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The Duckhorn Portfolio (NAPA)

(Real Time Quote from BATS)

$7.88 USD

7.88
229,136

+0.18 (2.34%)

Updated May 2, 2024 11:48 AM 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 Buy24.20%
2Buy18.04%
3Hold9.52%
4Sell5.20%
5Strong Sell2.60%
S&P50011.13%

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

4-Sell of 5       4  

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

D Value F Growth B Momentum F 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 11% (223 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.

7/31/2023 7/31/2022 7/31/2021 7/31/2020 7/31/2019
Assets          
Cash & Equivalents 6 3 4 6 4
Receivables 49 37 33 26 22
Notes Receivable 0 0 0 0 0
Inventories 322 285 268 245 235
Other Current Assets 10 14 9 3 2
Total Current Assets 388 340 314 281 263
Net Property & Equipment 324 270 241 243 244
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 609 617 626 633 653
Deposits & Other Assets 7 2 2 2 2
Total Assets 1,348 1,252 1,183 1,159 1,162
Liabilities & Shareholders Equity 7/31/2023 7/31/2022 7/31/2021 7/31/2020 7/31/2019
Notes Payable 0 0 0 0 0
Accounts Payable 5 3 4 4 2
Current Portion Long-Term Debt 10 10 11 13 11
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 55 42 38 24 23
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 1 1 4 10 5
Total Current Liabilities 74 60 57 52 41
Mortgages 0 0 0 0 0
Deferred Taxes/Income 90 90 87 85 90
Convertible Debt 0 0 0 0 0
Long-Term Debt 224 214 236 366 405
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 0 0 1 2 5
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 405 384 381 504 540
Shareholders Equity 7/31/2023 7/31/2022 7/31/2021 7/31/2020 7/31/2019
Preferred Stock 0 0 0 0 0
Common Stock (Par) 1 1 1 1 1
Capital Surplus 738 732 727 535 534
Retained Earnings 203 134 74 118 85
Other Equity 1 1 1 1 1
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 942 867 802 655 621
Total Liabilities & Shareholder's Equity 1,348 1,252 1,183 1,159 1,162
Total Common Equity 942 867 802 655 621
Shares Outstanding 115.20 115.10 114.30 NA NA
Book Value Per Share 8.18 7.53 7.02 -0.01 -0.01

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

All items in Millions except Per Share data.

4/30/2024 1/31/2024 10/31/2023 7/31/2023 4/30/2023
Assets          
Cash & Equivalents 13 21 6 36 7
Receivables 52 71 49 43 48
Notes Receivable 0 0 0 0 0
Inventories 393 389 322 327 327
Other Current Assets 12 8 10 11 13
Total Current Assets 470 490 388 418 396
Net Property & Equipment 324 328 324 267 271
Investments & Advances 0 0 0 0 0
Other Non-Current Assets 0 0 0 0 0
Deferred Charges 0 0 0 0 0
Intangibles 606 608 609 611 613
Deposits & Other Assets 6 8 7 5 5
Total Assets 1,424 1,453 1,348 1,323 1,307
Liabilities & Shareholders Equity 4/30/2024 1/31/2024 10/31/2023 7/31/2023 4/30/2023
Notes Payable 0 0 0 0 0
Accounts Payable 14 33 5 3 18
Current Portion Long-Term Debt 10 10 10 10 10
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 34 99 55 44 38
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 10 16 1 16 6
Total Current Liabilities 69 157 74 77 76
Mortgages 0 0 0 0 0
Deferred Taxes/Income 90 90 90 90 90
Convertible Debt 0 0 0 0 0
Long-Term Debt 274 231 224 213 216
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 1 0 2 2
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 447 494 405 400 402
Shareholders Equity 4/30/2024 1/31/2024 10/31/2023 7/31/2023 4/30/2023
Preferred Stock 0 0 0 0 0
Common Stock (Par) 1 1 1 1 1
Capital Surplus 741 738 738 736 735
Retained Earnings 235 219 203 185 169
Other Equity 1 1 1 1 1
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 977 959 942 923 905
Total Liabilities & Shareholder's Equity 1,424 1,453 1,348 1,323 1,307
Total Common Equity 977 959 942 923 905
Shares Outstanding 115.40 115.30 115.20 115.20 115.10
Book Value Per Share 8.46 8.32 8.18 8.01 7.86