DAVE vs FIZZ

Comparison between Dave Inc - Class A (DAVE, Company) and National Beverage Corp (FIZZ, Company).

DAVE is from the Technology sector, while FIZZ is from the Consumer Defensive sector.

5-Year PerformanceFIZZ has outperformed DAVE, delivering a return of -3.5% compared to -4.0%

DAVE vs FIZZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DAVE(COMPANY)	FIZZ(COMPANY)
Market Cap	$3.44B	$3.44B
Max Drawdown	99.01%	70.56%
Sharpe Ratio	0.62	-0.86
5Y Beta	2.31	0.12
Industry	Software - Application	Beverages - Non-alcoholic
P/E Ratio	18.27	18.82
Forward P/E	17.24	16.42
PEG Ratio	0.04	4.03
5Y Dividends CAGR	N/A	17.52%
5Y EPS CAGR	N/A	20.11%
Debt to Equity	0.00%	0.00%
Free Cash Flow Yield	9.48%	4.79%
P/S Ratio	5.65	2.89
P/B Ratio	16.80	5.86

Market Cap

DAVE

$3.44B

Winner

FIZZ

$3.44B

Max Drawdown

DAVE

99.01%

Winner

FIZZ

70.56%

Sharpe Ratio

Winner

DAVE

0.62

FIZZ

-0.86

5Y Beta

DAVE

2.31

Winner

FIZZ

0.12

Industry

DAVE

Software - Application

FIZZ

Beverages - Non-alcoholic

P/E Ratio

Winner

DAVE

18.27

FIZZ

18.82

Forward P/E

DAVE

17.24

Winner

FIZZ

16.42

PEG Ratio

Winner

DAVE

0.04

FIZZ

4.03

5Y Dividends CAGR

DAVE

N/A

FIZZ

17.52%

5Y EPS CAGR

DAVE

N/A

FIZZ

20.11%

Debt to Equity

DAVE

0.00%

FIZZ

0.00%

Free Cash Flow Yield

Winner

DAVE

9.48%

FIZZ

4.79%

P/S Ratio

DAVE

5.65

Winner

FIZZ

2.89

P/B Ratio

DAVE

16.80

Winner

FIZZ

5.86

DAVE vs FIZZ - Historical Returns

Returns include dividend reinvestment.

Period	DAVE	FIZZ
1 month	-2.11%	+4.55%
3 months	+18.35%	+2.21%
6 months	+24.75%	+9.80%
1 year	+23.46%	-20.23%
5 years(CAGR)	-3.98%	-3.51%
10 years(CAGR)	N/A	+5.63%
Max(CAGR)	-3.73%	+15.61%

DAVE

-2.11%

Winner

FIZZ

+4.55%

Winner

DAVE

+18.35%

FIZZ

+2.21%

Winner

DAVE

+24.75%

FIZZ

+9.80%

Winner

DAVE

+23.46%

FIZZ

-20.23%

5Y(CAGR)

DAVE

-3.98%

Winner

FIZZ

-3.51%

10Y(CAGR)

DAVE

N/A

FIZZ

+5.63%

Max(CAGR)

DAVE

-3.73%

Winner

FIZZ

+15.61%

DAVE vs FIZZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	DAVE	FIZZ
2026	+17.66%	+15.32%
2025	+156.53%	-24.79%
2024	+908.35%	-13.83%
2023	-9.43%	+6.81%
2022	-96.52%	-0.19%
2021	+4.59%	+13.64%
2020	N/A	+85.84%
2019	N/A	-29.90%
2018	N/A	-24.42%
2017	N/A	+94.60%
2016	N/A	+24.31%
2015	N/A	+102.95%
2014	N/A	+12.87%
2013	N/A	+39.23%
2012	N/A	+5.94%
2011	N/A	+18.51%
2010	N/A	+21.05%
2009	N/A	+52.31%
2008	N/A	+13.49%
2007	N/A	-36.94%
2006	N/A	+70.89%
2005	N/A	+17.57%
2004	N/A	+12.33%
2003	N/A	+5.78%
2002	N/A	+27.71%
2001	N/A	+36.40%
2000	N/A	+12.50%
1999	N/A	+1.54%

DAVE vs FIZZ Drawdown Comparison

The maximum drawdown for DAVE was -99.01%, occurring on May 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for FIZZ was -69.56%, occurring on Mar 23, 2020. Recovery took 849 trading sessions.

The current DAVE drawdown is -43.56%. The current FIZZ drawdown is -54.15%.

Rank	DAVE	FIZZ
#1	-99.01% Feb 1, 2022 - May 19, 2023	-69.56% Sep 11, 2017 - Jan 26, 2021
#2	-51.80% Dec 31, 2021 - Jan 28, 2022	-60.24% Jan 27, 2021 - Jan 2, 2026
#3	-2.70% Apr 27, 2021 - Sep 10, 2021	-58.57% Apr 4, 2007 - Sep 1, 2010
#4	-2.70% Sep 10, 2021 - Dec 31, 2021	-34.75% May 20, 2002 - Feb 25, 2004
#5	N/A	-33.86% Jul 13, 2006 - Mar 22, 2007
#6	N/A	-32.06% Jun 30, 2016 - Mar 9, 2017
#7	N/A	-32.05% May 15, 2000 - Jan 23, 2001
#8	N/A	-31.01% Mar 8, 2004 - Feb 7, 2006
#9	N/A	-30.27% Dec 29, 2015 - May 5, 2016
#10	N/A	-27.15% May 4, 2006 - Jul 13, 2006
#11	N/A	-24.19% Nov 12, 2014 - Sep 2, 2015
#12	N/A	-22.77% Dec 6, 2011 - Dec 3, 2012
#13	N/A	-21.91% Feb 14, 2014 - Oct 10, 2014
#14	N/A	-20.00% Jan 23, 2001 - Jun 1, 2001
#15	N/A	-13.63% Nov 4, 1999 - Mar 13, 2000

Correlation

Correlation between DAVE and FIZZ is -0.43 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.43

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