The Duckhorn Portfolio, Inc.

The Duckhorn Portfolio, Inc.verified

NAPA

Price:

$10.99

Market Cap:

$1.62B

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.[Read more]

Industry

Beverages - Wineries & Distilleries

IPO Date

2021-03-19

Stock Exchange

NYSE

Ticker

NAPA

The ROE as of November 2024 (TTM) for The Duckhorn Portfolio, Inc. (NAPA) is 5.02%

According to The Duckhorn Portfolio, Inc.’s latest financial reports and current stock price. The company's current ROE is 5.02%. This represents a change of 286.58% compared to the average of 1.30% of the last 4 quarters.

The Duckhorn Portfolio, Inc. (NAPA) Historical ROE (quarterly & annually)

How has NAPA ROE performed in the past?

The mean historical ROE of The Duckhorn Portfolio, Inc. over the last ten years is 5.70%. The current 5.02% ROE has changed -11.95% with respect to the historical average. Over the past ten years (40 quarters), NAPA's ROE was at its highest in in the January 2021 quarter at 3.17%. The ROE was at its lowest in in the July 2020 quarter at -0.42%.

Quarterly (TTM)
Annual

Average

5.70%

Median

5.95%

Minimum

3.56%

Maximum

7.36%

The Duckhorn Portfolio, Inc. (NAPA) ROE by Quarter and Year

Discovering the peaks and valleys of The Duckhorn Portfolio, Inc. ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 41.05%

Maximum Annual ROE = 7.36%

Minimum Annual Increase = -40.15%

Minimum Annual ROE = 3.56%

Quarterly (TTM)
Annual
YearROEChange
20244.40%-40.15%
20237.36%5.93%
20226.95%-0.52%
20216.98%41.05%
20204.95%39.02%

The Duckhorn Portfolio, Inc. (NAPA) Average ROE

How has NAPA ROE performed in the past?

The current ROE of The Duckhorn Portfolio, Inc. (NAPA) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

6.24%

5-year avg

6.13%

10-year avg

5.70%

The Duckhorn Portfolio, Inc. (NAPA) ROE vs. Peers

How is NAPA’s ROE compared to its peers?

The Duckhorn Portfolio, Inc.’s ROE is less than Brown-Forman Corporation (28.89%), less than Brown-Forman Corporation (28.89%), less than Diageo plc (42.66%), less than Pernod Ricard SA (9.24%), less than Fresh Vine Wine, Inc. (241.70%), less than Treasury Wine Estates Limited (2.12%), greater than Naked Wines plc (-32.24%), greater than Willamette Valley Vineyards, Inc. (-1.19%), less than MGP Ingredients, Inc. (12.19%), less than Constellation Brands, Inc. (6.21%), less than Pernod Ricard SA (9.24%),

Build a custom stock screener for The Duckhorn Portfolio, Inc. (NAPA) and other stocks

One of the best ways to find valuable stocks to invest in is to build a custom made screener in your Excel or Google Sheets spreadsheet. This allows you to compare thousands of companies like The Duckhorn Portfolio, Inc. using the financials and key metrics that matter to you in a single view.

The easiest way to set this up is to use the Wisesheets add-on and set your spreadsheet like this:

Custom stock screener in Wisesheets

Covering all these metrics from financial, data, dividend data, key metrics and more you can get all the data you want for over 50+ exchanges worldwide.

Get your free trial here.

The Duckhorn Portfolio, Inc. (NAPA) and other stocks custom spreadsheet templates

The easiest way to analyze a company like The Duckhorn Portfolio, Inc. or any others is to create a spreadsheet model that automatically retrieves all of the stock data you need.

Using Wisesheets you can set up a spreadsheet model like this with simple spreadsheet formulas. If you change the ticker you can get all of the data automatically updated for you.

Custom stock templates in Wisesheets

Whether you need live data, historical price data, financials, dividend data, key metrics, analyst estimates, or anything else...Wisesheets has you covered.

Frequently asked questions❓

What is the ROE?

How can you use the ROE?

What is The Duckhorn Portfolio, Inc.'s ROE?

How is the ROE calculated for The Duckhorn Portfolio, Inc. (NAPA)?

What is the highest ROE for The Duckhorn Portfolio, Inc. (NAPA)?

What is the 3-year average ROE for The Duckhorn Portfolio, Inc. (NAPA)?

What is the 5-year average ROE for The Duckhorn Portfolio, Inc. (NAPA)?

How does the current ROE for The Duckhorn Portfolio, Inc. (NAPA) compare to its historical average?