NYSE: NAPA - The Duckhorn Portfolio, Inc.

Yield per half year: +32.93%
Sector: Consumer Staples

Share chart The Duckhorn Portfolio, Inc.

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About

Duckhorn Portfolio, Inc. производит и продает вина в Северной Америке. Он предлагает вина под различными брендами, включая Duckhorn Vineyards, Decoy, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Canvasback, Greenwing и Postmark. Компания продает свою продукцию напрямую розничным торговцам и ресторанам Калифорнии; и дистрибьюторам и агентам, находящимся в других штатах по всей территории Соединенных Штатов, а также экспортным дистрибьюторам, которые продают на международном уровне.

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Он также обслуживает индивидуальных потребителей через членство в клубе, веб-сайт компании и дегустационные залы, расположенные в долине Напа, Калифорния; Андерсон-Вэлли, Калифорния; Севастополь, Калифорния; Холлистер, Калифорния; и Уолла Уолла, Вашингтон. Компания Duckhorn Portfolio, Inc. ранее была известна как Mallard Intermediate, Inc. и сменила название на The Duckhorn Portfolio, Inc. в феврале 2021 года. Компания Duckhorn Portfolio, Inc. была основана в 1976 году и базируется на острове Святой Елены, Калифорния.

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P/S 7.51
EV/EBITDA 6.12
EBITDA 0.0673
Цена ао 8.19
Сайт http://www.duckhornportfolio.com
P/E 45.15
P/BV 3.15
Число акций ао 0.11541 млрд
Выручка 0.2412
Див.доход ао 0
ISIN US26414D1063
Валюта usd
IPO date 2021-03-18
Sector Consumer Staples
Industry Beverages
Валюта отчета usd
Change price per day: -0.1825% (10.96)
Change price per week: +102.59% (5.4)
Change price per month: +94.66% (5.62)
Change price per 3 month: +52.16% (7.19)
Change price per half year: +32.93% (8.23)
Change price per year: +13.13% (9.67)
Change price per 3 year: -48.35% (21.18)
Change price per year to date: +0.1832% (10.92)
All parameters

Underestimation

Title Value Grade
P/S 3.68 5
P/BV 1.57 8
P/E 21.4 7
EV/EBITDA 12.92 7
Total: 6.13

Efficiency

Title Value Grade
ROA, % 5.14 2
ROE, % 7.36 2
Total: 4

Dividends

Title Value Grade
Div yield, % 0 0
DSI 0 0
Total: 0.7586

Debt

Title Value Grade
Debt/EBITDA 1.77 7
Total: 7.4

Growth impulse

Title Value Grade
Yield Revenue, % 67.22 8
Yield Ebitda, % 76.26 8
Yield EPS, % 200.23 10
Total: 7.2
More

Transaction date Date of disclosure Insider Type Price Volume Quantity Share before, % Share after, % Document
09.04.2024 10.04.2024 Sullivan Sean B.A.
See Remarks		 Sale 8.99 224 750 25000 0 -0.02 link

Institutions Volume Share, %
TSG Consumer Partners LP 61795016 53.54
Select Equity Group, Inc. 8406491 7.28
Vanguard Group Inc 5084138 4.41
Massachusetts Financial Services Co. 3751059 3.25
Dimensional Fund Advisors LP 3577702 3.1
Blackrock Inc. 3545134 3.07
Westwood Holdings Group Inc. 3368871 2.92
FIL LTD 2277397 1.97
Morgan Stanley 2141817 1.86
Royal Bank of Canada 1642326 1.42

ETF Share, % Profitability for 1 year, % Dividends, %
B.A.D. ETF 2.42 -0.16680776871559 0.71
AdvisorShares Vice ETF 1.21197 23.459955061602 1.77764
Avantis U.S Small Cap Equity ETF 0.01517 27.774101036841 1.68271
Avantis Responsible U.S. Equity ETF 0 26.778312788906 1.45257
Avantis U.S. Equity ETF 0.00038 32.224830464267 1.59151
JPMorgan BetaBuilders U.S. Small Cap Equity Fund 0.02498 24.74842126706 1.59225
Dimensional U.S. Core Equity 2 ETF 0.00391 30.755198832543 1.47098
Dimensional International Core Equity Market ETF 0.00019 13.085145595282 3.48343
Dimensional U.S. Targeted Value ETF 0.02417 26.007247921552 1.93487
Dimensional US Core Equity Market ETF 0.00144 30.983243755928 1.40618
Dimensional International Small Cap ETF 0.003 13.318681318681 3.34747
Dimensional US Small Cap Value ETF 0.03735 25.854782942758 1.97866
Dimensional U.S. Equity ETF 0.0004 31.530984204131 1.3557
Dimensional US Marketwide Value ETF 0.00104 24.87762741146 2.11042
WisdomTree U.S. SmallCap Fund 0.05441 31.540809405381 1.80258
Fidelity MSCI Consumer Staples Index ETF 0.03729 19.413665743306 2.27847
ProShares Hedge Replication ETF 0.00191 5.9237999659878 1.47892
iShares Morningstar Small-Cap ETF 0.00758 30.095066471445 1.60498
iShares Morningstar Small Cap Value ETF 0.01562 26.701717953559 2.50476
iShares Russell 3000 ETF 0.0006 32.57283798366 1.43482
iShares Morningstar Small-Cap ETF 0.00758 391.25300933451 1.60498
iShares Morningstar Small-Cap Value ETF 0.01562 227.12514109528 2.50476
Janus Henderson Small/Mid Cap Growth Alpha ETF 0.04475 34.093409357706 0.64187
Janus Henderson Small Cap Growth Alpha ETF 0.18851 37.666286583048 0.72088
Invesco FTSE RAFI US 1500 Small-Mid ETF 0.01543 35.452103849597 1.75869
Schwab U.S. Small-Cap ETF 0.0065 34.281650071124 1.51433
Schwab U.S. Broad Market ETF 0.00044 32.5 1.43354
SPDR Portfolio Europe ETF 0.00071 8.9403102813568 3.66537
FlexShares Morningstar US Market Factor Tilt Index Fund 0.00603 32.205226109465 1.69572
ProShares UltraPro Russell2000 0.00654 89.821266282945 1.47873
Vanguard Small Cap Value ETF 0.01 32.677982659665 2.19419
Vanguard Russell 3000 ETF 0 31.87314172448 1.43817
Vanguard Russell 2000 ETF 0.01 35.648084105685 1.48801



Head Job title Payment Year of birth
Mr. Zach Rasmuson Executive VP & COO 786.77k 1975 (49 years)
Mr. Pete Przybylinski Executive VP & Chief Sales Officer 786.77k 1969 (55 years)
Mr. Daniel Duckhorn Co-Founder 93.75k
Ms. Margaret Duckhorn Co-Founder N/A
Mr. Sean Sullivan Executive VP and Chief Strategy & Legal Officer 786.77k 1981 (43 years)
Ms. Gayle Bartscherer Executive VP, Chief Marketing & DTC Officer 436.73k 1973 (51 year)
Ms. Jennifer Fall Jung Executive VP & CFO 436.42k 1972 (52 years)
Ms. Deirdre Ann Mahlan President, CEO & Chairperson 88.5k 1962 (62 years)
Ms. Nicole Cummings Chief People Officer

Address: United States, Saint Helena, CA , 1201 Dowdell Lane - open in Google maps, open in Yandex maps
Website: http://www.duckhornportfolio.com