0.00%
-0.18%
1.00%
46.31%
25.31%
-45.88%
-35.45%
AI Spotlight on NAPA
Company Description
The Duckhorn Portfolio, Inc.produces and sells wines in North America.It offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Canvasback, Greenwing, and Postmark.
The company sells wines to distributors, and directly to retail accounts and consumers.The company was formerly known as Mallard Intermediate, Inc.and changed its name to The Duckhorn Portfolio, Inc.
in February 2021.The Duckhorn Portfolio, Inc.was founded in 1976 and is headquartered in Saint Helena, California.
Market Data
| Last Price | 11.09 |
| Change Percentage | -0.18% |
| Open | 11.09 |
| Previous Close | 11.11 |
| Market Cap ( Millions) | 1632 |
| Volume | 590372 |
| Year High | 11.11 |
| Year Low | 5.38 |
| M A 50 | 11.02 |
| M A 200 | 8.41 |
Financial Ratios
| FCF Yield | -0.97% |
| Dividend Yield | 0.00% |
| ROE | 4.31% |
| Debt / Equity | 9.05% |
| Net Debt / EBIDTA | 92.19% |
| Price To Book | 1.27 |
| Price Earnings Ratio | 31.6 |
| Price To FCF | -103.33 |
| Price To sales | 3.83 |
| EV / EBITDA | 14.49 |
News
- Dec -24 - Butterfly Completes $1.95 Billion Acquisition of The Duckhorn Portfolio
- Dec -20 - Top 3 Risk Off Stocks That May Collapse This Month
- Dec -12 - SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates NAPA and USAP on Behalf of Shareholders
- Dec -06 - SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates NAPA and MNTX on Behalf of Shareholders
- Dec -05 - The Duckhorn Portfolio Announces Fiscal First Quarter 2025 Financial Results
- Dec -03 - Four Corners Continues Its Acquisition Spree With a NAPA Property
- Nov -20 - 5 Beverages - Alcohol Stocks Holding Strong Amid Industry Challenges
- Oct -22 - NAPA Auto Parts Parent's Stock Tumbles on Weak Profit, Lowered Outlook
- Oct -08 - STOCKHOLDER INVESTIGATION: The M&A Class Action Firm Investigates the Mergers and Imminent Votes of PETQ and FBMS
- Oct -07 - DUCKHORN PORTFOLIO INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of the Duckhorn Portfolio, Inc. - NAPA
- Oct -07 - SHAREHOLDER INVESTIGATION: The M&A Class Action Firm Investigates the Mergers of B and NAPA
- Oct -07 - Dow Tumbles Over 400 Points; Duckhorn Portfolio Shares Surge
- Oct -07 - Why Duckhorn Portfolio (NAPA) Stock Spiked Today
- Oct -07 - Winemaker Duckhorn Stock Doubles on Takeover by Private-Equity Firm Butterfly
- Oct -07 - NAPA Merger News: Johnson Fistel Investigates Duckhorn and its Directors and Management Following Sale
- Oct -07 - Duckhorn stock rallies 100% as Butterfly Equity values the wine company at $1.95 billion
- Oct -07 - NAPA Alert: Monsey Firm of Wohl & Fruchter Investigating Fairness of the Sale of The Duckhorn Portfolio to Butterfly Equity
- Oct -07 - Duckhorn Portfolio Inc (NAPA) Q4 Earnings: EPS at $0.08, Revenue Hits $107.4M, Surpassing Estimates
- Oct -07 - The Duckhorn Portfolio Announces Fourth Quarter and Fiscal Year 2024 Financial Results
- Oct -07 - Butterfly to Acquire Premier North American Luxury Wine Company The Duckhorn Portfolio in $1.95 Billion Transaction
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Luxury Wines
Expected Growth : 8 %
What the company do ?
Luxury Wines from The Duckhorn Portfolio, Inc. offers premium wine experiences, showcasing exceptional craftsmanship and terroir-driven flavors from renowned regions.
Why we expect these perspectives ?
The 8% growth of Luxury Wines from The Duckhorn Portfolio, Inc. is driven by increasing demand for premium wine experiences, expanding distribution channels, and strategic marketing efforts. Additionally, the rising popularity of wine-based gifting, growing interest in wine tourism, and increasing disposable income among affluent consumers contribute to the segment's growth.
The Duckhorn Portfolio, Inc. Products
| Product Range | What is it ? |
|---|---|
| Duckhorn Vineyards | Luxury Cabernet Sauvignon and Merlot wines from Napa Valley |
| Decoy | Approachable and affordable luxury wines from Sonoma County |
| Canvasback | High-end Cabernet Sauvignon and Merlot wines from Washington State |
| Greenwing | Luxury Pinot Noir wines from Oregon's Willamette Valley |
| Calera | Single-vineyard Pinot Noir wines from California's Central Coast |
| Kosta Browne | High-end Pinot Noir wines from Sonoma County |
The Duckhorn Portfolio, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for The Duckhorn Portfolio, Inc. is medium due to the presence of alternative wine brands and products in the market.
Bargaining Power Of Customers
The bargaining power of customers for The Duckhorn Portfolio, Inc. is low due to the premium nature of their wine products and the lack of price sensitivity among their target market.
Bargaining Power Of Suppliers
The bargaining power of suppliers for The Duckhorn Portfolio, Inc. is medium due to the availability of grape suppliers and the company's ability to negotiate prices.
Threat Of New Entrants
The threat of new entrants for The Duckhorn Portfolio, Inc. is high due to the growing demand for wine and the relatively low barriers to entry in the wine industry.
Intensity Of Rivalry
The intensity of rivalry for The Duckhorn Portfolio, Inc. is high due to the competitive nature of the wine industry and the presence of established players.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 21.22% |
| Debt Cost | 5.36% |
| Equity Weight | 78.78% |
| Equity Cost | 5.36% |
| WACC | 5.36% |
| Leverage | 26.93% |
The Duckhorn Portfolio, Inc. : Quality Control
The Duckhorn Portfolio, Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| IMKTA | Ingles Markets, Incorporated operates a chain of supermarkets in the southeast United States. It offers food products, including grocery, meat and dairy products, produce, frozen foods, and other perishables; and … |
| MGPI | MGP Ingredients, Inc., together with its subsidiaries, produces and supplies distilled spirits, branded spirits, and food ingredients. It operates through three segments: Distillery Products; Branded Spirits; and Ingredient Solutions. The … |
| SENEA | Seneca Foods Corporation provides packaged fruits and vegetables in the United States and internationally. The company offers canned, frozen, and bottled produce; jarred fruit; and snack chips and other food … |
| WVVI | Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. It primarily offers Pinot Noir, Chardonnay, Pinot Gris, Pinot Blanc, Sauvignon Blanc, Gruner Veltliner, Rose, Brut, … |
| LWAY | Lifeway Foods, Inc. produces and markets probiotic-based products in the United States and internationally. Its primary product is drinkable kefir, a cultured dairy product in various organic and non-organic sizes, … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Seneca Foods
A-Score
1-Year Total Return ->
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Ingles Markets
A-Score
1-Year Total Return ->
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MGP Ingredients
A-Score
1-Year Total Return ->
4
Lifeway Foods
A-Score
1-Year Total Return ->
5
Duckhorn Portfolio
A-Score
1-Year Total Return ->
6
