NAPA: Duckhorn Portfolio Inc Stock

SIC 208 – Beverages

Valuation
Market Cap ($M) 2,408.34
Enterprise Value ($M) 2,631.24
Book Value ($M) 860.17
Book Value / Share 7.49
Price / Book 2.80
NCAV ($M) -15.16
NCAV / Share -0.13
Price / NCAV -158.82

Profitability (mra)
Return on Invested Capital (ROIC) 0.06
Return on Assets (ROA) 0.05
Return on Equity (ROE) 0.08

Liquidity (mrq)
Quick Ratio 1.02
Current Ratio 6.24

Balance Sheet (mrq) ($M)
Current Assets 348.83
Assets 1,224.17
Liabilities 363.99
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 0.00
Operating Income 0.00
Net Income 0.00

Cash Flow Statement (mra) ($M)
Cash From Operations 0.00
Cash from Investing 0.00
Cash from Financing 0.00

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File Date Form Activist 13D/G Investors Ownership
(%)
Change
(%)
02-11 13G Select Equity Group, L.P. 5.40
02-04 13G Mallard Holdco, LLC 64.50

Top 13F Investors Shares
(1000)
Change
(%)
Value
($1000)
Change
(%)

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Date Insider Trades Code Shares Value

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File Date Form SEC Filings
2022-06-02 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q
2022-03-10 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q
2021-12-08 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q
2021-10-04 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2022-06-28 107,064 415,782 25.75
2022-06-27 169,192 376,670 44.92
2022-06-24 153,761 532,646 28.87
2022-06-23 157,239 446,568 35.21

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Similar Companies
DEO – Diageo plc FMX – Fomento Economico Mexicano, S.A.B de C.V.
KO – Coca Cola Co. PRMW – Primo Water Corp.
SAM – Boston Beer Company Inc


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