National Beverage (FIZZ) Return on Invested Capital [ROIC] (2013 - 2023)
National Beverage's Return on Invested Capital [ROIC] was 39.99% in fiscal Q4 2023 (quarter ended Apr 29, 2023), down 20.40 percentage points from 60.38% a year earlier and down 4.12 percentage points from the prior quarter.
National Beverage (FIZZ) Return on Invested Capital [ROIC] (2013 - 2023) Analysis & Trends
For FY2023 (ended Apr 29, 2023), Return on Invested Capital [ROIC] at National Beverage came in at 44.35%, down 6.40 percentage points from FY2022.
- In earlier fiscal years, Return on Invested Capital [ROIC] was 50.75% in FY2022.
- The fiscal Q4 2023 figure marks the lowest quarterly Return on Invested Capital [ROIC] since fiscal Q1 2016.
- Per Business Quant data, FIZZ's Return on Invested Capital [ROIC] in the three fiscal quarters before Q4 2023 was 44.11% (Q3 2023), 49.03% (Q2 2023) and 52.63% (Q1 2023).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Coca Cola | 394.76 Bn | 381.23 Bn | 8.42 Bn | 15.41% |
| 2 | Coca Cola Femsa Sab De Cv | 193.90 Bn | 193.90 Bn | 2.06 Bn | - |
| 3 | Pepsico | 175.24 Bn | 133.00 Bn | 13.75 Bn | 16.05% |
| 4 | Monster Beverage | 88.77 Bn | 77.03 Bn | 1.42 Bn | - |
| 5 | Diageo | 52.19 Bn | 32.26 Bn | - | - |
| 6 | Ambev | 50.68 Bn | 35.97 Bn | 2.06 Bn | 25.34% |
| 7 | Coca-Cola Europacific Partners | 50.06 Bn | 42.72 Bn | - | - |
| 8 | Keurig Dr Pepper | 46.50 Bn | 42.54 Bn | 3.07 Bn | 4.33% |
| 9 | Constellation Brands | 22.07 Bn | 21.62 Bn | 1.39 Bn | 11.77% |
| 10 | National Beverage | 3.21 Bn | 2.17 Bn | 115.79 Mn | - |
Historic Data
| Date | Value |
|---|---|
| Apr 29, 2023 | 39.99% |
| Jan 28, 2023 | 44.11% |
| Oct 29, 2022 | 49.03% |
| Jul 30, 2022 | 52.63% |
| Apr 30, 2022 | 60.38% |
| Aug 1, 2015 | 31.53% |
| May 2, 2015 | 31.48% |
| Jan 31, 2015 | 32.60% |
| Nov 1, 2014 | 32.65% |
| Aug 2, 2014 | 33.87% |
| May 3, 2014 | 32.62% |
| Jan 25, 2014 | 32.56% |
| Oct 26, 2013 | 34.88% |
| Jul 27, 2013 | 36.47% |
| Apr 27, 2013 | 39.57% |
National Beverage Return on Invested Capital [ROIC] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=FIZZ&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "ticker": "FIZZ", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=return-on-invested-capital-%5Broic%5D&ticker=FIZZ&period=max&api_key=YOUR_API_KEY");
const data = await res.json();