Duckhorn Portfolio Financials

NAPA Stock  USD 11.06  0.02  0.18%   
Based on the analysis of Duckhorn Portfolio's profitability, liquidity, and operating efficiency, Duckhorn Portfolio is not in a good financial situation at this time. It has a very high probability of going through financial hardship in December. 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 1.5 B. Key indicators impacting Duckhorn Portfolio's financial strength include:
Current ValueLast YearChange From Last Year 10 Year Trend
Net Profit Margin0.110.1381
Significantly Down
Slightly volatile
Return On Assets0.02990.0308
Sufficiently Down
Slightly volatile
Return On Equity0.04560.044
Sufficiently Up
Slightly volatile
Debt Equity Ratio0.430.2449
Way Up
Slightly volatile
Operating Income87.6 M94.8 M
Significantly Down
Slightly volatile
Current Ratio4.848.0538
Way Down
Slightly volatile
The essential information of the day-to-day investment outlook for Duckhorn Portfolio includes many different criteria found on its balance sheet. An individual investor should monitor Duckhorn Portfolio's cash flow, debt, and profitability to accurately make informed decisions on whether to invest in Duckhorn Portfolio.

Net Income

54.26 Million

  
Understanding current and past Duckhorn Portfolio Financials, including the trends in assets, liabilities, equity and income are directly related to making proper and timely investing decisions. All of Duckhorn Portfolio's financial statements are interrelated, with each one affecting the others. For example, an increase in Duckhorn Portfolio's assets may result in an increase in income on the income statement.
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. Please utilize our Beneish M Score to check the likelihood of Duckhorn Portfolio's management manipulating its earnings.

Duckhorn Portfolio Stock Summary

Duckhorn Portfolio competes with Brown Forman, Brown Forman, Diageo PLC, Pernod Ricard, and Fresh Grapes. The Duckhorn Portfolio, Inc. produces and sells wines in North America. The Duckhorn Portfolio, Inc. was founded in 1976 and is headquartered in Saint Helena, California. Duckhorn Portfolio operates under BeveragesWineries Distilleries classification in the United States and is traded on New York Stock Exchange. It employs 434 people.
Specialization
Consumer Defensive, Beverages - Wineries & Distilleries
InstrumentUSA Stock View All
ExchangeNew York Stock Exchange
ISINUS26414D1063
CUSIP26414D106
LocationCalifornia; U.S.A
Business Address1201 Dowdell Lane,
SectorBeverages
IndustryConsumer Staples
BenchmarkDow Jones Industrial
Websitewww.duckhornportfolio.com
Phone707 302 2658
CurrencyUSD - US Dollar

Duckhorn Portfolio Key Financial Ratios

Duckhorn Portfolio Key Balance Sheet Accounts

201920202021202220232024 (projected)
Total Assets1.2B1.2B1.3B1.3B1.8B1.5B
Other Current Liab30.5M38.2M39.5M41.3M48.4M40.7M
Other Liab85.6M87.6M90.9M90.7M104.3M98.0M
Net Tangible Assets20.6M175.9M866.6M332.4M382.3M299.9M
Net Debt372.7M243.1M243.6M247.3M327.7M246.2M
Retained Earnings117.7M73.6M133.8M203.1M259.1M160.0M
Accounts Payable3.7M3.6M3.4M4.8M5.8M4.3M
Cash6.3M4.2M3.2M6.4M10.9M6.4M
Other Assets1.7M2.0M520K5.7M6.5M6.9M
Long Term Debt365.5M236.0M213.7M223.6M301.7M232.7M
Net Receivables26.5M33.3M37.0M48.7M63.1M42.4M
Inventory245.3M267.7M285.4M322.2M449.0M330.8M
Other Current Assets2.7M18.3M27.8M10.2M14.6M13.9M
Total Liab504.0M380.9M384.4M405.3M544.6M367.9M
Net Invested Capital1.0B1.0B1.1B1.2B1.6B1.3B
Short Long Term Debt13.4M11.3M9.8M9.7M8.7M8.7M
Total Current Assets280.7M314.4M339.5M387.5M537.5M389.2M
Net Working Capital228.9M257.6M279.5M313.1M470.8M324.9M
Short Term Debt13.4M11.3M16.8M17.3M12.6M15.1M
Intangible Assets208.2M200.5M191.8M184.2M192.5M160.7M

Duckhorn Portfolio Key Income Statement Accounts

201920202021202220232024 (projected)
Tax Provision10.4M21.0M22.5M25.2M20.8M19.8M
Net Interest Income(17.9M)(13.6M)(6.8M)(11.7M)(18.1M)(19.0M)
Interest Expense17.9M13.6M6.8M11.7M18.1M11.9M
Total Revenue270.6M336.6M372.5M403.0M405.5M372.1M
Gross Profit136.9M167.3M185.2M215.7M214.9M189.4M
Operating Income63.2M84.1M87.3M106.0M94.8M87.6M
Ebit68.5M90.6M89.5M106.2M94.9M90.2M
Ebitda91.3M99.5M98.8M134.0M132.1M114.2M
Cost Of Revenue133.8M169.3M187.3M187.3M190.6M182.7M
Income Before Tax42.8M77.0M82.8M94.5M76.8M74.0M
Net Income32.4M56.0M60.2M69.3M56.0M54.3M
Income Tax Expense10.4M21.0M22.5M25.2M20.8M19.8M
Minority Interest557K551K37K12K(8K)(7.6K)

Duckhorn Portfolio Key Cash Accounts

201920202021202220232024 (projected)
Change To Inventory(10.7M)(22.4M)(18.8M)(33.9M)(61.9M)(58.8M)
Investments(13.5M)(13.6M)(43.7M)(72.6M)(77.3M)(81.1M)
Change In Cash2.5M(2.0M)(1.1M)3.2M4.5M4.7M
Net Borrowings(39.2M)(133.3M)(25.3M)8.7M7.8M8.2M
Free Cash Flow41.6M50.6M24.2M(2.8M)(23.8M)(22.6M)
Depreciation22.8M21.3M23.4M27.8M37.2M28.9M
Other Non Cash Items16.5M(3.9M)3.7M1.9M4.2M4.2M
Capital Expenditures13.6M13.7M44.6M72.8M28.0M35.0M
Net Income32.4M56.0M60.2M69.3M56.0M54.3M
End Period Cash Flow6.3M4.2M3.2M6.4M10.9M6.4M
Change To Netincome10.5M19.8M7.1M25.2M29.0M30.5M

Duckhorn Financial Ratios 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 rated below average in return on equity category among its peers. It also is rated below average in return on asset category among its peers reporting about  0.78  of Return On Asset per Return On Equity. The ratio of Return On Equity to Return On Asset for Duckhorn Portfolio is roughly  1.28 . At present, Duckhorn Portfolio's Return On Equity is projected to increase slightly based on the last few years of reporting. 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 Portfolio Systematic Risk

Duckhorn Portfolio's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Duckhorn Portfolio volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Duckhorn Portfolio correlated with the market. If Beta is less than 0 Duckhorn Portfolio generally moves in the opposite direction as compared to the market. If Duckhorn Portfolio Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Duckhorn Portfolio is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Duckhorn Portfolio is generally in the same direction as the market. If Beta > 1 Duckhorn Portfolio moves generally in the same direction as, but more than the movement of the benchmark.

Duckhorn Portfolio Thematic Clasifications

Duckhorn Portfolio is part of several thematic ideas from Cigarettes to Soft Drinks. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Get More Thematic Ideas
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 decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's growth growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Duckhorn Portfolio growth as a starting point in their analysis.

Price Earnings To Growth Ratio

(0.61)

At present, Duckhorn Portfolio's Price Earnings To Growth Ratio is projected to slightly decrease based on the last few years of reporting.

Duckhorn Portfolio November 22, 2024 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Duckhorn Portfolio help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Duckhorn Portfolio. We use our internally-developed statistical techniques to arrive at the intrinsic value of Duckhorn Portfolio based on widely used predictive technical indicators. In general, we focus on analyzing Duckhorn Stock price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Duckhorn Portfolio's daily price indicators and compare them against related drivers.

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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