Heritage Distilling (NASDAQ:CASK) and Vita Coco (NASDAQ:COCO) Critical Survey

Vita Coco (NASDAQ:COCO) and Heritage Distilling (NASDAQ:CASK) are both small-cap consumer staples companies, but which is the superior business? We will compare the two businesses based on the strength of their risk, institutional ownership, earnings, dividends, valuation, profitability and analyst recommendations.

Insider and Institutional Ownership

88.5% of Vita Coco shares are held by institutional investors. 34.2% of Vita Coco shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Analyst Ratings

This is a breakdown of recent recommendations for Vita Coco and Heritage Distilling, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Vita Coco	0	3	3	0	2.50
Heritage Distilling	0	0	0	0	0.00

Vita Coco currently has a consensus target price of $34.83, suggesting a potential upside of 0.47%. Given Vita Coco’s stronger consensus rating and higher possible upside, equities analysts plainly believe Vita Coco is more favorable than Heritage Distilling.

Earnings & Valuation

This table compares Vita Coco and Heritage Distilling”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Vita Coco	$494.86 million	3.97	$46.63 million	$0.99	35.02
Heritage Distilling	$7.76 million	0.76	N/A	N/A	N/A

Vita Coco has higher revenue and earnings than Heritage Distilling.

Profitability

This table compares Vita Coco and Heritage Distilling’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Vita Coco	11.99%	26.49%	18.98%
Heritage Distilling	N/A	N/A	N/A

Summary

Vita Coco beats Heritage Distilling on 10 of the 10 factors compared between the two stocks.

About Vita Coco

The Vita Coco Company, Inc. develops, markets, and distributes coconut water products under the Vita Coco brand name in the United States, Canada, Europe, the Middle East, Africa, and the Asia Pacific. The company offers coconut oil and coconut milk; juice; Runa, a plant-based energy drink; packaged water under the Ever & Ever brand name; and PWR LIFT, a protein-infused fitness drink. It also provides private label coconut water and oil to retailers. It distributes its products through club, food, drug, mass, convenience, e-commerce, and foodservice channels. The company was formerly known as All Market Inc. and changed its name to The Vita Coco Company, Inc. in September 2021.The Vita Coco Company, Inc. was incorporated in 2004 and is headquartered in New York, New York.

About Heritage Distilling

Heritage Distilling Holding Company Inc. is a craft distiller of premium brands, including whiskeys, vodkas, gins, rums and ready-to-drink canned cocktails. Heritage Distilling Holding Company Inc. is based in GIG HARBOR, Wash.