COMP <GO>
FIZZ vs WMT // RETURN ON INVESTED CAPITAL (ROIC)
National Beverage Corp. (NASDAQ) VS. Walmart Inc. (NYSE) • 15-METRIC TALLY: FIZZ 9
— WMT 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: FIZZ
LAST: $35.02 (+2.19%) • MKT CAP: $3.28B
roic
65.60%
LAST: $121.25 (+2.09%) • MKT CAP: $961.97B
roic
20.14%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FIZZ VS. WMT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FIZZ | WMT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 37.00% | 25.23% | +11.77 | FIZZ | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 65.60% | 20.14% | +45.46 | FIZZ | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.8x | 22.5x | -10.70 | FIZZ | /valuation <GO> |
| Free Cash Flow Yield | 4.76% | 1.39% | +3.37 | FIZZ | /fcf-yield <GO> |
| Operating Margin | 19.50% | 4.39% | +15.11 | FIZZ | /operating-margins <GO> |
| Net Profit Margin | 15.60% | 3.00% | +12.60 | FIZZ | /net-margins <GO> |
| Revenue Growth (YoY) | -1.70% | 6.16% | -7.86 | WMT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.80% | -0.80 | WMT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 13.84 | 6.23 | +7.61 | FIZZ | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | WMT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.38% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.6 | 57.7 | +2.90 | FIZZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.57 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 35.5x | -18.90 | FIZZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.28B | $961.97B | -$958.69B | WMT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FIZZ REV | WMT REV | FIZZ GROSS % | WMT GROSS % | FIZZ FCF | WMT FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $713.16B | — | 24.9% | — | $14.92B |
| FY 2025 | $1.18B | $680.99B | 37.0% | 24.9% | $156.1M | $12.66B |
| FY 2024 | $1.20B | $648.13B | 37.0% | 24.4% | $170.4M | $15.12B |
| FY 2023 | $1.19B | $611.29B | — | 24.1% | $197.9M | $11.98B |
| FY 2022 | — | $572.75B | — | 25.1% | — | $11.07B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FIZZ // BETA —
WMT // BETA 0.57