NAPA
The Duckhorn Portfolio, Inc. (NAPA)
Last Price$11.10.0%
Market Cap$1,631.7M
LTM ROIC - WACC
(2.7%)
5Y avg
(0.3%)
Beverages - Wineries & Distilleries industry median
(2.6%)
Stock quality & Intrinsic value
6/10
(0.3%) overvalued

The Duckhorn Portfolio, Inc. ROIC - WACC

Annual
Quarterly
LTM
Industry median
Company stand-alone
NAPA
Consumer Defensive
Crunching data... Almost there!
Jul'19Jul'20Jul'21Jul'22Jul'23Jul'24
ROIC - WACC
(1.2%)
0.4%
1.3%
0.2%
0.1%
(0.8%)
NAPA
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The Duckhorn Portfolio, Inc. (NAPA) ROIC - WACC 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 ROIC - WACC?

As of today, Microsoft Corp's last 12-month ROIC - WACC is (2.7%), based on the financial report for Oct 31, 2024 (Q4’2024). The average annual ROIC - WACC for The Duckhorn Portfolio, Inc. have been (0.6%) over the past three years, and (0.3%) over the past five years.

2) Is The Duckhorn Portfolio, Inc.'s ROIC - WACC Good?

As of today, The Duckhorn Portfolio, Inc.'s ROIC - WACC is (2.7%), which is lower than industry median of (2.6%). It indicates that The Duckhorn Portfolio, Inc.'s ROIC - WACC is Bad.

3) How does The Duckhorn Portfolio, Inc.'s ROIC - WACC compare to its peers?

As of today, The Duckhorn Portfolio, Inc.'s ROIC - WACC is (2.7%), which is lower than peer median of (2.4%). The list of peers includes LQR, BF-B, ABEV, STZ, MGPI, WVVI, AACG, VWE, EAST, DEO.