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About the company
The Duckhorn Portfolio, Inc. is a luxury wine company in North America. The Company offers a curated and comprehensive portfolio of luxury wines with price points ranging from $20 to $230 across more than 15 varietals and 39 appellations. The Company’s portfolio features some of North America’s wineries, including Duckhorn Vineyards, Decoy, Sonoma-Cutrer, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Postmark, Canvasback and Greenwing. It sources grapes from its own Estate vineyards and fine growers in Napa Valley, Sonoma County, Anderson Valley, California’s North and Central coasts, Oregon and Washington State. Its wines are available throughout the United States, on five continents, and in more than 50 countries around the world. The Company operates over eleven wineries, ten winemaking facilities, eight tasting rooms and over 2,200 coveted acres of vineyards spanning 38 estate properties.
- Revenue in USD (TTM)396.89m
- Net income in USD65.96m
- Incorporated2016
- Employees470.00
- LocationDuckhorn Portfolio Inc1201 Dowdell Lane, Saint HelenaSaint Helena 94574United StatesUSA
- Phone+1 (707) 302-2658
- Fax+1 (302) 655-5049
- Websitehttps://www.duckhornportfolio.com/
Mergers & acquisitions
| Acquired company | NAPA:NYQ since announced | Transaction value |
|---|---|---|
| Sonoma-Cutrer Vineyards Inc | -27.52% | 391.49m |
Peer analysis
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| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Corby Spirit and Wine Ltd | 131.91m | 15.72m | 275.75m | 192.00 | 17.77 | 2.11 | 10.30 | 2.09 | 0.7558 | 0.7558 | 6.34 | 6.37 | 0.5788 | 1.01 | 7.12 | 940,276.10 | 6.94 | 10.21 | 8.56 | 12.47 | 55.72 | 60.31 | 11.99 | 16.33 | 0.7507 | -- | 0.3802 | 107.18 | 2.23 | 2.14 | -6.17 | -3.08 | -0.9916 | 0.2288 |
| Molson Coors Canada Inc | 1.82bn | 26.45m | 710.01m | 6.30k | 318.50 | 9.98 | 27.14 | 0.3891 | 0.2759 | 0.2759 | 19.48 | 8.80 | 0.662 | -- | 16.20 | 396,428.60 | -0.7581 | 4.15 | -1.05 | 5.28 | -- | -- | -1.15 | 7.13 | 0.1809 | 5.20 | 0.4521 | 31.27 | 0.4095 | 9.78 | -23.23 | 53.29 | -40.03 | 9.24 |
| Duckhorn Portfolio Inc | 396.89m | 65.96m | 906.79m | 470.00 | 13.75 | 0.9292 | 10.33 | 2.28 | 0.5716 | 0.5716 | 3.44 | 8.46 | 0.2906 | 0.4973 | 7.93 | 844,448.90 | 4.83 | -- | 5.10 | -- | 54.92 | -- | 16.62 | -- | 1.13 | 7.10 | 0.2249 | -- | 8.18 | -- | 15.13 | -- | -- | -- |
| MGP Ingredients Inc | 836.52m | 106.40m | 1.77bn | 705.00 | 16.77 | 2.09 | 13.73 | 2.12 | 4.81 | 4.81 | 37.74 | 38.63 | 0.656 | 1.67 | 6.60 | 1,186,558.00 | 8.40 | 10.36 | 9.18 | 11.47 | 36.43 | 31.04 | 12.81 | 12.85 | 1.47 | 26.95 | 0.2528 | 12.06 | 6.92 | 17.34 | -2.02 | 23.81 | 12.23 | 8.45 |
| Boston Beer Company Inc | 2.02bn | 97.80m | 3.31bn | 2.79k | 34.72 | 3.17 | 17.68 | 1.64 | 7.99 | 7.99 | 166.19 | 87.40 | 1.46 | 7.67 | 26.46 | 724,911.20 | 7.04 | 7.00 | 8.30 | 8.44 | 43.61 | 43.19 | 4.83 | 4.80 | 1.45 | -- | 0.00 | 0.00 | -3.91 | 15.07 | 13.36 | -2.31 | 2.93 | -- |
| Holder | Shares | % Held |
|---|---|---|
| Select Equity Group LPas of 31 Dec 2023 | 8.41m | 7.28% |
| The Vanguard Group, Inc.as of 31 Dec 2023 | 5.00m | 4.33% |
| Massachusetts Financial Services Co.as of 31 Dec 2023 | 3.75m | 3.25% |
| Dimensional Fund Advisors LPas of 31 Dec 2023 | 3.58m | 3.10% |
| Westwood Management Corp. (Texas)as of 31 Dec 2023 | 3.37m | 2.92% |
| BlackRock Fund Advisorsas of 31 Dec 2023 | 3.17m | 2.75% |
| Fidelity Investments Canada ULCas of 31 Dec 2023 | 2.28m | 1.97% |
| RBC Capital Markets LLC (Investment Management)as of 31 Dec 2023 | 1.62m | 1.41% |
| Morgan Stanley & Co. LLCas of 31 Dec 2023 | 1.51m | 1.31% |
| American Century Investment Management, Inc.as of 31 Dec 2023 | 1.41m | 1.22% |
