FIZZ vs. MNST
FIZZ (National Beverage Corp.) and MNST (Monster Beverage Corporation) are both stocks. Both operate in the Beverages - Non-Alcoholic industry within the Consumer Defensive sector. Over the past 10 years, FIZZ returned 5.77%/yr vs 13.33%/yr for MNST. At a 0.21 correlation, their price movements are largely independent.
Performance
FIZZ vs. MNST - Performance Comparison
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Returns By Period
In the year-to-date period, FIZZ achieves a 12.67% return, which is significantly lower than MNST's 16.13% return. Over the past 10 years, FIZZ has underperformed MNST with an annualized return of 5.77%, while MNST has yielded a comparatively higher 13.33% annualized return.
FIZZ
- 1D
- 1.01%
- 1M
- 3.46%
- YTD
- 12.67%
- 6M
- 2.22%
- 1Y
- -21.72%
- 3Y*
- -7.97%
- 5Y*
- -3.86%
- 10Y*
- 5.77%
MNST
- 1D
- 0.91%
- 1M
- 18.40%
- YTD
- 16.13%
- 6M
- 20.35%
- 1Y
- 39.15%
- 3Y*
- 14.39%
- 5Y*
- 13.30%
- 10Y*
- 13.33%
FIZZ vs. MNST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FIZZ National Beverage Corp. | 12.67% | -25.26% | -8.04% | 6.86% | 2.65% | 13.39% | 77.14% | -28.91% | -23.92% | 93.79% |
MNST Monster Beverage Corporation | 16.13% | 45.87% | -8.77% | 13.48% | 5.72% | 3.85% | 45.52% | 29.11% | -22.23% | 42.74% |
Correlation
The correlation between FIZZ and MNST is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.32 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Aug 21, 1995 | 0.21 |
The correlation between FIZZ and MNST shifts across timeframes, from 0.21 (all time) to 0.36 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
FIZZ:
$3.36B
MNST:
$87.99B
FIZZ:
$2.01
MNST:
$2.06
FIZZ:
17.89
MNST:
43.21
FIZZ:
6.83
MNST:
3.38
FIZZ:
2.81
MNST:
9.98
FIZZ:
5.69
MNST:
10.08
FIZZ:
$1.20B
MNST:
$8.79B
FIZZ:
$447.46M
MNST:
$4.88B
FIZZ:
$253.94M
MNST:
$2.70B
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Return for Risk
FIZZ vs. MNST — Risk / Return Rank
FIZZ
MNST
FIZZ vs. MNST - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for National Beverage Corp. (FIZZ) and Monster Beverage Corporation (MNST). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FIZZ | MNST | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.33 | ||
| Sortino ratioReturn per unit of downside risk | -3.46 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.30 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.65 | 2.22 | -2.87 |
| Martin ratioReturn relative to average drawdown | -0.93 | 6.31 | -7.23 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FIZZ | MNST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.84 | 1.49 | -2.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | 0.54 | -0.67 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | 0.51 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.29 | 0.60 | -0.31 |
Drawdowns
FIZZ vs. MNST - Drawdown Comparison
The maximum FIZZ drawdown since its inception was -69.59%, roughly equal to the maximum MNST drawdown of -69.17%. Use the drawdown chart below to compare losses from any high point for FIZZ and MNST.
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Drawdown Indicators
| FIZZ | MNST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.59% | -69.17% | -0.42% |
Max Drawdown (1Y)Largest decline over 1 year | -33.61% | -17.70% | -15.91% |
Max Drawdown (3Y)Largest decline over 3 years | -40.08% | -26.04% | -14.04% |
Max Drawdown (5Y)Largest decline over 5 years | -43.05% | -26.62% | -16.43% |
Max Drawdown (10Y)Largest decline over 10 years | -69.59% | -30.42% | -39.17% |
Current DrawdownCurrent decline from peak | -54.96% | -0.22% | -54.74% |
Average DrawdownAverage peak-to-trough decline | -28.54% | -20.68% | -7.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.46% | 6.25% | +17.21% |
Volatility
FIZZ vs. MNST - Volatility Comparison
The current volatility for National Beverage Corp. (FIZZ) is 7.06%, while Monster Beverage Corporation (MNST) has a volatility of 13.66%. This indicates that FIZZ experiences smaller price fluctuations and is considered to be less risky than MNST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FIZZ | MNST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 13.66% | -6.60% |
Volatility (6M)Calculated over the trailing 6-month period | 16.45% | 19.99% | -3.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.99% | 26.34% | -0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.87% | 24.59% | +5.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 39.60% | 26.25% | +13.35% |
Dividends
FIZZ vs. MNST - Dividend Comparison
Neither FIZZ nor MNST has paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FIZZ National Beverage Corp. | 0.00% | 0.00% | 7.62% | 0.00% | 0.00% | 6.62% | 7.07% | 0.00% | 4.04% | 1.54% | 2.94% |
MNST Monster Beverage Corporation | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
FIZZ vs. MNST - Financials Comparison
This section allows you to compare key financial metrics between National Beverage Corp. and Monster Beverage Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
FIZZ vs. MNST - Profitability Comparison
FIZZ - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, National Beverage Corp. reported a gross profit of 99.60M and revenue of 264.59M. Therefore, the gross margin over that period was 37.7%.
MNST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported a gross profit of 1.29B and revenue of 2.35B. Therefore, the gross margin over that period was 55.0%.
FIZZ - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, National Beverage Corp. reported an operating income of 51.15M and revenue of 264.59M, resulting in an operating margin of 19.3%.
MNST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported an operating income of 729.96M and revenue of 2.35B, resulting in an operating margin of 31.0%.
FIZZ - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, National Beverage Corp. reported a net income of 41.21M and revenue of 264.59M, resulting in a net margin of 15.6%.
MNST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Monster Beverage Corporation reported a net income of 569.49M and revenue of 2.35B, resulting in a net margin of 24.2%.
Frequently Asked Questions
FIZZ and MNST have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MNST has higher volatility (13.66%) compared to FIZZ (7.06%). In terms of maximum drawdown, FIZZ dropped -69.59% vs MNST's -69.17%.
MNST currently has the higher Sharpe Ratio (1.49 vs -0.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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