Aspen Aerogels Inc vs National Beverage Corp. — how do they compare? Aspen Aerogels Inc trades at $5.09 (market cap $427.65M), while National Beverage Corp. trades at $30.58 (market cap $3.17B). The key difference: National Beverage Corp. is far larger — about 7.4× Aspen Aerogels Inc's market cap, and Aspen Aerogels Inc is trading nearer its 52-week high, National Beverage Corp. nearer its low. Which is the better fit depends on your goals.
| ASPN | FIZZ | |
|---|---|---|
Market Cap | $427.65M | $3.17B |
Sector | Technology | Consumer Cyclical |
52-Week High | $8.82 | $47.69 |
52-Week Low | $2.57 | $31.00 |
Enterprise Value | $382.60M | $2.87B |
Signals from Pluang's Aura AI — not financial advice
ASPN trades at $5.16, down 1.53% on the day, with a bearish technical signal despite oversold RSI readings. The company reported a Q1 2026 loss of $0.28 per share, missing estimates, but revenue beat expectations. Recent news includes a 2025 Supplier of the Year award from General Motors and the staged restart of its East Providence facility. Financials show significant net losses but improving cash flow trends into 2026.
Outlook remains challenging with persistent losses and negative margins, though analyst consensus is strongly bullish (83% buy ratings). Key risks include execution on facility restarts and EV demand volatility. The stock offers high-risk growth potential if operational improvements and electrification trends accelerate profitability.
National Beverage Corp (FIZZ) trades at $33.82, up 3.93% today, showing mixed signals with bearish technical indicators but strong profitability metrics including 15.56% net margin and 34.03% ROE. Recent Q2 2026 earnings missed expectations, but the company declared a $3.25 special dividend payable July 30, 2026. Cash flow trends show volatility, with 2025 net cash flow negative $133 million due to significant financing outflows.
The outlook remains cautious with analyst consensus leaning bearish (50% sell ratings) despite solid fundamentals. Key risks include competitive pressures and consumer weakness, while the special dividend provides near-term shareholder value. Investors should weigh strong profitability against recent earnings misses and negative cash flow trends.
Trailing returns across standard periods
Aspen Aerogels is an aerogel technology company that designs high-performance insulation. Its products are used in energy infrastructure and electric vehicles to provide thermal management and fire protection.
Read more on ASPN →National Beverage Corp is one of the top 10 non-alcoholic beverage companies in the U.S. Its portfolio skews toward functional drinks (that is those purporting to offer health benefits) and is anchored by the popular LaCroix sparkling water trademark. Other offerings include Rip It energy drinks, Everfresh juices, and soda brands like Shasta and Faygo. The firm controls most of its production and distribution apparatus, with very little outsourcing. In terms of go-to-market, it uses warehouse distribution for big-box retailers, direct-store-delivery for convenience stores and other small outlets, and food-service distributors for the food-service channel (schools, hospitals, restaurants). It is controlled by chairman and CEO Nick Caporella, who owns over 73% of the common stock.
Read more on FIZZ →