The Duckhorn Portfolio, Inc.

DB:8B3 Stock Report

Market Cap: €1.6b

Duckhorn Portfolio Past Earnings Performance

Past criteria checks 2/6

Duckhorn Portfolio has been growing earnings at an average annual rate of 8.1%, while the Beverage industry saw earnings growing at 2.3% annually. Revenues have been growing at an average rate of 5.3% per year. Duckhorn Portfolio's return on equity is 4%, and it has net margins of 12.1%.

Key information

8.1%

Earnings growth rate

4.1%

EPS growth rate

Beverage Industry Growth-0.09%
Revenue growth rate5.3%
Return on equity4.0%
Net Margin12.1%
Last Earnings Update31 Oct 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How Duckhorn Portfolio makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

DB:8B3 Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Oct 24426521300
31 Jul 24405561200
30 Apr 24398621200
31 Jan 24397661140
31 Oct 23397651150
31 Jul 23403691100
30 Apr 23381571070
31 Jan 23381561060
31 Oct 22377591000
31 Jul 2237360980
30 Apr 2236562950
31 Jan 22364561030
31 Oct 2134960960
31 Jul 2133756900
30 Apr 2131846820
31 Jan 2129648640
31 Oct 2029041640
31 Jul 2027132660
31 Jul 1924122660

Quality Earnings: 8B3 has high quality earnings.

Growing Profit Margin: 8B3's current net profit margins (12.1%) are lower than last year (16.4%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: 8B3's earnings have grown by 8.1% per year over the past 5 years.

Accelerating Growth: 8B3's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: 8B3 had negative earnings growth (-20.6%) over the past year, making it difficult to compare to the Beverage industry average (1.3%).

Return on Equity

High ROE: 8B3's Return on Equity (4%) is considered low.

Return on Assets

Return on Capital Employed

Discover strong past performing companies

7D

1Y

7D

1Y

7D

1Y

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 05:05
End of Day Share Price 2024/12/23 00:00
Earnings2024/10/31
Annual Earnings2024/07/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

The Duckhorn Portfolio, Inc. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alexandra DavisCitigroup Inc
Larry GandlerCredit Suisse
Kaumil GajrawalaCredit Suisse