The Duckhorn Portfolio, Inc. (NAPA)
Company Info
US26414D1063
26414D106
Mar 18, 2021
Highlights
$1.63B
$0.40
27.73
$230.34M
$112.81M
$49.78M
$5.38 - $11.90
$11.22
8.07%
3.06
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
NAPA
N/A
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^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
Monthly Returns
The table below presents the monthly returns of NAPA, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -12.39% | 10.20% | -2.10% | -9.02% | -4.72% | -12.02% | 2.25% | -12.81% | -8.21% | 88.64% | 0.36% | 1.00% | 12.79% |
| 2023 | -2.35% | -5.75% | 4.26% | -5.03% | -13.71% | -0.46% | -3.01% | -1.11% | -17.52% | 1.66% | -1.53% | -4.09% | -40.56% |
| 2022 | -14.48% | -1.70% | -7.29% | 6.76% | 1.18% | 7.18% | -12.92% | -0.55% | -20.89% | 1.32% | 9.85% | 3.18% | -29.01% |
| 2021 | -2.33% | 11.50% | -2.83% | 21.34% | -0.41% | -2.18% | 6.51% | -15.51% | -0.67% | 21.50% | 35.86% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of NAPA is 65, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
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.
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Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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 77.51%, occurring on Oct 4, 2024. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.51% | Jun 17, 2021 | 831 | Oct 4, 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 chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of The Duckhorn Portfolio, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of The Duckhorn Portfolio, Inc., comparing actual results with analytics estimates. The company met analyst expectations for EPS in the past quarter.
Valuation
The Valuation section provides an overview of how The Duckhorn Portfolio, Inc. is priced in the market compared to other companies in the Beverages - Wineries & Distilleries industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for NAPA, comparing it with other companies in the Beverages - Wineries & Distilleries industry. Currently, NAPA has a P/E ratio of 27.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for NAPA relative to other companies in the Beverages - Wineries & Distilleries industry. Currently, NAPA has a P/S ratio of 4.0. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for NAPA in comparison with other companies in the Beverages - Wineries & Distilleries industry. Currently, NAPA has a P/B value of 1.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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