Heritage Competitors

Stocks . USA . 
Stock . Heritage Distilling Holding
CASK Stock   3.00  0.13  4.53%   
Heritage Distilling competes with Fresh Grapes, Eastside Distilling, Willamette Valley, Diageo PLC, and Innovation Beverage; as well as few others. The company conducts business under Consumer Defensive sector and is part of Beverages - Wineries & Distilleries industry. Analyzing Heritage Distilling competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Heritage Distilling to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Heritage Distilling Correlation with its peers.
You can use the Comparative Equity Analysis module to analyze the advantages of investing in your portfolio's related equities across multiple sectors and thematic ideas. Please use the input box below to enter symbols for particular investments you would like to analyze. With the equity comparison module, you can estimate the relative effect of Heritage Distilling competition on your existing holdings.
  
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Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Heritage Distilling's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
0.122.447.38
Details
Intrinsic
Valuation
LowRealHigh
0.132.597.53
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
2.673.143.60
Details

Heritage Distilling Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Heritage Distilling and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Heritage and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Heritage Distilling does not affect the price movement of the other competitor.
Click cells to compare fundamentals   Check Volatility   Backtest Portfolio
High positive correlations   
MGPI
+ 0.81
DEO
MGPI
+ 0.8
WVVI
MGPI
+ 0.74
STZ
DEO
+ 0.64
WVVI
WVVIP
+ 0.56
IBG
STZ
+ 0.55
IBG
  
High negative correlations   
NAPA
- 0.83
STZ
LQR
- 0.82
DEO
MGPI
- 0.81
LQR
NAPA
- 0.78
MGPI
LQR
- 0.77
WVVI
NAPA
- 0.55
DEO

Risk-Adjusted Indicators

There is a big difference between Heritage Stock performing well and Heritage Distilling Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Heritage Distilling's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.
Mean DeviationJensen AlphaSortino RatioTreynor RatioSemi DeviationExpected ShortfallPotential UpsideValue @RiskMaximum Drawdown
VINE  7.18  0.82  0.07 (1.74) 8.38 
(8.68)
 15.29 
(13.21)
 47.13 
EAST  5.43  0.13  0.00 (0.49) 6.11 
(7.02)
 12.24 
(9.21)
 34.14 
WVVI  1.27 (0.17) 0.00  1.28  0.00 
 0.00 
 3.28 
(2.87)
 8.49 
DEO  1.06  0.00 (0.08) 0.14  1.37 
(1.06)
 2.20 
(2.30)
 8.81 
IBG  7.35 (1.29) 0.00 (2.58) 0.00 
 0.00 
 15.38 
(19.85)
 56.80 
LQR  5.74  1.22  0.15 (2.49) 5.65 
(8.45)
 16.67 
(8.20)
 45.32 
STZ  0.95 (0.04) 0.00  0.58  0.00 
 0.00 
 2.11 
(1.86)
 7.42 
WVVIP  2.08 (0.02)(0.02) 0.08  2.98 
(2.42)
 5.69 
(4.39)
 17.58 
MGPI  2.21 (0.89) 0.00 (0.65) 0.00 
 0.00 
 3.16 
(5.25)
 26.16 
NAPA  3.17  1.41  1.00  2.09  0.00 
(3.52)
 1.57 
(1.75)
 103.32 
All Fundamental Data

Heritage Distilling Competitive Analysis

The better you understand Heritage Distilling competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Heritage Distilling's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Heritage Distilling's competition over several years is one of the best ways to analyze its investment potential.
    
 Better Than Average     
    
 Worse Than Peers    View Performance Chart
CASK VINE EAST WVVI DEO IBG LQR STZ WVVIP MGPI
 4.53 
 3.00 
Heritage
 0.78 
 0.66 
Fresh
 6.58 
 0.71 
Eastside
 1.23 
 3.29 
Willamette
 3.75 
 131.45 
Diageo
 6.67 
 0.98 
Innovation
 2.68 
 1.15 
LQR
 0.09 
 239.66 
Constellation
 1.39 
 3.56 
Willamette
 3.13 
 45.17 
MGP
Market Volatility
(90 Days Market Risk)
Very risky
Out of control
Dangerous
Slightly risky
Very steady
Abnormally volatile
Extremely Dangerous
Very steady
Unstable
Very steady
Market Performance
(90 Days Performance)
Very Weak
Modest
OK
Very Weak
Very Weak
Very Weak
Good
Very Weak
Very Weak
Very Weak
Odds of Financial Distress
(Probability Of Bankruptcy)
Low
High
High
Below Average
Low
Average
Below Average
Low
Low
Low
Current Valuation
(Equity Enterprise Value)
Over Valued
Over Valued
Under Valued
Over Valued
Under Valued
Under Valued
Under Valued
Under Valued
Over Valued
Under Valued
Buy or Sell Advice
(Average Analysts Consensus)
Not Available
Not Available
Buy
Strong Sell
Buy
Strong Buy
Strong Buy
Strong Buy
Not Available
Strong Buy
Trade Advice
(90 Days Macroaxis Advice)
Strong Sell
Strong Sell
Strong Sell
Sell
Hold
Strong Sell
Strong Sell
Cautious Hold
Cautious Hold
Sell
Current Ratio
N/A
5.01
0.83
3.99
1.53
N/A
N/A
1.4
3.99
4.53
Net Asset
N/A
1.39 M
17.48 M
105.71 M
45.47 B
4.93 M
15.09 M
25.69 B
91.38 M
1.39 B
Profit Margin
N/A
N/A
-0.68
-0.0226
0.19
-0.64
N/A
0.0569
-1.0E-4
0.15
EBITDA
N/A
(10.62 M)
(5.07 M)
2.33 M
5.41 B
(2.01 M)
(15.37 M)
3.08 B
5.81 M
170.51 M
Operating Margin
N/A
-12.48
-0.43
0.052
0.27
-0.95
-4.08
0.37
0.0114
0.24
Current Valuation
N/A
11.21 M
15.94 M
87.7 M
90.15 B
10.41 M
4.56 M
55.66 B
59.46 M
1.27 B
Price To Book
N/A
1.55
0.58
0.62
7.02
14.39
0.91
5.53
N/A
1.09
Retained Earnings
N/A
(26.48 M)
(82.71 M)
19.73 M
7.74 B
(6.21 M)
(19.55 M)
13.42 B
N/A
539.88 M
Current Asset
N/A
N/A
6.12 M
9.05 M
8.85 B
N/A
N/A
2.98 B
N/A
91.18 M
Five Year Return
N/A
N/A
N/A
N/A
2.24
N/A
N/A
1.39
4.37
0.67
Beta
N/A
2.27
1.75
0.75
0.39
N/A
N/A
0.89
0.72
0.65
Number Of Employees
71
4
49
223
30.09 K
N/A
N/A
10.6 K
177
705
Shares Outstanding
N/A
15.98 M
4.49 M
4.96 M
555.53 M
8.34 M
6.49 M
181.54 M
4.96 M
21.95 M
Cash Flow From Operations
N/A
(4.81 M)
(1.84 M)
(1.99 M)
3.26 B
N/A
(9.11 M)
2.78 B
2.57 M
83.78 M
Annual Yield
N/A
N/A
N/A
N/A
0.0327
N/A
N/A
0.0168
0.0415
0.0106
Total Debt
N/A
2.22 M
13.89 M
23.52 M
18.62 B
1.6 M
9.86 K
12.56 B
4.93 M
301.86 M
Return On Equity
N/A
-66.11
-2.6
-0.0126
0.35
-4.45
-2.39
0.0711
N/A
0.12
Z Score
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
4.8
N/A
Return On Asset
N/A
-1.68
-0.17
-0.0037
0.083
-0.28
-1.21
0.0898
0.0025
0.0758
Number Of Shares Shorted
N/A
236.76 K
109.3 K
2.61 K
584.65 K
242.74 K
40.18 K
2.83 M
6.37 K
3.93 M
Book Value Per Share
N/A
-0.052
0.5
5.69
4.52
0.075
2.17
43.37
6.41
41.66
Current Liabilities
N/A
N/A
3.71 M
2.26 M
6.19 B
N/A
N/A
2.27 B
N/A
37.66 M
Total Asset
N/A
1.39 M
17.48 M
105.71 M
45.47 B
4.93 M
15.09 M
25.69 B
91.38 M
1.39 B
Debt To Equity
N/A
0.001
1.48
0.23
1.76
N/A
N/A
1.13
0.23
0.35
Short Ratio
N/A
0.55
1.15
0.48
0.65
0.15
0.36
2.05
2.2
6.89
Target Price
N/A
N/A
3.5
N/A
134.43
4.0
5.0
290.05
N/A
63.83
Last Dividend Paid
N/A
N/A
N/A
N/A
1.03
N/A
N/A
3.8
N/A
0.48
Shares Owned By Institutions
N/A
1.23
9.8
12.89
10.66
7.27
1.82
81.75
N/A
79.72
Market Capitalization
N/A
11.08 M
3.39 M
16.23 M
70.39 B
8.76 M
4.74 M
43.56 B
39.46 M
1.02 B
Price To Earning
N/A
N/A
0.03
13.24
69.32
N/A
N/A
608.93
11.13
53.02
Price To Earnings To Growth
N/A
N/A
N/A
N/A
1.99
N/A
N/A
1.26
N/A
1.11
Price To Sales
N/A
8.78
0.33
0.41
3.47
2.78
4.54
4.27
1.22
1.39
Net Income
N/A
(10.62 M)
(7.54 M)
(1.2 M)
3.07 B
N/A
(15.75 M)
1.73 B
2.45 M
107.13 M
Earnings Per Share
N/A
-0.27
-4.35
-0.6
6.92
-0.24
-3.06
3.12
0.14
4.97
Shares Owned By Insiders
N/A
36.52
18.18
22.88
N/A
55.5
21.8
11.9
0.24
35.53
Revenue
N/A
1.83 M
10.5 M
39.14 M
16.1 B
3.15 M
1.12 M
9.96 B
31.79 M
836.52 M
Working Capital
N/A
(1.33 M)
332 K
18.4 M
5.26 B
(2.21 M)
14.6 M
587.8 M
N/A
400.19 M
Cash And Equivalents
N/A
5.23 M
1.02 M
3.13 M
1.44 B
N/A
N/A
133.5 M
3.13 M
37.41 M
Cash Per Share
N/A
0.41
0.07
0.63
4.25
N/A
N/A
0.89
0.63
1.7
Gross Profit
N/A
564.94 K
2.91 M
18.81 M
10.21 B
N/A
N/A
4.71 B
18.67 M
253.31 M
Day Typical Price
2.97
0.66
0.71
3.28
131.62
1.0
1.16
239.72
3.58
45.61
Accumulation Distribution
6917.91
0.0149
2674.47
0.0122
21987.76
6629.64
12901.39
17339.22
26.4
8581.58
Market Facilitation Index
0.0
0.01
0.0
0.04
0.0
0.0
0.0
0.0
1.0E-4
0.0
Daily Balance Of Power
0.5652
(0.52)
(0.71)
1.0
3.8
(0.88)
0.3333
0.054
(0.71)
(0.69)
Period Momentum Indicator
0.13
(0.01)
(0.05)
0.04
4.75
(0.07)
0.03
0.21
(0.05)
(1.46)
Rate Of Daily Change
1.05
0.99
0.93
1.01
1.04
0.93
1.03
1.0
0.99
0.97
Day Median Price
2.96
0.67
0.72
3.27
131.71
1.01
1.17
239.75
3.6
45.84
Price Action Indicator
0.11
(0)
(0.03)
0.04
2.12
(0.07)
N/A
0.02
(0.06)
(1.39)
Coefficient Of Variation
(238.63)
1229.84
6223.29
(963.43)
68132.41
(981.38)
711.1
(3,030)
5540.86
(529.60)
Mean Deviation
3.58
7.18
5.43
1.27
1.06
7.35
5.74
0.9469
2.08
2.21
Jensen Alpha
(2.06)
0.816
0.1328
(0.17)
(0)
(1.29)
1.22
(0.04)
(0.02)
(0.89)
Total Risk Alpha
(2.77)
(0.57)
(0.94)
(0.43)
(0.22)
(2.94)
(0.01)
(0.24)
(0.39)
(1.33)
Sortino Ratio
N/A
0.0723
0.0012
N/A
(0.08)
N/A
0.1486
N/A
(0.02)
N/A
Downside Variance
N/A
85.75
44.33
N/A
1.95
N/A
52.28
N/A
12.84
N/A
Standard Deviation
4.94
9.61
7.46
1.73
1.52
12.09
8.43
1.31
3.07
4.0
Kurtosis
2.51
1.24
2.73
1.21
2.77
7.52
2.43
2.36
2.33
19.38
Potential Upside
5.81
15.29
12.24
3.28
2.2
15.38
16.67
2.11
5.69
3.16
Treynor Ratio
13.84
(1.74)
(0.49)
1.28
0.1382
(2.58)
(2.49)
0.5804
0.0754
(0.65)
Maximum Drawdown
15.0
47.13
34.14
8.49
8.81
56.8
45.32
7.42
17.58
26.16
Variance
24.36
92.26
55.66
2.99
2.31
146.27
71.14
1.71
9.45
16.01
Market Risk Adjusted Performance
13.85
(1.73)
(0.48)
1.29
0.1482
(2.57)
(2.48)
0.5904
0.0854
(0.64)
Risk Adjusted Performance
(0.30)
0.0683
0.0207
(0.07)
0.0063
(0.06)
0.1113
(0.02)
0.0207
(0.13)
Skewness
(1.14)
0.1577
0.4623
0.8453
0.9528
2.1
0.8923
(0.65)
(0.49)
(3.79)
Semi Deviation
N/A
8.38
6.11
N/A
1.37
N/A
5.65
N/A
2.98
N/A
Information Ratio
(0.44)
0.0697
0.0011
(0.17)
(0.07)
(0.11)
0.1274
(0.12)
(0.02)
(0.22)
Value At Risk
(15.00)
(13.21)
(9.21)
(2.87)
(2.30)
(19.85)
(8.20)
(1.86)
(4.39)
(5.25)
Expected Short fall
N/A
(8.68)
(7.02)
N/A
(1.06)
N/A
(8.45)
N/A
(2.42)
N/A
Downside Deviation
N/A
9.26
6.66
N/A
1.39
N/A
7.23
N/A
3.58
N/A
Semi Variance
N/A
70.25
37.39
N/A
1.88
N/A
31.98
N/A
8.86
N/A

Heritage Distilling Competition Performance Charts

Five steps to successful analysis of Heritage Distilling Competition

Heritage Distilling's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Heritage Distilling in relation to its competition. Heritage Distilling's competition analysis typically involves several steps, including:
  • Identifying the key players in the market: This involves identifying the major competitors of Heritage Distilling in the market, both direct and indirect, as well as new entrants and disruptive technologies.
  • Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
  • Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Heritage Distilling's competitive landscape.
  • Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Heritage Distilling, and developing a strategy to address them.
  • Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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When determining whether Heritage Distilling is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Heritage Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Heritage Distilling Holding Stock. Highlighted below are key reports to facilitate an investment decision about Heritage Distilling Holding Stock:
How To Invest In Heritage
Details
Is Heritage Stock a good investment?
Details
What is Heritage Distilling's Net Worth?
Details
Largest Beer and Liquor Companies
View
Largest Beverages - Wineries & Distilleries Companies
View
Check out Heritage Distilling Correlation with its peers.
You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Is Beer and Liquor space 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 Heritage Distilling. If investors know Heritage 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 Heritage Distilling listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Heritage Distilling is measured differently than its book value, which is the value of Heritage that is recorded on the company's balance sheet. Investors also form their own opinion of Heritage Distilling's value that differs from its market value or its book value, called intrinsic value, which is Heritage Distilling'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 Heritage Distilling's market value can be influenced by many factors that don't directly affect Heritage Distilling's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Altman
Z Score
Details
Piotroski
F Score
Details
Beneish
M Score
Details
Financial
Analysis
Details
Buy or Sell
Advice
Details
Technical
Analysis
Details
Please note, there is a significant difference between Heritage Distilling's value and its price as these two are different measures arrived at by different means. Investors typically determine if Heritage Distilling is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Heritage Distilling'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.
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