NAPA:NYE-Duckhorn Portfolio Inc (USD)

COMMON STOCK | Beverages - Wineries & Distilleries |

Last Closing

USD 5.64

Change

-0.09 (-1.57)%

Market Cap

USD 0.86B

Volume

1.14M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The Duckhorn Portfolio, Inc. produces and sells wines in North America. The company offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Goldeneye, Paraduxx, Migration, Canvasback, Calera, Kosta Browne, Greenwing, and Postmark. It sells wines to distributors, and directly to retail accounts and consumers. The company was formerly known as Mallard Intermediate, Inc. and changed its name to The Duckhorn Portfolio, Inc. in February 2021. The company was founded in 1976 and is headquartered in Saint Helena, California. The Duckhorn Portfolio, Inc. is a subsidiary of Mallard Holdco, LLC.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for Beverages - Wineries & Distilleries

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SBEV Splash Beverage Group Inc

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VINE Fresh Grapes LLC

+0.07 (+12.39%)

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DEO Diageo PLC ADR

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N/A
STZ Constellation Brands Inc Class..

-2.35 (-0.92%)

N/A

ETFs Containing NAPA

BAD 2.52 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Beverages - Wineries & Distilleries) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -42.74% 29% F 4% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -42.74% 29% F 4% F
Trailing 12 Months  
Capital Gain -52.20% 29% F 3% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -52.20% 29% F 3% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -19.65% 29% F 3% F
Dividend Return -19.65% 29% F 3% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 18.02% 71% C- 56% F
Risk Adjusted Return -109.04% 14% F 1% F
Market Capitalization 0.86B 60% D- 54% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.