NAPA
The Duckhorn Portfolio, Inc. (NAPA)
Last Price$11.10.0%
Market Cap$1,631.7M
LTM Return on Equity (ROE)
4.0%
5Y avg
5.4%
Beverages - Wineries & Distilleries industry median
4.0%
Stock quality & Intrinsic value
6/10
(0.3%) overvalued

The Duckhorn Portfolio, Inc. Return on Equity (ROE)

Annual
Quarterly
LTM
Industry median
Company stand-alone
NAPA
Consumer Defensive
Crunching data... Almost there!
Jul'19Jul'20Jul'21Jul'22Jul'23Jul'24
Return on Equity (ROE)
3.6%
5.1%
7.7%
7.2%
7.7%
5.1%
NAPA
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The Duckhorn Portfolio, Inc. (NAPA) Return on Equity (ROE) comparison analysis

NAPA key stats

USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
Jul'19Jul'20Jul'21Jul'22Jul'23Jul'24
% growth
241.2
0.0%
270.6
12.2%
336.6
24.4%
372.5
10.7%
403.0
8.2%
405.5
0.6%
Cost of Goods Sold (COGS)128.2133.8169.3187.3187.3190.6
% margin
113.0
46.8%
136.9
50.6%
167.3
49.7%
185.2
49.7%
215.7
53.5%
214.9
53.0%
Operating Expenses65.765.989.897.7109.7120.1
Research & Development Expenses (R&D)0.00.00.00.00.00.0
Selling, General & Administrative Expenses (SG&A)65.765.989.897.7109.7120.1
42.3
17.5%
63.2
23.3%
84.1
25.0%
87.3
23.4%
106.0
26.3%
94.8
23.4%
Interest Income25.920.57.74.912.00.0
Interest Expense20.917.913.66.811.718.1
Pre-tax Income29.942.877.082.894.576.8
% effective tax rate
7.8
26.2%
10.4
24.4%
21.0
27.3%
22.5
27.2%
25.2
26.7%
20.8
27.1%
% margin
22.1
9.2%
32.4
12.0%
56.0
16.6%
60.2
16.2%
69.3
17.2%
56.0
13.8%
EPS0.190.280.490.520.600.45
Diluted EPS0.190.280.490.520.600.45
% margin
76.0
31.5%
83.5
30.8%
99.5
29.6%
98.8
26.5%
134.0
33.2%
132.1
32.6%

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FAQ

1) What is The Duckhorn Portfolio, Inc.'s Return on Equity (ROE)?

As of today, Microsoft Corp's last 12-month Return on Equity (ROE) is 4.0%, based on the financial report for Oct 31, 2024 (Q4’2024). The average annual Return on Equity (ROE) for The Duckhorn Portfolio, Inc. have been 6.4% over the past three years, and 5.7% over the past five years.

2) Is The Duckhorn Portfolio, Inc.'s Return on Equity (ROE) Good?

As of today, The Duckhorn Portfolio, Inc.'s Return on Equity (ROE) is 4.0%, which is lower than industry median of 4.0%. It indicates that The Duckhorn Portfolio, Inc.'s Return on Equity (ROE) is Bad.

3) How does The Duckhorn Portfolio, Inc.'s Return on Equity (ROE) compare to its peers?

As of today, The Duckhorn Portfolio, Inc.'s Return on Equity (ROE) is 4.0%, which is lower than peer median of 6.3%. The list of peers includes EAST, DEO, BF-B, ABEV, STZ, MGPI, WVVI, AACG, VWE, LQR.