As of the 14th of February 2026, Heritage Distilling retains the Risk Adjusted Performance of (0.32), market risk adjusted performance of (4.51), and Standard Deviation of 9.24. Heritage Distilling technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices.
Analyzing historical trends in various income statement and balance sheet accounts from Heritage Distilling's financial statements helps investors evaluate the company's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Heritage Distilling's valuation are summarized below:There are currently one hundred twenty fundamental trends for Heritage Distilling that can be evaluated and compared over time across competitors. All traders should confirm Heritage Distilling's regular fundamentals against the performance from 2010 to 2026 and make sure the trends continue to evolve in the right direction. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
Understanding the fundamental principles of building solid financial models for Heritage Distilling is extremely important. It helps to project a fair market value of Heritage Stock properly, considering its historical fundamentals such as Net Income. Since Heritage Distilling's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Heritage Distilling's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Heritage Distilling's interrelated accounts and indicators.
Is there potential for Beverages market expansion? Will Heritage introduce new products? Factors like these will boost the valuation of Heritage Distilling. Market participants price Heritage higher when confident in its future expansion prospects. Understanding fair value requires weighing current performance against future potential. 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.
Investors evaluate Heritage Distilling using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Heritage Distilling's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. External factors like market trends, sector rotation, and investor psychology can cause Heritage Distilling's market price to deviate significantly from intrinsic value.
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. Conversely, Heritage Distilling's market price signifies the transaction level at which participants voluntarily complete trades.
Heritage Distilling 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Heritage Distilling's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Heritage Distilling.
0.00
11/16/2025
No Change 0.00
0.0
In 3 months and 1 day
02/14/2026
0.00
If you would invest 0.00 in Heritage Distilling on November 16, 2025 and sell it all today you would earn a total of 0.00 from holding Heritage Distilling Holding or generate 0.0% return on investment in Heritage Distilling over 90 days. Heritage Distilling is related to or competes with Edible Garden, Sow Good, Healthy Choice, Innovation Beverage, Splash Beverage, Wah Fu, and Raytech Holding. Heritage Distilling is entity of United States More
Heritage Distilling Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Heritage Distilling's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Heritage Distilling Holding upside and downside potential and time the market with a certain degree of confidence.
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heritage Distilling's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Heritage Distilling's standard deviation. In reality, there are many statistical measures that can use Heritage Distilling historical prices to predict the future Heritage Distilling's volatility.
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.
Heritage Distilling holds Efficiency (Sharpe) Ratio of -0.48, which attests that the entity had a -0.48 % return per unit of risk over the last 3 months. Heritage Distilling exposes twenty-two different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please check out Heritage Distilling's Standard Deviation of 9.24, market risk adjusted performance of (4.51), and Risk Adjusted Performance of (0.32) to validate the risk estimate we provide. The company retains a Market Volatility (i.e., Beta) of 0.84, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Heritage Distilling's returns are expected to increase less than the market. However, during the bear market, the loss of holding Heritage Distilling is expected to be smaller as well. At this point, Heritage Distilling has a negative expected return of -4.08%. Please make sure to check out Heritage Distilling's total risk alpha, accumulation distribution, as well as the relationship between the Accumulation Distribution and period momentum indicator , to decide if Heritage Distilling performance from the past will be repeated at some point in the near future.
Auto-correlation
0.89
Very good predictability
Heritage Distilling Holding has very good predictability. Overlapping area represents the amount of predictability between Heritage Distilling time series from 16th of November 2025 to 31st of December 2025 and 31st of December 2025 to 14th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Heritage Distilling price movement. The serial correlation of 0.89 indicates that approximately 89.0% of current Heritage Distilling price fluctuation can be explain by its past prices.
Correlation Coefficient
0.89
Spearman Rank Test
0.88
Residual Average
0.0
Price Variance
0.11
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
At this time, Heritage Distilling's Net Interest Income is comparatively stable compared to the past year.
Based on the recorded statements, Heritage Distilling Holding reported net income of 710.46 K. This is 99.94% lower than that of the Beverages sector and 99.93% lower than that of the Consumer Staples industry. The net income for all United States stocks is 99.88% higher than that of the company.
Heritage Distilling Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Heritage Distilling's current stock value. Our valuation model uses many indicators to compare Heritage Distilling value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Heritage Distilling competition to find correlations between indicators driving Heritage Distilling's intrinsic value. More Info.
Heritage Distilling Holding is rated below average in revenue category among its peers. It is currently regarded as number one stock in ebitda category among its peers totaling about 0.60 of EBITDA per Revenue. The ratio of Revenue to EBITDA for Heritage Distilling Holding is roughly 1.66 . At this time, Heritage Distilling's Total Revenue is comparatively stable compared to the past year. Comparative valuation analysis is a catch-all technique that is used if you cannot value Heritage Distilling by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.
Heritage Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Heritage Distilling's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Heritage Distilling could also be used in its relative valuation, which is a method of valuing Heritage Distilling by comparing valuation metrics of similar companies.
Heritage Distilling is currently under evaluation in net income category among its peers.
The Macroaxis Fundamental Analysis modules help investors analyze Heritage Distilling Holding's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Heritage Distilling using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Heritage Distilling Holding 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.
Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
When running Heritage Distilling's price analysis, check to measure Heritage Distilling'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 Heritage Distilling is operating at the current time. Most of Heritage Distilling's value examination focuses on studying past and present price action to predict the probability of Heritage Distilling's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Heritage Distilling's price. Additionally, you may evaluate how the addition of Heritage Distilling to your portfolios can decrease your overall portfolio volatility.