Is Duckhorn Portfolio Stock a Good Investment?
Duckhorn Portfolio Investment Advice | NAPA |
- Examine Duckhorn Portfolio's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Duckhorn Portfolio's leadership team and their track record. Good management can help Duckhorn Portfolio navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Distillers & Vintners space and any emerging trends that could impact Duckhorn Portfolio's business and its evolving consumer preferences.
- Compare Duckhorn Portfolio's performance and market position to its competitors. Analyze how Duckhorn Portfolio is positioned in terms of product offerings, innovation, and market share.
- Check if Duckhorn Portfolio pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Duckhorn Portfolio's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Duckhorn Portfolio stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Duckhorn Portfolio is a good investment.
Sell | Buy |
Hold
Market Performance | Very Weak | Details | |
Volatility | Somewhat reliable | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Duckhorn Portfolio Stock
Researching Duckhorn Portfolio's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 24.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 0.97. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Duckhorn Portfolio has Price/Earnings To Growth (PEG) ratio of 2.45. The entity had not issued any dividends in recent years.
To determine if Duckhorn Portfolio is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Duckhorn Portfolio's research are outlined below:
| Duckhorn Portfolio generated a negative expected return over the last 90 days | |
| Over 79.0% of the company shares are owned by institutional investors | |
| Latest headline from forbes.com: How Santa Ynez Valley Quietly Stole The Spotlight From Californias Prestige Wine Regions |
Duckhorn Portfolio Quarterly Cash And Short Term Investments |
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Duckhorn Portfolio uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Duckhorn Portfolio. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Duckhorn Portfolio's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 13th of March 2024 Upcoming Quarterly Report | View | |
| 13th of June 2024 Next Financial Report | View | |
| 31st of January 2024 Next Fiscal Quarter End | View | |
| 25th of September 2024 Next Fiscal Year End | View | |
| 31st of October 2023 Last Quarter Report | View | |
| 31st of July 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Duckhorn Portfolio's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Duckhorn Portfolio's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-09-27 | 2023-07-31 | 0.13 | 0.15 | 0.02 | 15 | ||
2022-03-10 | 2022-01-31 | 0.15 | 0.17 | 0.02 | 13 | ||
2023-06-08 | 2023-04-30 | 0.12 | 0.16 | 0.04 | 33 | ||
2022-12-07 | 2022-10-31 | 0.14 | 0.18 | 0.04 | 28 | ||
2022-06-02 | 2022-04-30 | 0.13 | 0.17 | 0.04 | 30 | ||
2021-12-08 | 2021-10-31 | 0.15 | 0.2 | 0.05 | 33 | ||
2021-10-04 | 2021-07-31 | 0.01 | 0.08 | 0.07 | 700 | ||
2021-06-07 | 2021-04-30 | 0.07 | 0.17 | 0.1 | 142 |
Duckhorn Portfolio Target Price Consensus
We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Duckhorn target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Duckhorn Portfolio's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 9 | Buy |
Most Duckhorn analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Duckhorn stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Duckhorn Portfolio, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationDuckhorn Portfolio Target Price Projection
Duckhorn Portfolio's current and average target prices are 8.13 and 15.43, respectively. The current price of Duckhorn Portfolio is the price at which Duckhorn Portfolio is currently trading. On the other hand, Duckhorn Portfolio's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Duckhorn Portfolio Market Quote on 9th of May 2024
Target Price
Analyst Consensus On Duckhorn Portfolio Target Price
Duckhorn Portfolio Analyst Ratings
Duckhorn Portfolio's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Duckhorn Portfolio stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Duckhorn Portfolio's financials, market performance, and future outlook by experienced professionals. Duckhorn Portfolio's historical ratings below, therefore, can serve as a valuable tool for investors.Know Duckhorn Portfolio's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Duckhorn Portfolio is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Duckhorn Portfolio backward and forwards among themselves. Duckhorn Portfolio's institutional investor refers to the entity that pools money to purchase Duckhorn Portfolio's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Geode Capital Management, Llc | 2023-12-31 | 996.9 K | State Street Corporation | 2023-12-31 | 963.7 K | Goldman Sachs Group Inc | 2023-12-31 | 880.5 K | 1832 Asset Management L.p | 2023-12-31 | 845.6 K | River Road Asset Management, Llc | 2024-03-31 | 805.8 K | Castleknight Management Lp | 2023-12-31 | 672.3 K | Fmr Inc | 2023-12-31 | 559 K | Marshall Wace Asset Management Ltd | 2023-12-31 | 422.2 K | Chilton Investment Company, Inc. | 2023-12-31 | 412 K | Select Equity Group Lp | 2023-12-31 | 8.4 M | Vanguard Group Inc | 2023-12-31 | 5.1 M |
Duckhorn Portfolio's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.17 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Duckhorn Portfolio's market, we take the total number of its shares issued and multiply it by Duckhorn Portfolio's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Market Cap |
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Duckhorn Portfolio's profitablity analysis
Duckhorn Portfolio's profitability indicators refer to fundamental financial ratios that showcase Duckhorn Portfolio's ability to generate income relative to its revenue or operating costs. If, let's say, Duckhorn Portfolio is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Duckhorn Portfolio's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Duckhorn Portfolio's profitability requires more research than a typical breakdown of Duckhorn Portfolio's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.08 | 0.06 | |
| Return On Capital Employed | 0.07 | 0.05 | |
| Return On Assets | 0.05 | 0.03 | |
| Return On Equity | 0.07 | 0.05 |
Determining Duckhorn Portfolio's profitability involves analyzing its financial statements and using various financial metrics to determine if Duckhorn Portfolio is a good buy. For example, gross profit margin measures Duckhorn Portfolio's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Duckhorn Portfolio's profitability and make more informed investment decisions.
The data published in Duckhorn Portfolio's official financial statements usually reflect Duckhorn Portfolio's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Duckhorn Portfolio. For example, before you start analyzing numbers published by Duckhorn accountants, it's critical to develop an understanding of what Duckhorn Portfolio's liquidity, profitability, and earnings quality are in the context of the Beverages space in which it operates.
Please note, the presentation of Duckhorn Portfolio's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Duckhorn Portfolio's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Duckhorn Portfolio's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Duckhorn Portfolio. Please utilize our Beneish M Score to check the likelihood of Duckhorn Portfolio's management manipulating its earnings.
Evaluate Duckhorn Portfolio's management efficiency
Duckhorn Portfolio has return on total asset (ROA) of 0.0475 % which means that it generated a profit of $0.0475 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0701 %, meaning that it created $0.0701 on every $100 dollars invested by stockholders. Duckhorn Portfolio's management efficiency ratios could be used to measure how well Duckhorn Portfolio manages its routine affairs as well as how well it operates its assets and liabilities. As of May 9, 2024, Return On Tangible Assets is expected to decline to 0.06. In addition to that, Return On Capital Employed is expected to decline to 0.05. At present, Duckhorn Portfolio's Non Currrent Assets Other are projected to decrease significantly based on the last few years of reporting. The current year's Other Assets is expected to grow to about 6.9 M, whereas Total Assets are forecasted to decline to about 1.3 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 7.36 | 5.40 | |
| Net Current Asset Value | 0.00 | 0.00 | |
| Tangible Asset Value | 0.00 | 0.00 | |
| Tangible Book Value Per Share | 2.60 | 2.73 | |
| Enterprise Value Over EBITDA | 14.57 | 26.60 | |
| Price Book Value Ratio | 1.77 | 2.93 | |
| Enterprise Value Multiple | 14.57 | 26.60 | |
| Price Fair Value | 1.77 | 2.93 | |
| Enterprise Value | 2 B | 2.5 B |
The analysis of Duckhorn Portfolio's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Duckhorn Portfolio's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Duckhorn Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Beta 0.284 |
Basic technical analysis of Duckhorn Stock
As of the 9th of May, Duckhorn Portfolio shows the Coefficient Of Variation of (4,396), standard deviation of 2.43, and Mean Deviation of 1.6. In respect to fundamental indicators, the technical analysis model provides you with a way to check existing technical drivers of Duckhorn Portfolio, as well as the relationship between them. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to interpolate data for thirteen technical drivers for Duckhorn Portfolio, which can be compared to its peers. Please confirm Duckhorn Portfolio variance, as well as the relationship between the maximum drawdown and skewness to decide if Duckhorn Portfolio is priced favorably, providing market reflects its regular price of 8.13 per share. Given that Duckhorn Portfolio has information ratio of (0.06), we urge you to verify Duckhorn Portfolio's prevailing market performance to make sure the company can sustain itself at a future point.Duckhorn Portfolio's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Duckhorn Portfolio insiders, such as employees or executives, is commonly permitted as long as it does not rely on Duckhorn Portfolio's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Duckhorn Portfolio insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Brown Forman Corp over a week ago Disposition of tradable shares by Brown Forman Corp of Duckhorn Portfolio subject to Rule 16b-3 | ||
Zach Rasmuson over six months ago Acquisition by Zach Rasmuson of 41666 shares of Duckhorn Portfolio subject to Rule 16b-3 | ||
Zach Rasmuson over six months ago Payment of 2247 shares by Zach Rasmuson of Duckhorn Portfolio subject to Rule 16b-3 | ||
Alex Ryan over a year ago Sale by Alex Ryan of 20160 shares of Duckhorn Portfolio | ||
Zach Rasmuson over a year ago Bona fide gift to Zach Rasmuson of 350 shares of Duckhorn Portfolio subject to Section 16 | ||
Zach Rasmuson over a year ago Sale by Zach Rasmuson of 21335 shares of Duckhorn Portfolio | ||
Zach Rasmuson over a year ago Sale by Zach Rasmuson of 233 shares of Duckhorn Portfolio | ||
Pete Przybylinski over a year ago Payment of 4211 shares by Pete Przybylinski of Duckhorn Portfolio subject to Rule 16b-3 |
Understand Duckhorn Portfolio's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Duckhorn Portfolio's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.08) | |||
| Mean Deviation | 1.6 | |||
| Coefficient Of Variation | (4,396) | |||
| Standard Deviation | 2.43 | |||
| Variance | 5.91 | |||
| Information Ratio | (0.06) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | (0.37) | |||
| Treynor Ratio | (0.09) | |||
| Maximum Drawdown | 14.88 | |||
| Value At Risk | (3.96) | |||
| Potential Upside | 3.25 | |||
| Skewness | (1.37) | |||
| Kurtosis | 4.44 |
| Risk Adjusted Performance | (0.01) | |||
| Market Risk Adjusted Performance | (0.08) | |||
| Mean Deviation | 1.6 | |||
| Coefficient Of Variation | (4,396) | |||
| Standard Deviation | 2.43 | |||
| Variance | 5.91 | |||
| Information Ratio | (0.06) | |||
| Jensen Alpha | (0.12) | |||
| Total Risk Alpha | (0.37) | |||
| Treynor Ratio | (0.09) | |||
| Maximum Drawdown | 14.88 | |||
| Value At Risk | (3.96) | |||
| Potential Upside | 3.25 | |||
| Skewness | (1.37) | |||
| Kurtosis | 4.44 |
Consider Duckhorn Portfolio's intraday indicators
Duckhorn Portfolio intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Duckhorn Portfolio stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 11414.02 | |||
| Daily Balance Of Power | 1.384615 | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 8.07 | |||
| Day Typical Price | 8.09 | |||
| Price Action Indicator | 0.16 | |||
| Period Momentum Indicator | 0.18 |
Duckhorn Portfolio Corporate Filings
8K | 1st of May 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 10th of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
| 28th of March 2024 Other Reports | ViewVerify | |
| 18th of March 2024 Other Reports | ViewVerify |
Duckhorn Stock media impact
Far too much social signal, news, headlines, and media speculation about Duckhorn Portfolio that are available to investors today. That information is available publicly through Duckhorn media outlets and privately through word of mouth or via Duckhorn internal channels. However, regardless of the origin, that massive amount of Duckhorn data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Duckhorn Portfolio news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Duckhorn Portfolio relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Duckhorn Portfolio's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Duckhorn Portfolio alpha.
Duckhorn Portfolio Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Duckhorn Portfolio can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Duckhorn Portfolio Historical Investor Sentiment
Investor biases related to Duckhorn Portfolio's public news can be used to forecast risks associated with an investment in Duckhorn. The trend in average sentiment can be used to explain how an investor holding Duckhorn can time the market purely based on public headlines and social activities around Duckhorn Portfolio. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Duckhorn Portfolio's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Duckhorn Portfolio and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Duckhorn Portfolio news discussions. The higher the estimate score, the more favorable the investor's outlook on Duckhorn Portfolio.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Duckhorn Portfolio without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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| All Next | Launch Module |
Duckhorn Portfolio Corporate Management
Elected by the shareholders, the Duckhorn Portfolio's board of directors comprises two types of representatives: Duckhorn Portfolio inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Duckhorn. The board's role is to monitor Duckhorn Portfolio's management team and ensure that shareholders' interests are well served. Duckhorn Portfolio's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Duckhorn Portfolio's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Sean Sullivan | Executive Vice President Chief Administrative Officer, General Counsel | Profile | |
| Nicole Cummings | Chief Officer | Profile | |
| Melanie Cox | Independent Director | Profile | |
| Daniel Costello | Independent Director | Profile | |
| Dan Duckhorn | Co-Founder | Profile | |
| Adriel Lares | Director | Profile |
How to buy Duckhorn Stock?
To provide specific investment advice or recommendations on Duckhorn Portfolio stock, we recommend investors consider the following general factors when evaluating Duckhorn Portfolio. This will help you to make an informed decision on whether to include Duckhorn Portfolio in one of your diversified portfolios:- Examine Duckhorn Portfolio's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Duckhorn Portfolio's leadership team and their track record. Good management can help Duckhorn Portfolio navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Distillers & Vintners space and any emerging trends that could impact Duckhorn Portfolio's business and its evolving consumer preferences.
- Compare Duckhorn Portfolio's performance and market position to its competitors. Analyze how Duckhorn Portfolio is positioned in terms of product offerings, innovation, and market share.
- Check if Duckhorn Portfolio pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Duckhorn Portfolio's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Duckhorn Portfolio stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Duckhorn Portfolio is a good investment.
Already Invested in Duckhorn Portfolio?
The danger of trading Duckhorn Portfolio is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Duckhorn Portfolio is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Duckhorn Portfolio. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Duckhorn Portfolio is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Duckhorn Portfolio offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Duckhorn Portfolio's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Duckhorn Portfolio Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Duckhorn Portfolio Stock: Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Duckhorn Portfolio. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. For information on how to trade Duckhorn Stock refer to our How to Trade Duckhorn Stock guide.You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
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.
In summary, please note that there is a difference between Duckhorn Portfolio's value and its price, as these two are different measures arrived at by various 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.