National Beverage Corp. vs Invesco Ltd. — how do they compare? National Beverage Corp. trades at $30.9 (market cap $2.89B), while Invesco Ltd. trades at $31.16 (market cap $13.85B). The key difference: Invesco Ltd. is far larger — about 4.8× National Beverage Corp.'s market cap, and Invesco Ltd. pays a 2.74% dividend while National Beverage Corp. pays none. Which is the better fit depends on your goals.
| FIZZ | IVZ | |
|---|---|---|
Market Cap | $2.89B | $13.85B |
Sector | Consumer Cyclical | Financials |
52-Week High | $46.75 | $32.01 |
52-Week Low | $30.53 | $20.67 |
Enterprise Value | $2.60B | $24.01B |
Dividend Yield | — | 2.74% |
Trailing returns across standard periods
Latest headlines on both assets
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 →Invesco provides investment-management services to retail (65% of managed assets) and institutional (35%) clients. At the end of August 2022, the firm had $1.416 trillion in assets under management spread among its equity (47% of AUM), balanced (5%), fixed-income (22%), alternative investment (14%), and money market (12%) operations. Passive products account for 32% of Invesco's total AUM, including 56% of the company's equity operations and 13% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside the U.S., with close to one third of its AUM sourced from Canada (2%), the U.K. (4%), continental Europe (11%), and Asia (15%).
Read more on IVZ →