Growth Metrics

National Beverage (FIZZ) Invested Capital (2011 - 2026)

National Beverage recorded quarterly Invested Capital of $602.5 million in Q1 2026, up 9504.65% quarter-over-quarter from -$6.4 million in Q4 2025, and up 50.49% year-over-year from $400.3 million in Q1 2025.

National Beverage's Invested Capital history runs 16 years deep, the most recent figure standing at $602.5 million for Q1 2026.

  • In Q1 2026, Invested Capital rose 50.49% year-over-year to $602.5 million; the TTM figure through Jan 2026 stood at $602.5 million (up 50.49% YoY), while the FY2025 annual figure was $445.0 million, up 8825.47% from the prior year.
  • Invested Capital came in at $602.5 million for Q1 2026 at National Beverage, up from -$6.4 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $602.5 million in Q1 2026 to a low of -$19.0 million in Q3 2025.
  • A 5-year average of $200.4 million and a median of $39.6 million in 2022 frame the typical range for Invested Capital.
  • On a YoY basis, Invested Capital climbed as much as 8825.47% in 2025 and fell as far as 494.78% in 2025.
  • National Beverage's Invested Capital stood at -$9.5 million in 2022, then soared by 4882.46% to $455.9 million in 2023, then slumped by 98.57% to $6.5 million in 2024, then plunged by 198.46% to -$6.4 million in 2025, then soared by 9504.65% to $602.5 million in 2026.
  • According to Business Quant data, Invested Capital over the past three periods registered $602.5 million, -$6.4 million, and -$19.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Coca Cola 339.90 Bn 330.92 Bn 7.85 Bn 36.07 Bn
2 Pepsico 197.11 Bn 186.43 Bn 10.73 Bn 31.69 Bn
3 Monster Beverage 86.17 Bn 83.18 Bn 1.29 Bn 8.73 Bn
4 Coca-Cola Europacific Partners 48.14 Bn 47.52 Bn - 9.41 Bn
5 Keurig Dr Pepper 40.82 Bn 26.92 Bn 2.10 Bn 45.16 Bn
6 Coca Cola Femsa Sab De Cv 10.77 Bn 9.26 Bn 1.89 Bn -
7 Coca-Cola Consolidated 9.79 Bn 9.56 Bn 727.08 Mn 1.99 Bn
8 Primo Brands 9.02 Bn 8.73 Bn 464.90 Mn 3.03 Bn
9 Celsius Holdings 8.55 Bn 8.00 Bn 378.07 Mn 1.93 Bn
10 National Beverage 3.46 Bn 3.15 Bn 99.60 Mn 602.46 Mn

Historic Data

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DateValue
Jan 31, 2026 602.46 Mn
Nov 1, 2025 -6.41 Mn
Aug 2, 2025 -19.03 Mn
May 3, 2025 445.00 Mn
Jan 25, 2025 400.34 Mn
Oct 26, 2024 6.51 Mn
Jul 27, 2024 -3.20 Mn
Apr 27, 2024 -5.10 Mn
Jan 27, 2024 511.62 Mn
Oct 28, 2023 455.86 Mn
Jul 29, 2023 -14.23 Mn
Apr 29, 2023 377.09 Mn
Jan 28, 2023 339.50 Mn
Oct 29, 2022 -9.53 Mn
Jul 30, 2022 39.58 Mn
Apr 30, 2022 30.87 Mn
Jan 29, 2022 256.25 Mn
Oct 30, 2021 430.77 Mn
Jul 31, 2021 392.79 Mn
May 1, 2021 337.67 Mn
Jan 30, 2021 319.42 Mn
Oct 31, 2020 543.93 Mn
Aug 1, 2020 987.00 Bn
May 2, 2020 1.80 Mn
Jan 25, 2020 423.40 Mn
Oct 26, 2019 382.13 Mn
Jul 27, 2019 -3.10 Mn
Apr 27, 2019 -10.90 Mn
Jan 26, 2019 305.49 Mn
Oct 27, 2018 150,000.00
Jul 28, 2018 36.52 Mn
Apr 28, 2018 4.60 Mn
Jan 27, 2018 293.51 Mn
Oct 28, 2017 250.97 Mn
Jul 29, 2017 215.07 Mn
Apr 29, 2017 228.78 Mn
Jan 28, 2017 216.45 Mn
Oct 29, 2016 261.96 Mn
Jul 30, 2016 237.47 Mn
Apr 30, 2016 37.07 Mn
Jan 30, 2016 197.15 Mn
Oct 31, 2015 185.28 Mn
Aug 1, 2015 169.04 Mn
May 2, 2015 3.12 Mn
Jan 31, 2015 138.17 Mn
Nov 1, 2014 129.21 Mn
Aug 2, 2014 115.94 Mn
May 3, 2014 240,000.00
Jan 25, 2014 101.97 Mn
Oct 26, 2013 94.60 Mn
Jul 27, 2013 82.00 Mn
Apr 27, 2013 400,000.00
Jan 26, 2013 58.78 Mn
Oct 27, 2012 147.97 Mn
Jul 28, 2012 135.26 Mn
Apr 28, 2012 121.64 Mn
Jan 28, 2012 110.52 Mn
Oct 29, 2011 101.63 Mn
Jul 30, 2011 92.94 Mn
Apr 30, 2011 -12.90 Mn