Is Zevia Pbc Stock a Good Investment?
Zevia Pbc Investment Advice | ZVIA |
- Examine Zevia Pbc's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Zevia Pbc's leadership team and their track record. Good management can help Zevia Pbc navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Packaged Foods & Meats space and any emerging trends that could impact Zevia Pbc's business and its evolving consumer preferences.
- Compare Zevia Pbc's performance and market position to its competitors. Analyze how Zevia Pbc is positioned in terms of product offerings, innovation, and market share.
- Check if Zevia Pbc pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Zevia Pbc's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Zevia Pbc stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Zevia Pbc is a good investment.
Sell | Buy |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very risky | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Zevia Pbc Stock
Researching Zevia Pbc's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 13.0% of the company outstanding shares are owned by insiders. The book value of Zevia Pbc was at this time reported as 1.21. The company recorded a loss per share of 0.39. Zevia Pbc had not issued any dividends in recent years.
To determine if Zevia Pbc is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Zevia Pbc's research are outlined below:
| Zevia Pbc is way too risky over 90 days horizon | |
| Zevia Pbc appears to be risky and price may revert if volatility continues | |
| The company reported the previous year's revenue of 166.42 M. Net Loss for the year was (21.49 M) with profit before overhead, payroll, taxes, and interest of 67.9 M. | |
| Zevia Pbc currently holds about 49.65 M in cash with (16.27 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 1.13. | |
| Roughly 65.0% of the company outstanding shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Zevia PBC Q4 2024 Earnings Report Preview What To Expect |
Zevia Pbc uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Zevia Pbc. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Zevia Pbc's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 27th of February 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 27th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Zevia Pbc's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Zevia Pbc's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-08-07 | 2024-06-30 | -0.1 | -0.09 | 0.01 | 10 | ||
2024-11-06 | 2024-09-30 | -0.065 | -0.0406 | 0.0244 | 37 | ||
2022-11-10 | 2022-09-30 | -0.2 | -0.17 | 0.03 | 15 | ||
2023-02-28 | 2022-12-31 | -0.15 | -0.1 | 0.05 | 33 | ||
2023-08-08 | 2023-06-30 | -0.14 | -0.08 | 0.06 | 42 | ||
2021-07-23 | 2021-06-30 | -0.2 | -0.14 | 0.06 | 30 | ||
2022-05-12 | 2022-03-31 | -0.14 | -0.05 | 0.09 | 64 | ||
2023-05-09 | 2023-03-31 | -0.16 | -0.04 | 0.12 | 75 |
Know Zevia Pbc's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Zevia Pbc is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Zevia Pbc backward and forwards among themselves. Zevia Pbc's institutional investor refers to the entity that pools money to purchase Zevia Pbc's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Marshall Wace Asset Management Ltd | 2024-12-31 | 204.8 K | Renaissance Technologies Corp | 2024-12-31 | 150.7 K | The Colony Group Llc | 2024-12-31 | 142.9 K | Acadian Asset Management Llc | 2024-12-31 | 142.3 K | Jane Street Group Llc | 2024-12-31 | 126.7 K | Northern Trust Corp | 2024-12-31 | 119.4 K | Calamos Advisors Llc | 2024-12-31 | 112.4 K | Susquehanna International Group, Llp | 2024-12-31 | 112.1 K | Bridgeway Capital Management, Llc | 2024-12-31 | 110.6 K | Caisse De Depot Et Placement Du Quebec | 2024-12-31 | 22 M | Vanguard Group Inc | 2024-12-31 | 1.4 M |
Zevia Pbc's market capitalization trends
The company currently falls under 'Small-Cap' category with a current market capitalization of 210.37 M.Market Cap |
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Zevia Pbc's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.28) | (0.30) | |
| Return On Capital Employed | (0.53) | (0.55) | |
| Return On Assets | (0.27) | (0.29) | |
| Return On Equity | (0.28) | (0.29) |
Determining Zevia Pbc's profitability involves analyzing its financial statements and using various financial metrics to determine if Zevia Pbc is a good buy. For example, gross profit margin measures Zevia Pbc's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Zevia Pbc's profitability and make more informed investment decisions.
Zevia Pbc's Earnings Breakdown by Geography
Please note, the presentation of Zevia Pbc's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Zevia Pbc's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Zevia Pbc's management manipulating its earnings.
Evaluate Zevia Pbc's management efficiency
Zevia Pbc has return on total asset (ROA) of (0.1667) % which means that it has lost $0.1667 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.4434) %, meaning that it created substantial loss on money invested by shareholders. Zevia Pbc's management efficiency ratios could be used to measure how well Zevia Pbc manages its routine affairs as well as how well it operates its assets and liabilities. As of February 25, 2025, Return On Tangible Assets is expected to decline to -0.3. In addition to that, Return On Capital Employed is expected to decline to -0.55. At present, Zevia Pbc's Net Tangible Assets are projected to increase significantly based on the last few years of reporting. The current year's Other Assets is expected to grow to about 650.8 K, whereas Total Assets are forecasted to decline to about 86.2 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 1.10 | 1.15 | |
| Tangible Book Value Per Share | 1.04 | 1.09 | |
| Enterprise Value Over EBITDA | (2.36) | (2.48) | |
| Price Book Value Ratio | 1.02 | 1.07 | |
| Enterprise Value Multiple | (2.36) | (2.48) | |
| Price Fair Value | 1.02 | 1.07 | |
| Enterprise Value | 82.5 M | 78.4 M |
The operational strategies employed by Zevia Pbc management play a crucial role in its market positioning. Assessing these strategies alongside financial data helps us evaluate the stock's investment potential.
Beta 0.651 |
Basic technical analysis of Zevia Stock
As of the 25th of February, Zevia Pbc maintains the Market Risk Adjusted Performance of 1.86, mean deviation of 4.69, and Downside Deviation of 5.14. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Zevia Pbc, as well as the relationship between them.Zevia Pbc's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Zevia Pbc insiders, such as employees or executives, is commonly permitted as long as it does not rely on Zevia Pbc's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Zevia Pbc insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Zevia Pbc's Outstanding Corporate Bonds
Zevia Pbc issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Zevia Pbc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Zevia bonds can be classified according to their maturity, which is the date when Zevia Pbc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| ZIMMER BIOMET HLDGS Corp BondUS98956PAG72 | View | |
| ZIMMER BIOMET HLDGS Corp BondUS98956PAF99 | View | |
| US98956PAB85 Corp BondUS98956PAB85 | View | |
| ZIMMER BIOMET HLDGS Corp BondUS98956PAH55 | View | |
| ZBH 26 24 NOV 31 Corp BondUS98956PAV40 | View | |
| ZIMMER BIOMET HOLDINGS Corp BondUS98956PAT93 | View |
Understand Zevia Pbc's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Zevia Pbc's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.1044 | |||
| Market Risk Adjusted Performance | 1.86 | |||
| Mean Deviation | 4.69 | |||
| Semi Deviation | 4.65 | |||
| Downside Deviation | 5.14 | |||
| Coefficient Of Variation | 769.87 | |||
| Standard Deviation | 6.73 | |||
| Variance | 45.3 | |||
| Information Ratio | 0.1277 | |||
| Jensen Alpha | 0.8619 | |||
| Total Risk Alpha | 0.8189 | |||
| Sortino Ratio | 0.1673 | |||
| Treynor Ratio | 1.85 | |||
| Maximum Drawdown | 45.62 | |||
| Value At Risk | (8.37) | |||
| Potential Upside | 9.52 | |||
| Downside Variance | 26.39 | |||
| Semi Variance | 21.62 | |||
| Expected Short fall | (5.38) | |||
| Skewness | 2.1 | |||
| Kurtosis | 10.23 |
| Risk Adjusted Performance | 0.1044 | |||
| Market Risk Adjusted Performance | 1.86 | |||
| Mean Deviation | 4.69 | |||
| Semi Deviation | 4.65 | |||
| Downside Deviation | 5.14 | |||
| Coefficient Of Variation | 769.87 | |||
| Standard Deviation | 6.73 | |||
| Variance | 45.3 | |||
| Information Ratio | 0.1277 | |||
| Jensen Alpha | 0.8619 | |||
| Total Risk Alpha | 0.8189 | |||
| Sortino Ratio | 0.1673 | |||
| Treynor Ratio | 1.85 | |||
| Maximum Drawdown | 45.62 | |||
| Value At Risk | (8.37) | |||
| Potential Upside | 9.52 | |||
| Downside Variance | 26.39 | |||
| Semi Variance | 21.62 | |||
| Expected Short fall | (5.38) | |||
| Skewness | 2.1 | |||
| Kurtosis | 10.23 |
Consider Zevia Pbc's intraday indicators
Zevia Pbc intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Zevia Pbc stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Zevia Pbc Corporate Filings
| 13th of February 2025 Other Reports | ViewVerify | |
8K | 7th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 23rd of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 30th of September 2024 An amendment to a previously filed Form 8-K | ViewVerify |
Zevia Stock media impact
Far too much social signal, news, headlines, and media speculation about Zevia Pbc that are available to investors today. That information is available publicly through Zevia media outlets and privately through word of mouth or via Zevia internal channels. However, regardless of the origin, that massive amount of Zevia data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Zevia Pbc news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Zevia Pbc relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Zevia Pbc's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Zevia Pbc alpha.
Zevia Pbc Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Zevia Pbc can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Zevia Pbc Historical Investor Sentiment
Investor biases related to Zevia Pbc's public news can be used to forecast risks associated with an investment in Zevia. The trend in average sentiment can be used to explain how an investor holding Zevia can time the market purely based on public headlines and social activities around Zevia Pbc. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Zevia Pbc's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Zevia Pbc and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Zevia Pbc news discussions. The higher the estimate score, the more favorable the investor's outlook on Zevia Pbc.
Zevia Pbc Corporate Management
| Hany Mikhail | Chief Officer | Profile | |
| Stephanie Schonauer | Chief Officer | Profile | |
| Quincy Troupe | Chief Officer | Profile | |
| Stephanie Yuen | Controller | Profile | |
| Greig DeBow | Chief Officer | Profile | |
| Denise Beckles | Chief Officer | Profile |
Already Invested in Zevia Pbc?
The danger of trading Zevia Pbc is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Zevia Pbc is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Zevia Pbc. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Zevia Pbc is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Zevia Pbc offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Zevia Pbc's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Zevia Pbc Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Zevia Pbc Stock: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Zevia Pbc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. For information on how to trade Zevia Stock refer to our How to Trade Zevia Stock guide.You can also try the Money Flow Index module to determine momentum by analyzing Money Flow Index and other technical indicators.
Is Packaged Foods & Meats space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Zevia Pbc. If investors know Zevia will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Zevia Pbc listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (0.39) | Revenue Per Share | Quarterly Revenue Growth (0.16) | Return On Assets | Return On Equity |
The market value of Zevia Pbc is measured differently than its book value, which is the value of Zevia that is recorded on the company's balance sheet. Investors also form their own opinion of Zevia Pbc's value that differs from its market value or its book value, called intrinsic value, which is Zevia Pbc's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Zevia Pbc's market value can be influenced by many factors that don't directly affect Zevia Pbc's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Zevia Pbc's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Zevia Pbc is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Zevia Pbc's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.