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Overview
Profile

Duckhorn Portfolio stock price, quote, forecast and news

NAPA
US26414D1063
A2QRUB

Price

5.80
Today +/-
+0.21
Today %
+4.23 %
P

Duckhorn Portfolio stock price

%
Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the Duckhorn Portfolio stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Duckhorn Portfolio stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Duckhorn Portfolio stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Duckhorn Portfolio's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Duckhorn Portfolio Stock Price History

DateDuckhorn Portfolio Price
9/26/20245.80 undefined
9/25/20245.56 undefined
9/24/20245.64 undefined
9/23/20245.73 undefined
9/20/20245.70 undefined
9/19/20245.93 undefined
9/18/20245.88 undefined
9/17/20245.83 undefined
9/16/20245.74 undefined
9/13/20245.81 undefined
9/12/20245.73 undefined
9/11/20245.62 undefined
9/10/20245.72 undefined
9/9/20246.11 undefined
9/6/20246.07 undefined
9/5/20246.04 undefined
9/4/20246.10 undefined
9/3/20246.22 undefined
8/30/20246.33 undefined
8/29/20246.36 undefined

Duckhorn Portfolio Revenue, EBIT, Net Income

  • 3 years

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  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

ⓘ

Understanding Revenue, EBIT, and Income

Gain insights into Duckhorn Portfolio, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Duckhorn Portfolio from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Duckhorn Portfolio’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Duckhorn Portfolio. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Duckhorn Portfolio’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Duckhorn Portfolio’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Duckhorn Portfolio’s growth potential.

Duckhorn Portfolio Revenue, EBIT and net profit per share

DateDuckhorn Portfolio RevenueDuckhorn Portfolio EBITDuckhorn Portfolio Net Income
2030e675.24 M undefined0 undefined151.49 M undefined
2029e638.52 M undefined192.78 M undefined140.99 M undefined
2028e600.78 M undefined179.52 M undefined131.99 M undefined
2027e566.1 M undefined166.26 M undefined121.49 M undefined
2026e534.41 M undefined157.65 M undefined105.99 M undefined
2025e494.55 M undefined146.19 M undefined94.94 M undefined
2024e409.85 M undefined116.23 M undefined84.79 M undefined
2023403 M undefined106 M undefined69.3 M undefined
2022372.5 M undefined87.4 M undefined60.2 M undefined
2021336.6 M undefined77.6 M undefined56 M undefined
2020270.6 M undefined71 M undefined32.4 M undefined
2019241.2 M undefined47.3 M undefined22.1 M undefined

Duckhorn Portfolio Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M)REVENUE GROWTH (%)GROSS MARGIN (%)GROSS INCOME (M)EBIT (M)EBIT MARGIN (%)NET INCOME (M)NET INCOME GROWTH (%)SHARES (M)DOCUMENTS
201920202021202220232024e2025e2026e2027e2028e2029e2030e
241270336372403409494534566600638675
-12.0324.4410.718.331.4920.788.105.996.016.335.80
46.8950.3749.7049.7353.35-------
1131361671852150000000
477177871061161461571661791920
19.5026.3022.9223.3926.3028.3629.5529.4029.3329.8330.09-
22325660698494105121131140151
-45.4575.007.1415.0021.7411.9011.7015.248.266.877.86
115115106.9115.4115.40000000
------------
Details

Keystats

ⓘ

Revenue and Growth

The Duckhorn Portfolio Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Duckhorn Portfolio is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETSCASH BALANCE (M)RECEIVABLES (M)OTHER REC. (M)INVENTORIES (M)OTHER CURRENT LIAB. (M)CURRENT ASSETS (M)TANGIBLE ASSETS (M)LONG-T. INVEST. (M)LONG-T. REC. (M)INTANGIBLE ASSETS (M)GOODWILL (M)OTHER NON-CURRENT ASSETS (M)NON-CURRENT ASSETS (M)TOTAL ASSETS (B)LIABILITIESCOMMON STOCK (M)ADDITIONAL PAID-IN CAPITAL (M)RETAINED EARNINGS (M)OTHER EQUITY (M)UNREAL. GAINS/LOSSES (M)EQUITY (M)LIABILITIES (M)PROVISIONS (M)OTHER SHORT-TERM LIAB. (M)SHORT-TERM DEBTS (M)LONG-TERM DEBT PORTION (M)SHORT-TERM REC. (M)LONG-T. LIAB. (M)DEFERRED TAXES (M)OTHER LIAB. (M)LONG-T. LIABILITIES (M)DEBT (M)TOTAL CAPITAL (B)
20192020202120222023
         
3.86.34.23.26.4
22.526.533.33748.7
00000
234.7245.3267.7285.4322.2
2.12.79.213.910.2
263.1280.8314.4339.5387.5
243.9242.8240.9293343.9
00000
00000
227.7208.2200.5191.8184.2
425.2425.2425.2425.2425.2
1.71.7226.8
898.5877.9868.6912960.1
1.161.161.181.251.35
         
001.21.21.2
535.3536.4726.9731.6737.6
85.3117.773.6133.8203.1
00000
00000
620.6654.1801.7866.6941.9
2.33.72.63.44.8
2122.236.343.744.2
6.712.46.53.115.7
00000
1113.411.39.89.7
4151.756.76074.4
405365.5236213.7223.6
89.684.686.790.590.2
4.821.520.117
499.4452.1324.2324.3330.8
540.4503.8380.9384.3405.2
1.161.161.181.251.35
Details

Balance Sheet

ⓘ

Understanding the Balance Sheet

The balance sheet of Duckhorn Portfolio provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Duckhorn Portfolio's financial health and stability.

Assets

Duckhorn Portfolio's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Duckhorn Portfolio must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Duckhorn Portfolio after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Duckhorn Portfolio's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)DEPRECIATION (M)DEFERRED TAXES (M)CHANGES IN WORKING CAPITAL (M)NON-CASH ITEM (M)PAID INTEREST (M)PAID TAXES (M)NET CASH FLOW FROM OPERATING ACTIVITIES (M)CAPITAL EXPENDITURES (M)CASH FLOW FROM INVESTING ACTIVITIES (M)CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)INTEREST INCOME AND EXPENSES (M)NET DEBT CHANGE (M)NET CHANGE IN EQUITY (M)CASH FLOW FROM FINANCING ACTIVITIES (M)CASH FLOW FROM OTHER FINANCING ACTIVITIES ()TOTAL DIVIDENDS PAID (M)NET CHANGE IN CASH FLOW (M)FREE CASH FLOW (M)SHARE-BASED COMPENSATION (M)
20192020202120222023
2232556069
2522212327
-5-5230
-9-12-21-27-34
1118171414
191512510
1115221711
4255646870
-18-13-13-44-72
-221-13-13-43-72
-2030000
00000
20-39-133-258
111018700
129-39-52-265
-2.00--6.00-1.00-3.00
00-10000
-492-2-13
24.0741.5650.5824.19-2.75
00000

Duckhorn Portfolio stock margins

The Duckhorn Portfolio margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Duckhorn Portfolio. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Duckhorn Portfolio.

  • 3 years

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  • Max

Gross margin
EBIT margin
Profit margin
Details

Margin

ⓘ

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Duckhorn Portfolio's sales revenue. A higher gross margin percentage indicates that the Duckhorn Portfolio retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Duckhorn Portfolio's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Duckhorn Portfolio's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Duckhorn Portfolio's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Duckhorn Portfolio. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Duckhorn Portfolio's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Duckhorn Portfolio Margin History

Duckhorn Portfolio Gross marginDuckhorn Portfolio Profit marginDuckhorn Portfolio EBIT marginDuckhorn Portfolio Profit margin
2030e53.52 %0 %22.44 %
2029e53.52 %30.19 %22.08 %
2028e53.52 %29.88 %21.97 %
2027e53.52 %29.37 %21.46 %
2026e53.52 %29.5 %19.83 %
2025e53.52 %29.56 %19.2 %
2024e53.52 %28.36 %20.69 %
202353.52 %26.3 %17.2 %
202249.72 %23.46 %16.16 %
202149.7 %23.05 %16.64 %
202050.59 %26.24 %11.97 %
201946.85 %19.61 %9.16 %

Duckhorn Portfolio Stock Sales Revenue, EBIT, Earnings per Share

The Duckhorn Portfolio earnings per share therefore indicates how much revenue Duckhorn Portfolio has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 years

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Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Duckhorn Portfolio earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Duckhorn Portfolio's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Duckhorn Portfolio’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Duckhorn Portfolio's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Duckhorn Portfolio Revenue, EBIT and net profit per share

DateDuckhorn Portfolio Sales per ShareDuckhorn Portfolio EBIT per shareDuckhorn Portfolio Earnings per Share
2030e4.59 undefined0 undefined1.03 undefined
2029e4.34 undefined0 undefined0.96 undefined
2028e4.09 undefined0 undefined0.9 undefined
2027e3.85 undefined0 undefined0.83 undefined
2026e3.63 undefined0 undefined0.72 undefined
2025e3.36 undefined0 undefined0.65 undefined
2024e2.79 undefined0 undefined0.58 undefined
20233.49 undefined0.92 undefined0.6 undefined
20223.23 undefined0.76 undefined0.52 undefined
20213.15 undefined0.73 undefined0.52 undefined
20202.35 undefined0.62 undefined0.28 undefined
20192.1 undefined0.41 undefined0.19 undefined

Duckhorn Portfolio business model

Duckhorn Portfolio Inc is a well-known company in the wine industry that focuses on the production and distribution of premium wines from various regions. The company was founded in 1976 by Dan and Margaret Duckhorn and is headquartered in Saint Helena, California. History: The history of Duckhorn Portfolio Inc began with Dan and Margaret Duckhorn deciding to enter the wine industry. After gaining some experience in winemaking, they founded Duckhorn Vineyards in Napa Valley, California. Their first wines were released in 1978, with a focus on producing Cabernet Sauvignon and Merlot. Over the years, the company grew and expanded its product line. In 1991, Duckhorn Vineyards purchased Goldeneye Winery in Anderson Valley, allowing the company to focus on producing Pinot Noir. In 2003, the company expanded further by acquiring Paraduxx Winery in Napa Valley, which specialized in producing red wine blends. Business model: Duckhorn Portfolio Inc specializes in the production of premium wines sourced from the finest vineyards in California. The company takes pride in reflecting its unique personality, philosophy, and passion in each of its wines. The company follows a direct-to-consumer sales model, allowing them to deliver their wines directly to end consumers. Additionally, Duckhorn Portfolio Inc specializes in collaborating with restaurants, hotels, and other hospitality businesses, as well as supplying the retail sector. Sustainability is highly valued by the company, and it strives to pursue eco-friendly and sustainable practices in wine production. It also prioritizes high quality and uses only the finest grapes and wines in its products. Products and divisions: Duckhorn Portfolio Inc takes pride in offering a wide range of wines from different regions in California. Each wine variety has its own personality and flavor profile, influenced by the soils, climate conditions, and regional agriculture. The various brands and products produced and distributed by Duckhorn Portfolio Inc include Duckhorn Vineyards, Goldeneye, Migration, Paraduxx, Decoy, and Canvasback. Each brand has its own specialization and target audience. Duckhorn Vineyards is known for its Cabernet Sauvignon and Merlot wines, while Goldeneye specializes in Pinot Noir. Migration is known for its Chardonnay and Pinot Noir wines from various regions in California, while Paraduxx focuses on producing red wine blends. Decoy is known for its affordable red and white wine options, and Canvasback specializes in producing Cabernet Sauvignon from the Washington State region. Summary: Duckhorn Portfolio Inc is a leading company in the wine industry specializing in the production and distribution of premium wines. Over the years, the company has developed various brands and products focusing on Cabernet Sauvignon, Merlot, Pinot Noir, red wine blends, Chardonnay, and white wines. The company follows a direct-to-consumer sales model and takes pride in pursuing environmentally friendly and sustainable practices in wine production. Duckhorn Portfolio is one of the most popular companies on Eulerpool.com.

Duckhorn Portfolio SWOT Analysis

Strengths

Duckhorn Portfolio Inc benefits from several key strengths that differentiate it from its competitors. These strengths include:

  • Strong brand reputation and recognition in the wine industry.
  • High quality and diverse product range, appealing to various consumer preferences.
  • Established distribution network, ensuring wide market reach.
  • Experienced management team with deep knowledge in winemaking and marketing.

Weaknesses

Despite its strengths, Duckhorn Portfolio Inc also faces certain weaknesses that might hinder its growth and success. These weaknesses include:

  • Relatively higher prices compared to some competitors, potentially limiting market share.
  • Dependency on a limited number of key distributors, posing a risk of reduced market access.
  • Lesser presence in international markets, restricting global growth opportunities.

Opportunities

Duckhorn Portfolio Inc can capitalize on various opportunities to further enhance its position in the wine industry. These opportunities include:

  • Increasing consumer demand for premium and luxury wine products.
  • Expanding into emerging wine markets such as China and India, where demand is rapidly growing.
  • Utilizing digital marketing techniques to reach and engage with a wider consumer base.
  • Leveraging the trend of wine tourism for increased brand awareness and direct sales.

Threats

Duckhorn Portfolio Inc faces several potential threats that could negatively impact its business operations. These threats include:

  • Intense competition in the wine industry, both from established players and new entrants.
  • Fluctuating global economic conditions, affecting consumer spending on premium products.
  • Changing consumer preferences and taste trends, requiring continuous product innovation.
  • Potential disruptions in the supply chain, such as adverse weather conditions or trade restrictions.

Duckhorn Portfolio Revenue by Segment

  • 3 years

  • Max

Details

Revenue by Segment

ⓘ

Overview of Revenue by Segment

The chart visualizes revenues by segments and provides a clear overview of the revenue distribution. Each segment is clearly marked to facilitate comparisons of revenues.

Interpretation and Use

The chart enables quick identification of the highest-revenue segments, which is helpful in strategic decision-making. It supports the analysis of growth potentials and targeted resource allocation.

Investment Strategy

An investment strategy determines how capital is deliberately invested into various asset classes to maximize returns. It is based on risk tolerance, investment objectives, and a long-term plan.

Duckhorn Portfolio Revenue by Segment

Segmente20222021
Shipping and Handling2.3 M USD2.6 M USD
Bulk and Grape Sales2.6 M USD600,000 USD

Duckhorn Portfolio Revenue by Region

  • 3 years

  • Max

Details

Revenue by Segment

ⓘ

Overview of Revenue by Region

The chart shows revenues by region and provides a clear comparison of regional revenue distribution. Each region is clearly marked to illustrate the differences.

Interpretation and Usage

The diagram helps to identify the regions with the highest revenue and to make targeted decisions for regional expansion or investments. It supports the analysis of market potentials and strategic priorities.

Investment Strategy

An investment strategy focused on regions concentrates on the deliberate capital allocation in different markets to optimally use regional growth opportunities. It takes into account market conditions and regional risk factors.

Duckhorn Portfolio Revenue by Segment

DateCanadaOther internationalUnited States
20227.77 M USD15.83 M USD348.91 M USD
20215.36 M USD12.87 M USD318.39 M USD

Duckhorn Portfolio Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Duckhorn Portfolio historical P/E ratio, EBIT, and P/S ratio.

Duckhorn Portfolio shares outstanding

The number of shares was Duckhorn Portfolio in 2023 — This indicates how many shares 115.4 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

  • 3 years

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  • 25 Years

  • Max

Number of stocks
Details

Revenue, EBIT and Earnings per share

ⓘ

Revenue Per Share

Revenue per share represents the total revenue Duckhorn Portfolio earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Duckhorn Portfolio's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Duckhorn Portfolio’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Duckhorn Portfolio's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Unfortunately, there are currently no price targets and forecasts available for Duckhorn Portfolio.

Duckhorn Portfolio latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
6/30/20240.15 0.14  (-7.1 %)2024 Q3
3/31/20240.18 0.18  (-1.15 %)2024 Q2
12/31/20230.16 0.15  (-6.77 %)2024 Q1
9/30/20230.13 0.15  (16.28 %)2023 Q4
6/30/20230.12 0.16  (29.35 %)2023 Q3
3/31/20230.17 0.18  (6.32 %)2023 Q2
12/31/20220.15 0.18  (21.87 %)2023 Q1
9/30/20220.08 0.08  (-5.33 %)2022 Q4
6/30/20220.13 0.17  (30.07 %)2022 Q3
3/31/20220.15 0.17  (14.56 %)2022 Q2
1
2

Eulerpool ESG Scorecard© for the Duckhorn Portfolio stock

Eulerpool World ESG Rating (EESG©)

55/ 100

🌱 Environment

54

👫 Social

72

🏛️ Governance

40

Environment

Scope 1 - Direct Emissions
1,037
Scope 2 - Indirect emissions from purchased energy
1,230.3
Scope 3 - Indirect emissions within the value chain
—
Total CO₂ emissions
2,267.3
CO₂ reduction strategy
✅
Coal energy
❌
Nuclear power
❌
Animal experiments
❌
Fur & Leather
—
Pesticides
—
Palm Oil
—
Tobacco
❌
Genetically modified organisms
❌
Climate concept
—
Sustainable forestry
—
Recycling regulations
❌
Environmentally friendly packaging
✅
Hazardous substances
❌
Fuel consumption and efficiency
❌
Water consumption and efficiency
✅

Social

Percentage of female employees49
Percentage of women in management—
Percentage of Asian employees2
Share of Asian management—
Percentage of Hispanic/Latino employees31
Hispano/Latino Management share22
Percentage of Black employees2
Black Management Share—
Percentage of white employees64
White Management Share77
Adult content❌
Alcohol✅
Weapons—
Firearms
❌
Gambling❌
Military contracts❌
Human rights concept✅
Privacy concept—
Occupational health and safety✅
Catholic✅

Governance (Corporate Governance)

Environmental reporting✅
Stakeholder Engagement❌
Call Back Policies❌
Antitrust law❌

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Duckhorn Portfolio list of shareholders

%
Name
Stocks
Change
Date
5.71676 % Select Equity Group, L.P.8,406,4911,197,78012/31/2023
42.02313 % TSG Consumer Partners, LP61,795,016390,45712/31/2023
3.45090 % The Vanguard Group, Inc.5,074,553228,65112/31/2023
2.55087 % MFS Investment Management3,751,059332,29212/31/2023
2.43298 % Dimensional Fund Advisors, L.P.3,577,702254,64112/31/2023
2.29097 % Westwood Management Corp. (Texas)3,368,871825,73012/31/2023
2.15815 % BlackRock Institutional Trust Company, N.A.3,173,558216,56612/31/2023
1.54872 % Fidelity Investments Canada ULC2,277,3971,590,00012/31/2023
1.25884 % Ryan (Alex)1,851,125248,18211/20/2023
1.10418 % RBC Capital Markets Wealth Management1,623,69387,51412/31/2023
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Duckhorn Portfolio Executives and Management Board

Mr. Zachary Rasmuson50
Duckhorn Portfolio Chief Operating Officer, Executive Vice President (since 2012)
Compensation 1.63 M
Mr. Pete Przybylinski55
Duckhorn Portfolio Executive Vice President, Chief Sales Officer
Compensation 1.63 M
Mr. Sean Sullivan43
Duckhorn Portfolio Executive Vice President, Chief Strategy and Legal Officer
Compensation 1.63 M
Ms. Gayle Bartscherer51
Duckhorn Portfolio Executive Vice President, Chief Marketing and DTC Officer
Compensation 957,927
Ms. Jennifer Fall Jung53
Duckhorn Portfolio Chief Financial Officer, Executive Vice President
Compensation 350,224
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Most common questions regarding Duckhorn Portfolio

What values and corporate philosophy does Duckhorn Portfolio represent?

Duckhorn Portfolio Inc represents values of excellence, innovation, and craftsmanship in the realm of premium wines. With a focus on quality and authenticity, the company sources grapes from some of the finest vineyards across California, enabling them to craft wines of exceptional character and flavor. Duckhorn Portfolio Inc's corporate philosophy embraces a commitment to sustainable and responsible practices, ensuring the preservation of the land and resources for future generations. By consistently crafting premium wines that embody their dedication to quality and sustainability, Duckhorn Portfolio Inc has established itself as a trusted and respected name in the wine industry.

In which countries and regions is Duckhorn Portfolio primarily present?

Duckhorn Portfolio Inc is primarily present in the United States, focusing on the production and distribution of premium wines. With its headquarters in St. Helena, California, the company has established a strong presence in various regions across the country, including Napa Valley, Sonoma County, and Anderson Valley. Their portfolio of renowned wine brands, such as Duckhorn Vineyards, Paraduxx, Goldeneye, and Migration, showcases their commitment to delivering exceptional quality wines. Duckhorn Portfolio Inc's dedication to crafting distinctive varietals has made it a prominent player in the American wine industry.

What significant milestones has the company Duckhorn Portfolio achieved?

Duckhorn Portfolio Inc has achieved significant milestones throughout its history. One notable milestone is its establishment in 1976, when the company was founded by Dan and Margaret Duckhorn. Another important achievement was the successful expansion of their vineyard holdings in the renowned Napa Valley region. Furthermore, Duckhorn Portfolio Inc has gained recognition for its dedication to producing premium wines, receiving numerous accolades and high ratings from industry experts. The company's commitment to excellence and craftsmanship has allowed it to become a trusted name in the wine industry, maintaining a strong reputation for producing exceptional wines that resonate with both casual consumers and connoisseurs alike.

What is the history and background of the company Duckhorn Portfolio?

Duckhorn Portfolio Inc is a renowned company specializing in premium wine production. Founded in 1976, Duckhorn Portfolio Inc has established a strong presence in the wine industry. With a focus on crafting exceptional wines, the company has garnered a reputation for its commitment to quality and innovation. Duckhorn Portfolio Inc operates several esteemed wineries, including Duckhorn Vineyards, Goldeneye, and Paraduxx, each offering a unique range of varietals and blends. Over the years, the company has received numerous accolades for its exceptional wines, making Duckhorn Portfolio Inc a trusted and respected name among wine enthusiasts worldwide.

Who are the main competitors of Duckhorn Portfolio in the market?

The main competitors of Duckhorn Portfolio Inc in the market are other esteemed wineries and vineyards, including Opus One Winery, Silverado Vineyards, and Domaine Carneros.

In which industries is Duckhorn Portfolio primarily active?

Duckhorn Portfolio Inc is primarily active in the wine and beverage industry.

What is the business model of Duckhorn Portfolio?

The business model of Duckhorn Portfolio Inc is primarily focused on the production and distribution of premium wines. Duckhorn Portfolio Inc operates a diversified portfolio of premium wineries in California, including Duckhorn Vineyards, Paraduxx, Goldeneye, Migration, Canvasback, Calera, and Decoy. With a commitment to crafting exceptional wines, Duckhorn Portfolio Inc utilizes sustainable farming practices and collaborates with renowned winemakers. The company's business model revolves around producing high-quality wines that resonate with wine enthusiasts globally. Duckhorn Portfolio Inc strives to deliver a unique and memorable wine experience, ensuring customer satisfaction and establishing itself as a leading player in the wine industry.

What is the P/E ratio of Duckhorn Portfolio 2024?

The Duckhorn Portfolio P/E ratio is 7.89.

What is the P/S ratio of Duckhorn Portfolio 2024?

The Duckhorn Portfolio P/S ratio is 1.63.

What is the AlleAktien quality score of Duckhorn Portfolio?

The AlleAktien quality score for Duckhorn Portfolio is 4/10.

What is the revenue of Duckhorn Portfolio 2024?

The expected Duckhorn Portfolio revenue is 409.85 M USD.

How high is the profit of Duckhorn Portfolio 2024?

The expected Duckhorn Portfolio profit is 84.79 M USD.

What is the business model of Duckhorn Portfolio

The Duckhorn Portfolio Inc is a well-known wine company that has been setting standards in American wine production since its establishment in 1976. Their business model is based on three principles: allowing wine drinkers to enjoy life, placing value on excellent product quality and sustainable production, and always respecting the tradition of wine production. Their various divisions specialize in different types of wine, including red blends, French Pinot Noir, premium Chardonnay, and affordable high-quality wines. They also operate a tasting room and prioritize sustainability through the Sustainable Farming and Winery Practices Program.

What is the Duckhorn Portfolio dividend?

Duckhorn Portfolio pays a dividend of 0 USD distributed over payouts per year.

How often does Duckhorn Portfolio pay dividends?

The dividend cannot currently be calculated for Duckhorn Portfolio or the company does not pay out a dividend.

What is the Duckhorn Portfolio ISIN?

The ISIN of Duckhorn Portfolio is US26414D1063.

What is the Duckhorn Portfolio WKN?

The WKN of Duckhorn Portfolio is A2QRUB.

What is the Duckhorn Portfolio ticker?

The ticker of Duckhorn Portfolio is NAPA.

How much dividend does Duckhorn Portfolio pay?

Over the past 12 months, Duckhorn Portfolio paid a dividend of . This corresponds to a dividend yield of about . For the coming 12 months, Duckhorn Portfolio is expected to pay a dividend of 0 USD.

What is the dividend yield of Duckhorn Portfolio?

The current dividend yield of Duckhorn Portfolio is .

When does Duckhorn Portfolio pay dividends?

Duckhorn Portfolio pays a quarterly dividend. This is distributed in the months of .

How secure is the dividend of Duckhorn Portfolio?

Duckhorn Portfolio paid dividends every year for the past 0 years.

What is the dividend of Duckhorn Portfolio?

For the upcoming 12 months, dividends amounting to 0 USD are expected. This corresponds to a dividend yield of 0 %.

In which sector is Duckhorn Portfolio located?

Duckhorn Portfolio is assigned to the '-' sector.

Wann musste ich die Aktien von Duckhorn Portfolio kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Duckhorn Portfolio from 9/27/2024 amounting to 0 USD, you needed to have the stock in your portfolio before the ex-date on 9/27/2024.

When did Duckhorn Portfolio pay the last dividend?

The last dividend was paid out on 9/27/2024.

What was the dividend of Duckhorn Portfolio in the year 2023?

In the year 2023, Duckhorn Portfolio distributed 0 USD as dividends.

In which currency does Duckhorn Portfolio pay out the dividend?

The dividends of Duckhorn Portfolio are distributed in USD.

All fundamentals about Duckhorn Portfolio

Our stock analysis for Duckhorn Portfolio Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Duckhorn Portfolio Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.