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The Duckhorn Portfolio (NAPA)

(Delayed Data from NYSE)

$5.93 USD

5.93
1,130,664

+0.05 (0.85%)

Updated Sep 19, 2024 04:00 PM ET

After-Market: $5.94 +0.01 (0.17%) 7:58 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy23.68%
2Buy17.55%
3Hold9.21%
4Sell4.93%
5Strong Sell2.36%
S&P50010.96%

Zacks Rank Education - Learn about the Zacks Rank

Zacks Rank Home - Zacks Rank resources in one place

Zacks Premium - The only way to fully access the Zacks Rank

3-Hold of 5     3    

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

Zacks Style Scores Education - Learn more about the Zacks Style Scores

B Value F Growth F Momentum D VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

Zacks Rank Education -- Learn more about the Zacks Rank
Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank

Bottom 13% (219 out of 251)

Industry: Beverages - Alcohol

Zacks Premium FeatureView All Zacks #1 Ranked Stocks

Better trading starts here.

Balance Sheet

Research for NAPA

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

Learn more about Zacks Equity Research reports

See more Zacks Equity Research reports

 

Fiscal Year End for The Duckhorn Portfolio, Inc falls in the month of July.

All items in Millions except Per Share data.

7/31/2024 7/31/2023 7/31/2022 7/31/2021 7/31/2020
Assets          
Cash & Equivalents -99,999 6 3 4 6
Receivables NA 49 37 33 26
Notes Receivable NA 0 0 0 0
Inventories NA 322 285 268 245
Other Current Assets NA 10 14 9 3
Total Current Assets NA 388 340 314 281
Net Property & Equipment NA 324 270 241 243
Investments & Advances NA 0 0 0 0
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles NA 609 617 626 633
Deposits & Other Assets NA 7 2 2 2
Total Assets NA 1,348 1,252 1,183 1,159
Liabilities & Shareholders Equity 7/31/2024 7/31/2023 7/31/2022 7/31/2021 7/31/2020
Notes Payable NA 0 0 0 0
Accounts Payable NA 5 3 4 4
Current Portion Long-Term Debt NA 10 10 11 13
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 55 42 38 24
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 1 1 4 10
Total Current Liabilities NA 74 60 57 52
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 90 90 87 85
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 224 214 236 366
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 0 0 1 2
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 405 384 381 504
Shareholders Equity 7/31/2024 7/31/2023 7/31/2022 7/31/2021 7/31/2020
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 1 1 1 1
Capital Surplus NA 738 732 727 535
Retained Earnings NA 203 134 74 118
Other Equity NA 1 1 1 1
Treasury Stock NA 0 0 0 0
Total Shareholder's Equity NA 942 867 802 655
Total Liabilities & Shareholder's Equity NA 1,348 1,252 1,183 1,159
Total Common Equity 0 942 867 802 655
Shares Outstanding 147.00 115.20 115.10 114.30 NA
Book Value Per Share 0.00 8.18 7.53 7.02 -0.01

Fiscal Year End for The Duckhorn Portfolio, Inc falls in the month of July.

All items in Millions except Per Share data.

7/31/2024 4/30/2024 1/31/2024 10/31/2023 7/31/2023
Assets          
Cash & Equivalents -99,999 16 13 21 6
Receivables NA 45 52 71 49
Notes Receivable NA 0 0 0 0
Inventories NA 455 393 389 322
Other Current Assets NA 6 12 8 10
Total Current Assets NA 522 470 490 388
Net Property & Equipment NA 566 324 328 324
Investments & Advances NA 0 0 0 0
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles NA 679 606 608 609
Deposits & Other Assets NA 9 6 8 7
Total Assets NA 1,793 1,424 1,453 1,348
Liabilities & Shareholders Equity 7/31/2024 4/30/2024 1/31/2024 10/31/2023 7/31/2023
Notes Payable NA 0 0 0 0
Accounts Payable NA 5 14 33 5
Current Portion Long-Term Debt NA 10 10 10 10
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses NA 42 34 99 55
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 8 10 16 1
Total Current Liabilities NA 65 69 157 74
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 151 90 90 90
Convertible Debt NA 0 0 0 0
Long-Term Debt NA 305 274 231 224
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 1 0 0
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities NA 535 447 494 405
Shareholders Equity 7/31/2024 4/30/2024 1/31/2024 10/31/2023 7/31/2023
Preferred Stock NA 0 0 0 0
Common Stock (Par) NA 1 1 1 1
Capital Surplus NA 1,009 741 738 738
Retained Earnings NA 248 235 219 203
Other Equity NA 1 1 1 1
Treasury Stock NA 0 0 0 0
Total Shareholder's Equity NA 1,259 977 959 942
Total Liabilities & Shareholder's Equity NA 1,793 1,424 1,453 1,348
Total Common Equity 0 1,259 977 959 942
Shares Outstanding 147.00 147.00 115.40 115.30 115.20
Book Value Per Share 0.00 8.56 8.46 8.32 8.18