SodaStream (NASDAQ:SODA)

Growth: SODA has a lot of room to grow, especially in North America. Their product is wonderful to use, as well as being more nutritious and cheaper than traditional sodas. In addition, not a lot of "innovation" is needed, all management has to do is continue to expand and sell the product in more places.

Value: I'm expecting SODA to grow about 24% over the next five years, with a future PE of 20. This represents a future stock price of $127, resulting in a 14% annualized return. Recently, SODA has grown around the 27%-28% range, but I believe over the next five years that they'll grow at a slightly lower rate (hence the 24% I mentioned earlier).

Bottom Line: Overall, this is a great product run by a great management team. The stock is properly priced for future gains, and SodaStream should outperform the market over the next five years.

Families looking to save money

Long term buy.

Long SODA.

Lots of growth ahead in US market.

This home soda maker greatly competes with Coke and Pepsi. Having bought a starter kit myself, I haven't bought a single can of Coke or Pepsi since. Long term Outperform.

Three things that investors who doubt the potential of SODA need to get past. First, this is not an appliance company, it is a soda company. This means that we don't expect big Christmas season sales; we expect big summer sales. And yet Q4 was outstanding; just wait till Q2 and Q3. Secondly, SODA does not have to take significant market share from the big soda guys to realize enormous growth, the disparity in size is so enormous. And third, this is not a US company and a large part of its sales are outside the US, so you cannot judge it by the US market alone. SODA has plenty of room to grow worldwide, and the stuff to do it with.

The company trades at a very reasonable 24x earnings considering the 55% yoy revenue growth. The company may continue to be a niche player, or it may seriously disrupt the soda industry and become a household name. In the first case, there is still enough runway for growth to provide moderate price appreciation. In the second, the stock could easily be a 10+ bagger over the next 5 years.

Solid results recently, small cap with room to grow.

Sustainability trend and anti-sugar sentiment growing.

Bought the product. Awesome. It is changing our buying habits. No more canned soda, large juice bottles. Easy substitution to their flavors - just adjust the soda concentration.

As soda prices rise, SodaStream systems looks increasingly attractive to consumers. They also offer a healthier alternative to pre-bottled sodas, and are more environmentally friendly.

With just 1% penetration in the U.S. the company has plenty of room to run when compared to its penetration in Europe.

Soda stream is looking into a vitamin additive to put in their sodas. This will allow for kids to drink soda sugar free with vitamins at a very reasonable price. Plus it's fun to make.

look at GMCR... they have upset the coffee world. I don't see how these guys can't do the same. Relatively same cost per beverage etc. Coffee flavors are the next big thing fro them...

This rule breaker is changing the soda industry and has the opportunity to steal market share from Coke and Pepsi.

Great mangement. Sodastream has consistently been able to grow sales whith very little debt. This is a potential home run stock with limited risk.

this is comical.

I own it and loved the Superbowl commercial, I think it will spread across the country.

Not sure how I feel about it since soda is a public health problem... I wanted to buy cigarette stocks in the downturn and my son shamed me out of it then I watched the stocks soar! I am not making anyone use it by owning the stock.

The current hot consumer item.