NasdaqGS:FIZZ

Stock Analysis Report

Executive Summary

National Beverage Corp., through its subsidiaries, develops, produces, markets, and sells a portfolio of waters, juices, energy drinks, and carbonated soft drinks primarily in the United States and Canada.

Snowflake

Fundamentals

Flawless balance sheet with acceptable track record.


Similar Companies

Share Price & News

How has National Beverage's share price performed over time and what events caused price changes?


Latest Share Price and Events


Market Performance


7 Day Return

14.4%

NasdaqGS:FIZZ

-0.3%

US Beverage

1.3%

US Market


1 Year Return

-60.2%

NasdaqGS:FIZZ

13.8%

US Beverage

2.0%

US Market

FIZZ underperformed the Beverage industry which returned 13.5% over the past year.

FIZZ underperformed the Market in United States of America which returned 1.7% over the past year.


Share holder returns

FIZZIndustryMarket
7 Day14.4%-0.3%1.3%
30 Day9.0%1.9%3.9%
90 Day3.4%4.0%3.4%
1 Year-58.9%-60.2%16.8%13.8%4.2%2.0%
3 Year-3.9%-11.0%35.7%25.2%47.2%37.6%
5 Year155.6%136.8%58.2%38.2%60.5%42.9%

Price Volatility Vs. Market

How volatile is National Beverage's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is National Beverage undervalued based on future cash flows and its price relative to the stock market?

17.15x

Price to Earnings (PE) ratio


Intrinsic Value Based on Future Cash Flows

National Beverage's share price is above the future cash flow value, it's not available at a moderate discount (< 20%).

National Beverage's share price is above the future cash flow value, it's not available at a substantial discount (< 40%).


Price Based on Earnings

National Beverage is good value based on earnings compared to the US Beverage industry average.

National Beverage is good value based on earnings compared to the United States of America market.


Price Based on Expected Growth

National Beverage earnings are not expected to grow next year, we can't assess if its growth is good value.


Price Based on Value of Assets

National Beverage is overvalued based on assets compared to the US Beverage industry average.


Next Steps

Future Growth

How is National Beverage expected to perform in the next 1 to 3 years based on estimates from 4 analysts?

-8.5%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

National Beverage's revenue is expected to grow by 0.1% yearly, however this is not considered high growth (20% yearly).

National Beverage's earnings are expected to decrease over the next 1-3 years, this is not considered high growth.

National Beverage's revenue growth is positive but not above the United States of America market average.

National Beverage's earnings are expected to decrease over the next 1-3 years, this is below the United States of America market average.

National Beverage's earnings are expected to decrease over the next 1-3 years, this is below the low risk savings rate of 2.7%.


Earnings per Share Growth Estimates


Future Return on Equity

National Beverage is expected to efficiently use shareholders’ funds in the future (Return on Equity greater than 20%).


Next Steps

Past Performance

How has National Beverage performed over the past 5 years?

27.2%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

National Beverage has delivered over 20% year on year earnings growth in the past 5 years.

National Beverage's 1-year earnings growth is negative, it can't be compared to the 5-year average.

National Beverage's 1-year earnings growth is negative, it can't be compared to the US Beverage industry average.


Return on Equity

National Beverage has efficiently used shareholders’ funds last year (Return on Equity greater than 20%).


Return on Assets

National Beverage used its assets more efficiently than the US Beverage industry average last year based on Return on Assets.


Return on Capital Employed

National Beverage's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).


Next Steps

Financial Health

How is National Beverage's financial position?


Financial Position Analysis

National Beverage is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.

National Beverage's cash and other short term assets cover its long term commitments.


Debt to Equity History and Analysis

National Beverage has no debt.

National Beverage has no debt compared to 5 years ago when it was 21.9%.

National Beverage has no debt, it does not need to be covered by operating cash flow.

National Beverage has no debt, therefore coverage of interest payments is not a concern.


Balance Sheet

High level of physical assets or inventory.

National Beverage has no debt, it does not need to be covered by short term assets.


Next Steps

Dividend

What is National Beverage's current dividend yield, its reliability and sustainability?

6.23%

Current Dividend Yield


Dividend Yield and Payments Analysis

National Beverage's pays a higher dividend yield than the bottom 25% of dividend payers in United States of America (1.45%).

National Beverage's dividend is above the markets top 25% of dividend payers in United States of America (3.67%).

Whilst dividend payments have been stable, National Beverage has been paying a dividend for less than 10 years.

Dividend payments have increased, but National Beverage only paid a dividend in the past 9 years.


Current Payout to Shareholders

Unable to calculate sustainability of dividends as National Beverage has not reported any payouts.


Future Payout to Shareholders

No need to calculate the sustainability of National Beverage's dividends in 3 years as they are not expected to pay a notable one for United States of America.


Next Steps

Management

What is the CEO of National Beverage's salary, the management and board of directors tenure and is there insider trading?

17.0yrs

Average management tenure


CEO

Nick Caporella (83yo)

34.7yrs

Tenure

US$10,141,050

Compensation

Mr. Nick A. Caporella has been Chief Executive Officer and Chairman of National Beverage Corp. since 1985. Mr. Caporella serves as the President of Shasta Sales Inc. He serves as Chief Executive Officer of ...


Management Age and Tenure

17.0yrs

Average Tenure

74yo

Average Age

The average tenure for the National Beverage management team is over 5 years, this suggests they are a seasoned and experienced team.


Board Age and Tenure

22.3yrs

Average Tenure

76yo

Average Age

The average tenure for the National Beverage board of directors is over 10 years, this suggests they are a seasoned and experienced board.


Insider Trading

No 3 month open market individual insider trading information.


Recent Insider Transactions

BuyUS$199,00706 Sep 19
Nick Caporella
EntityIndividual
Role
Chief Executive Officer
Chairman & CEO
Shares3,300
Max PriceUS$60.31
BuyUS$359,70015 Mar 19
Joseph Caporella
EntityIndividual
Role
Member of the Board of Directors
President & Director
Shares6,000
Max PriceUS$59.95

Ownership Breakdown


Management Team

  • Nick Caporella (83yo)

    Chairman & CEO

    • Tenure: 34.7yrs
    • Compensation: US$10.14m
  • Joseph Caporella (59yo)

    President & Director

    • Tenure: 32.7yrs
    • Compensation: US$1.60m
  • George Bracken (74yo)

    Executive Vice President of Finance

    • Tenure: 7.2yrs
    • Compensation: US$690.80k

Board Members

  • Nick Caporella (83yo)

    Chairman & CEO

    • Tenure: 34.7yrs
    • Compensation: US$10.14m
  • Joseph Caporella (59yo)

    President & Director

    • Tenure: 32.7yrs
    • Compensation: US$1.60m
  • Cecil Conlee (81yo)

    Independent Director

    • Tenure: 10.7yrs
    • Compensation: US$61.40k
  • Samuel Hathorn (76yo)

    Independent Director

    • Tenure: 22.3yrs
    • Compensation: US$76.00k
  • Stan Sheridan (76yo)

    Independent Director

    • Tenure: 9.9yrs
    • Compensation: US$62.00k

Company Information

National Beverage Corp.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: National Beverage Corp.
  • Ticker: FIZZ
  • Exchange: NasdaqGS
  • Founded: 1985
  • Industry: Soft Drinks
  • Sector: Food, Beverage & Tobacco
  • Market Cap: US$2.169b
  • Shares outstanding: 46.63m
  • Website: https://www.nationalbeverage.com

Number of Employees


Location

  • National Beverage Corp.
  • 8100 SW Tenth Street
  • Suite 4000
  • Fort Lauderdale
  • Florida
  • 33324
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
FIZZNasdaqGS (Nasdaq Global Select)YesCommon StockUSUSDSep 1991
20VDB (Deutsche Boerse AG)YesCommon StockDEEURSep 1991
0K50LSE (London Stock Exchange)YesCommon StockGBUSDSep 1991

Biography

National Beverage Corp., through its subsidiaries, develops, produces, markets, and sells a portfolio of waters, juices, energy drinks, and carbonated soft drinks primarily in the United States and Canada. ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/09/15 23:41
End of Day Share Price2019/09/13 00:00
Earnings2019/07/27
Annual Earnings2019/04/27


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.