MAX Chat
Company Analysis The Duckhorn Portfolio, Inc.
1. Summary
Advantages
- The stock's return over the last year (68.03%) is higher than the sector average (-47.71%).
Disadvantages
- Price (11.09 $) is higher than fair price (5.85 $)
- Dividends (0%) are below the sector average (3.07%).
- Current debt level 18.64% has increased over 5 years from 0.9474%.
- The company's current efficiency (ROE=5.06%) is lower than the sector average (ROE=59.71%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| The Duckhorn Portfolio, Inc. | Consumer Staples | Index | |
|---|---|---|---|
| 7 days | 0% | 0.2% | 0.6% |
| 90 days | 0% | -45% | 19.2% |
| 1 year | 68% | -47.7% | 14.2% |
NAPA vs Sector: The Duckhorn Portfolio, Inc. has outperformed the "Consumer Staples" sector by 115.74% over the past year.
NAPA vs Market: The Duckhorn Portfolio, Inc. has outperformed the market by 53.86% over the past year.
Stable price: NAPA is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: NAPA with weekly volatility of 1.31% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (11.09 $) is higher than the fair price (5.85 $).
Price is higher than fair: The current price (11.09 $) is 47.2% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (16.15) is lower than that of the sector as a whole (23.7).
P/E vs Market: The company's P/E (16.15) is lower than that of the market as a whole (61.8).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (0.7107) is lower than that of the sector as a whole (14.84).
P/BV vs Market: The company's P/BV (0.7107) is lower than that of the market as a whole (20.58).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (2.23) is lower than that of the sector as a whole (2.61).
P/S vs Market: The company's P/S indicator (2.23) is lower than that of the market as a whole (15.97).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (9.33) is lower than that of the sector as a whole (14.25).
EV/Ebitda vs Market: The company's EV/Ebitda (9.33) is lower than that of the market as a whole (18.72).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 15.01% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (15.01%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (0%).
5.4. ROE
ROE vs Sector: The company's ROE (5.06%) is lower than that of the sector as a whole (59.71%).
ROE vs Market: The company's ROE (5.06%) is lower than that of the market as a whole (42.63%).
5.5. ROA
ROA vs Sector: The company's ROA (3.54%) is lower than that of the sector as a whole (8.94%).
ROA vs Market: The company's ROA (3.54%) is lower than that of the market as a whole (23.26%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (5.81%) is lower than that of the sector as a whole (15.48%).
ROIC vs Market: The company's ROIC (5.81%) is lower than that of the market as a whole (9.17%).
7. Dividends
7.1. Dividend yield vs Market
Low yield: The dividend yield of the company 0% is below the average for the sector '3.07%.
7.2. Stability and increase in payments
Unstable dividends: The company's dividend yield 0% has not been consistently paid over the past 7 years, DSI=0.
Weak dividend growth: The company's dividend yield 0% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (0.4762%) are at an uncomfortable level.
Pay for your subscription
More functionality and data for company and portfolio analysis is available by subscription
