National Beverage Corp

NASDAQ:FIZZ USA Beverages - Non-Alcoholic
Market Cap
$3.24 Billion
Market Cap Rank
#8121 Global
#4165 in USA
Share Price
$34.60
Change (1 day)
-0.46%
52-Week Range
$31.66 - $47.69
All Time High
$79.77
About

National Beverage Corp., through its subsidiaries, develops, produces, markets, and sells a portfolio of sparkling waters, juices, energy drinks, and carbonated soft drinks in the United States and Canada. The company's Power+ brand portfolio offers sparkling water products under the LaCroix brands; non-carbonated water under the Clear Fruit; energy drink and shots under the Rip It brand; juice a… Read more

National Beverage Corp (FIZZ) - Net Assets

Latest net assets as of October 2025: $551.26 Million USD

Based on the latest financial reports, National Beverage Corp (FIZZ) has net assets worth $551.26 Million USD as of October 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets ($748.97 Million) and total liabilities ($197.72 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets $551.26 Million
% of Total Assets 73.6%
Annual Growth Rate 9.02%
5-Year Change 24.72%
10-Year Change 115.37%
Growth Volatility 28.67

National Beverage Corp - Net Assets Trend (1992–2025)

This chart illustrates how National Beverage Corp's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for National Beverage Corp (1992–2025)

The table below shows the annual net assets of National Beverage Corp from 1992 to 2025.

Year Net Assets Change
2025-04-30 $444.00 Million -20.65%
2024-04-30 $559.51 Million +50.21%
2023-04-30 $372.49 Million +55.57%
2022-04-30 $239.44 Million -32.74%
2021-04-30 $356.00 Million -21.30%
2020-04-30 $452.34 Million +36.41%
2019-04-30 $331.61 Million +0.05%
2018-04-30 $331.44 Million +34.94%
2017-04-30 $245.62 Million +19.14%
2016-04-30 $206.15 Million +39.50%
2015-04-30 $147.78 Million +39.15%
2014-04-30 $106.20 Million +51.03%
2013-04-30 $70.32 Million -42.19%
2012-04-30 $121.64 Million +51.41%
2011-04-30 $80.34 Million -43.25%
2010-04-30 $141.57 Million -16.72%
2009-05-31 $170.00 Million -0.01%
2009-04-30 $170.01 Million +17.57%
2008-05-31 $144.60 Million -0.02%
2008-04-30 $144.62 Million -8.09%
2007-04-30 $157.36 Million +20.25%
2006-04-30 $130.86 Million -8.68%
2005-04-30 $143.30 Million +14.27%
2004-05-31 $125.40 Million +0.02%
2004-04-30 $125.38 Million -12.51%
2003-05-31 $143.30 Million +0.01%
2003-04-30 $143.29 Million +14.02%
2002-04-30 $125.68 Million +15.84%
2001-04-30 $108.49 Million +15.80%
2000-04-30 $93.69 Million +14.25%
1999-04-30 $82.00 Million +17.14%
1998-04-30 $70.00 Million +23.02%
1997-04-30 $56.90 Million +20.81%
1996-04-30 $47.10 Million +7.29%
1995-04-30 $43.90 Million +20.94%
1994-04-30 $36.30 Million +91.05%
1993-04-30 $19.00 Million -26.07%
1992-04-30 $25.70 Million --

Equity Component Analysis

This analysis shows how different components contribute to National Beverage Corp's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 1765.0% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (April 2025)

Component Amount Percentage
Retained Earnings $417.75 Million 94.09%
Common Stock $1.02 Million 0.23%
Other Comprehensive Income $5.60 Million 1.26%
Other Components $19.62 Million 4.42%
Total Equity $444.00 Million 100.00%

National Beverage Corp Competitors by Market Cap

The table below lists competitors of National Beverage Corp ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in National Beverage Corp's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 559,512,000 to 443,999,000, a change of -115,513,000 (-20.6%).
  • Net income of 186,821,000 contributed positively to equity growth.
  • Dividend payments of 304,148,000 reduced retained earnings.
  • Other comprehensive income increased equity by 693,000.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income $186.82 Million +42.08%
Dividends Paid $304.15 Million -68.5%
Other Comprehensive Income $693.00K +0.16%
Other Changes $1.12 Million +0.25%
Total Change $- -20.65%

Book Value vs Market Value Analysis

This analysis compares National Beverage Corp's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 7.30x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 134.09x to 7.30x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
1992-04-30 $0.26 $34.60 x
1993-04-30 $0.20 $34.60 x
1994-04-30 $0.42 $34.60 x
1995-04-30 $0.49 $34.60 x
1996-04-30 $0.59 $34.60 x
1997-04-30 $0.62 $34.60 x
1998-04-30 $0.75 $34.60 x
1999-04-30 $0.89 $34.60 x
2000-04-30 $1.03 $34.60 x
2001-04-30 $1.20 $34.60 x
2002-04-30 $1.38 $34.60 x
2003-04-30 $1.57 $34.60 x
2003-05-31 $1.57 $34.60 x
2004-04-30 $1.37 $34.60 x
2004-05-31 $1.37 $34.60 x
2005-04-30 $1.56 $34.60 x
2006-04-30 $1.42 $34.60 x
2007-04-30 $1.71 $34.60 x
2008-04-30 $1.57 $34.60 x
2008-05-31 $1.57 $34.60 x
2009-04-30 $1.84 $34.60 x
2009-05-31 $1.84 $34.60 x
2010-04-30 $1.53 $34.60 x
2011-04-30 $0.87 $34.60 x
2012-04-30 $1.31 $34.60 x
2013-04-30 $0.76 $34.60 x
2014-04-30 $1.14 $34.60 x
2015-04-30 $1.59 $34.60 x
2016-04-30 $2.21 $34.60 x
2017-04-30 $2.63 $34.60 x
2018-04-30 $3.53 $34.60 x
2019-04-30 $3.53 $34.60 x
2020-04-30 $4.83 $34.60 x
2021-04-30 $3.80 $34.60 x
2022-04-30 $2.56 $34.60 x
2023-04-30 $3.98 $34.60 x
2024-04-30 $5.98 $34.60 x
2025-04-30 $4.74 $34.60 x

Capital Efficiency Dashboard

This dashboard shows how efficiently National Beverage Corp utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): 42.08%
  • The company demonstrates strong efficiency in generating profits from shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 15.55%
  • • Asset Turnover: 1.79x
  • • Equity Multiplier: 1.52x
  • Recent ROE (42.08%) is above the historical average (26.00%), indicating improving capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
1992 21.79% 1.67% 2.08x 6.28x $3.03 Million
1993 -31.58% -1.80% 2.09x 8.36x $-7.90 Million
1994 37.19% 3.88% 2.14x 4.48x $9.87 Million
1995 19.59% 2.47% 2.14x 3.70x $4.21 Million
1996 19.11% 2.57% 1.97x 3.77x $4.29 Million
1997 18.80% 2.78% 2.26x 3.00x $5.01 Million
1998 18.71% 3.27% 2.20x 2.60x $6.10 Million
1999 16.10% 3.28% 2.23x 2.20x $5.00 Million
2000 14.50% 3.19% 2.16x 2.11x $4.21 Million
2001 13.81% 3.12% 2.36x 1.88x $4.13 Million
2002 13.17% 3.29% 2.44x 1.64x $3.98 Million
2003 12.27% 3.51% 2.29x 1.52x $3.26 Million
2003 12.28% 3.52% 2.29x 1.52x $3.27 Million
2004 14.91% 3.65% 2.56x 1.59x $6.15 Million
2004 14.92% 3.65% 2.56x 1.59x $6.16 Million
2005 11.78% 3.41% 2.21x 1.57x $2.56 Million
2006 16.98% 4.30% 2.37x 1.67x $9.14 Million
2007 15.68% 4.58% 2.09x 1.64x $8.95 Million
2008 15.54% 3.97% 2.37x 1.65x $8.02 Million
2008 15.56% 3.98% 2.37x 1.65x $8.04 Million
2009 14.55% 4.30% 2.16x 1.56x $7.74 Million
2009 14.53% 4.29% 2.16x 1.56x $7.70 Million
2010 23.21% 5.54% 2.47x 1.70x $18.70 Million
2011 50.73% 6.79% 3.28x 2.28x $32.72 Million
2012 36.17% 7.00% 2.82x 1.83x $31.83 Million
2013 66.73% 7.09% 3.17x 2.97x $39.89 Million
2014 41.09% 6.81% 2.88x 2.10x $33.01 Million
2015 33.37% 7.64% 2.61x 1.68x $34.53 Million
2016 29.69% 8.68% 2.31x 1.48x $40.58 Million
2017 43.58% 12.95% 2.31x 1.46x $82.48 Million
2018 45.19% 15.35% 2.13x 1.38x $116.63 Million
2019 42.48% 13.89% 2.24x 1.36x $107.69 Million
2020 28.73% 12.99% 1.54x 1.43x $84.74 Million
2021 48.92% 16.24% 1.92x 1.57x $138.55 Million
2022 66.20% 13.93% 2.43x 1.95x $134.57 Million
2023 38.17% 12.12% 2.04x 1.54x $104.92 Million
2024 31.59% 14.83% 1.55x 1.38x $120.78 Million
2025 42.08% 15.55% 1.79x 1.52x $142.42 Million

Industry Comparison

This section compares National Beverage Corp's net assets metrics with peer companies in the Beverages - Non-Alcoholic industry.

Industry Context

  • Industry: Beverages - Non-Alcoholic
  • Average net assets among peers: $91,942,689,968
  • Average return on equity (ROE) among peers: -129.86%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
National Beverage Corp (FIZZ) $551.26 Million 21.79% 0.36x $820.06 Million
Embotelladora Andina S.A (AKO-B) $919.00 Billion 8.21% 1.47x $4.29 Billion
Alkame Holdings Inc (ALKM) $-39.16K 0.00% 0.00x $549.92K
Apple Rush Company (APRU) $52.46K -1399.10% 30.30x $11.05
Signet International Holdings Inc (AQPW) $129.01K -179.65% 2.11x $740.86K
A1 Group Inc (AWON) $-124.65K 0.00% 0.00x $25.26
A.G. BARR p.l.c (BAGFF) $292.70 Million 13.15% 0.37x $578.72 Million
Blue Gem Enterprise (BGEM) $10.00K -60.00% 0.00x $0.96
Barfresh Food Group Inc (BRFH) $1.07 Million -353.23% 2.45x $18.15 Million
Britvic plc (BTVCF) $134.97 Million 107.94% 12.26x $3.84 Billion
Buda Juice, Inc. (BUDA) $401.00K 564.09% 6.39x $21.46 Million