Is Duckhorn Portfolio Stock a Good Investment?
Duckhorn Portfolio Investment Advice | NAPA |
- Examine Duckhorn Portfolio's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Duckhorn Portfolio's leadership team and their track record. Good management can help Duckhorn Portfolio navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Distillers & Vintners space and any emerging trends that could impact Duckhorn Portfolio's business and its evolving consumer preferences.
- Compare Duckhorn Portfolio's performance and market position to its competitors. Analyze how Duckhorn Portfolio is positioned in terms of product offerings, innovation, and market share.
- Check if Duckhorn Portfolio pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Duckhorn Portfolio's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Duckhorn Portfolio stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Duckhorn Portfolio is a good investment.
Sell | Buy |
Strong Buy
Market Performance | OK | Details | |
Volatility | Relatively risky | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Duckhorn Portfolio Stock
Researching Duckhorn Portfolio's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 28.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 1.27. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Duckhorn Portfolio has Price/Earnings To Growth (PEG) ratio of 2.45. The entity had not issued any dividends in recent years.
To determine if Duckhorn Portfolio is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Duckhorn Portfolio's research are outlined below:
| 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 thelincolnianonline.com: Barnett Company Inc. Buys Shares of 12,500 The Duckhorn Portfolio, Inc. |
Duckhorn Portfolio Quarterly Cash And Short Term Investments |
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Duckhorn Portfolio uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Duckhorn Portfolio. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Duckhorn Portfolio's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 13th of March 2024 Upcoming Quarterly Report | View | |
| 13th of June 2024 Next Financial Report | View | |
| 31st of January 2024 Next Fiscal Quarter End | View | |
| 25th of September 2024 Next Fiscal Year End | View | |
| 31st of October 2023 Last Quarter Report | View | |
| 31st of July 2023 Last Financial Announcement | View |
Earnings surprises can significantly impact Duckhorn Portfolio's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Duckhorn Portfolio's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2023-09-27 | 2023-07-31 | 0.13 | 0.15 | 0.02 | 15 | ||
2022-03-10 | 2022-01-31 | 0.15 | 0.17 | 0.02 | 13 | ||
2024-09-25 | 2024-07-31 | 0.1 | 0.14 | 0.04 | 40 | ||
2023-06-08 | 2023-04-30 | 0.12 | 0.16 | 0.04 | 33 | ||
2022-12-07 | 2022-10-31 | 0.14 | 0.18 | 0.04 | 28 | ||
2022-06-02 | 2022-04-30 | 0.13 | 0.17 | 0.04 | 30 | ||
2021-12-08 | 2021-10-31 | 0.15 | 0.2 | 0.05 | 33 | ||
2021-10-04 | 2021-07-31 | 0.01 | 0.08 | 0.07 | 700 |
Know Duckhorn Portfolio's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Duckhorn Portfolio is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Duckhorn Portfolio backward and forwards among themselves. Duckhorn Portfolio's institutional investor refers to the entity that pools money to purchase Duckhorn Portfolio's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | State Street Corp | 2024-06-30 | 1.1 M | Ameriprise Financial Inc | 2024-06-30 | 849.2 K | Assenagon Asset Management Sa | 2024-09-30 | 656.3 K | Renaissance Technologies Corp | 2024-09-30 | 476.5 K | Northern Trust Corp | 2024-09-30 | 461.5 K | Charles Schwab Investment Management Inc | 2024-09-30 | 407.1 K | Atom Investors Lp | 2024-09-30 | 400.6 K | Arnhold & S. Bleichroeder Advisers, Llc | 2024-09-30 | 389.3 K | Balyasny Asset Management Llc | 2024-09-30 | 375.8 K | Vanguard Group Inc | 2024-09-30 | 5.5 M | Westwood Holdings Group Inc | 2024-09-30 | 4.6 M |
Duckhorn Portfolio's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.62 B.Market Cap |
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Duckhorn Portfolio's profitablity analysis
| Last Reported | Projected for Next Year | ||
| 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 |
Determining Duckhorn Portfolio's profitability involves analyzing its financial statements and using various financial metrics to determine if Duckhorn Portfolio is a good buy. For example, gross profit margin measures Duckhorn Portfolio's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Duckhorn Portfolio's profitability and make more informed investment decisions.
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.
Evaluate Duckhorn Portfolio's management efficiency
Duckhorn Portfolio has return on total asset (ROA) of 0.0396 % which means that it generated a profit of $0.0396 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0506 %, meaning that it created $0.0506 on every $100 dollars invested by stockholders. Duckhorn Portfolio's management efficiency ratios could be used to measure how well Duckhorn Portfolio manages its routine affairs as well as how well it operates its assets and liabilities. At present, Duckhorn Portfolio's Return On Tangible Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Equity is expected to grow to 0.05, whereas Return On Capital Employed is forecasted to decline to 0.05. 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.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 10.31 | 5.88 | |
| Tangible Book Value Per Share | 4.83 | 5.07 | |
| Enterprise Value Over EBITDA | 9.27 | 8.80 | |
| Price Book Value Ratio | 0.70 | 0.67 | |
| Enterprise Value Multiple | 9.27 | 8.80 | |
| Price Fair Value | 0.70 | 0.67 | |
| Enterprise Value | 1.2 B | 2.3 B |
Effective leadership at Duckhorn Portfolio drives its competitive edge in the market. Our analysis focuses on how this translates to financial performance and stock value.
Beta 0.027 |
Basic technical analysis of Duckhorn Stock
As of the 28th of November, Duckhorn Portfolio shows the Mean Deviation of 3.21, semi deviation of 0.6245, and Downside Deviation of 1.73. In respect to fundamental indicators, the technical analysis model provides you with a way to check existing technical drivers of Duckhorn Portfolio, as well as the relationship between them.Duckhorn Portfolio's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Duckhorn Portfolio insiders, such as employees or executives, is commonly permitted as long as it does not rely on Duckhorn Portfolio's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Duckhorn Portfolio insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Duckhorn Portfolio's Outstanding Corporate Bonds
Duckhorn Portfolio issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Duckhorn Portfolio uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Duckhorn bonds can be classified according to their maturity, which is the date when Duckhorn Portfolio has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View |
Understand Duckhorn Portfolio's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Duckhorn Portfolio's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0853 | |||
| Market Risk Adjusted Performance | 1.94 | |||
| Mean Deviation | 3.21 | |||
| Semi Deviation | 0.6245 | |||
| Downside Deviation | 1.73 | |||
| Coefficient Of Variation | 1007.05 | |||
| Standard Deviation | 12.76 | |||
| Variance | 162.86 | |||
| Information Ratio | 0.0891 | |||
| Jensen Alpha | 1.18 | |||
| Total Risk Alpha | (0.75) | |||
| Sortino Ratio | 0.6562 | |||
| Treynor Ratio | 1.93 | |||
| Maximum Drawdown | 103.32 | |||
| Value At Risk | (1.96) | |||
| Potential Upside | 1.57 | |||
| Downside Variance | 3.0 | |||
| Semi Variance | 0.39 | |||
| Expected Short fall | (4.13) | |||
| Skewness | 7.98 | |||
| Kurtosis | 64.41 |
| Risk Adjusted Performance | 0.0853 | |||
| Market Risk Adjusted Performance | 1.94 | |||
| Mean Deviation | 3.21 | |||
| Semi Deviation | 0.6245 | |||
| Downside Deviation | 1.73 | |||
| Coefficient Of Variation | 1007.05 | |||
| Standard Deviation | 12.76 | |||
| Variance | 162.86 | |||
| Information Ratio | 0.0891 | |||
| Jensen Alpha | 1.18 | |||
| Total Risk Alpha | (0.75) | |||
| Sortino Ratio | 0.6562 | |||
| Treynor Ratio | 1.93 | |||
| Maximum Drawdown | 103.32 | |||
| Value At Risk | (1.96) | |||
| Potential Upside | 1.57 | |||
| Downside Variance | 3.0 | |||
| Semi Variance | 0.39 | |||
| Expected Short fall | (4.13) | |||
| Skewness | 7.98 | |||
| Kurtosis | 64.41 |
Consider Duckhorn Portfolio's intraday indicators
Duckhorn Portfolio intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Duckhorn Portfolio stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 2280.55 | |||
| Daily Balance Of Power | (0.50) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 10.99 | |||
| Day Typical Price | 10.99 | |||
| Price Action Indicator | (0.01) | |||
| Period Momentum Indicator | (0.01) | |||
| Relative Strength Index | 80.77 |
Duckhorn Portfolio Corporate Filings
| 21st of November 2024 Other Reports | ViewVerify | |
13A | 14th of November 2024 An amended filing to the original Schedule 13G | ViewVerify |
F3 | 16th of October 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
F3 | 11th of October 2024 The schedule filed by any person or group who acquires beneficial ownership of more than 5% of a voting class of a company's equity securities registered under Section 12 of the Act | ViewVerify |
Duckhorn Stock media impact
Far too much social signal, news, headlines, and media speculation about Duckhorn Portfolio that are available to investors today. That information is available publicly through Duckhorn media outlets and privately through word of mouth or via Duckhorn internal channels. However, regardless of the origin, that massive amount of Duckhorn data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Duckhorn Portfolio news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Duckhorn Portfolio relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Duckhorn Portfolio's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Duckhorn Portfolio alpha.
Duckhorn Portfolio Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Duckhorn Portfolio can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Duckhorn Portfolio Corporate Management
| Sean Sullivan | Executive Vice President Chief Administrative Officer, General Counsel | Profile | |
| Nicole Cummings | Chief Officer | Profile | |
| Melanie Cox | Independent Director | Profile | |
| Daniel Costello | Independent Director | Profile | |
| Dan Duckhorn | Co-Founder | Profile | |
| Adriel Lares | Director | Profile |
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Duckhorn Portfolio. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in american community survey. For information on how to trade Duckhorn Stock refer to our How to Trade Duckhorn Stock guide.You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
Is Distillers & Vintners 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 Duckhorn Portfolio. If investors know Duckhorn 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 Duckhorn Portfolio listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.52) | Earnings Share 0.45 | Revenue Per Share 3.285 | Quarterly Revenue Growth 0.073 | Return On Assets 0.0396 |
The market value of Duckhorn Portfolio is measured differently than its book value, which is the value of Duckhorn that is recorded on the company's balance sheet. Investors also form their own opinion of Duckhorn Portfolio's value that differs from its market value or its book value, called intrinsic value, which is Duckhorn Portfolio'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 Duckhorn Portfolio's market value can be influenced by many factors that don't directly affect Duckhorn Portfolio's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Duckhorn Portfolio's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Duckhorn Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Duckhorn Portfolio'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.