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Upturn AI Summary - About
Zevia Pbc(ZVIA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ZVIA
10/23/2026: ZVIA (1-star) is currently NOT-A-BUY. Pass it for now.
Zevia Pbc is a publicly traded beverage company specializing in zero-calorie, sugar-free soft drinks and energy beverages. Its primary strength lies in a strong, mission-driven 'better-for-you' brand identity that resonates with health-conscious consumers. The company's main growth opportunity centers on expanding its product portfolio and increasing shelf space in major retail channels. However, it faces significant risks, including intense competition from global beverage giants and the operational challenge of achieving consistent profitability. Zevia may suit growth-oriented investors interested in the consumer health trend, but they should monitor the company's progress on margin improvement and distribution scaling as key indicators of long-term viability.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company is in a growth phase but faces stiff competition that makes market share capture uncertain. |
| Momentum investor | Weak fit | The stock has historically struggled to maintain sustained upward momentum. |
| Value investor | Weak fit | Current valuation metrics remain tied to growth expectations rather than established earnings multiples. |
| Dividend investor | Weak fit | Zevia does not pay a dividend and is reinvesting all capital for growth. |
| Low-risk investor | Weak fit | Small-cap, unprofitable growth companies carry significant volatility and risk. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | As a smaller consumer brand, the stock is susceptible to sharp price swings based on earnings reports and market sentiment. |
| Valuation risk | Medium / high | The stock's value is dependent on future growth, which may not materialize as anticipated. |
| Competition risk (Soda/Beverage incumbents) | High | Major competitors have vast resources to squeeze shelf space and outspend Zevia in marketing. |
| Business quality | Medium | While the brand has a clear mission, the business model faces high operational and distribution costs. |
| Dividend income | Low / none | Investors should not expect income from this stock. |
| Execution risk | Medium / high | The ability to scale distribution and reach profitability remains a key execution challenge for management. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 65.32% | Avg. Invested days 25 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 88.01M USD | Price to earnings Ratio - | 1Y Target Price 3.96 |
Price to earnings Ratio - | 1Y Target Price 3.96 | ||
Volume (30-day avg) 329.4K shares | Beta 0.93 | 52 Weeks Range 1.11 - 2.78 | Updated Date 10/23/2026 |
52 Weeks Range 1.11 - 2.78 | Updated Date 10/23/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.13 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Carbonated Soft Drinks | Revenue from the sale of various Zevia soda flavors to retail and e-commerce partners. | The main driver of revenue; success depends on keeping shelves stocked. |
| Other Beverages | Revenue from Zevia Energy, sparkling waters, and tea product lines. | Secondary revenue sources that aim to diversify the customer base beyond traditional soda drinkers. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE - | Enterprise Value 64.89M | Price to Sales(TTM) 0.52 |
Enterprise Value 64.89M | Price to Sales(TTM) 0.52 | ||
Enterprise Value to Revenue 0.38 | Enterprise Value to EBITDA -0.54 | Shares Outstanding 72.14M | Shares Floating 49.53M |
Shares Outstanding 72.14M | Shares Floating 49.53M | ||
Percent Insiders 6.47 | Percent Institutions 58.64 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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