Beverages - Alcoholic
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IBG vs FIZZ
Revenue, margins, valuation, and 5-year total return — side by side.
Beverages - Non-Alcoholic
IBG vs FIZZ — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Beverages - Alcoholic | Beverages - Non-Alcoholic |
| Market Cap | $1M | $3.29B |
| Revenue (TTM) | $8M | $1.20B |
| Net Income (TTM) | $-6M | $187M |
| Gross Margin | 11.3% | 37.2% |
| Operating Margin | -71.3% | 19.7% |
| Forward P/E | — | 17.6x |
| Total Debt | $184K | $72M |
| Cash & Equiv. | $620K | $194M |
IBG vs FIZZ — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Sep 24 | May 26 | Return |
|---|---|---|---|
| Innovation Beverage… (IBG) | 100 | 1.7 | -98.3% |
| National Beverage C… (FIZZ) | 100 | 74.9 | -25.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IBG vs FIZZ
Each card shows where this stock fits in a portfolio — not just who wins on paper.
In this particular matchup, IBG is outpaced on most metrics by others in the set.
FIZZ carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 4 yrs, beta 0.29, yield 9.2%
- Rev growth 0.8%, EPS growth 5.3%, 3Y rev CAGR 1.8%
- 82.6% 10Y total return vs IBG's -98.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 0.8% revenue growth vs IBG's -6.9% | |
| Quality / Margins | 15.6% margin vs IBG's -80.0% | |
| Stability / Safety | Beta 0.29 vs IBG's 1.13 | |
| Dividends | 9.2% yield; 4-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | -19.4% vs IBG's -95.8% | |
| Efficiency (ROA) | 27.1% ROA vs IBG's -124.5%, ROIC 57.9% vs -87.3% |
IBG vs FIZZ — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
FIZZ leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
FIZZ is the larger business by revenue, generating $1.2B annually — 156.2x IBG's $8M. FIZZ is the more profitable business, keeping 15.6% of every revenue dollar as net income compared to IBG's -80.0%. On growth, FIZZ holds the edge at -1.0% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $8M | $1.2B |
| EBITDAEarnings before interest/tax | -$5M | $258M |
| Net IncomeAfter-tax profit | -$6M | $187M |
| Free Cash FlowCash after capex | -$3M | $157M |
| Gross MarginGross profit ÷ Revenue | +11.3% | +37.2% |
| Operating MarginEBIT ÷ Revenue | -71.3% | +19.7% |
| Net MarginNet income ÷ Revenue | -80.0% | +15.6% |
| FCF MarginFCF ÷ Revenue | -37.0% | +13.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -38.6% | -1.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +39.3% | 0.0% |
Valuation Metrics
IBG leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $1M | $3.3B |
| Enterprise ValueMkt cap + debt − cash | $966,549 | $3.2B |
| Trailing P/EPrice ÷ TTM EPS | -0.54x | 17.67x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 17.56x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.37x |
| EV / EBITDAEnterprise value multiple | — | 12.37x |
| Price / SalesMarket cap ÷ Revenue | 0.48x | 2.74x |
| Price / BookPrice ÷ Book value/share | 0.54x | 7.42x |
| Price / FCFMarket cap ÷ FCF | — | 19.32x |
Profitability & Efficiency
FIZZ leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
FIZZ delivers a 39.3% return on equity — every $100 of shareholder capital generates $39 in annual profit, vs $-10 for IBG. IBG carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to FIZZ's 0.16x. On the Piotroski fundamental quality scale (0–9), FIZZ scores 5/9 vs IBG's 3/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -10.1% | +39.3% |
| ROA (TTM)Return on assets | -124.5% | +27.1% |
| ROICReturn on invested capital | -87.3% | +57.9% |
| ROCEReturn on capital employed | -155.2% | +40.4% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 5 |
| Debt / EquityFinancial leverage | 0.07x | 0.16x |
| Net DebtTotal debt minus cash | -$435,590 | -$122M |
| Cash & Equiv.Liquid assets | $619,944 | $194M |
| Total DebtShort + long-term debt | $184,354 | $72M |
| Interest CoverageEBIT ÷ Interest expense | -13.53x | — |
Total Returns (Dividends Reinvested)
FIZZ leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in FIZZ five years ago would be worth $8,683 today (with dividends reinvested), compared to $116 for IBG. Over the past 12 months, FIZZ leads with a -19.4% total return vs IBG's -95.8%. The 3-year compound annual growth rate (CAGR) favors FIZZ at -9.4% vs IBG's -77.4% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -91.1% | +11.1% |
| 1-Year ReturnPast 12 months | -95.8% | -19.4% |
| 3-Year ReturnCumulative with dividends | -98.8% | -25.7% |
| 5-Year ReturnCumulative with dividends | -98.8% | -13.2% |
| 10-Year ReturnCumulative with dividends | -98.8% | +82.6% |
| CAGR (3Y)Annualised 3-year return | -77.4% | -9.4% |
Risk & Volatility
FIZZ leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
FIZZ is the less volatile stock with a 0.29 beta — it tends to amplify market swings less than IBG's 1.13 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. FIZZ currently trades 73.4% from its 52-week high vs IBG's 2.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.13x | 0.29x |
| 52-Week HighHighest price in past year | $36.50 | $47.89 |
| 52-Week LowLowest price in past year | $0.84 | $31.21 |
| % of 52W HighCurrent price vs 52-week peak | +2.3% | +73.4% |
| RSI (14)Momentum oscillator 0–100 | 33.8 | 56.8 |
| Avg Volume (50D)Average daily shares traded | 790K | 220K |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
FIZZ is the only dividend payer here at 9.23% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Sell |
| Price TargetConsensus 12-month target | — | $34.00 |
| # AnalystsCovering analysts | — | 8 |
| Dividend YieldAnnual dividend ÷ price | — | +9.2% |
| Dividend StreakConsecutive years of raises | — | 4 |
| Dividend / ShareAnnual DPS | — | $3.25 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
FIZZ leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). IBG leads in 1 (Valuation Metrics).
IBG vs FIZZ: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is IBG or FIZZ a better buy right now?
For growth investors, National Beverage Corp.
(FIZZ) is the stronger pick with 0. 8% revenue growth year-over-year, versus -6. 9% for Innovation Beverage Group Limited (IBG). National Beverage Corp. (FIZZ) offers the better valuation at 17. 7x trailing P/E (17. 6x forward), making it the more compelling value choice. Analysts rate National Beverage Corp. (FIZZ) a "Sell" — based on 8 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.
02Which is the better long-term investment — IBG or FIZZ?
Over the past 5 years, National Beverage Corp.
(FIZZ) delivered a total return of -13. 2%, compared to -98. 8% for Innovation Beverage Group Limited (IBG). Over 10 years, the gap is even starker: FIZZ returned +82. 6% versus IBG's -98. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — IBG or FIZZ?
By beta (market sensitivity over 5 years), National Beverage Corp.
(FIZZ) is the lower-risk stock at 0. 29β versus Innovation Beverage Group Limited's 1. 13β — meaning IBG is approximately 294% more volatile than FIZZ relative to the S&P 500. On balance sheet safety, Innovation Beverage Group Limited (IBG) carries a lower debt/equity ratio of 7% versus 16% for National Beverage Corp. — giving it more financial flexibility in a downturn.
04Which is growing faster — IBG or FIZZ?
By revenue growth (latest reported year), National Beverage Corp.
(FIZZ) is pulling ahead at 0. 8% versus -6. 9% for Innovation Beverage Group Limited (IBG). On earnings-per-share growth, the picture is similar: National Beverage Corp. grew EPS 5. 3% year-over-year, compared to -16. 5% for Innovation Beverage Group Limited. Over a 3-year CAGR, FIZZ leads at 1. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — IBG or FIZZ?
National Beverage Corp.
(FIZZ) is the more profitable company, earning 15. 6% net margin versus -87. 7% for Innovation Beverage Group Limited — meaning it keeps 15. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: FIZZ leads at 19. 6% versus -88. 2% for IBG. At the gross margin level — before operating expenses — FIZZ leads at 37. 0%, 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.
06Which pays a better dividend — IBG or FIZZ?
In this comparison, FIZZ (9.
2% yield) pays a dividend. IBG does not pay a meaningful dividend and should not be held primarily for income.
07Is IBG or FIZZ better for a retirement portfolio?
For long-horizon retirement investors, National Beverage Corp.
(FIZZ) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 29), 9. 2% yield). Both have compounded well over 10 years (FIZZ: +82. 6%, IBG: -98. 8%), 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.
08What are the main differences between IBG and FIZZ?
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: IBG is a small-cap quality compounder stock; FIZZ is a small-cap deep-value stock. FIZZ pays a dividend while IBG does not, making them suitable for different income and tax situations. 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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