Duckhorn Portfolio Stock Performance
| NAPA Stock | USD 10.98 0.01 0.09% |
Duckhorn Portfolio holds a performance score of 8 on a scale of zero to a hundred. The firm shows a Beta (market volatility) of -2.54, which means a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Duckhorn Portfolio are expected to decrease by larger amounts. On the other hand, during market turmoil, Duckhorn Portfolio is expected to outperform it. Use Duckhorn Portfolio maximum drawdown, skewness, and the relationship between the total risk alpha and downside variance , to analyze future returns on Duckhorn Portfolio.
Risk-Adjusted Performance
8 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Duckhorn Portfolio are ranked lower than 8 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, Duckhorn Portfolio sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.05) | Five Day Return (0.68) | Year To Date Return 9.09 | Ten Year Return (36.06) | All Time Return (36.06) |
1 | Disposition of 6035 shares by Zach Rasmuson of Duckhorn Portfolio at 5.93 subject to Rule 16b-3 | 09/19/2024 |
2 | Disposition of 22046 shares by Deirdre Mahlan of Duckhorn Portfolio at 5.89 subject to Rule 16b-3 | 09/27/2024 |
3 | Insider Trading | 10/04/2024 |
4 | NAPA Stock Alert Halper Sadeh LLC Is Investigating Whether the Sale of The Duckhorn Portfolio, Inc. Is Fair to Shareholders | 10/07/2024 |
5 | Investors Purchase High Volume of Call Options on Duckhorn Portfolio | 10/09/2024 |
6 | Acquisition by Sean Sullivan of 37705 shares of Duckhorn Portfolio subject to Rule 16b-3 | 10/11/2024 |
7 | Driving the Future PGI NAPA Team Up to Sponsor 13 UTI Classrooms | 10/15/2024 |
8 | SHAREHOLDER INVESTIGATION Halper Sadeh LLC Investigates MNTX, OB, NAPA on Behalf of Shareholders | 10/22/2024 |
9 | Andrea Bocelli Announces A Weekend in Napa Valley for June 2025 | 10/24/2024 |
10 | Rallye Des Lgendes Richard Mille Makes Its U.S. Debut With Inaugural California Luxury Car Rally | 11/01/2024 |
11 | NAPA Anesthesia Launches Managed Services to Boost Operational Excellence for Health Systems AMCs | 11/05/2024 |
12 | Duckhorn Portfolio Sets New 12-Month High Still a Buy | 11/14/2024 |
13 | GSA Capital Partners LLP Invests 620,000 in The Duckhorn Portfolio, Inc. - MarketBeat | 11/19/2024 |
| Begin Period Cash Flow | 6.4 M |
Duckhorn |
Duckhorn Portfolio Relative Risk vs. Return Landscape
If you would invest 641.00 in Duckhorn Portfolio on August 28, 2024 and sell it today you would earn a total of 457.00 from holding Duckhorn Portfolio or generate 71.29% return on investment over 90 days. Duckhorn Portfolio is currently generating 1.3737% in daily expected returns and assumes 13.0567% risk (volatility on return distribution) over the 90 days horizon. In different words, most equities are less risky than Duckhorn, and most traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Duckhorn Portfolio Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Duckhorn Portfolio's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Duckhorn Portfolio, and traders can use it to determine the average amount a Duckhorn Portfolio's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1052
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 13.06 actual daily | 96 96% of assets are less volatile |
Expected Return
| 1.37 actual daily | 27 73% of assets have higher returns |
Risk-Adjusted Return
| 0.11 actual daily | 8 92% of assets perform better |
Based on monthly moving average Duckhorn Portfolio is performing at about 8% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Duckhorn Portfolio by adding it to a well-diversified portfolio.
Duckhorn Portfolio Fundamentals Growth
Duckhorn Stock prices reflect investors' perceptions of the future prospects and financial health of Duckhorn Portfolio, and Duckhorn Portfolio fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Duckhorn Stock performance.
| Return On Equity | 0.0506 | ||||
| Return On Asset | 0.0396 | ||||
| Profit Margin | 0.14 % | ||||
| Operating Margin | 0.24 % | ||||
| Current Valuation | 1.95 B | ||||
| Shares Outstanding | 147.2 M | ||||
| Price To Earning | 29.01 X | ||||
| Price To Book | 1.27 X | ||||
| Price To Sales | 3.99 X | ||||
| Revenue | 405.48 M | ||||
| Gross Profit | 215.69 M | ||||
| EBITDA | 132.09 M | ||||
| Net Income | 56.02 M | ||||
| Cash And Equivalents | 3.17 M | ||||
| Cash Per Share | 0.03 X | ||||
| Total Debt | 338.61 M | ||||
| Debt To Equity | 0.28 % | ||||
| Current Ratio | 5.66 X | ||||
| Book Value Per Share | 8.65 X | ||||
| Cash Flow From Operations | 4.16 M | ||||
| Earnings Per Share | 0.45 X | ||||
| Market Capitalization | 1.62 B | ||||
| Total Asset | 1.82 B | ||||
| Retained Earnings | 259.13 M | ||||
| Working Capital | 470.8 M | ||||
About Duckhorn Portfolio Performance
By analyzing Duckhorn Portfolio's fundamental ratios, stakeholders can gain valuable insights into Duckhorn Portfolio's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Duckhorn Portfolio has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Duckhorn Portfolio has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 859.98 | 527.85 | |
| Return On Tangible Assets | 0.05 | 0.06 | |
| Return On Capital Employed | 0.05 | 0.05 | |
| Return On Assets | 0.03 | 0.03 | |
| Return On Equity | 0.04 | 0.05 |
Things to note about Duckhorn Portfolio performance evaluation
Checking the ongoing alerts about Duckhorn Portfolio for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Duckhorn Portfolio help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Duckhorn Portfolio is way too risky over 90 days horizon | |
| Duckhorn Portfolio appears to be risky and price may revert if volatility continues | |
| Duckhorn Portfolio has a frail financial position based on the latest SEC disclosures | |
| Over 76.0% of the company shares are owned by institutional investors | |
| Latest headline from news.google.com: GSA Capital Partners LLP Invests 620,000 in The Duckhorn Portfolio, Inc. - MarketBeat |
- Analyzing Duckhorn Portfolio's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Duckhorn Portfolio's stock is overvalued or undervalued compared to its peers.
- Examining Duckhorn Portfolio's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Duckhorn Portfolio's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Duckhorn Portfolio's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Duckhorn Portfolio's stock. These opinions can provide insight into Duckhorn Portfolio's potential for growth and whether the stock is currently undervalued or overvalued.
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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