Heritage Distilling Holding Stock Five Year Return
| CASK Stock | 0.52 0.01 1.96% |
Heritage Distilling Holding fundamentals help investors to digest information that contributes to Heritage Distilling's financial success or failures. It also enables traders to predict the movement of Heritage Stock. The fundamental analysis module provides a way to measure Heritage Distilling's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Heritage Distilling stock.
Heritage | Five Year Return |
Heritage Distilling Holding Company Five Year Return Analysis
Heritage Distilling's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Heritage Five Year Return Driver Correlations
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 Five Year Return. 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.
Click cells to compare fundamentals
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Heritage Distilling Holding has a Five Year Return of 0.0%. This indicator is about the same for the Consumer Defensive average (which is currently at 0.0) sector and about the same as Beverages - Wineries & Distilleries (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).
Heritage Five Year Return 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 Five Year Return 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 five year return category among its peers.
Heritage Fundamentals
| Return On Asset | -0.19 | ||||
| Profit Margin | 0.04 % | ||||
| Operating Margin | (1.22) % | ||||
| Current Valuation | 58.58 M | ||||
| Shares Outstanding | 5.42 M | ||||
| Shares Owned By Insiders | 27.70 % | ||||
| Shares Owned By Institutions | 12.30 % | ||||
| Number Of Shares Shorted | 99.34 K | ||||
| Price To Sales | 0.92 X | ||||
| Revenue | 7.97 M | ||||
| Gross Profit | 2.55 M | ||||
| EBITDA | (7.38 M) | ||||
| Net Income | (36.8 M) | ||||
| Total Debt | 50.55 M | ||||
| Book Value Per Share | (76.91) X | ||||
| Cash Flow From Operations | (8.48 M) | ||||
| Short Ratio | 0.46 X | ||||
| Earnings Per Share | 0.06 X | ||||
| Number Of Employees | 79 | ||||
| Market Capitalization | 6.94 M | ||||
| Total Asset | 26.27 M | ||||
| Retained Earnings | (74.84 M) | ||||
| Working Capital | (57.58 M) | ||||
| Net Asset | 26.27 M |
About Heritage Distilling Fundamental Analysis
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.
Please read more on our fundamental analysis page.
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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.
Earnings Share 0.06 | Revenue Per Share 18.042 | Quarterly Revenue Growth (0.15) | Return On Assets (0.19) |
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.
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.