|FIZZ Overview
FIZZ

NATIONAL BEVERAGE CORP

Consumer Staples • CIK: 0000069891

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Market Cap
$3.21B
P/E (TTM)
17.1x
Rev Growth (TTM)
+1.0%
Net Margin (TTM)
15.6%
FCF Yield (TTM)
4.9%
FCF Margin (TTM)
13.1%

LATEST EARNINGS

Q2 FY2026
3 months ago
View source
Revenue
$288.33M
-1.0%
Net Income
$46.36M
+1.6%
EPS
$0.49
Flat
Operating
20.1%
Net
16.1% +0.4%
  • Operating income increased to $58 million for the quarter.
  • Basic earnings per share increased to $0.50 for the quarter.
  • Trailing twelve months net sales increased to $1.2 billion.
  • EBITDA increased 63 basis points to $258 million for the trailing twelve months.

Cash Flow Health

Free Cash Flow8/8 positive
TTM$157M
Q2 '26
$20M-64%
Q1 '26
$56M+26%
FCF Margin
TTM13.1%
Q2 '266.9%-59%
Sector: 6.9%Top 25%
OCF Margin16.0%
OCF/NI1.03x
CapEx Coverage5.5x
FCF Yield4.9%
FCF Growth (2Y)+17%
Cash Conversion Cycle
38 days
DSO: 30+DIO: 43DPO: 35

Capital Allocation & Returns

Shareholder Friendly
Total Shareholder YieldEst.
Est.9.5%
Div Yield9.5%

Strong capital returns to shareholders

Dividend & Payout Metrics
Dividend Yield (TTM)9.5%
FCF Payout Ratio193.9%
Free Cash Flow (TTM)$156.8M
Capital Return / FCF193.9%
Est. Dividends Paid (TTM)$304.1M
Estimated: Buyback data estimated from FCF. Actual repurchase data not available for this company.
Shows how management rewards shareholders

Operational Efficiency & Returns

Return on Invested CapitalTTM
34.3%
Moderate
-0.0% YoY+3.3%
P25MedianP75
75th pctl (med: 0.1%)
DuPont BreakdownROIC = Margin × Turn × (1+D/E)
NOPAT Margin
15.0%
8Q: 14.8%
Asset Turnover
1.81x
8Q: 1.86x
Leverage (1+D/E)
1.00x
D/E: 0.00x
DuPont: 27.2%34.3% ROIC
Asset & CapEx Efficiency
Fixed Asset Turn
7.04x
8Q:7.33x
-54.5%
Invested Cap Turn
2.28x
8Q:2.39x
+6.3%
CapEx Intensity
6.6%
8Q:5.9%
CapEx/Depreciation
1.63x
Asset-based ROIC formula

QUARTERLY TRENDS

Last 8 quarters + TTM

MetricTTMQ2 2026Q1 2026Q4 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Revenue
$1.2B
$288.3M12.8%
$330.5M5.4%
$313.6M17.4%
$267.1M8.3%
$291.2M11.6%
$329.5M10.8%
$297.3M10.1%
$270.1M
Operating Income
$236.9M
$58.0M18.0%
$70.8M23.1%
$57.5M13.7%
$50.6M12.6%
$57.9M16.8%
$69.5M31.3%
$52.9M9.8%
$48.2M
Net Income
$186.5M
$46.4M16.9%
$55.8M24.6%
$44.8M12.9%
$39.6M13.1%
$45.6M19.6%
$56.8M29.9%
$43.7M10.4%
$39.6M
Operating Cash Flow
$191.4M
$25.7M56.5%
$59.1M1.6%
$60.1M29.1%
$46.5M9.3%
$42.6M25.9%
$57.5M4.9%
$60.4M70.7%
$35.4M
Free Cash Flow
$156.8M
$19.9M64.5%
$56.0M25.5%
$44.6M22.8%
$36.3M1.8%
$35.7M33.7%
$53.8M8.4%
$49.6M72.8%
$28.7M
Total Equity
N/A

Valuation Analysis

Fair Value
Price-to-EarningsTTM
17.1x
Volatile
8Q: 91.2x-2935%
Valuation Lenses
Earnings
17.1x
vs sector
Cash Flow
26.6x
EV/FCF vs
Growth-Adj
PEG
N/A
Quality-Adj
0.5P/E per %ROIC
ROIC: 34.3%
Shareholder Returns
Dividend
9.5%
Buyback
Total Yield
9.5%
Market Cap$3.21B
EV
Multi-angle valuation analysis with sector context

Business Quality & Moat

Overall Quality Score
90/100
Exceptional

Composite score: Returns (40%) + Consistency (30%) + Earnings Quality (30%)

Returns on Capital

Return on Equity (ROE)Top 10%
41.4%
8Q:
Return on Invested Capital (ROIC)Top 25%
34.3%
8Q:
+3.3%
vs Sector:0.1%

DuPont Analysis (ROIC = NOPAT Margin × Asset Turnover)

NOPAT Margin: 15.0%
Asset Turnover: 1.81x

Earnings Quality

Cash Conversion

1.03x

OCF / Net Income

FCF Consistency

Positive quarters

Competitive Moat Indicators

Pricing Power

Gross Margin37.2%

Capital Efficiency

Invested Capital Turnover2.28x

Working Capital

Cash Conversion Cycle38 days

Growth Quality & Momentum

Moderate Growth
Growth Quality Score
59/100
Growth 40%
Margins 30%
FCF 20%
Consistency 10%

Growth Rates

Revenue Growth YoY
1.0%
OpInc Growth YoY
0.3%
EPS Growth YoY
-0.5%
FCF 3Y CAGR
16.6%

Growth Quality Analysis

Efficient Growth: Free cash flow growing faster than revenue

Margin Quality & Sustainability

Moderate
Profitability Cascade
Gross
37.2%
Operating
19.7%
Top 25% in sector
Net
15.6%
Margins Unknown
Earnings Quality Signals
SBC / Revenue
FCF vs Net Gap
-2.5 pts
FCF: 13.1% | Net: 15.6%

Quality = stability + cash conversion + low dilution

Balance Sheet & Solvency

Fortress
Net Debt / EBITDA
Net Cash
(0.0x)Net Cash: $269.31M
Interest Coverage
+Net cash position: $269.31M
Leverage Metrics
Debt-to-Equity
0.00x
Balance sheet risk & solvency analysis