 635.71M | 444.00M | 559.51M | 372.49M | 239.44M |
Cash Flow | ||||||
| Free Cash Flow | 161.90M | 156.11M | 170.41M | 167.61M | 139.69M | 104.12M |
| Operating Cash Flow | 187.01M | 181.25M | 206.70M | 197.91M | 161.66M | 133.13M |
| Investing Cash Flow | -25.10M | -25.12M | -36.27M | -30.25M | -21.95M | -29.00M |
| Financing Cash Flow | -304.65M | -422.00K | -303.63M | 1.31M | -29.69M | -249.67M |
National Beverage Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FIZZ, the sentiment is Positive. The current price of 37.16 is above the 20-day moving average (MA) of 34.96, above the 50-day MA of 32.57, and above the 200-day MA of 31.79, indicating a bullish trend. The MACD of 1.33 indicates Negative momentum. The RSI at 64.92 is Neutral, neither overbought nor oversold. The STOCH value of 74.68 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive 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.
Latest Risks Added
1 New RiskNational Beverage Peers Comparison
Overall Rating
KO79Outperform
COCO78Outperform
PEP73Outperform- FIZZ71Outperform
KDP65Neutral
ZVIA65Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| KO | 79Outperform | $412.12B | 28.16 | 42.00% | 2.19% | 7.74% | 12.29% |
| COCO | 78Outperform | $3.74B | 30.20 | 31.84% | ― | 25.97% | 72.99% |
| PEP | 73Outperform | $194.08B | 17.91 | 50.62% | 4.07% | 6.36% | 51.39% |
| FIZZ | 71Outperform | $3.52B | 19.98 | 32.60% | ― | -1.80% | -5.87% |
| KDP | 65Neutral | $50.06B | 33.41 | 6.51% | 2.49% | 42.99% | -5.75% |
| ZVIA | 65Neutral | $92.81M | -11.03 | -18.64% | ― | 8.88% | 46.53% |
| Sector * | 62Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% |
* Consumer Defensive Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| FIZZ | National Beverage | 37.16 | 7.41 | 24.92% | |
| KO | Coca-cola Company | 95.73 | 27.01 | 39.30% | |
| KDP | Keurig Dr Pepper | 36.89 | 11.73 | 46.63% | |
| PEP | Pepsico | 142.71 | 5.33 | 3.88% | |
| ZVIA | Zevia Pbc Class A | 1.36 | -1.31 | -49.06% | |
| COCO | Vita Coco Company, Inc. | 63.63 | 21.52 | 51.10% |
National Beverage Corporate Events
National Beverage shareholders back leadership and pay policies
PositiveOn October 2, 2026, National Beverage Corp. held its Annual Meeting of Shareholders, where investors considered board representation and pay practices. Shareholders voted on the election of a Class III director to a three-year term and on a non-bindi...
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.
Date of analysis: Oct 05, 2026