PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
NAPA vs. AAP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NAPA and AAP is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

NAPA vs. AAP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Duckhorn Portfolio, Inc. (NAPA) and Advance Auto Parts, Inc. (AAP). The values are adjusted to include any dividend payments, if applicable.

-20.00%0.00%20.00%40.00%60.00%80.00%SeptemberOctoberNovemberDecember2025February
68.32%
-10.54%
NAPA
AAP

Key characteristics

Fundamentals

Market Cap

NAPA:

$1.63B

AAP:

$2.65B

EPS

NAPA:

$0.40

AAP:

$0.79

PE Ratio

NAPA:

27.73

AAP:

56.10

Total Revenue (TTM)

NAPA:

$322.87M

AAP:

$8.24B

Gross Profit (TTM)

NAPA:

$154.61M

AAP:

$3.45B

EBITDA (TTM)

NAPA:

$84.20M

AAP:

$385.49M

Returns By Period


NAPA

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

AAP

YTD

-7.64%

1M

-6.54%

6M

-10.54%

1Y

-27.02%

5Y*

-19.33%

10Y*

-11.06%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

NAPA vs. AAP — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NAPA
The Risk-Adjusted Performance Rank of NAPA is 6565
Overall Rank
The Sharpe Ratio Rank of NAPA is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of NAPA is 8282
Sortino Ratio Rank
The Omega Ratio Rank of NAPA is 8181
Omega Ratio Rank
The Calmar Ratio Rank of NAPA is 5656
Calmar Ratio Rank
The Martin Ratio Rank of NAPA is 5555
Martin Ratio Rank

AAP
The Risk-Adjusted Performance Rank of AAP is 2222
Overall Rank
The Sharpe Ratio Rank of AAP is 1515
Sharpe Ratio Rank
The Sortino Ratio Rank of AAP is 1717
Sortino Ratio Rank
The Omega Ratio Rank of AAP is 1818
Omega Ratio Rank
The Calmar Ratio Rank of AAP is 2626
Calmar Ratio Rank
The Martin Ratio Rank of AAP is 3131
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NAPA vs. AAP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for The Duckhorn Portfolio, Inc. (NAPA) and Advance Auto Parts, Inc. (AAP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for NAPA, currently valued at 0.17, compared to the broader market-2.000.002.000.17-0.61
The chart of Sortino ratio for NAPA, currently valued at 2.30, compared to the broader market-4.00-2.000.002.004.006.002.30-0.62
The chart of Omega ratio for NAPA, currently valued at 1.33, compared to the broader market0.501.001.502.001.330.92
The chart of Calmar ratio for NAPA, currently valued at 0.24, compared to the broader market0.002.004.006.000.24-0.34
The chart of Martin ratio for NAPA, currently valued at 0.94, compared to the broader market-10.000.0010.0020.0030.000.95-0.74
NAPA
AAP


Rolling 12-month Sharpe Ratio-1.50-1.00-0.500.00SeptemberOctoberNovemberDecember2025February
0.17
-0.61
NAPA
AAP

Dividends

NAPA vs. AAP - Dividend Comparison

NAPA has not paid dividends to shareholders, while AAP's dividend yield for the trailing twelve months is around 2.30%.


TTM20242023202220212020201920182017201620152014
NAPA
The Duckhorn Portfolio, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
AAP
Advance Auto Parts, Inc.
2.30%2.11%3.28%4.08%1.35%0.63%0.15%0.15%0.24%0.14%0.16%0.15%

Drawdowns

NAPA vs. AAP - Drawdown Comparison


-85.00%-80.00%-75.00%-70.00%-65.00%-60.00%-55.00%-50.00%SeptemberOctoberNovemberDecember2025February
-53.73%
-80.53%
NAPA
AAP

Volatility

NAPA vs. AAP - Volatility Comparison

The current volatility for The Duckhorn Portfolio, Inc. (NAPA) is 0.00%, while Advance Auto Parts, Inc. (AAP) has a volatility of 12.56%. This indicates that NAPA experiences smaller price fluctuations and is considered to be less risky than AAP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%20.00%40.00%60.00%80.00%SeptemberOctoberNovemberDecember2025February0
12.56%
NAPA
AAP

Financials

NAPA vs. AAP - Financials Comparison

This section allows you to compare key financial metrics between The Duckhorn Portfolio, Inc. and Advance Auto Parts, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab