National Beverage (NASDAQ: FIZZ) and FEMSA (NYSE:FMX) are both consumer staples companies, but which is the better investment? We will compare the two companies based on the strength of their risk, valuation, dividends, analyst recommendations, earnings, profitability and institutional ownership.
Volatility & Risk
National Beverage has a beta of 0.93, indicating that its stock price is 7% less volatile than the S&P 500. Comparatively, FEMSA has a beta of 0.53, indicating that its stock price is 47% less volatile than the S&P 500.
FEMSA pays an annual dividend of $1.42 per share and has a dividend yield of 1.7%. National Beverage does not pay a dividend. FEMSA pays out 23.5% of its earnings in the form of a dividend.
This is a summary of current recommendations for National Beverage and FEMSA, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
National Beverage presently has a consensus target price of $100.00, suggesting a potential upside of 14.34%. FEMSA has a consensus target price of $115.75, suggesting a potential upside of 35.65%. Given FEMSA’s stronger consensus rating and higher possible upside, analysts clearly believe FEMSA is more favorable than National Beverage.
This table compares National Beverage and FEMSA’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Valuation & Earnings
This table compares National Beverage and FEMSA’s revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|National Beverage||$826.92 million||4.93||$107.04 million||$2.29||38.19|
|FEMSA||$24.42 billion||1.25||$2.16 billion||$6.03||14.15|
FEMSA has higher revenue and earnings than National Beverage. FEMSA is trading at a lower price-to-earnings ratio than National Beverage, indicating that it is currently the more affordable of the two stocks.
Institutional & Insider Ownership
23.9% of National Beverage shares are held by institutional investors. Comparatively, 20.1% of FEMSA shares are held by institutional investors. 75.2% of National Beverage shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.
National Beverage beats FEMSA on 9 of the 16 factors compared between the two stocks.
National Beverage Company Profile
National Beverage Corp., through its subsidiaries, develops, produces, markets, and sells a portfolio of flavored beverage products in North America and internationally. The company offers beverages to the active and health-conscious consumers, including sparkling waters under the LaCroix, LaCroix Cúrate, LaCroix NiCola, and Shasta Sparkling Water brand names; energy drinks and shots under the Rip It brand name; juice and juice-based products under the Everfresh, Everfresh Premier Varietals, and Mr. Pure brand names; and carbonated soft drinks in various flavors comprising regular, sugar-free, and reduced-calorie options under the Shasta and Faygo brands. It serves retailers, as well as various up-and-down-the-street accounts through the take-home, convenience, and food-service distribution channels. The company sells and markets its products through an internal sales force, as well as specialized broker networks. National Beverage Corp. was founded in 1985 and is based in Fort Lauderdale, Florida. National Beverage Corp. is a subsidiary of IBS Partners, Ltd.
FEMSA Company Profile
Fomento Económico Mexicano, S.A.B. de C.V., through its subsidiaries, operates as a bottler of Coca-Cola trademark beverages and a chain of small-format stores. The company produces, markets, distributes, and sells Coca-Cola trademark beverages, including sparkling beverages, such as colas and flavored sparkling beverages; and waters and still beverages comprising juice, coffee, tea, milk, value-added dairy, sports, energy, and plant-based drinks. It also operates small-box retail chain stores in Mexico, Colombia, and the United States under the OXXO and Big John names; retail service stations for fuels, motor oils, lubricants, and car care products in Mexico under the OXXO GAS name; and drugstores in Chile, Colombia, and Mexico under the Cruz Verde, YZA, La Moderna, and Farmacon names. In addition, the company engages in the production and distribution of coolers, commercial refrigeration equipment, and plastic cases, as well as food processing, preservation, and weighing equipment; and provision of logistic transportation and maintenance, point-of-sale refrigeration, and plastics solutions. As of December 31, 2017, it operated 16,526 OXXO small-format stores in Mexico and Colombia, and 51 stores in Chile; 1,123 points of sale in Mexico, 882 in Chile, and 220 in Colombia; and 452 service stations in Mexico. Fomento Económico Mexicano, S.A.B. de C.V. was founded in 1890 and is headquartered in Monterrey, Mexico.
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