Duckhorn Portfolio Stock Fundamentals
| NAPA Stock | USD 8.13 0.18 2.26% |
Duckhorn Portfolio fundamentals help investors to digest information that contributes to Duckhorn Portfolio's financial success or failures. It also enables traders to predict the movement of Duckhorn Stock. The fundamental analysis module provides a way to measure Duckhorn Portfolio's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Duckhorn Portfolio stock.
At present, Duckhorn Portfolio's Interest Expense is projected to decrease significantly based on the last few years of reporting. The current year's Total Other Income Expense Net is expected to grow to about 256 K, whereas Tax Provision is forecasted to decline to about 19.1 M. Duckhorn | Select Account or Indicator |
Duckhorn Portfolio Company Return On Equity Analysis
Duckhorn Portfolio's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Duckhorn Portfolio Return On Equity | 0.0701 |
Most of Duckhorn Portfolio's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Duckhorn Portfolio is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Duckhorn Return On Equity Historical Pattern
Today, most investors in Duckhorn Portfolio Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Duckhorn Portfolio's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's return on equity growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Duckhorn Portfolio return on equity as a starting point in their analysis.
Duckhorn Portfolio Return On Equity |
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For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
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Duckhorn Total Stockholder Equity
Total Stockholder Equity |
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Based on the latest financial disclosure, Duckhorn Portfolio has a Return On Equity of 0.0701. This is 97.34% lower than that of the Beverages sector and significantly higher than that of the Consumer Staples industry. The return on equity for all United States stocks is 122.61% lower than that of the firm.
Duckhorn Portfolio Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Duckhorn Portfolio's current stock value. Our valuation model uses many indicators to compare Duckhorn Portfolio value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Duckhorn Portfolio competition to find correlations between indicators driving Duckhorn Portfolio's intrinsic value. More Info.Duckhorn Portfolio is considered to be number one stock in return on equity category among related companies. It is considered to be number one stock in return on asset category among related companies reporting about 0.68 of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Duckhorn Portfolio is roughly 1.48 . At present, Duckhorn Portfolio's Return On Equity is projected to increase slightly based on the last few years of reporting.Comparative valuation analysis is a catch-all model that can be used if you cannot value Duckhorn Portfolio by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Duckhorn Portfolio's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Duckhorn Portfolio's earnings, one of the primary drivers of an investment's value.Duckhorn Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Duckhorn Portfolio's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Duckhorn Portfolio could also be used in its relative valuation, which is a method of valuing Duckhorn Portfolio by comparing valuation metrics of similar companies.Duckhorn Portfolio is currently under evaluation in return on equity category among related companies.
Duckhorn Portfolio Current Valuation Drivers
We derive many important indicators used in calculating different scores of Duckhorn Portfolio from analyzing Duckhorn Portfolio's financial statements. These drivers represent accounts that assess Duckhorn Portfolio's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Duckhorn Portfolio's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Enterprise Value | 2.3B | 2.8B | 2.3B | 1.7B | 2.0B | 2.5B |
Duckhorn Fundamentals
| Return On Equity | 0.0701 | |||
| Return On Asset | 0.0475 | |||
| Profit Margin | 0.17 % | |||
| Operating Margin | 0.28 % | |||
| Current Valuation | 1.2 B | |||
| Shares Outstanding | 146.94 M | |||
| Shares Owned By Insiders | 24.44 % | |||
| Shares Owned By Institutions | 78.57 % | |||
| Number Of Shares Shorted | 5.04 M | |||
| Price To Earning | 29.01 X | |||
| Price To Book | 0.97 X | |||
| Price To Sales | 2.39 X | |||
| Revenue | 403 M | |||
| Gross Profit | 215.69 M | |||
| EBITDA | 133.96 M | |||
| Net Income | 69.29 M | |||
| Cash And Equivalents | 3.17 M | |||
| Cash Per Share | 0.03 X | |||
| Total Debt | 253.66 M | |||
| Debt To Equity | 0.28 % | |||
| Current Ratio | 5.66 X | |||
| Book Value Per Share | 8.46 X | |||
| Cash Flow From Operations | 70.09 M | |||
| Short Ratio | 4.48 X | |||
| Earnings Per Share | 0.57 X | |||
| Price To Earnings To Growth | 2.45 X | |||
| Target Price | 10.38 | |||
| Number Of Employees | 470 | |||
| Beta | 0.28 | |||
| Market Capitalization | 1.17 B | |||
| Total Asset | 1.35 B | |||
| Retained Earnings | 203.12 M | |||
| Working Capital | 313.07 M | |||
| Net Asset | 1.35 B |
About Duckhorn Portfolio Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Duckhorn Portfolio's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Duckhorn Portfolio using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Duckhorn Portfolio based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.| Last Reported | Projected for Next Year | ||
| Current Deferred Revenue | 62.9 M | 66.1 M | |
| Total Revenue | 463.4 M | 357.3 M | |
| Cost Of Revenue | 215.4 M | 177.3 M | |
| Stock Based Compensation To Revenue | 0.01 | 0.01 | |
| Sales General And Administrative To Revenue | 0.11 | 0.09 | |
| Research And Ddevelopement To Revenue | 0.00 | 0.00 | |
| Capex To Revenue | (0.21) | (0.20) | |
| Revenue Per Share | 3.15 | 2.26 | |
| Ebit Per Revenue | 0.24 | 0.18 |
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The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.
Try AI Portfolio ArchitectCheck out Duckhorn Portfolio Piotroski F Score and Duckhorn Portfolio Altman Z Score analysis. For information on how to trade Duckhorn Stock refer to our How to Trade Duckhorn Stock guide.You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
Complementary Tools for Duckhorn Stock analysis
When running Duckhorn Portfolio's price analysis, check to measure Duckhorn Portfolio's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Duckhorn Portfolio is operating at the current time. Most of Duckhorn Portfolio's value examination focuses on studying past and present price action to predict the probability of Duckhorn Portfolio's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Duckhorn Portfolio's price. Additionally, you may evaluate how the addition of Duckhorn Portfolio to your portfolios can decrease your overall portfolio volatility.
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Is Duckhorn Portfolio's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Duckhorn Portfolio. If investors know Duckhorn will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Duckhorn Portfolio listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.061 | Earnings Share 0.57 | Revenue Per Share 3.442 | Quarterly Revenue Growth (0) | Return On Assets 0.0475 |
The market value of Duckhorn Portfolio is measured differently than its book value, which is the value of Duckhorn that is recorded on the company's balance sheet. Investors also form their own opinion of Duckhorn Portfolio's value that differs from its market value or its book value, called intrinsic value, which is Duckhorn Portfolio's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Duckhorn Portfolio's market value can be influenced by many factors that don't directly affect Duckhorn Portfolio's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Duckhorn Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Duckhorn Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Duckhorn Portfolio's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.