Duckhorn Portfolio Stock Z Score

NAPA Stock

USD 8.50 0.01 0.12%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Duckhorn Portfolio Piotroski F Score and Duckhorn Portfolio Valuation analysis.

For information on how to trade Duckhorn Stock refer to our How to Trade Duckhorn Stock guide.

At present, Duckhorn Portfolio's Capital Expenditures is projected to increase significantly based on the last few years of reporting. The current year's Invested Capital is expected to grow to 0.46, whereas Net Invested Capital is forecasted to decline to about 1.2 B. At present, Duckhorn Portfolio's Interest Expense is projected to decrease significantly based on the last few years of reporting. The current year's Total Other Income Expense Net is expected to grow to about 256 K, whereas Tax Provision is forecasted to decline to about 19.1 M.

Duckhorn Portfolio Company Z Score Analysis

Duckhorn Portfolio's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Duckhorn Z Score Driver Correlations

Understanding the fundamental principles of building solid financial models for Duckhorn Portfolio is extremely important. It helps to project a fair market value of Duckhorn Stock properly, considering its historical fundamentals such as Z Score. Since Duckhorn Portfolio's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Duckhorn Portfolio's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Duckhorn Portfolio's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Tangible Assets	Current Deferred Revenue	Net Debt	Retained Earnings	Accounts Payable	Long Term Debt	Net Receivables	Good Will	Short Term Investments	Total Liab	Net Invested Capital	Short Long Term Debt	Total Current Assets	Capital Stock	Net Working Capital	Short Term Debt	Intangible Assets	Common Stock	Property Plant Equipment	Long Term Debt Total	Capital Surpluse	Deferred Long Term Liab
Total Assets		0.93	0.6	0.89	-0.78	0.93	0.89	-0.79	0.94	-0.65	0.66	-0.77	1.0	-0.78	0.96	0.93	0.97	0.89	-0.87	0.93	0.98	-0.87	0.9	0.96
Total Stockholder Equity	0.93		0.78	0.8	-0.94	0.9	0.94	-0.95	0.99	-0.53	0.84	-0.92	0.91	-0.72	0.99	0.97	0.99	0.88	-0.93	0.97	0.91	-0.82	0.74	0.85
Net Tangible Assets	0.6	0.78		0.4	-0.83	0.61	0.63	-0.85	0.72	-0.31	0.74	-0.81	0.56	-0.59	0.72	0.73	0.72	0.7	-0.74	0.73	0.54	-0.66	0.39	0.56
Current Deferred Revenue	0.89	0.8	0.4		-0.69	0.83	0.81	-0.69	0.82	-0.8	0.52	-0.7	0.9	-0.75	0.84	0.81	0.84	0.78	-0.86	0.81	0.88	-0.9	0.83	0.86
Net Debt	-0.78	-0.94	-0.83	-0.69		-0.73	-0.87	1.0	-0.9	0.53	-0.89	0.99	-0.75	0.62	-0.9	-0.93	-0.89	-0.8	0.94	-0.93	-0.72	0.78	-0.61	-0.72
Retained Earnings	0.93	0.9	0.61	0.83	-0.73		0.92	-0.74	0.94	-0.45	0.72	-0.69	0.92	-0.62	0.94	0.82	0.94	0.91	-0.81	0.82	0.97	-0.76	0.72	0.83
Accounts Payable	0.89	0.94	0.63	0.81	-0.87	0.92		-0.87	0.96	-0.51	0.9	-0.85	0.88	-0.5	0.96	0.89	0.94	0.93	-0.91	0.89	0.89	-0.75	0.71	0.8
Long Term Debt	-0.79	-0.95	-0.85	-0.69	1.0	-0.74	-0.87		-0.91	0.52	-0.89	0.99	-0.76	0.63	-0.91	-0.92	-0.9	-0.81	0.93	-0.92	-0.73	0.78	-0.6	-0.72
Net Receivables	0.94	0.99	0.72	0.82	-0.9	0.94	0.96	-0.91		-0.49	0.83	-0.87	0.92	-0.68	1.0	0.94	0.99	0.89	-0.9	0.94	0.94	-0.79	0.72	0.84
Good Will	-0.65	-0.53	-0.31	-0.8	0.53	-0.45	-0.51	0.52	-0.49		-0.29	0.61	-0.68	0.65	-0.55	-0.67	-0.56	-0.61	0.75	-0.67	-0.53	0.89	-0.84	-0.8
Short Term Investments	0.66	0.84	0.74	0.52	-0.89	0.72	0.9	-0.89	0.83	-0.29		-0.86	0.63	-0.25	0.82	0.78	0.79	0.84	-0.82	0.78	0.64	-0.56	0.46	0.57
Total Liab	-0.77	-0.92	-0.81	-0.7	0.99	-0.69	-0.85	0.99	-0.87	0.61	-0.86		-0.75	0.63	-0.88	-0.93	-0.87	-0.8	0.95	-0.93	-0.69	0.82	-0.65	-0.74
Net Invested Capital	1.0	0.91	0.56	0.9	-0.75	0.92	0.88	-0.76	0.92	-0.68	0.63	-0.75		-0.77	0.95	0.92	0.95	0.87	-0.86	0.92	0.97	-0.87	0.91	0.97
Short Long Term Debt	-0.78	-0.72	-0.59	-0.75	0.62	-0.62	-0.5	0.63	-0.68	0.65	-0.25	0.63	-0.77		-0.71	-0.76	-0.74	-0.52	0.67	-0.76	-0.73	0.82	-0.71	-0.78
Total Current Assets	0.96	0.99	0.72	0.84	-0.9	0.94	0.96	-0.91	1.0	-0.55	0.82	-0.88	0.95	-0.71		0.96	1.0	0.91	-0.92	0.96	0.95	-0.83	0.78	0.88
Capital Stock	0.93	0.97	0.73	0.81	-0.93	0.82	0.89	-0.92	0.94	-0.67	0.78	-0.93	0.92	-0.76	0.96		0.96	0.85	-0.94	1.0	0.87	-0.87	0.84	0.91
Net Working Capital	0.97	0.99	0.72	0.84	-0.89	0.94	0.94	-0.9	0.99	-0.56	0.79	-0.87	0.95	-0.74	1.0	0.96		0.9	-0.91	0.96	0.95	-0.84	0.79	0.89
Short Term Debt	0.89	0.88	0.7	0.78	-0.8	0.91	0.93	-0.81	0.89	-0.61	0.84	-0.8	0.87	-0.52	0.91	0.85	0.9		-0.91	0.85	0.85	-0.83	0.78	0.86
Intangible Assets	-0.87	-0.93	-0.74	-0.86	0.94	-0.81	-0.91	0.93	-0.9	0.75	-0.82	0.95	-0.86	0.67	-0.92	-0.94	-0.91	-0.91		-0.94	-0.8	0.93	-0.79	-0.86
Common Stock	0.93	0.97	0.73	0.81	-0.93	0.82	0.89	-0.92	0.94	-0.67	0.78	-0.93	0.92	-0.76	0.96	1.0	0.96	0.85	-0.94		0.87	-0.87	0.84	0.91
Property Plant Equipment	0.98	0.91	0.54	0.88	-0.72	0.97	0.89	-0.73	0.94	-0.53	0.64	-0.69	0.97	-0.73	0.95	0.87	0.95	0.85	-0.8	0.87		-0.79	0.8	0.89
Long Term Debt Total	-0.87	-0.82	-0.66	-0.9	0.78	-0.76	-0.75	0.78	-0.79	0.89	-0.56	0.82	-0.87	0.82	-0.83	-0.87	-0.84	-0.83	0.93	-0.87	-0.79		-0.87	-0.92
Capital Surpluse	0.9	0.74	0.39	0.83	-0.61	0.72	0.71	-0.6	0.72	-0.84	0.46	-0.65	0.91	-0.71	0.78	0.84	0.79	0.78	-0.79	0.84	0.8	-0.87		0.98
Deferred Long Term Liab	0.96	0.85	0.56	0.86	-0.72	0.83	0.8	-0.72	0.84	-0.8	0.57	-0.74	0.97	-0.78	0.88	0.91	0.89	0.86	-0.86	0.91	0.89	-0.92	0.98

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Duckhorn Portfolio

Based on the company's disclosures, Duckhorn Portfolio has a Z Score of 0.0. This is 100.0% lower than that of the Beverages sector and about the same as Consumer Staples (which currently averages 0.0) industry. The z score for all United States stocks is 100.0% higher than that of the company.

Duckhorn Z Score Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Duckhorn Portfolio's direct or indirect competition against its Z Score to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Duckhorn Portfolio could also be used in its relative valuation, which is a method of valuing Duckhorn Portfolio by comparing valuation metrics of similar companies.

Duckhorn Portfolio is currently under evaluation in z score category among related companies.

Duckhorn Portfolio Current Valuation Drivers

We derive many important indicators used in calculating different scores of Duckhorn Portfolio from analyzing Duckhorn Portfolio's financial statements. These drivers represent accounts that assess Duckhorn Portfolio's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Duckhorn Portfolio's important valuation drivers and their relationship over time.

		2019	2020	2021	2022	2023	2024 (projected)
Enterprise Value		2.3B	2.8B	2.3B	1.7B	2.0B	2.5B

Duckhorn Portfolio Institutional Holders

Institutional Holdings refers to the ownership stake in Duckhorn Portfolio that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Duckhorn Portfolio's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Duckhorn Portfolio's value.

		Shares
Geode Capital Management, Llc	2023-12-31	996.9 K
State Street Corporation	2023-12-31	963.7 K
Goldman Sachs Group Inc	2023-12-31	880.5 K
1832 Asset Management L.p	2023-12-31	845.6 K
Citadel Advisors Llc	2023-09-30	812.5 K
River Road Asset Management, Llc	2024-03-31	805.8 K
Castleknight Management Lp	2023-12-31	672.3 K
Alyeska Investment Group, L.p.	2023-09-30	650.5 K
Fmr Inc	2023-12-31	559 K
Select Equity Group Lp	2023-12-31	8.4 M
Vanguard Group Inc	2023-12-31	5.1 M

Duckhorn Fundamentals

	Return On Equity	0.0701
	Return On Asset	0.0475
	Profit Margin	0.17 %
	Operating Margin	0.28 %
	Current Valuation	1.25 B
	Shares Outstanding	115.41 M
	Shares Owned By Insiders	3.51 %
	Shares Owned By Institutions	99.75 %
	Number Of Shares Shorted	5.04 M
	Price To Earning	29.01 X
	Price To Book	0.97 X
	Price To Sales	2.39 X
	Revenue	403 M
	Gross Profit	215.69 M
	EBITDA	133.96 M
	Net Income	69.29 M
	Cash And Equivalents	3.17 M
	Cash Per Share	0.03 X
	Total Debt	253.66 M
	Debt To Equity	0.28 %
	Current Ratio	5.66 X
	Book Value Per Share	8.46 X
	Cash Flow From Operations	70.09 M
	Short Ratio	4.48 X
	Earnings Per Share	0.57 X
	Price To Earnings To Growth	2.45 X
	Target Price	11.25
	Number Of Employees	470
	Beta	0.25
	Market Capitalization	968.28 M
	Total Asset	1.35 B
	Retained Earnings	203.12 M
	Working Capital	313.07 M
	Net Asset	1.35 B

About Duckhorn Portfolio Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Duckhorn Portfolio's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Duckhorn Portfolio using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Duckhorn Portfolio based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

Duckhorn Portfolio Investors Sentiment

The influence of Duckhorn Portfolio's investor sentiment on the probability of its price appreciation or decline could be a good factor in your decision-making process regarding taking a position in Duckhorn. The overall investor sentiment generally increases the direction of a stock movement in a one-year investment horizon. However, the impact of investor sentiment on the entire stock market does not have solid backing from leading economists and market statisticians.

Investor biases related to Duckhorn Portfolio's public news can be used to forecast risks associated with an investment in Duckhorn. The trend in average sentiment can be used to explain how an investor holding Duckhorn can time the market purely based on public headlines and social activities around Duckhorn Portfolio. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Duckhorn Portfolio's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Duckhorn Portfolio's and other traded tickers. The bigger the bubble, the more accurate is the estimated score. Higher bars for a given day show more participation in the average Duckhorn Portfolio's news discussions. The higher the estimated score, the more favorable is the investor's outlook on Duckhorn Portfolio.

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Duckhorn Portfolio in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Duckhorn Portfolio's short interest history, or implied volatility extrapolated from Duckhorn Portfolio options trading.

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When determining whether Duckhorn Portfolio offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Duckhorn Portfolio's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Duckhorn Portfolio Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Duckhorn Portfolio Stock:

How To Invest In Duckhorn

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Is Duckhorn Stock a good investment?

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What is Duckhorn Portfolio's Net Worth?

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Largest Beverages - Wineries & Distilleries Companies

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Largest Consumer Defensive Companies

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Check out Duckhorn Portfolio Piotroski F Score and Duckhorn Portfolio Valuation analysis.

For information on how to trade Duckhorn Stock refer to our How to Trade Duckhorn Stock guide.

You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Complementary Tools for Duckhorn Stock analysis

When running Duckhorn Portfolio's price analysis, check to measure Duckhorn Portfolio's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Duckhorn Portfolio is operating at the current time. Most of Duckhorn Portfolio's value examination focuses on studying past and present price action to predict the probability of Duckhorn Portfolio's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Duckhorn Portfolio's price. Additionally, you may evaluate how the addition of Duckhorn Portfolio to your portfolios can decrease your overall portfolio volatility.

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Is Duckhorn Portfolio's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Duckhorn Portfolio. If investors know Duckhorn will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Duckhorn Portfolio listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.061

Earnings Share

0.57

Revenue Per Share

3.442

Quarterly Revenue Growth

(0)

Return On Assets

0.0475

The market value of Duckhorn Portfolio is measured differently than its book value, which is the value of Duckhorn that is recorded on the company's balance sheet. Investors also form their own opinion of Duckhorn Portfolio's value that differs from its market value or its book value, called intrinsic value, which is Duckhorn Portfolio's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Duckhorn Portfolio's market value can be influenced by many factors that don't directly affect Duckhorn Portfolio's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Duckhorn Portfolio's value and its price as these two are different measures arrived at by different means. Investors typically determine if Duckhorn Portfolio is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Duckhorn Portfolio's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Duckhorn Portfolio Stock Z Score

Duckhorn Portfolio Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Duckhorn Z Score Driver Correlations

Duckhorn Z Score Peer Comparison

Duckhorn Portfolio Current Valuation Drivers

Duckhorn Portfolio Institutional Holders

Duckhorn Fundamentals

About Duckhorn Portfolio Fundamental Analysis

Duckhorn Portfolio Investors Sentiment

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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