Duckhorn Portfolio Stock Today
| NAPA Stock | USD 11.00 0.02 0.18% |
Performance8 of 100
| Odds Of DistressLess than 8
|
Duckhorn Portfolio is trading at 11.00 as of the 30th of November 2024, a 0.18 percent increase since the beginning of the trading day. The stock's open price was 10.98. Duckhorn Portfolio has only a 8 % chance of going through financial distress over the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Duckhorn Portfolio are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
Business Domain Food, Beverage & Tobacco | IPO Date 18th of March 2021 | Category Consumer Defensive | Classification Consumer Staples |
The Duckhorn Portfolio, Inc. produces and sells wines in North America. The Duckhorn Portfolio, Inc. was founded in 1976 and is headquartered in Saint Helena, California. Duckhorn Portfolio operates under BeveragesWineries Distilleries classification in the United States and is traded on New York Stock Exchange. The company has 147.2 M outstanding shares of which 4.3 M shares are now shorted by private and institutional investors with about 3.06 trading days to cover. More on Duckhorn Portfolio
Moving against Duckhorn Stock
Duckhorn Stock Highlights
ESG Sustainability
Environmental | Governance | Social |
| Chairman | Alex Ryan | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Thematic Ideas | Showing 3 out of 4 themes | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Business Concentration | Distillers & Vintners, Beverages - Wineries & Distilleries, Consumer Defensive, NYSE Composite, Oslo All Share, Alcohol, Cigarettes, Soft Drinks, Beer and Liquor, Consumer Staples, Beverages, Beverages—Wineries & Distilleries, Consumer Defensive (View all Sectors) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Average Analyst Recommendation | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Financial Strength
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Debt LevelsDuckhorn Portfolio can leverage the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Duckhorn Portfolio's financial leverage. It provides some insight into what part of Duckhorn Portfolio's total assets is financed by creditors.
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Duckhorn Portfolio (NAPA) is traded on New York Stock Exchange in USA. It is located in 1201 Dowdell Lane, Saint Helena, CA, United States, 94574 and employs 560 people. Duckhorn Portfolio is listed under Distillers & Vintners category by Fama And French industry classification. The company currently falls under 'Mid-Cap' category with a current market capitalization of 1.62 B. Duckhorn Portfolio conducts business under Beverages sector and is part of Consumer Staples industry. The entity has 147.2 M outstanding shares of which 4.3 M shares are now shorted by private and institutional investors with about 3.06 trading days to cover.
Duckhorn Portfolio currently holds about 3.17 M in cash with 4.16 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.03.
Check Duckhorn Portfolio Probability Of Bankruptcy
Ownership AllocationDuckhorn Portfolio holds a total of 147.2 Million outstanding shares. The majority of Duckhorn Portfolio outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in Duckhorn Portfolio to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Duckhorn Portfolio. Please pay attention to any change in the institutional holdings of Duckhorn Portfolio as this could imply that something significant has changed or is about to change at the company. Also note that almost five million one hundred seven thousand eight hundred seventy-four invesors are currently shorting Duckhorn Portfolio expressing very little confidence in its future performance.
Check Duckhorn Ownership Details
Duckhorn Stock Institutional Holders
| Instituion | Recorded On | 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 Historical Income Statement
Duckhorn Stock Against Markets
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 Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.
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.
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.