Duckhorn Portfolio Revenue vs. Return On Equity

NAPA Stock  USD 11.08  0.01  0.09%   
Considering Duckhorn Portfolio's profitability and operating efficiency indicators, Duckhorn Portfolio may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Duckhorn Portfolio's ability to earn profits and add value for shareholders.
 
Total Revenue  
First Reported
2020-01-31
Previous Quarter
107.4 M
Current Value
122.9 M
Quarterly Volatility
16.5 M
 
Covid
As of December 13, 2024, Price To Sales Ratio is expected to decline to 2.10. In addition to that, Days Sales Outstanding is expected to decline to 32.39. At present, Duckhorn Portfolio's Non Operating Income Net Other is projected to decrease significantly based on the last few years of reporting. The current year's Change To Netincome is expected to grow to about 30.5 M, whereas Net Interest Income is forecasted to decline to (19 M).
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.410.5301
Significantly Down
Slightly volatile
Net Profit Margin0.110.1381
Significantly Down
Slightly volatile
Operating Profit Margin0.180.2339
Significantly Down
Slightly volatile
Pretax Profit Margin0.150.1895
Significantly Down
Slightly volatile
Return On Assets0.02990.0308
Sufficiently Down
Slightly volatile
Return On Equity0.04560.044
Sufficiently Up
Slightly volatile
For Duckhorn Portfolio profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Duckhorn Portfolio to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Duckhorn Portfolio utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Duckhorn Portfolio's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Duckhorn Portfolio over time as well as its relative position and ranking within its peers.
  

Duckhorn Portfolio's Revenue Breakdown by Earning Segment

Check out Correlation Analysis.
For information on how to trade Duckhorn Stock refer to our How to Trade Duckhorn Stock guide.
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
0.4
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.
Please note, there is a significant difference between Duckhorn Portfolio's value and its price as these two are different measures arrived at by different 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.

Duckhorn Portfolio Return On Equity vs. Revenue Fundamental Analysis

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.
Duckhorn Portfolio is regarded fifth in revenue category among its peers. It also is regarded fifth in return on equity category among its peers . The ratio of Revenue to Return On Equity for Duckhorn Portfolio is about  8,013,458,498 . At present, Duckhorn Portfolio's Total Revenue is projected to increase significantly 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 Revenue vs. Competition

Duckhorn Portfolio is regarded fifth in revenue category among its peers. Market size based on revenue of Consumer Staples industry is now estimated at about 32.15 Billion. Duckhorn Portfolio claims roughly 405.48 Million in revenue contributing just under 2% to stocks in Consumer Staples industry.

Duckhorn Return On Equity vs. Revenue

Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.

Duckhorn Portfolio

Revenue

 = 

Money Received

-

Discounts and Returns

 = 
405.48 M
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.
Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.

Duckhorn Portfolio

Return On Equity

 = 

Net Income

Total Equity

 = 
0.0506
For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.

Duckhorn Return On Equity Comparison

Duckhorn Portfolio is currently under evaluation in return on equity category among its peers.

Duckhorn Portfolio Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Duckhorn Portfolio, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Duckhorn Portfolio will eventually generate negative long term returns. The profitability progress is the general direction of Duckhorn Portfolio's change in net profit over the period of time. It can combine multiple indicators of Duckhorn Portfolio, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Net Interest Income-18.1 M-19 M
Operating Income94.8 M87.6 M
Net Income From Continuing Ops56 M54.3 M
Income Before Tax76.8 M74 M
Total Other Income Expense Net-18 M-18.9 M
Net Income Applicable To Common Shares79.7 M52.8 M
Net Income56 M54.3 M
Income Tax Expense20.8 M19.8 M
Non Operating Income Net OtherM3.5 M
Change To Netincome29 M30.5 M
Net Income Per Share 0.45  0.34 
Income Quality 0.07  0.07 
Net Income Per E B T 0.73  0.81 

Duckhorn Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Duckhorn Portfolio. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Duckhorn Portfolio position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Duckhorn Portfolio's important profitability drivers and their relationship over time.

Use Duckhorn Portfolio in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Duckhorn Portfolio position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Duckhorn Portfolio will appreciate offsetting losses from the drop in the long position's value.

Duckhorn Portfolio Pair Trading

Duckhorn Portfolio Pair Trading Analysis

The ability to find closely correlated positions to Duckhorn Portfolio could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Duckhorn Portfolio when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Duckhorn Portfolio - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Duckhorn Portfolio to buy it.
The correlation of Duckhorn Portfolio is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Duckhorn Portfolio moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Duckhorn Portfolio moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Duckhorn Portfolio can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Duckhorn Portfolio position

In addition to having Duckhorn Portfolio in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Monster Funds
Monster Funds Theme
Solid funds with above average long term performance indicators based on Macroaxis rating system. The Monster Funds theme has 50 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Monster Funds Theme or any other thematic opportunities.
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When determining whether Duckhorn Portfolio offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Duckhorn Portfolio's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Duckhorn Portfolio Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Duckhorn Portfolio Stock:
Check out Correlation Analysis.
For information on how to trade Duckhorn Stock refer to our How to Trade Duckhorn Stock guide.
You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
To fully project Duckhorn Portfolio's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Duckhorn Portfolio at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Duckhorn Portfolio's income statement, its balance sheet, and the statement of cash flows.
Potential Duckhorn Portfolio investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Duckhorn Portfolio investors may work on each financial statement separately, they are all related. The changes in Duckhorn Portfolio's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Duckhorn Portfolio's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.