The Duckhorn Portfolio, Inc. (NAPA)
Company Info
| ISIN | US26414D1063 |
|---|---|
| CUSIP | 26414D106 |
| Sector | Consumer Defensive |
| Industry | Beverages—Wineries & Distilleries |
Highlights
| Market Cap | $952.12M |
|---|---|
| EPS | $0.57 |
| PE Ratio | 14.47 |
| Revenue (TTM) | $396.89M |
| Gross Profit (TTM) | $215.69M |
| EBITDA (TTM) | $135.30M |
| Year Range | $7.78 - $15.37 |
| Target Price | $11.25 |
| Short % | 8.92% |
| Short Ratio | 3.43 |
Share Price Chart
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Popular comparisons: NAPA vs. AAP, NAPA vs. SPY
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in The Duckhorn Portfolio, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
The Duckhorn Portfolio, Inc. had a return of -14.72% year-to-date (YTD) and -43.66% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -14.72% | 5.84% |
| 1 month | -6.77% | -2.98% |
| 6 months | -20.38% | 22.02% |
| 1 year | -43.66% | 24.47% |
| 5 years (annualized) | N/A | 11.44% |
| 10 years (annualized) | N/A | 10.46% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -12.39% | 10.20% | -2.10% | |||||||||
| 2023 | -17.52% | 1.66% | -1.53% | -4.09% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The Duckhorn Portfolio, Inc.(NAPA)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for The Duckhorn Portfolio, Inc. (NAPA) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the The Duckhorn Portfolio, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the The Duckhorn Portfolio, Inc. was 66.72%, occurring on Apr 18, 2024. The portfolio has not yet recovered.
The current The Duckhorn Portfolio, Inc. drawdown is 65.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -66.72% | Jun 17, 2021 | 714 | Apr 18, 2024 | — | — | — |
| -17.04% | Mar 24, 2021 | 36 | May 13, 2021 | 17 | Jun 8, 2021 | 53 |
| -3.17% | Jun 9, 2021 | 1 | Jun 9, 2021 | 1 | Jun 10, 2021 | 2 |
| -1.82% | Jun 11, 2021 | 1 | Jun 11, 2021 | 1 | Jun 14, 2021 | 2 |
Volatility
Volatility Chart
The current The Duckhorn Portfolio, Inc. volatility is 9.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |