NAPA Stock Overview
Produces and sells wines in North America. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 3/6 |
| Past Performance | 2/6 |
| Financial Health | 5/6 |
| Dividends | 0/6 |
My Notes
Capture your thoughts, links and company narrative
The Duckhorn Portfolio, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$11.11 |
| 52 Week High | US$11.10 |
| 52 Week Low | US$5.38 |
| Beta | 0.028 |
| 1 Month Change | 0.45% |
| 3 Month Change | 94.91% |
| 1 Year Change | 17.07% |
| 3 Year Change | -50.58% |
| 5 Year Change | n/a |
| Change since IPO | -35.33% |
Recent News & Updates
Benign Growth For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Underpins Its Share Price
Oct 04
Duckhorn Portfolio: A Downtrodden Investment That Will Age Well
Oct 02The Duckhorn Portfolio: Quality Wines Get Cheaper
Aug 28Recent updates
Benign Growth For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Underpins Its Share Price
Oct 04Duckhorn Portfolio: A Downtrodden Investment That Will Age Well
Oct 02The Duckhorn Portfolio: Quality Wines Get Cheaper
Aug 28We Think Duckhorn Portfolio (NYSE:NAPA) Is Taking Some Risk With Its Debt
Aug 20The Duckhorn Portfolio: Demand Is Unlikely To Recover Anytime Soon
Jun 19Solid Earnings May Not Tell The Whole Story For Duckhorn Portfolio (NYSE:NAPA)
Jun 13The Duckhorn Portfolio: So, You Want To Own A Winery In Retirement?
May 08Sentiment Still Eluding The Duckhorn Portfolio, Inc. (NYSE:NAPA)
Apr 11The Duckhorn Portfolio: Rating Downgrade As I Am Not Optimistic About H2 Recovery
Mar 26The Duckhorn Portfolio: The Stock Is Ripe For Picking
Mar 20The Duckhorn Portfolio, Inc.'s (NYSE:NAPA) Intrinsic Value Is Potentially 99% Above Its Share Price
Mar 09Does Duckhorn Portfolio (NYSE:NAPA) Have A Healthy Balance Sheet?
Feb 16Merion Road Capital - Duckhorn Portfolio: The Only 'Real' Publicly Traded Wine Company
Feb 07The Duckhorn Portfolio: Consumer Weakness Finally Showing Up In The Stock
Jan 02The Duckhorn Portfolio, Inc.'s (NYSE:NAPA) Earnings Haven't Escaped The Attention Of Investors
Dec 29An Intrinsic Calculation For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Suggests It's 42% Undervalued
Dec 08The Duckhorn Portfolio: A Small Hangover
Nov 21The Duckhorn Portfolio: Near-Term Uncertainty Elevated With CEO Leaving
Oct 04Duckhorn Portfolio: Strong Reports, Moderate Expectations
Sep 28The Returns At Duckhorn Portfolio (NYSE:NAPA) Aren't Growing
Aug 30An Intrinsic Calculation For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Suggests It's 20% Undervalued
Aug 03Duckhorn Portfolio: Upside Is Attractive, But Near-Term Demand Uncertainty Still Risky
Jul 12Duckhorn Portfolio: Strong Current Trends But No Clear Catalysts To Grow
Jul 05Return Trends At Duckhorn Portfolio (NYSE:NAPA) Aren't Appealing
May 24The Duckhorn Portfolio: Great Management Execution, Still A Buy
Feb 12Estimating The Intrinsic Value Of The Duckhorn Portfolio, Inc. (NYSE:NAPA)
Jan 06Duckhorn Portfolio Non-GAAP EPS of $0.18 beats by $0.04, revenue of $108.2M beats by $9.06M
Dec 07Shareholder Returns
| NAPA | US Beverage | US Market | |
|---|---|---|---|
| 7D | 0.3% | -3.8% | -3.5% |
| 1Y | 17.1% | -3.3% | 22.1% |
Return vs Industry: NAPA exceeded the US Beverage industry which returned -3.3% over the past year.
Return vs Market: NAPA underperformed the US Market which returned 22.1% over the past year.
Price Volatility
| NAPA volatility | |
|---|---|
| NAPA Average Weekly Movement | 29.0% |
| Beverage Industry Average Movement | 3.8% |
| Market Average Movement | 6.3% |
| 10% most volatile stocks in US Market | 17.0% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: NAPA's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: NAPA's weekly volatility has increased from 15% to 29% over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1976 | 573 | Deirdre Mahlan | www.duckhornportfolio.com |
The Duckhorn Portfolio, Inc. produces and sells wines in North America. The company offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Goldeneye, Paraduxx, Migration, Sonoma-Cutrer, Canvasback, Calera, Kosta Browne, Greenwing, and Postmark. It sells wines to distributors, and directly to retail accounts and consumers.
The Duckhorn Portfolio, Inc. Fundamentals Summary
| NAPA fundamental statistics | |
|---|---|
| Market cap | US$1.63b |
| Earnings (TTM) | US$51.64m |
| Revenue (TTM) | US$425.91m |
31.7x
P/E Ratio3.8x
P/S RatioIs NAPA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| NAPA income statement (TTM) | |
|---|---|
| Revenue | US$425.91m |
| Cost of Revenue | US$196.12m |
| Gross Profit | US$229.79m |
| Other Expenses | US$178.15m |
| Earnings | US$51.64m |
Last Reported Earnings
Oct 31, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.35 |
| Gross Margin | 53.95% |
| Net Profit Margin | 12.12% |
| Debt/Equity Ratio | 22.6% |
How did NAPA perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/12/20 22:35 |
| End of Day Share Price | 2024/12/20 00:00 |
| Earnings | 2024/10/31 |
| Annual Earnings | 2024/07/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 13 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.
| Analyst | Institution |
|---|---|
| Lauren Lieberman | Barclays |
| Lauren Lieberman | Barclays |
| Andrew Strelzik | BMO Capital Markets Equity Research |