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17.39 (1y: +22%)
Market Cap 733.85 M P/E(ttm) 17.30
Enterprise Value 775.91 M P/B 6.50
FIZZ- NAS (USA)
National Beverage Corporation
  • Currently 3/5
Business Predictability Rank: 3-Star
Back Testing Results:
Average gain of all 3-Star stocks: 8.2% per year.
% of Stocks that are in still loss if held for 10yrs: 11%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$17.39
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry		 vs
history
Cash to Debt No Debt
FIZZ's Cash to Debt is ranked higher than
70% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 1.98 vs. FIZZ: No Debt )
FIZZ' s 10-Year Cash to Debt Range
Min: 0.93   Max: No Debt
Current: No Debt
Equity to Asset 0.479
FIZZ's Equity to Asset is ranked higher than
65% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 0.48 vs. FIZZ: 0.479 )
FIZZ' s 10-Year Equity to Asset Range
Min: 0.36   Max: 0.59
Current: 0.48
0.36
0.59
Interest Coverage 1765.5
FIZZ's Interest Coverage is ranked higher than
61% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 57.90 vs. FIZZ: 1765.5 )
FIZZ' s 10-Year Interest Coverage Range
Min: 6   Max: 1766
Current: 1765.5
6
1766
F-Score: 5
Z-Score: 8.34
M-Score: -2.82
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry		 vs
history
Operating margin (%) 10.70
FIZZ's Operating margin (%) is ranked higher than
74% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 6.50 vs. FIZZ: 10.70 )
FIZZ' s 10-Year Operating margin (%) Range
Min: 2.7   Max: 10.7
Current: 10.7
2.7
10.7
Net-margin (%) 7
FIZZ's Net-margin (%) is ranked higher than
74% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 3.45 vs. FIZZ: 7 )
FIZZ' s 10-Year Net-margin (%) Range
Min: 3.1   Max: 7
Current: 7
3.1
7
ROE (%) 36.2
FIZZ's ROE (%) is ranked higher than
87% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 9.60 vs. FIZZ: 36.2 )
FIZZ' s 10-Year ROE (%) Range
Min: 11.8   Max: 50.7
Current: 36.2
11.8
50.7
ROA (%) 19.7
FIZZ's ROA (%) is ranked higher than
93% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 5.00 vs. FIZZ: 19.7 )
FIZZ' s 10-Year ROA (%) Range
Min: 6.9   Max: 22.3
Current: 19.7
6.9
22.3
ROC (Joel Greenblatt) (%) 73.80
FIZZ's ROC (Joel Greenblatt) (%) is ranked higher than
91% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 17.60 vs. FIZZ: 73.80 )
FIZZ' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 15.4   Max: 79.6
Current: 73.8
15.4
79.6
Revenue Growth (%) 2.1
FIZZ's Revenue Growth (%) is ranked higher than
65% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 4.70 vs. FIZZ: 2.1 )
FIZZ' s 10-Year Revenue Growth (%) Range
Min: -0.5   Max: 6.1
Current: 2.1
-0.5
6.1
EBITDA Growth (%) 11.8
FIZZ's EBITDA Growth (%) is ranked higher than
87% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 9.10 vs. FIZZ: 11.8 )
FIZZ' s 10-Year EBITDA Growth (%) Range
Min: -0.9   Max: 13.1
Current: 11.8
-0.9
13.1
EPS Growth (%) 15.2
FIZZ's EPS Growth (%) is ranked higher than
83% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 9.35 vs. FIZZ: 15.2 )
FIZZ' s 10-Year EPS Growth (%) Range
Min: 0.3   Max: 15.8
Current: 15.2
0.3
15.8
» FIZZ's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

FIZZ Guru Trades in Q2 2012

Jim Simons 588,075 sh (-1.33%)
Chuck Royce 729,451 sh (-38.95%)
» More
Q3 2012

FIZZ Guru Trades in Q3 2012

Jim Simons 578,600 sh (-1.61%)
Chuck Royce 514,485 sh (-29.47%)
» More
Q4 2012

FIZZ Guru Trades in Q4 2012

Jim Simons 586,400 sh (+1.35%)
Chuck Royce 330,900 sh (-35.68%)
» More
Q1 2013

FIZZ Guru Trades in Q1 2013

Joel Greenblatt 23,763 sh (New)
Jim Simons 598,184 sh (+2.01%)
Chuck Royce Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with FIZZ

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2013-03-31 New Buy0.02%$13.36 - $14.59 $ 17.3925%23763
Joel Greenblatt 2012-03-31 Sold Out 0.03%$15.46 - $16.97 $ 17.3914%0
Joel Greenblatt 2011-06-30 Reduce -26.66%0.02%$13.34 - $14.72 $ 17.3925%15829
Joel Greenblatt 2011-03-31 New Buy0.09%$12.49 - $13.89 $ 17.3933%21582
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 17.30
FIZZ's P/E(ttm) is ranked higher than
87% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 19.30 vs. FIZZ: 17.30 )
FIZZ' s 10-Year P/E(ttm) Range
Min: 8.76   Max: 30.3
Current: 17.3
8.76
30.3
P/B 6.50
FIZZ's P/B is ranked lower than
74% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 2.06 vs. FIZZ: 6.50 )
FIZZ' s 10-Year P/B Range
Min: 0.82   Max: 12.44
Current: 6.5
0.82
12.44
P/S 1.23
FIZZ's P/S is ranked lower than
54% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 0.88 vs. FIZZ: 1.23 )
FIZZ' s 10-Year P/S Range
Min: 0.24   Max: 1.3
Current: 1.23
0.24
1.3
PFCF 22.30
FIZZ's PFCF is ranked lower than
52% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 19.23 vs. FIZZ: 22.30 )
FIZZ' s 10-Year PFCF Range
Min: 4.47   Max: 63.62
Current: 22.3
4.47
63.62
EV-to-EBIT 11.9
FIZZ's EV-to-EBIT is ranked higher than
89% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 17.66 vs. FIZZ: 11.9 )
FIZZ' s 10-Year EV-to-EBIT Range
Min: 3.2   Max: 19.6
Current: 11.9
3.2
19.6
PEG 1
FIZZ's PEG is ranked higher than
98% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 1.15 vs. FIZZ: 1 )
FIZZ' s 10-Year PEG Range
Min: 0.91   Max: 8.54
Current: 1
0.91
8.54
Shiller P/E 22.1
FIZZ's Shiller P/E is ranked higher than
83% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 17.40 vs. FIZZ: 22.1 )
FIZZ' s 10-Year Shiller P/E Range
Min: 14.16   Max: 34.03
Current: 22.1
14.16
34.03

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 12.4
FIZZ's Price/Net Current Asset Value is ranked higher than
76% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 10.90 vs. FIZZ: 12.4 )
FIZZ' s 10-Year Price/Net Current Asset Value Range
Min: 3.7   Max: 11.4
Current: 12.4
3.7
11.4
Price/Tangible Book 7.5
FIZZ's Price/Tangible Book is ranked higher than
83% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 2.35 vs. FIZZ: 7.5 )
FIZZ' s 10-Year Price/Tangible Book Range
Min: 2   Max: 9.9
Current: 7.5
2
9.9
Price/DCF (Projected) 2
FIZZ's Price/DCF (Projected) is ranked higher than
91% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 1.15 vs. FIZZ: 2 )
FIZZ' s 10-Year Price/DCF (Projected) Range
Min: 1   Max: 2.1
Current: 2
1
2.1
Price/Median PS Value 1.8
FIZZ's Price/Median PS Value is ranked higher than
76% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 1.00 vs. FIZZ: 1.8 )
FIZZ' s 10-Year Price/Median PS Value Range
Min: 0.5   Max: 1.7
Current: 1.8
0.5
1.7
Price/Peter Lynch Fair Value 1.2
FIZZ's Price/Peter Lynch Fair Value is ranked lower than
72% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 1.40 vs. FIZZ: 1.2 )
FIZZ' s 10-Year Price/Peter Lynch Fair Value Range
Min: 1   Max: 3.5
Current: 1.2
1
3.5
Price/Graham Number 2.5
FIZZ's Price/Graham Number is ranked higher than
85% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 1.75 vs. FIZZ: 2.5 )
FIZZ' s 10-Year Price/Graham Number Range
Min: 1   Max: 2.6
Current: 2.5
1
2.6
Earnings Yield (Greenblatt) 8.40
FIZZ's Earnings Yield (Greenblatt) is ranked higher than
93% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 9.20 vs. FIZZ: 8.40 )
FIZZ' s 10-Year Earnings Yield (Greenblatt) Range
Min: 5.1   Max: 30.8
Current: 8.4
5.1
30.8
Forward Rate of Return (Yacktman) 18.64
FIZZ's Forward Rate of Return (Yacktman) is ranked higher than
80% of the 46 Companies
in the Global Beverages - Soft Drinks industry.

( Industry Median: 9.13 vs. FIZZ: 18.64 )
FIZZ' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 6.1   Max: 21
Current: 18.64
6.1
21

Business Description

National Beverage Corporation was incorporated in Delaware in 1985, a holding company for various operating subsidiaries. The company is engaged in the development, manufacturing, marketing and sale of flavored beverage products. Its main focus is the United States, but its products are also distributed in Canada, Mexico, the Caribbean, Latin America, the Pacific Rim, Asia, Europe and the Middle East. Its brands include soft drinks, energy drinks and shots, juices, teas, still and sparkling waters and nutritionally enhanced beverages, and span both carbonated and non-carbonated offerings. In addition, it produce soft drinks for certain retailers ('Allied Brands') who also promote certain of its brands ('Strategic Alliances'). Its soft drinks product includes Shasta, Faygo, Ritz, etc. Its juices product includes Everfresh, Mr. Pure and Home Juice. Its energy & sports drinks include Rip It, Rip It Shots and Mega Sport. Its waters & enhanced waters products include LaCroix, Clear Fruit, Àsanté, etc. Its other products include Sundance and Ohana. Its twelve manufacturing facilities are strategically located near major metropolitan markets across the continental United States. The production, distribution and sale of its products in the United States are subject to the Federal Food, Drug and Cosmetic Act; the Dietary Supplement Health and Education Act of 1994; the Occupational Safety and Health Act; the Lanham Act; various environmental statutes; and various other federal, state and local statutes regulating the production, transportation, sale, safety, advertising, labeling and ingredients of such products.
Company Website
SEC Reports
Industry: Beverages - Soft Drinks
Compare:KO, PEP, KOF, SODA, CCLAY
» More Articles for FIZZ

Headlines

Articles On GuruFocus.com
A Trail of Extraordinary Gains - Chuck Royce Sells 60 Companies May 21 2013 
The Importance of Relevance with Retailers Oct 16 2012 
National Beverage Corp — Not Enough FIZZ May 31 2011 
National Beverage Corp. Reports Operating Results (10-Q) Mar 10 2011 
National Beverage Corp. Reports Operating Results (10-Q) Sep 09 2010 
National Beverage Corp. Reports Operating Results (10-Q) Dec 10 2009 
National Beverage Corp. Reports Operating Results (10-Q) Sep 10 2009 
Weekly Top Insider Buys: Alcoa, Chimera Investment, National Beverage, Petroleum & Resources, and Th Apr 18 2009 
National Beverage Corp. Reports Operating Results (10-Q) Mar 12 2009 
National Beverage Corp. (FIZZ) Files Quarterly Report for the Period Ended on 2008-11-01 Dec 15 2008 

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