National Beverage Corp. vs J M Smucker Co — how do they compare? National Beverage Corp. trades at $30.9 (market cap $2.89B), while J M Smucker Co trades at $117.5 (market cap $12.54B). The key difference: J M Smucker Co is far larger — about 4.3× National Beverage Corp.'s market cap, and J M Smucker Co pays a 3.82% dividend while National Beverage Corp. pays none. Which is the better fit depends on your goals.
| FIZZ | SJM | |
|---|---|---|
Market Cap | $2.89B | $12.54B |
Sector | Consumer Cyclical | Consumer Staples |
52-Week High | $46.75 | $126.35 |
52-Week Low | $30.53 | $89.53 |
Enterprise Value | $2.60B | $19.57B |
Dividend Yield | — | 3.82% |
Trailing returns across standard periods
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 →J.M. Smucker is a packaged food company that primarily operates in the U.S. retail channel (87% of fiscal 2022 revenue), but also in U.S. food-service (7%), and international (6%). Its largest segment is pet food and treats (36% of 2022 revenue), with popular brands such as Milk-Bone, Meow Mix, 9Lives, Kibbles 'n Bits, Nature's Recipe, and Rachael Ray Nutrish. Its second-largest category is coffee (35% across channels) with the number-two brand Folgers and number-six Dunkin'. Other large categories are peanut butter (10%), with number-one Jif, fruit spreads (5%) with number-one Smucker's, and frozen hand-held foods (6%) with number-one Uncrustables.
Read more on SJM →