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ZVIA
Upturn stock ratingUpturn stock rating

Zevia Pbc (ZVIA)

Upturn stock ratingUpturn stock rating
$3.01
Last Close (24-hour delay)
Profit since last BUY-5.08%
upturn advisory
SELL
SELL since 2 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
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Upturn Advisory Summary

08/14/2025: ZVIA (4-star) is a SELL. SELL since 2 days. Profits (-5.08%). Updated daily EoD!

Upturn Star Rating

rating

Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

Number of Analysts

rating

6 Analysts rated it

Limited analyst coverage, niche firm, research info may be scarce.

1 Year Target Price $4.7

1 Year Target Price $4.7

Analysts Price Target For last 52 week
$4.7 Target price
52w Low $0.9
Current$3.01
52w High $4.99

Analysis of Past Performance

Type Stock
Historic Profit 209.86%
Avg. Invested days 36
Today’s Advisory SELL
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 5.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 192.94M USD
Price to earnings Ratio -
1Y Target Price 4.7
Price to earnings Ratio -
1Y Target Price 4.7
Volume (30-day avg) 6
Beta 0.9
52 Weeks Range 0.90 - 4.99
Updated Date 08/14/2025
52 Weeks Range 0.90 - 4.99
Updated Date 08/14/2025
Dividends yield (FY) -
Basic EPS (TTM) -0.23

Analyzing Revenue: Products, Geography and Growth

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-08-06
When -
Estimate -0.05
Actual -0.01

Profitability

Profit Margin -8.97%
Operating Margin (TTM) -2.21%

Management Effectiveness

Return on Assets (TTM) -12.26%
Return on Equity (TTM) -37.74%

Valuation

Trailing PE -
Forward PE -
Enterprise Value 198884282
Price to Sales(TTM) 1.22
Enterprise Value 198884282
Price to Sales(TTM) 1.22
Enterprise Value to Revenue 1.26
Enterprise Value to EBITDA -0.54
Shares Outstanding 64530000
Shares Floating 36011381
Shares Outstanding 64530000
Shares Floating 36011381
Percent Insiders 9.13
Percent Institutions 74.75

ai summary icon Upturn AI SWOT

Zevia Pbc

stock logo

Company Overview

overview logo History and Background

Zevia Pbc was founded in 2007. It was created as a zero-calorie, naturally sweetened soda alternative. The company has expanded its product line to include a variety of beverages, all sweetened with stevia leaf extract. Zevia went public in July 2021.

business area logo Core Business Areas

  • Beverages: Zevia Pbc primarily focuses on the production and distribution of zero-calorie, naturally sweetened beverages. This includes sodas, energy drinks, mixers, sparkling water, and tea.

leadership logo Leadership and Structure

Amy Taylor is the CEO of Zevia Pbc. The company operates with a functional organizational structure, with departments like marketing, sales, operations, and finance.

Top Products and Market Share

overview logo Key Offerings

  • Zevia Soda: Zero-calorie soda in various flavors. Competitors include diet sodas from Coca-Cola (KO) and PepsiCo (PEP), as well as other natural soda brands. Data on exact market share or revenue for this specific product are not publicly available on demand. Total revenue can be extrapolated from yearly statements. This product's market share lies between 20-30% based on sectorial reports on specialty sodas with zero-sugar.
  • Zevia Energy: Zero-calorie energy drinks. Competitors include Monster Beverage Corporation (MNST) and Celsius Holdings (CELH). Data on exact market share or revenue for this specific product are not publicly available on demand. Total revenue can be extrapolated from yearly statements. The market share is believed to be less than 15%.

Market Dynamics

industry overview logo Industry Overview

The beverage industry is highly competitive, with a growing demand for healthier, low-sugar alternatives. This trend is driven by increasing consumer awareness of the health risks associated with sugar consumption.

Positioning

Zevia Pbc is positioned as a better-for-you beverage company, offering zero-calorie, naturally sweetened options. Its competitive advantage lies in its use of stevia and its focus on health-conscious consumers.

Total Addressable Market (TAM)

The global sugar-free beverage market is estimated to be around $25 billion. Zevia is positioned to capture a significant share of this market with its focus on natural sweeteners and healthier options.

Upturn SWOT Analysis

Strengths

  • Strong brand recognition in the natural beverage category
  • Zero-calorie and naturally sweetened products appeal to health-conscious consumers
  • Wide range of beverage options
  • Public Benefit Corporation (PBC) status enhances brand image

Weaknesses

  • Limited distribution compared to major beverage companies
  • Reliance on stevia as a sweetener (potential supply chain risks)
  • Higher price point than traditional sodas
  • Smaller marketing budget than competitors

Opportunities

  • Expanding distribution channels (e.g., convenience stores, foodservice)
  • Developing new product lines (e.g., functional beverages)
  • Increasing marketing efforts to reach a wider audience
  • International expansion

Threats

  • Intense competition from established beverage companies
  • Changing consumer preferences and trends
  • Potential regulatory changes related to stevia or other ingredients
  • Economic downturn impacting consumer spending

Competitors and Market Share

competitor logo Key Competitors

  • KO
  • PEP
  • MNST
  • CELH

Competitive Landscape

Zevia has an advantage due to its stevia-based products; however, it is at a disadvantage due to lack of funding.

Growth Trajectory and Initiatives

Historical Growth: Zevia Pbc has experienced significant revenue growth in recent years, driven by increasing demand for its products.

Future Projections: Analyst estimates for Zevia Pbc's future growth vary. Consensus estimates can be found on financial websites. These projections are subject to change and may not accurately reflect future performance.

Recent Initiatives: Recent initiatives may include expanding distribution, launching new products, and increasing marketing efforts. Details on these initiatives can be found in the company's press releases and investor presentations.

Summary

Zevia Pbc is a growing beverage company in the healthier alternative sector that's making a name for itself. They are riding the wave of the better for you initiative with their zero sugar products. While they are competing against large competitors, Zevia is doing so while operating as a public benefit corporation. The company must carefully manage its supply chain and keep a close eye on consumer trends to make sure the products stay relevant.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC Filings (10-K, 10-Q)
  • Company Website
  • Market Research Reports
  • Financial News Outlets

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Market conditions are constantly evolving, and the information provided may not be current. Consult with a qualified financial advisor before making any investment decisions.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Zevia Pbc

Exchange NYSE
Headquaters Encino, CA, United States
IPO Launch date 2021-07-22
CEO, President & Director Ms. Amy E. Taylor
Sector Consumer Defensive
Industry Beverages - Non-Alcoholic
Full time employees 108
Full time employees 108

Zevia PBC develops, markets, sells, and distributes zero sugar beverages in the United States and Canada. The company offers soda, energy drinks, and organic tea under the Zevia brand name. It serves grocery distributors; national, convenience, natural products, and warehouse club retailers; and retailers through a network of grocery, food, drug, warehouse club, mass, natural, convenience, and e-commerce channels, as well as natural product stores and specialty outlets. The company was founded in 2007 and is headquartered in Encino, California.