Last Price$40.41.5%
Market Cap$3,772.6M
LTM Return on Invested Capital (ROIC)
49.9%
5Y avg
53.0%
Beverages - Non-Alcoholic industry
median
16.6%
Stock quality & Intrinsic value
7/10
(0.2%) overvalued
National Beverage Corp. Return on Invested Capital (ROIC)
Annual
Quarterly
LTM
Industry median
Company stand-alone
Crunching data... Almost there!
| Apr'05 | Apr'06 | Apr'07 | May'08 | May'09 | May'10 | Apr'11 | Apr'12 | Apr'13 | May'14 | May'15 | Apr'16 | Apr'17 | Apr'18 | Apr'19 | May'20 | May'21 | Apr'22 | Apr'23 | Apr'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return on Invested Capital (ROIC) | 12.9% | 17.2% | 19.3% | 18.9% | 20.5% | 28.9% | 36.7% | 38.3% | 38.0% | 34.3% | 36.8% | 45.7% | 75.5% | 93.5% | 70.9% | 53.4% | 67.6% | 58.1% | 47.0% | 50.6% |
Overvalued or undervalued?
Check the intrinsic value for FIZZ
and see if it's the right time to invest.
National Beverage Corp. (FIZZ) Return on Invested Capital (ROIC) comparison analysis
General
LTM Return on Invested Capital (ROIC)
OTHER METRICS
Company name
Revenue growth
EPS growth
Net Income margin
National Beverage Corp.FIZZ
49.9%
1.6%
24.3%
14.8%
Median Peer Set
18.5%
4.5%
14.7%
9.8%
Coca-Cola FEMSA, S.A.B. de C.V.KOF
29.4%
22.6%
16.4%
8.0%
Monster Beverage CorporationMNST
28.1%
13.1%
38.1%
22.8%
Coca-Cola Consolidated, Inc.COKE
22.0%
3.7%
80.9%
9.2%
Celsius Holdings, Inc.CELH
21.8%
101.7%
N/A
17.2%
The Coca-Cola CompanyKO
19.4%
2.9%
(0.4%)
22.6%
PepsiCo, Inc.PEP
17.6%
0.4%
5.9%
10.4%
Embotelladora Andina S.A.AKO-B
17.3%
2.3%
(75.2%)
6.5%
Coca-Cola Europacific Partners PLCCCEP
15.9%
8.4%
12.9%
9.1%
Primo Water CorporationPRMW
5.8%
(20.0%)
325.7%
3.7%
Keurig Dr Pepper Inc.KDP
4.7%
5.4%
54.5%
14.7%
FIZZ key stats
USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Apr'05 | Apr'06 | Apr'07 | May'08 | May'09 | May'10 | Apr'11 | Apr'12 | Apr'13 | May'14 | May'15 | Apr'16 | Apr'17 | Apr'18 | Apr'19 | May'20 | May'21 | Apr'22 | Apr'23 | Apr'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 495.6 (3.2%) | 516.8 4.3% | 539.0 4.3% | 566.0 5.0% | 575.2 1.6% | 593.5 3.2% | 600.2 1.1% | 628.9 4.8% | 662.0 5.3% | 641.1 (3.2%) | 645.8 0.7% | 704.8 9.1% | 826.9 17.3% | 975.7 18.0% | 1,014.1 3.9% | 1,000.4 (1.4%) | 1,072.2 7.2% | 1,138.0 6.1% | 1,172.9 3.1% | 1,191.7 1.6% |
| Cost of Goods Sold (COGS) | 340.2 | 349.1 | 365.8 | 393.4 | 405.3 | 396.5 | 381.5 | 415.6 | 444.8 | 423.5 | 426.7 | 463.3 | 500.8 | 584.6 | 629.8 | 630.3 | 650.6 | 720.2 | 776.1 | 763.2 |
% margin | 155.4 31.4% | 167.7 32.4% | 173.2 32.1% | 172.6 30.5% | 169.9 29.5% | 197.0 33.2% | 218.7 36.4% | 213.3 33.9% | 217.3 32.8% | 217.7 33.9% | 219.1 33.9% | 241.4 34.3% | 326.1 39.4% | 391.1 40.1% | 384.4 37.9% | 370.1 37.0% | 421.6 39.3% | 417.8 36.7% | 396.8 33.8% | 428.5 36.0% |
| Operating Expenses | 130.0 | 135.1 | 137.2 | 138.4 | 131.9 | 145.2 | 155.9 | 146.2 | 146.2 | 153.2 | 145.2 | 148.4 | 163.6 | 186.9 | 204.4 | 204.4 | 193.8 | 209.9 | 210.1 | 209.9 |
| Research & Development Expenses (R&D) | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Selling, General & Administrative Expenses (SG&A) | 130.0 | 135.1 | 137.2 | 138.4 | 131.9 | 145.2 | 155.9 | 146.2 | 146.2 | 153.2 | 145.2 | 148.4 | 163.6 | 186.9 | 204.4 | 204.4 | 193.8 | 209.9 | 210.1 | 209.9 |
% margin | 25.3 5.1% | 32.6 6.3% | 36.0 6.7% | 34.1 6.0% | 37.9 6.6% | 51.9 8.7% | 62.8 10.5% | 67.1 10.7% | 71.0 10.7% | 64.4 10.1% | 74.0 11.5% | 93.1 13.2% | 162.5 19.6% | 204.2 20.9% | 179.9 17.7% | 165.7 16.6% | 227.8 21.2% | 207.9 18.3% | 186.7 15.9% | 218.5 18.3% |
| Interest Income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.1 | 3.9 | 0.6 | 0.2 | 2.3 | 12.2 |
| Interest Expense | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.4 | 0.7 | 0.4 | 0.2 | 0.2 | 0.2 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Pre-tax Income | 26.4 | 34.9 | 38.5 | 35.1 | 38.8 | 51.4 | 62.7 | 66.9 | 70.5 | 63.1 | 74.7 | 92.7 | 162.8 | 205.5 | 183.9 | 169.5 | 228.1 | 207.6 | 186.4 | 229.8 |
% effective tax rate | 9.5 36.1% | 12.7 36.3% | 13.8 35.9% | 12.6 35.9% | 14.1 36.2% | 18.5 36.1% | 21.9 34.9% | 22.9 34.2% | 23.5 33.4% | 19.5 30.9% | 25.4 34.0% | 31.5 34.0% | 55.8 34.3% | 55.7 27.1% | 43.0 23.4% | 39.5 23.3% | 54.0 23.7% | 49.1 23.6% | 44.3 23.7% | 53.1 23.1% |
% margin | 16.9 3.4% | 22.2 4.3% | 24.7 4.6% | 22.5 4.0% | 24.7 4.3% | 32.9 5.5% | 40.8 6.8% | 44.0 7.0% | 46.9 7.1% | 43.6 6.8% | 49.3 7.6% | 61.2 8.7% | 107.0 12.9% | 149.8 15.3% | 140.9 13.9% | 130.0 13.0% | 174.1 16.2% | 158.5 13.9% | 142.2 12.1% | 176.7 14.8% |
| EPS | 0.19 | 0.25 | 0.27 | 0.25 | 0.27 | 0.36 | 0.44 | 0.48 | 0.51 | 0.47 | 0.53 | 0.66 | 1.15 | 1.61 | 1.51 | 1.39 | 1.87 | 1.70 | 1.52 | 1.89 |
| Diluted EPS | 0.19 | 0.24 | 0.27 | 0.25 | 0.27 | 0.36 | 0.44 | 0.48 | 0.51 | 0.46 | 0.53 | 0.66 | 1.15 | 1.60 | 1.50 | 1.39 | 1.86 | 1.69 | 1.52 | 1.89 |
% margin | 36.6 7.4% | 43.8 8.5% | 45.1 8.4% | 44.7 7.9% | 50.7 8.8% | 63.9 10.8% | 74.1 12.3% | 77.7 12.3% | 81.9 12.4% | 75.5 11.8% | 86.7 13.4% | 105.0 14.9% | 175.3 21.2% | 217.4 22.3% | 195.4 19.3% | 196.3 19.6% | 259.0 24.2% | 207.9 18.3% | 220.0 18.8% | 238.7 20.0% |
Discover more Stock Ideas
Undervalued stocks right now
Discover the top 20 best undervalued stocks to buy for Mar 2025, listed on the Nasdaq or NYSE.
3M Return 32.1%
S&P Outperformance 19.1%
Next 3M Predicted Return 20.3%
Undervalued growth stocks
Discover the top 20 best undervalued large-cap growth stocks to buy for Mar 2025, listed on the Nasdaq or NYSE.
3M Return 35.3%
S&P Outperformance 22.3%
Next 3M Predicted Return 26.8%
Undervalued dividend stocks
Discover the top 20 best undervalued high-yield dividend stock that offers both growth potential and attractive dividend returns for Mar 2025.
3M Return 28.4%
S&P Outperformance 15.4%
Next 3M Predicted Return 16.9%
FAQ
1) What is National Beverage Corp.'s Return on Invested Capital (ROIC)?
As of today, Microsoft Corp's last 12-month Return on Invested Capital (ROIC) is 49.9%, based on the financial report for Oct 26, 2024 (Q4’2024). The average annual Return on Invested Capital (ROIC) for National Beverage Corp. have been 52.9% over the past three years, and 55.7% over the past five years.
2) Is National Beverage Corp.'s Return on Invested Capital (ROIC) Good?
As of today, National Beverage Corp.'s Return on Invested Capital (ROIC) is 49.9%, which is higher than industry median of 16.6%. It indicates that National Beverage Corp.'s Return on Invested Capital (ROIC) is Good.