NAPA:NYE-Duckhorn Portfolio Inc (USD)

COMMON STOCK | Beverages - Wineries & Distilleries |

Last Closing

USD 11.09

Change

0.00 (0.00)%

Market Cap

USD 1.63B

Volume

1.89M

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, Sonoma-Cutrer, 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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

Largest Industry Peers for Beverages - Wineries & Distilleries

Symbol Name Price(Change) Market Cap
BF-B Brown-Forman Corporation

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USD 19.37B
BF-A Brown-Forman Corporation

-0.41 (-1.04%)

USD 19.37B
VINE Fresh Grapes LLC

+0.03 (+4.91%)

USD 0.01B
SBEV Splash Beverage Group Inc

+0.02 (+12.75%)

USD 9.69M
DEO Diageo PLC ADR

+0.87 (+0.69%)

N/A
STZ Constellation Brands Inc Class..

-0.96 (-0.42%)

N/A

ETFs Containing NAPA

BAD 2.52 % 0.00 %

N/A

N/A
MARB First Trust Vivaldi Merge.. 0.00 % 0.00 %

+0.04 (+0%)

USD 0.03B

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 12.59% 100% F 66% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.59% 100% F 59% D-
Trailing 12 Months  
Capital Gain 14.45% 100% F 70% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.45% 100% F 64% D
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 -18.38% 43% F 3% F
Dividend Return -18.38% 43% F 2% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 18.85% 86% B+ 58% F
Risk Adjusted Return -97.51% 14% F 1% F
Market Capitalization 1.63B 60% D- 64% D

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.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.