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The Duckhorn Portfolio Inc NAPA

Morningstar Rating
$7.70 −0.77 (9.09%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

NAPA is trading at a 31% discount.
Price
$7.67
Fair Value
$22.52
Uncertainty
Very High
1-Star Price
$98.86
5-Star Price
$9.28
Economic Moat
Rlt
Capital Allocation
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News

Trading Information

Previous Close Price
$8.47
Day Range
$7.498.22
52-Week Range
$7.4915.37
Bid/Ask
$7.50 / $7.88
Market Cap
$1.13 Bil
Volume/Avg
5 / 1.1 Mil

Key Statistics

Price/Earnings (Normalized)
11.81
Price/Sales
2.24
Dividend Yield (Trailing)
Dividend Yield (Forward)
Total Yield

Company Profile

The Duckhorn Portfolio Inc produces luxury and ultra-luxury wine across a portfolio of winery brands, including Duckhorn Vineyards, Paraduxx, Goldeneye, Migration, Decoy, Canvasback, Calera, Kosta Browne, Greenwing, and Postmark. Its revenue is comprised of wholesale and direct-to-consumer sales. Wholesale revenue is generated through sales directly to California retailers and restaurants, sales to distributors and agents located in other states throughout the United States, and sales to export distributors that sell internationally.
Sector
Consumer Defensive
Industry
Beverages - Wineries & Distilleries
Stock Style Box
Small Value
Total Number of Employees
490

Comparables

Valuation

Metric
NAPA
300755
603198
Price/Earnings (Normalized)
11.8137.3823.11
Price/Book Value
0.911.966.14
Price/Sales
2.240.717.96
Price/Cash Flow
8.5133.5124.37
Price/Earnings
NAPA
300755
603198

Financial Strength

Metric
NAPA
300755
603198
Quick Ratio
0.950.601.34
Current Ratio
6.851.973.13
Interest Coverage
6.887.49386.91
Quick Ratio
NAPA
300755
603198

Profitability

Metric
NAPA
300755
603198
Return on Assets (Normalized)
5.12%2.71%22.56%
Return on Equity (Normalized)
7.46%5.51%30.66%
Return on Invested Capital (Normalized)
6.78%4.34%30.59%
Return on Assets
NAPA
300755
603198
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