Comprehensive Stock Comparison

Compare National Beverage Corp. (FIZZ) vs The Coca-Cola Company (KO) vs PepsiCo, Inc. (PEP) Stock

Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.

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Quick Verdict

CategoryWinnerWhy
GrowthPEP2.3% revenue growth vs FIZZ's 0.8%
ValueFIZZLower P/E (17.9x vs 19.7x), PEG 2.41 vs 6.03
Quality / MarginsKO27.3% net margin vs PEP's 8.8%
Stability / SafetyKOBeta 0.04 vs PEP's 0.14, lower leverage
DividendsFIZZ8.9% yield, 4-year raise streak, vs PEP's 3.3%
Momentum (1Y)KO+17.4% vs FIZZ's -8.7%
Efficiency (ROA)FIZZ25.2% ROA vs PEP's 7.7%, ROIC 57.9% vs 14.9%
Bottom line: FIZZ and KO each win 3 categories — the better choice depends on your priorities. The Coca-Cola Company is the better choice for profitability and margin quality and capital preservation and lower volatility. As direct sector peers, they can serve as alternatives in the same portfolio allocation.

Who Each Stock Is For

Income & stability

Growth exposure

Long-term compounding (10Y)

Sleep-well-at-night portfolio

Valuation efficiency (growth/$)

Defensive / Recession hedge

Business Model

What each company does and how it makes money

FIZZNational Beverage Corp.
Consumer Defensive

National Beverage Corp. is a beverage company that develops, produces, and markets a portfolio of sparkling waters, juices, energy drinks, and carbonated soft drinks primarily in North America. It generates revenue through wholesale distribution to retailers—with its LaCroix sparkling water brand driving significant sales—alongside its Shasta and Faygo soda brands and other beverage lines. The company's key advantage lies in its strong LaCroix brand recognition in the sparkling water category and its efficient, vertically integrated production and distribution model.

KOThe Coca-Cola Company
Consumer Defensive

Coca-Cola is a global beverage company that manufactures and sells non-alcoholic drinks worldwide. It generates revenue primarily through concentrate sales to bottling partners (~40% of revenue) and finished product sales (~60%), with sparkling soft drinks like Coca-Cola, Sprite, and Fanta representing the majority of sales. Its key competitive advantage is an unparalleled global distribution network and one of the world's most valuable brand portfolios, creating massive economies of scale and pricing power.

PEPPepsiCo, Inc.
Consumer Defensive

PepsiCo is a global food and beverage giant that sells iconic snack brands like Lay's and Doritos alongside its namesake soft drinks. It generates revenue primarily through its Frito-Lay North America snacks division (~50% of operating profit) and its beverage business, with the rest coming from international markets and Quaker Foods. The company's competitive moat lies in its massive scale, powerful distribution network, and portfolio of deeply entrenched household brands that command strong consumer loyalty.

Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

FIZZNational Beverage Corp.

Segment breakdown not available.

KOThe Coca-Cola Company
FY 2024
Pacific
82.4%$38.8B
Bottling investments
13.2%$6.2B
Global Ventures
6.6%$3.1B
Corporate Segment
0.2%$97M
Intersegment Eliminations
-2.5%$-1,164,000,000
PEPPepsiCo, Inc.

Segment breakdown not available.

Financial Metrics Comparison

Side-by-side fundamentals across 3 stocks. BestLagging

Financial Scorecard

KO 3FIZZ 2PEP 0
Financial MetricsKO3/6 metrics
Valuation MetricsFIZZ5/7 metrics
Profitability & EfficiencyFIZZ6/9 metrics
Total ReturnsKO4/6 metrics
Risk & VolatilityKO2/2 metrics
Analyst OutlookTie1/2 metrics

KO leads in 3 of 6 categories (Financial Metrics, Total Returns). FIZZ leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.

Financial Metrics (TTM)

PEP is the larger business by revenue, generating $93.9B annually — 78.1x FIZZ's $1.2B. KO is the more profitable business, keeping 27.3% of every revenue dollar as net income compared to PEP's 8.8%. On growth, PEP holds the edge at +5.6% YoY revenue growth, suggesting stronger near-term business momentum.

MetricFIZZNational Beverage…KOThe Coca-Cola Com…PEPPepsiCo, Inc.
RevenueTrailing 12 months$1.2B$47.9B$93.9B
EBITDAEarnings before interest/tax$252M$16.1B$14.3B
Net IncomeAfter-tax profit$186M$13.1B$8.2B
Free Cash FlowCash after capex$173M$5.3B$7.7B
Gross MarginGross profit ÷ Revenue+37.2%+61.6%+54.1%
Operating MarginEBIT ÷ Revenue+19.7%+28.7%+12.2%
Net MarginNet income ÷ Revenue+15.5%+27.3%+8.8%
FCF MarginFCF ÷ Revenue+14.4%+11.0%+8.2%
Rev. Growth (YoY)Latest quarter vs prior year+0.3%+2.4%+5.6%
EPS Growth (YoY)Latest quarter vs prior year-1.6%+3.9%+66.7%
KO leads this category, winning 3 of 6 comparable metrics.

Valuation Metrics

At 18.3x trailing earnings, FIZZ trades at a 35% valuation discount to PEP's 28.3x P/E. Adjusting for growth (PEG ratio), KO offers better value at 2.40x vs PEP's 8.67x — a lower PEG means you pay less per unit of expected earnings growth.

MetricFIZZNational Beverage…KOThe Coca-Cola Com…PEPPepsiCo, Inc.
Market CapShares × price$3.4B$350.8B$232.0B
Enterprise ValueMkt cap + debt − cash$3.3B$386.1B$272.7B
Trailing P/EPrice ÷ TTM EPS18.27x26.83x28.29x
Forward P/EPrice ÷ next-FY EPS est.17.95x25.26x19.68x
PEG RatioP/E ÷ EPS growth rate2.46x2.40x8.67x
EV / EBITDAEnterprise value multiple12.81x26.06x19.07x
Price / SalesMarket cap ÷ Revenue2.83x7.32x2.47x
Price / BookPrice ÷ Book value/share7.67x10.26x11.33x
Price / FCFMarket cap ÷ FCF19.97x66.25x30.24x
FIZZ leads this category, winning 5 of 7 comparable metrics.

Profitability & Efficiency

PEP delivers a 40.1% return on equity — every $100 of shareholder capital generates $40 in annual profit, vs $37 for FIZZ. FIZZ carries lower financial leverage with a 0.16x debt-to-equity ratio, signaling a more conservative balance sheet compared to PEP's 2.43x. On the Piotroski fundamental quality scale (0–9), KO scores 7/9 vs PEP's 5/9, reflecting strong financial health.

MetricFIZZNational Beverage…KOThe Coca-Cola Com…PEPPepsiCo, Inc.
ROE (TTM)Return on equity+36.9%+38.2%+40.1%
ROA (TTM)Return on assets+25.2%+12.5%+7.7%
ROICReturn on invested capital+57.9%+15.8%+14.9%
ROCEReturn on capital employed+40.4%+17.3%+16.1%
Piotroski ScoreFundamental quality 0–9575
Debt / EquityFinancial leverage0.16x1.33x2.43x
Net DebtTotal debt minus cash-$122M$35.2B$40.7B
Cash & Equiv.Liquid assets$194M$10.3B$9.2B
Total DebtShort + long-term debt$72M$45.5B$49.9B
Interest CoverageEBIT ÷ Interest expense10.67x10.34x
FIZZ leads this category, winning 6 of 9 comparable metrics.

Total Returns (with DRIP)

A $10,000 investment in KO five years ago would be worth $18,200 today (with dividends reinvested), compared to $8,696 for FIZZ. Over the past 12 months, KO leads with a +17.4% total return vs FIZZ's -8.7%. The 3-year compound annual growth rate (CAGR) favors KO at 13.7% vs FIZZ's -5.3% — a key indicator of consistent wealth creation.

MetricFIZZNational Beverage…KOThe Coca-Cola Com…PEPPepsiCo, Inc.
YTD ReturnYear-to-date+14.8%+18.0%+19.3%
1-Year ReturnPast 12 months-8.7%+17.4%+14.3%
3-Year ReturnCumulative with dividends-15.1%+46.8%+7.0%
5-Year ReturnCumulative with dividends-13.0%+82.0%+48.8%
10-Year ReturnCumulative with dividends+155.4%+128.4%+116.7%
CAGR (3Y)Annualised 3-year return-5.3%+13.7%+2.3%
KO leads this category, winning 4 of 6 comparable metrics.

Risk & Volatility

KO is the less volatile stock with a 0.04 beta — it tends to amplify market swings less than PEP's 0.14 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KO currently trades 99.8% from its 52-week high vs FIZZ's 75.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricFIZZNational Beverage…KOThe Coca-Cola Com…PEPPepsiCo, Inc.
Beta (5Y)Sensitivity to S&P 5000.11x0.04x0.14x
52-Week HighHighest price in past year$47.89$81.69$171.48
52-Week LowLowest price in past year$31.21$65.35$127.60
% of 52W HighCurrent price vs 52-week peak+75.9%+99.8%+99.0%
RSI (14)Momentum oscillator 0–10068.371.265.3
Avg Volume (50D)Average daily shares traded233K14.9M7.3M
KO leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

Analyst consensus: FIZZ as "Sell", KO as "Buy", PEP as "Hold". Consensus price targets imply 3.9% upside for KO (target: $85) vs -3.7% for FIZZ (target: $35). For income investors, FIZZ offers the higher dividend yield at 8.93% vs KO's 2.50%.

MetricFIZZNational Beverage…KOThe Coca-Cola Com…PEPPepsiCo, Inc.
Analyst RatingConsensus buy/hold/sellSellBuyHold
Price TargetConsensus 12-month target$35.00$84.75$167.75
# AnalystsCovering analysts84744
Dividend YieldAnnual dividend ÷ price+8.9%+2.5%+3.3%
Dividend StreakConsecutive years of raises43525
Dividend / ShareAnnual DPS$3.25$2.04$5.57
Buyback YieldShare repurchases ÷ mkt cap0.0%+0.2%+0.4%
Evenly matched — FIZZ and KO each lead in 1 of 2 comparable metrics.

Historical Charts

Charts are rendered on first load. Hover for details.

Chart 1Total Return — 5 Years (Rebased to 100)

StockMar 20Feb 26Change
National Beverage C… (FIZZ)100156.39+56.4%
The Coca-Cola Compa… (KO)100134.71+34.7%
PepsiCo, Inc. (PEP)100112.81+12.8%

The Coca-Cola Compa… (KO) returned +82% over 5 years vs National Beverage C… (FIZZ)'s -13%. A $10,000 investment in KO 5 years ago would be worth $18,200 today (including dividends reinvested).

Chart 2Revenue Growth — 10 Years

Stock20162025Change
National Beverage C… (FIZZ)$705M$1.2B+70.5%
The Coca-Cola Compa… (KO)$41.9B$47.9B+14.5%
PepsiCo, Inc. (PEP)$62.8B$93.9B+49.6%

National Beverage Corp.'s revenue grew from $705M (2016) to $1.2B (2025) — a 6.1% CAGR. The Coca-Cola Company's revenue grew from $41.9B (2016) to $47.9B (2025) — a 1.5% CAGR.

Chart 3Net Margin Trend — 10 Years

Stock20162025Change
National Beverage C… (FIZZ)8.7%15.6%+79.1%
The Coca-Cola Compa… (KO)15.6%27.3%+75.4%
PepsiCo, Inc. (PEP)10.1%8.8%-13.0%

National Beverage Corp.'s net margin went from 9% (2016) to 16% (2025). The Coca-Cola Company's net margin went from 16% (2016) to 27% (2025).

Chart 4P/E Ratio History — 9 Years

Stock20172025Change
National Beverage C… (FIZZ)42.416-62.3%
The Coca-Cola Compa… (KO)158.223-85.5%
PepsiCo, Inc. (PEP)35.523.9-32.7%

National Beverage Corp. has traded in a 16x–42x P/E range over 9 years; current trailing P/E is ~18x. The Coca-Cola Company has traded in a 23x–158x P/E range over 9 years; current trailing P/E is ~27x.

Chart 5EPS Growth — 10 Years

Stock20162025Change
National Beverage C… (FIZZ)0.661.99+201.5%
The Coca-Cola Compa… (KO)1.493.04+104.0%
PepsiCo, Inc. (PEP)4.366+37.6%

National Beverage Corp.'s EPS grew from $0.66 (2016) to $1.99 (2025) — a 13% CAGR. The Coca-Cola Company's EPS grew from $1.49 (2016) to $3.04 (2025) — a 8% CAGR.

Chart 6Free Cash Flow — 5 Years

2021
$168M
$11B
$7B
2022
$104M
$10B
$6B
2023
$140M
$10B
$8B
2024
$168M
$5B
$7B
2025
$170M
$5B
$8B
National Beverage C… (FIZZ)The Coca-Cola Compa… (KO)PepsiCo, Inc. (PEP)

National Beverage Corp. generated $170M FCF in 2025 (+1% vs 2021). The Coca-Cola Company generated $5B FCF in 2025 (-53% vs 2021).

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FIZZ vs KO vs PEP: Key Questions Answered

9 questions · data-driven answers · updated daily

01

Is FIZZ or KO or PEP a better buy right now?

National Beverage Corp. (FIZZ) offers the better valuation at 18.3x trailing P/E (17.9x forward), making it the more compelling value choice. Analysts rate The Coca-Cola Company (KO) a "Buy" — based on 47 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — FIZZ or KO or PEP?

On trailing P/E, National Beverage Corp. (FIZZ) is the cheapest at 18.3x versus PepsiCo, Inc. at 28.3x. On forward P/E, National Beverage Corp. is actually cheaper at 17.9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: The Coca-Cola Company wins at 2.26x versus PepsiCo, Inc.'s 6.03x.

03

Which is the better long-term investment — FIZZ or KO or PEP?

Over the past 5 years, The Coca-Cola Company (KO) delivered a total return of +82.0%, compared to -13.0% for National Beverage Corp. (FIZZ). A $10,000 investment in KO five years ago would be worth approximately $18K today (assuming dividends reinvested). Over 10 years, the gap is even starker: FIZZ returned +155.4% versus PEP's +116.7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — FIZZ or KO or PEP?

By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at 0.04β versus PepsiCo, Inc.'s 0.14β — meaning PEP is approximately 219% more volatile than KO relative to the S&P 500. On balance sheet safety, National Beverage Corp. (FIZZ) carries a lower debt/equity ratio of 16% versus 2% for PepsiCo, Inc. — giving it more financial flexibility in a downturn.

05

Which has better profit margins — FIZZ or KO or PEP?

The Coca-Cola Company (KO) is the more profitable company, earning 27.3% net margin versus 8.8% for PepsiCo, Inc. — meaning it keeps 27.3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KO leads at 28.7% versus 12.2% for PEP. At the gross margin level — before operating expenses — KO leads at 61.6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

06

Is FIZZ or KO or PEP more undervalued right now?

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential. By this metric, The Coca-Cola Company (KO) is the more undervalued stock at a PEG of 2.26x versus PepsiCo, Inc.'s 6.03x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, National Beverage Corp. (FIZZ) trades at 17.9x forward P/E versus 25.3x for The Coca-Cola Company — 7.3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KO: 3.9% to $84.75.

07

Which pays a better dividend — FIZZ or KO or PEP?

All stocks in this comparison pay dividends. National Beverage Corp. (FIZZ) offers the highest yield at 8.9%, versus 2.5% for The Coca-Cola Company (KO).

08

Is FIZZ or KO or PEP better for a retirement portfolio?

For long-horizon retirement investors, The Coca-Cola Company (KO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.04), 2.5% yield, +128.4% 10Y return). Both have compounded well over 10 years (KO: +128.4%, PEP: +116.7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

09

What are the main differences between FIZZ and KO and PEP?

Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: FIZZ is a small-cap income-oriented stock; KO is a large-cap quality compounder stock; PEP is a large-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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Better Than Both

Find stocks that beat FIZZ and KO and PEP on the metrics you choose

Revenue Growth>
%
(FIZZ: 0.3% · KO: 2.4%)
Net Margin>
%
(FIZZ: 15.5% · KO: 27.3%)
P/E Ratio<
x
(FIZZ: 18.3x · KO: 26.8x)