COCO vs FIZZ

The Vita Coco Company, Inc. and National Beverage Corp., both Consumer Defensive

The Vita Coco Company, Inc. is the larger company at $4.8B against $3.4B. On trailing earnings FIZZ is the cheaper of the two at a P/E of 16.8 against 34.7, a gap that is only a bargain if the two are growing at similar rates. Over the past year COCO returned +91% against -29% for FIZZ.

The Vita Coco Company, Inc. and National Beverage Corp.compared on valuation, return and Ryufin’s Smart Score
FigureCOCOFIZZ
Last close$62.78$32.97
Market cap$4.8B$3.4B
Trailing P/Elower is cheaper for the same earnings, not automatically better34.716.8
1-year return+91%-29%
5-year returnn/a-18%
Ryufin Smart Scoresector-relative, 1–108/108/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

The Vita Coco Company, Inc.

Revenue of $216M in Q2 2026, net income $49M. Its largest reported line is Vita Coco Coconut Water, 80% of the disclosed total.

National Beverage Corp.

Revenue of $297M in Q4 2026, net income $40M.

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