The Duckhorn Portfolio, Inc.

NYSE:NAPA Stock Report

Market Cap: US$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 10.7% 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 Growth4.4%
Revenue growth rate5.3%
Return on equity4.0%
Net Margin12.1%
Last Earnings Update31 Oct 2024

Recent past performance updates

Solid Earnings May Not Tell The Whole Story For Duckhorn Portfolio (NYSE:NAPA)

Jun 13
Solid Earnings May Not Tell The Whole Story For Duckhorn Portfolio (NYSE:NAPA)

Recent updates

Benign Growth For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Underpins Its Share Price

Oct 04
Benign Growth For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Underpins Its Share Price

Duckhorn Portfolio: A Downtrodden Investment That Will Age Well

Oct 02

The Duckhorn Portfolio: Quality Wines Get Cheaper

Aug 28

We Think Duckhorn Portfolio (NYSE:NAPA) Is Taking Some Risk With Its Debt

Aug 20
We Think Duckhorn Portfolio (NYSE:NAPA) Is Taking Some Risk With Its Debt

The Duckhorn Portfolio: Demand Is Unlikely To Recover Anytime Soon

Jun 19

Solid Earnings May Not Tell The Whole Story For Duckhorn Portfolio (NYSE:NAPA)

Jun 13
Solid Earnings May Not Tell The Whole Story For Duckhorn Portfolio (NYSE:NAPA)

The Duckhorn Portfolio: So, You Want To Own A Winery In Retirement?

May 08

Sentiment Still Eluding The Duckhorn Portfolio, Inc. (NYSE:NAPA)

Apr 11
Sentiment Still Eluding The Duckhorn Portfolio, Inc. (NYSE:NAPA)

The Duckhorn Portfolio: Rating Downgrade As I Am Not Optimistic About H2 Recovery

Mar 26

The Duckhorn Portfolio: The Stock Is Ripe For Picking

Mar 20

The Duckhorn Portfolio, Inc.'s (NYSE:NAPA) Intrinsic Value Is Potentially 99% Above Its Share Price

Mar 09
The Duckhorn Portfolio, Inc.'s (NYSE:NAPA) Intrinsic Value Is Potentially 99% Above Its Share Price

Does Duckhorn Portfolio (NYSE:NAPA) Have A Healthy Balance Sheet?

Feb 16
Does Duckhorn Portfolio (NYSE:NAPA) Have A Healthy Balance Sheet?

Merion Road Capital - Duckhorn Portfolio: The Only 'Real' Publicly Traded Wine Company

Feb 07

The Duckhorn Portfolio: Consumer Weakness Finally Showing Up In The Stock

Jan 02

The Duckhorn Portfolio, Inc.'s (NYSE:NAPA) Earnings Haven't Escaped The Attention Of Investors

Dec 29
The Duckhorn Portfolio, Inc.'s (NYSE:NAPA) Earnings Haven't Escaped The Attention Of Investors

An Intrinsic Calculation For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Suggests It's 42% Undervalued

Dec 08
An Intrinsic Calculation For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Suggests It's 42% Undervalued

The Duckhorn Portfolio: A Small Hangover

Nov 21

The Duckhorn Portfolio: Near-Term Uncertainty Elevated With CEO Leaving

Oct 04

Duckhorn Portfolio: Strong Reports, Moderate Expectations

Sep 28

The Returns At Duckhorn Portfolio (NYSE:NAPA) Aren't Growing

Aug 30
The Returns At Duckhorn Portfolio (NYSE:NAPA) Aren't Growing

An Intrinsic Calculation For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Suggests It's 20% Undervalued

Aug 03
An Intrinsic Calculation For The Duckhorn Portfolio, Inc. (NYSE:NAPA) Suggests It's 20% Undervalued

Duckhorn Portfolio: Upside Is Attractive, But Near-Term Demand Uncertainty Still Risky

Jul 12

Duckhorn Portfolio: Strong Current Trends But No Clear Catalysts To Grow

Jul 05

Return Trends At Duckhorn Portfolio (NYSE:NAPA) Aren't Appealing

May 24
Return Trends At Duckhorn Portfolio (NYSE:NAPA) Aren't Appealing

The Duckhorn Portfolio: Great Management Execution, Still A Buy

Feb 12

Estimating The Intrinsic Value Of The Duckhorn Portfolio, Inc. (NYSE:NAPA)

Jan 06
Estimating The Intrinsic Value Of The Duckhorn Portfolio, Inc. (NYSE:NAPA)

Duckhorn Portfolio Non-GAAP EPS of $0.18 beats by $0.04, revenue of $108.2M beats by $9.06M

Dec 07

Revenue & Expenses Breakdown

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

Earnings and Revenue History

NYSE:NAPA 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: NAPA has high quality earnings.

Growing Profit Margin: NAPA'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: NAPA's earnings have grown by 8.1% per year over the past 5 years.

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

Earnings vs Industry: NAPA had negative earnings growth (-20.6%) over the past year, making it difficult to compare to the Beverage industry average (10.8%).

Return on Equity

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

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 01:45
End of Day Share Price 2024/12/20 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 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.

AnalystInstitution
Lauren LiebermanBarclays
Lauren LiebermanBarclays
Andrew StrelzikBMO Capital Markets Equity Research