Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.276
Sell
RSI(14)
36.134
Neutral
STOCH(KDJ)(9,3,3)
32.619
Buy
ATR(14)
0.923
High Vlolatility
CCI(14)
-82.326
Neutral
Williams %R
56.540
Sell
TRIX(12,20)
-0.410
Sell
StochRSI(14)
100.000
Buy
National Beverage Corp
FIZZ34.290USD
+0.670+1.99%
Close 10/31, 16:00（ET）Quotes delayed by 15 min
3.21BMarket Cap
17.28P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of National Beverage Corp
Currency: USD Updated: 2025-10-30Key Insights
The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite a weak stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
National Beverage Corp's Score
Support & Resistance
No Data
Score Analysis
Current score
Previous score
Analyst Rating
Based on
2
analysts
Hold
Current Rating
39.000
Target Price
+20.11%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
National Beverage Corp Highlights
StrengthsRisks
National Beverage Corp. is a holding company. The Company is engaged in developing, producing, marketing, and selling a portfolio of sparkling waters, juices, energy drinks and carbonated soft drinks. Its brands consist of beverages geared to the active and health-conscious consumer (Power+ Brands) including sparkling waters, energy drinks, and juices. Its portfolio of Power+ Brands includes LaCroix, LaCroix Curate and LaCroix NiCola sparkling water products; Clear Fruit; Rip It energy drinks and shots; and Everfresh, Everfresh Premier Varietals and Mr. Pure 100% juice and juice- based products. The Company also produces and distribute carbonated soft drinks (CSDs) including Shasta, and Faygo. It distributes service to the customer base that includes national retailers, as well as smaller up-and-down-the-street accounts, it utilizes a hybrid distribution system to deliver its products through three primary distribution channels: take-home, convenience, and food service.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 1.20B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 162.80%.
Undervalued
The company’s latest PE is 16.94, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 23.90M shares, decreasing 2.64% quarter-over-quarter.
Held by James Simons
Star Investor James Simons holds 3.25M shares of this stock.
Financial Health
Currency: USD Updated: 2025-10-30The company's current financial score is 7.36, which is lower than the Beverages industry's average of 7.49. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 330.51M, representing a year-over-year increase of 0.32%, while its net profit experienced a year-over-year increase of 1.80%.
Score
Financials
7.34
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
No Data
Quality of Earnings
7.46
Operational Efficiency
7.24
Growth Potential
7.34
Shareholder Returns
7.39
National Beverage Corp's Company Valuation
Currency: USD Updated: 2025-10-30The company’s current valuation score is 6.01, which is lower than the Beverages industry's average of 6.89. Its current P/E ratio is 16.94, which is 101.84% below the recent high of 34.19 and 3.42% above the recent low of 16.36.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 20/27
No Data
Earnings Forecast
Currency: USD Updated: 2025-10-30The company’s current earnings forecast score is 5.00, which is lower than the Beverages industry's average of 7.21. The average price target for National Beverage Corp is 39.00, with a high of 39.00 and a low of 39.00.
Score
Support & Resistance
No Data
Analyst Rating
Based on
2
analysts
Hold
Current Rating
39.000
Target Price
+16.00%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
14
Total
12
Median
13
Average
Company name
Ratings
Analysts
National Beverage Corp
FIZZ
2
Coca-Cola Co
KO
27
Monster Beverage Corp
MNST
24
PepsiCo Inc
PEP
24
Celsius Holdings Inc
CELH
23
Keurig Dr Pepper Inc
KDP
20
1
2
3
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
No Data
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2025-10-30The company’s current price momentum score is 6.49, which is lower than the Beverages industry's average of 7.02. Sideways: Currently, the stock price is trading between the resistance level at 37.01 and the support level at 31.22, making it suitable for range-bound swing trading.
Score
Support & Resistance
No Data
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
33.784
Buy
MA10
35.011
Sell
MA20
35.853
Sell
MA50
38.031
Sell
MA100
41.701
Sell
MA200
42.062
Sell
Institutional Confidence
Currency: USD Updated: 2025-10-30The company’s current institutional recognition score is 3.00, which is lower than the Beverages industry's average of 4.89. The latest institutional shareholding proportion is 25.52%, representing a quarter-over-quarter decrease of 74.51%. The largest institutional shareholder is James Simons, holding a total of 3.25M shares, representing 3.47% of shares outstanding, with 2.40% decrease in holdings.
Score
Institutional Shareholding
No Data
Shareholder Activity
Name
Shares Held
Chg %
IBS Partners, Ltd.
BlackRock Institutional Trust Company, N.A.
Kayne Anderson Rudnick Investment Management, LLC
Caporella (Nicholas A)
Dimensional Fund Advisors, L.P.
Caporella (Joseph G)
State Street Investment Management (US)
Geode Capital Management, L.L.C.
1
2
Risk Assessment
Currency: USD Updated: 2025-10-30The company’s current risk assessment score is 8.04, which is higher than the Beverages industry's average of 6.67. The company's beta value is 0.69. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.67
VaR
+3.17%
240-Day Maximum Drawdown
+34.94%
240-Day Volatility
+29.60%
Return
Best Daily Return
60 days
+4.19%
120 days
+4.59%
5 years
+40.17%
Worst Daily Return
60 days
-7.23%
120 days
-7.23%
5 years
-13.41%
Sharpe Ratio
60 days
-4.66
120 days
-1.89
5 years
+0.15
Risk Assessment
Maximum Drawdown
240 days
+34.94%
3 years
+38.55%
5 years
+59.29%
Return-to-Drawdown Ratio
240 days
-0.92
3 years
-0.21
5 years
-0.06
Skewness
240 days
-0.09
3 years
+0.80
5 years
+3.78
Volatility
Realised Volatility
240 days
+29.60%
5 years
+40.65%
Standardised True Range
240 days
+3.27%
5 years
+4.25%
Downside Risk-Adjusted Return
120 days
-271.79%
240 days
-271.79%
Maximum Daily Upside Volatility
60 days
+15.63%
Maximum Daily Downside Volatility
60 days
+21.30%
Liquidity
Average Turnover Rate
60 days
+0.19%
120 days
+0.19%
5 years
--
Turnover Deviation
20 days
-8.39%
60 days
+1.95%
120 days
+5.22%
Peer Comparison
Beverages
National Beverage Corp
FIZZ
6.14 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Molson Coors Beverage Co
TAP
7.68 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Primo Brands Corp
PRMB
7.64 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Coca-Cola Co
KO
7.48 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Keurig Dr Pepper Inc
KDP
7.36 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
MGP Ingredients Inc
MGPI
7.32 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
