COMP <GO>
FIZZ vs PEP // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
National Beverage Corp. (NASDAQ) VS. PepsiCo Inc. (NASDAQ) • 15-METRIC TALLY: FIZZ 8
— PEP 4
■ METRIC PARITY
LAST: $35.02 (+2.19%) • MKT CAP: $3.28B
options-implied-move
—
LAST: $133.79 (+0.88%) • MKT CAP: $182.32B
options-implied-move
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FIZZ VS. PEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FIZZ | PEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 37.00% | 54.10% | -17.10 | PEP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 65.60% | 17.00% | +48.60 | FIZZ | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.8x | 14.3x | -2.50 | FIZZ | /valuation <GO> |
| Free Cash Flow Yield | 4.76% | 4.31% | +0.45 | FIZZ | /fcf-yield <GO> |
| Operating Margin | 19.50% | 12.20% | +7.30 | FIZZ | /operating-margins <GO> |
| Net Profit Margin | 15.60% | 8.80% | +6.80 | FIZZ | /net-margins <GO> |
| Revenue Growth (YoY) | -1.70% | 2.30% | -4.00 | PEP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 4.19% | -4.19 | PEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 13.84 | 3.38 | +10.46 | FIZZ | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.6 | 52.4 | +8.20 | FIZZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.89 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 20.6x | -4.00 | FIZZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.28B | $182.32B | -$179.04B | PEP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FIZZ REV | PEP REV | FIZZ GROSS % | PEP GROSS % | FIZZ FCF | PEP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.18B | $93.92B | 37.0% | 54.1% | $156.1M | $7.86B |
| FY 2024 | $1.20B | $91.85B | 37.0% | 54.6% | $170.4M | $8.37B |
| FY 2023 | $1.19B | $91.47B | — | — | $197.9M | $9.33B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FIZZ // BETA —
PEP // BETA 0.89