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FIZZ vs. MNST
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Performance

FIZZ vs. MNST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in National Beverage Corp. (FIZZ) and Monster Beverage Corporation (MNST). The values are adjusted to include any dividend payments, if applicable.

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FIZZ vs. MNST - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FIZZ
National Beverage Corp.
5.52%-25.26%-8.04%6.86%2.65%13.39%77.14%-28.91%-23.92%93.79%
MNST
Monster Beverage Corporation
-5.49%45.87%-8.77%13.48%5.72%3.85%45.52%29.11%-22.23%42.74%

Fundamentals

Market Cap

FIZZ:

$3.15B

MNST:

$71.50B

EPS

FIZZ:

$2.01

MNST:

$1.93

PE Ratio

FIZZ:

16.76

MNST:

37.47

PEG Ratio

FIZZ:

6.39

MNST:

7.94

PS Ratio

FIZZ:

2.63

MNST:

8.61

PB Ratio

FIZZ:

5.33

MNST:

8.66

Total Revenue (TTM)

FIZZ:

$1.20B

MNST:

$8.29B

Gross Profit (TTM)

FIZZ:

$447.46M

MNST:

$4.63B

EBITDA (TTM)

FIZZ:

$253.94M

MNST:

$2.51B

Returns By Period

In the year-to-date period, FIZZ achieves a 5.52% return, which is significantly higher than MNST's -5.49% return. Over the past 10 years, FIZZ has underperformed MNST with an annualized return of 7.26%, while MNST has yielded a comparatively higher 12.42% annualized return.


FIZZ

1D
-0.44%
1M
-7.43%
YTD
5.52%
6M
-8.86%
1Y
-18.99%
3Y*
-11.89%
5Y*
-4.44%
10Y*
7.26%

MNST

1D
1.60%
1M
-15.05%
YTD
-5.49%
6M
7.65%
1Y
23.82%
3Y*
10.29%
5Y*
9.67%
10Y*
12.42%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

FIZZ vs. MNST — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FIZZ
FIZZ Risk / Return Rank: 1717
Overall Rank
FIZZ Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
FIZZ Sortino Ratio Rank: 1212
Sortino Ratio Rank
FIZZ Omega Ratio Rank: 1414
Omega Ratio Rank
FIZZ Calmar Ratio Rank: 2222
Calmar Ratio Rank
FIZZ Martin Ratio Rank: 2525
Martin Ratio Rank

MNST
MNST Risk / Return Rank: 7373
Overall Rank
MNST Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
MNST Sortino Ratio Rank: 6969
Sortino Ratio Rank
MNST Omega Ratio Rank: 6969
Omega Ratio Rank
MNST Calmar Ratio Rank: 7171
Calmar Ratio Rank
MNST Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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.


FIZZMNSTDifference

Sharpe ratio

Return per unit of total volatility

-0.74

1.04

-1.77

Sortino ratio

Return per unit of downside risk

-0.95

1.53

-2.47

Omega ratio

Gain probability vs. loss probability

0.89

1.20

-0.31

Calmar ratio

Return relative to maximum drawdown

-0.59

1.43

-2.01

Martin ratio

Return relative to average drawdown

-0.96

5.21

-6.17

FIZZ vs. MNST - Sharpe Ratio Comparison

The current FIZZ Sharpe Ratio is -0.74, which is lower than the MNST Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of FIZZ and MNST, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FIZZMNSTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.74

1.04

-1.77

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.15

0.41

-0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.18

0.48

-0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.29

0.59

-0.30

Correlation

The correlation between FIZZ and MNST is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

FIZZ vs. MNST - Dividend Comparison

Neither FIZZ nor MNST has paid dividends to shareholders.


TTM2025202420232022202120202019201820172016
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%

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


FIZZMNSTDifference

Max Drawdown

Largest 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 (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 Drawdown

Current decline from peak

-57.81%

-16.39%

-41.42%

Average Drawdown

Average peak-to-trough decline

-28.40%

-20.76%

-7.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.54%

4.84%

+15.70%

Volatility

FIZZ vs. MNST - Volatility Comparison

National Beverage Corp. (FIZZ) has a higher volatility of 7.61% compared to Monster Beverage Corporation (MNST) at 6.66%. This indicates that FIZZ's price experiences larger fluctuations and is considered to be riskier 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


FIZZMNSTDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.61%

6.66%

+0.95%

Volatility (6M)

Calculated over the trailing 6-month period

17.72%

16.11%

+1.61%

Volatility (1Y)

Calculated over the trailing 1-year period

25.84%

23.11%

+2.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.73%

23.76%

+6.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

39.74%

26.17%

+13.57%

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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


500.00M1.00B1.50B2.00B20222023202420252026
264.59M
2.13B
(FIZZ) Total Revenue
(MNST) Total Revenue
Values in USD except per share items

FIZZ vs. MNST - Profitability Comparison

The chart below illustrates the profitability comparison between National Beverage Corp. and Monster Beverage Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%35.0%40.0%45.0%50.0%55.0%20222023202420252026
37.7%
55.5%
Portfolio components
FIZZ - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 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 Apr 2026, Monster Beverage Corporation reported a gross profit of 1.18B and revenue of 2.13B. Therefore, the gross margin over that period was 55.5%.

FIZZ - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 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 Apr 2026, Monster Beverage Corporation reported an operating income of 542.63M and revenue of 2.13B, resulting in an operating margin of 25.5%.

FIZZ - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 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 Apr 2026, Monster Beverage Corporation reported a net income of 449.19M and revenue of 2.13B, resulting in a net margin of 21.1%.