NAPA has been successfully added to your Stock Email Alerts list.
You can manage your stock email alerts here.
NAPA has been removed from your Stock Email Alerts list.
Please enter Portfolio Name for new portfolio.
The Duckhorn Portfolio's Enterprise Value for the quarter that ended in Jan. 2024 was $1,281.0 Mil. The Duckhorn Portfolio's EBIT for the trailing twelve months (TTM) ended in Jan. 2024 was $105.8 Mil. The Duckhorn Portfolio's Earnings Yield (Joel Greenblatt) for the quarter that ended in Jan. 2024 was 8.26%.
The historical rank and industry rank for The Duckhorn Portfolio's Earnings Yield (Joel Greenblatt) % or its related term are showing as below:
During the past 5 years, the highest Earnings Yield (Joel Greenblatt) of The Duckhorn Portfolio was 8.88%. The lowest was 2.74%. And the median was 4.14%.
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
A better indicator of the attractiveness of an investment which takes growth into account is the Forward Rate of Return (Yacktman) %. The Duckhorn Portfolio's Forward Rate of Return (Yacktman) % for the quarter that ended in Jan. 2024 was 0.00%. The Forward Rate of Return uses the normalized Free Cash Flow of the past seven years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.
The historical data trend for The Duckhorn Portfolio's Earnings Yield (Joel Greenblatt) % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
The Duckhorn Portfolio Annual Data | |||||||||||
Trend | Jul19 | Jul20 | Jul21 | Jul22 | Jul23 | ||||||
Earnings Yield (Joel Greenblatt) % | - | - | 3.27 | 3.80 | 6.25 |
The Duckhorn Portfolio Quarterly Data | ||||||||||||||||||
Jul19 | Jan20 | Apr20 | Jul20 | Oct20 | Jan21 | Apr21 | Jul21 | Oct21 | Jan22 | Apr22 | Jul22 | Oct22 | Jan23 | Apr23 | Jul23 | Oct23 | Jan24 | |
Earnings Yield (Joel Greenblatt) % | Get a 7-Day Free Trial | 4.05 | 4.57 | 6.25 | 7.11 | 8.26 |
For the Beverages - Wineries & Distilleries subindustry, The Duckhorn Portfolio's Earnings Yield (Joel Greenblatt) %, along with its competitors' market caps and Earnings Yield (Joel Greenblatt) % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
For the Beverages - Alcoholic industry and Consumer Defensive sector, The Duckhorn Portfolio's Earnings Yield (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where The Duckhorn Portfolio's Earnings Yield (Joel Greenblatt) % falls into.
In his book, The Little That Beat the Market, hedge fund manager Joel Greenblatt defines Earnings Yield as operating income divided by enterprise value.
The Duckhorn Portfolios Earnings Yield (Joel Greenblatt) for the fiscal year that ended in Jul. 2023 is calculated as
Earnings Yield (Joel Greenblatt) | = | EBIT | / | Enterprise Value |
= | 106.19 | / | 1698.55928 | |
= | 6.25 % |
The Duckhorn Portfolio's EBIT for the trailing twelve months (TTM) ended in Jan. 2024 adds up the quarterly data reported by the company within the most recent 12 months, which was $105.8 Mil.
The Duckhorn Portfolio (NYSE:NAPA) Earnings Yield (Joel Greenblatt) % Explanation
Joel Greenblatt defines the earnings yield using the above equation because it more accurately reflects the company's profitability relative to its stock price. Items like interest payment and tax etc. are not directly related to the company's operational profitability.
Enterprise Value instead of market cap (share price) is used in the calculation because it is the real price stock and bond investors together pay for the company.
Be Aware
Joel Greenblatt's definition of earnings yield has the same problems the regular earnings yield does. It does not consider the growth of the company. It only looks at one-year's business operation. For cyclical companies, the earnings yield is usually highest at the peak of the business cycle. But these earnings are rarely sustainable.
Forward Rate of Return (Yacktman) % based on Don Yacktman's definition is a better measure of the expected rate of return for a stock.
Thank you for viewing the detailed overview of The Duckhorn Portfolio's Earnings Yield (Joel Greenblatt) % provided by GuruFocus.com. Please click on the following links to see related term pages.
Sullivan Sean B.a. | officer: See Remarks | 1201 DOWDELL LANE, SAINT HELENA CA 94574 |
Pete Przybylinski | officer: Chief Sales Officer | 1201 DOWDELL LANE, SAINT HELENA CA 94574 |
Zach Rasmuson | officer: Chief Operating Officer | 1201 DOWDELL LANE, SAINT HELENA CA 94574 |
Deirdre Mahlan | director | 1201 DOWDELL LANE, SAINT HELENA CA 94574 |
Jung Jennifer Fall | officer: See Remarks | C/O FUNKO, INC., WETMORE AVENUE, EVERETT WA 98201 |
Mallard Holdco, Llc | 10 percent owner | C/O TSG CONSUMER PARTNERS LP, 1100 LARKSPUR LANDING CIRCLE, SUITE 360, LARKSPUR CA 94939 |
Lori Beaudoin | officer: Chief Financial Officer | 1201 DOWDELL LANE, SAINT HELENA CA 94574 |
Adriel G Lares | director | C/O FASTLY, INC., 475 BRANNAN STREET, SUITE 300, SAN FRANCISCO CA 94107 |
Alex Ryan | director, officer: See Remarks | 1201 DOWDELL LANE, SAINT HELENA CA 94574 |
Gayle Bartscherer | officer: See Remarks | C/O DUCKHORN PORTFOLIO, INC., 1201 DOWDELL AVENUE, SAINT HELENA CA 94574 |
Carol Reber | officer: See Remarks | 1201 DOWDELL LANE, SAINT HELENA CA 94574 |
Michelle J. Gloeckler | director | C/O BJ'S WHOLESALE CLUB, INC., 350 CAMPUS DRIVE, MARLBOROUGH MA 01752 |
Charles Esserman | director | 26 FOX RUN ROAD, NEWINGTON NH 03801 |
Melanie Cox | director | C/O REVOLVE GROUP, INC., 12889 MOORE ST., CERRITOS CA 90703 |
Daniel Costello | director | 1201 DOWDELL LANE, SAINT HELENA CA 94574 |
From GuruFocus
By Business Wire Business Wire • 12-13-2022
By Business Wire Business Wire • 03-10-2022
By Business Wire Business Wire • 12-07-2022
By Business Wire • 11-15-2023
By Business Wire Business Wire • 01-03-2023
By Business Wire Business Wire • 05-17-2021
By Business Wire Business Wire • 05-12-2022
By Business Wire • 01-08-2024
By Business Wire • 09-27-2023
By Business Wire Business Wire • 10-12-2021
Disclaimers: GuruFocus.com is not operated by a broker or a dealer. It has an affiliated registered investment adviser, which serves as the subadviser to an exchange traded fund. This investment adviser does not provide advice to individual investors. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes provided by InterActive Data. Fundamental company data provided by Morningstar, updated daily.