NAPA:NYE-Duckhorn Portfolio Inc (USD)

COMMON STOCK | Beverages - Wineries & Distilleries |

Last Closing

USD 8.39

Change

0.00 (0.00)%

Market Cap

USD 0.95B

Volume

0.45M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-27 )

Largest Industry Peers for Beverages - Wineries & Distilleries

Symbol Name Price(Change) Market Cap
DEO Diageo PLC ADR

N/A

USD 77.28B
STZ Constellation Brands Inc Class..

N/A

USD 47.66B
BF-B Brown-Forman Corporation

N/A

USD 23.37B
BF-A Brown-Forman Corporation

N/A

USD 23.37B
SBEV Splash Beverage Group Inc

N/A

USD 0.02B
VINE Fresh Grapes LLC

N/A

USD 9.97M

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 -14.82% 71% C- 11% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -14.82% 71% C- 10% F
Trailing 12 Months  
Capital Gain -44.44% 29% F 5% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -44.44% 29% F 4% 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 -16.46% 25% F 5% F
Dividend Return -16.46% 25% F 5% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 16.51% 75% C 65% D
Risk Adjusted Return -99.73% 13% F 1% F
Market Capitalization 0.95B 43% F 55% 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.

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.

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.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

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.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.