Profile
VWE DEO STZ BF-A BF-B NAPA
Company Name Vintage Wine Estates, Inc. Diageo plc Constellation Brands, Inc. Brown-Forman Corporation Brown-Forman Corporation The Duckhorn Portfolio, Inc.
Sector Consumer Defensive Consumer Defensive Consumer Defensive Consumer Defensive Consumer Defensive Consumer Defensive
Industry Beverages - Wineries & Distilleries Beverages - Wineries & Distilleries Beverages - Wineries & Distilleries Beverages - Wineries & Distilleries Beverages - Wineries & Distilleries Beverages - Wineries & Distilleries
Market Cap $1.57M $56.02B $31.81B $12.72B $12.62B $1.63B
Employees 0.57K 30.09K 10.60K 5.70K 5.70K 0.56K
CEO Seth Kaufman Debra Ann Crew Mr. William A. Newlands Lawson E. Whiting Lawson E. Whiting Deirdre Ann Mahlan
Ratings
VWE DEO STZ BF-A BF-B NAPA
Quant Rating Score 2 3 1 3 3 3
Quant Rating Sell Neutral Strong Sell Neutral Neutral Neutral
Trading
VWE DEO STZ BF-A BF-B NAPA
Last Close $0.0262 $104.99 $173.87 $29.29 $28.71 $11.09
High 52 $0.17 $140.77 $259.82 $48.55 $49.56 $11.11
Low 52 $0.03 $99.86 $160 $26.28 $25.65 $5.4
Price vs. 52 Week High -84.59 % -25.42 % -33.08 % -39.67 % -42.07 % -0.18 %
Price vs. 52 Week Low -12.67 % 5.14 % 8.67 % 11.45 % 11.93 % 105.37 %
Total Return
VWE DEO STZ BF-A BF-B NAPA
1 Month Return 0 % -2.42 % -1.58 % -11.56 % -13.55 % 0 %
3 Month Return 0 % -2.8 % -4.2 % -9.7 % -12.56 % 0 %
6 Month Return 0 % -13.58 % -21.66 % -18.56 % -20.81 % 0 %
9 Month Return 0 % -23.7 % -28.64 % -36.09 % -39.68 % 104.24 %
YTD Return 0 % -17.42 % -21.33 % -22.29 % -24.41 % 0 %
1 Year Return -80.88 % -18.21 % -30.23 % -31.49 % -31.55 % 55.98 %
3 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
5 Year Return 0 % 0 % 0 % 0 % 0 % 0 %
Dividends
VWE DEO STZ BF-A BF-B NAPA
Dividend Yield Percentage (TTM) - 4.3 % 2.27 % 3.39 % 3.39 % -
Dividend Paid and Capex Coverage Ration (TTM) 1.2 % 1.31 % 1.62 % 1.02 % 1.02 % 0.46 %
Dividend Per Share (TTM) - 78.71 % 4.05 % 0.9 % 0.9 % -
Payout Ratio (TTM) - 80.45 % -899.02 % 48.33 % 48.33 % -
Growth
VWE DEO STZ BF-A BF-B NAPA
Asset Growth -26.73 % -15.72 %
Gross Profit Growth -5.31 % 5.92 %
Revenue Growth -3.59 % 2.48 %
Revenue 3 Year -10.79 % 21.4 %
Revenue 5 Year -78.7 % 27.64 %
Revenue 10 Year -76.81 % 79.85 %
EBIT Growth -2091.79 % -87.63 %
Net Income Growth -27730.19 % -104.71 %
Net Income 3 Yeari Growth Per Share -1065.29 % -8638.37 %
Net Income 5 Yeari Growth Per Share -1817.08 % -496.8 %
Net Income 10 Yeari Growth Per Share -299.85 % -110.3 %
Operating Income Growth -1316.38 % -88.8 %
Operating Cash Flow Growth (CFG) -152.63 % 13.39 %
Operating 3 Year CFG 78.17 % 22.22 %
Operating 5 Year CFG 93.14 % 28.9 %
Operating 10 Year CFG -110.59 % 209.67 %
EPS Growth -28471.43 % -104.78 %
EPS Diluted Growth -28471.43 % -104.79 %
Book Value Per Share -49.66 % -28.39 %
Share Holder 3 Year Equity Growth Per Share -4.11 % -38.47 %
Share Holder 5 Year Equity Growth Per Share -80.74 % -40.82 %
Share Holder 10 Year Equity Growth Per Share -74.8 % 26.65 %
Dividend Per Share Growth - 13.06 %
Dividend 3 Year Growth Per Share - 33.96 %
Dividend 5 Year Growth Per Share - 34.12 %
Dividend 10 Year Growth Per Share -100 % -
Debt Growth 2.67 % -3.54 %
Free Cash Flow Growth -155.45 % 28.27 %
Updated On 30 Jun 2023 28 Feb 2025
Profitability
VWE DEO STZ BF-A BF-B NAPA
Gross Profit Margin TTM -5.61 % 60.45 % 51.9 % 58.94 % 58.94 % 49.17 %
Return on Assets TTM -15.78 % 7.66 % -0.38 % 10.75 % 10.75 % 2.7 %
Return on Equity TTM -76.87 % 35.39 % -0.99 % 23.19 % 23.19 % 4.31 %
Return on Capital Employed TTM -57.01 % 16.01 % 1.93 % 15.8 % 15.8 % 5.67 %
Net Income Per EBT TTM 99.35 % 69.74 % 98.31 % 80.39 % 80.39 % 72.61 %
EBT Per Ebit TTM 121.27 % 88.29 % -24.39 % 97.65 % 97.65 % 71.97 %
EBIT Per Revenue TTM -55.14 % 28.89 % 3.33 % 27.85 % 27.85 % 23.2 %
Cash Flow To Debt Ratio TTM 1.26 % 24.68 % 26.02 % 21.88 % 21.88 % 11.46 %
Receivables Turnover TTM 6.9 4.24 10.28 4.79 4.79 4.84
Payables Turnover TTM 7.95 1.13 5.22 - - 3.26
Inventory Turnover TTM 0.9 0.82 3.42 0.65 0.65 0.41
Fixed Asset Turnover TTM 56.09 % 236.82 % 128.32 % 363.01 % 363.01 % 71.61 %
Asset Turnover TTM 23.75 % 43.05 % 47.15 % 49.16 % 49.16 % 22.27 %
Operating Cash Flow Per Share TTM 0.07 2.41 17.52 1.27 1.27 0.09
Free Cash Flow Per Share TTM 0.01 1.87 10.77 0.91 0.91 -0.11
Cash Per Share TTM 40.24 % 74.56 % 37.85 % 93.94 % 93.94 % 3.68 %
Operating Cash Flow Sales Ratio TTM 3.92 % 26.53 % 30.88 % 15.04 % 15.04 % 3.13 %
Free Cash Flow Operating Cash Flow Ratio TTM 16.51 % 77.35 % 61.48 % 72.07 % 72.07 % -118.53 %
Cash Flow Coverage Ratios TTM 1.26 % 24.68 % 26.02 % 21.88 % 21.88 % 11.46 %
Price To Free Cash Flows Ratio TTM 2.14 9.8 16.41 29.29 29.29 -103.33
Price To Operating Cash Flows Ratio TTM 0.35 189.43 10.2 20.91 20.91 122.41
Price Cash Flow Ratio TTM 0.35 189.43 10.2 20.91 20.91 122.41
Income Statement (TTM)
VWE DEO STZ BF-A BF-B NAPA
Revenue $0.28B $20.27B $10.21B $3.98B $3.98B $0.41B
Gross Profit $0.09B $12.2B $5.31B $2.34B $2.34B $0.21B
Gross Profit Ratio 30.07% 60.18% 52.06% 58.94% 58.94% 53.01%
EBITDA $-0.02B $7.24B $0.77B $1.11B $1.11B $0.13B
Net Income $-0.19B $3.87B $-0.08B $0.87B $0.87B $0.06B
EPS Diluted -3.2 6.92 -0.45 1.84 1.84 0.45
Balance Sheet (MRQ)
VWE DEO STZ BF-A BF-B NAPA
Long Term Debt $0.2B $18.62B $9.83B $2.42B $2.42B $0.33B
Total Liabilities $0.39B $33.4B $14.52B $4.09B $4.09B $0.54B
Total Equity $0.17B $12.07B $7.13B $0B $0B $1.27B
Total Investments $0B $5.13B $0.21B $0B $0B $0B
Total Debt $0.34B $21.5B $12.11B $2.73B $2.73B $0.34B
Total Assets $0.56B $45.47B $21.65B $8.09B $8.09B $1.82B
Cash Flow Statement (TTM)
VWE DEO STZ BF-A BF-B NAPA
Net Income $-0.19B $4.17B $-0.03B $0.87B $0.87B $0.06B
Inventory $-0.02B $-0.16B $-0.15B $-0.06B $-0.06B $-0.06B
Dividends Paid $0B $-2.36B $-0.73B $-0.42B $-0.42B $0B
Operating Cash Flow $-0.01B $6.07B $3.15B $0.6B $0.6B $0B
Capital Expenditure $-0.01B $-1.51B $-1.21B $-0.17B $-0.17B $-0.03B
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ETFs With Exposure to VWE
Ticker ETF Name Weight Percentage Price
IWM iShares Russell 2000 ETF 0.0013 223.035
VTI Vanguard Total Stock Market Index Fund 0 308.03
IWN iShares Russell 2000 Value ETF 0.00254 164.95
IWV iShares Russell 3000 ETF 0 355.94
IWO iShares Russell 2000 Growth ETF 0.00127 292.05
VXF Vanguard Extended Market Index Fund 0 197.5
VDC Vanguard Consumer Staples Fund 0 222.06
HDG ProShares Hedge Replication ETF 0.000209208 49.95
UWM ProShares Ultra Russell2000 0.000463332 40.22
IWC iShares Micro-Cap ETF 0.00095 133.09
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0 228.185
URTY ProShares UltraPro Russell2000 0.000339964 43.32
FSTA Fidelity MSCI Consumer Staples Index ETF 0.02 51.87
ISCB iShares Morningstar Small-Cap ETF 0 59.9662
ISCG iShares Morningstar Small-Cap Growth ETF 0 50.68
ISCV iShares Morningstar Small-Cap Value ETF 0 63.98
OMFS Invesco Russell 2000 Dynamic Multifactor ETF 0.01 41.215
PBSM Invesco PureBeta MSCI USA Small Cap ETF 0 31.9152
VITNX Vanguard Institutional Total Stock Market Index Fund Institutional Shares 0 103.91
VITPX Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares 0 103.89
RYLD Global X Russell 2000 Covered Call ETF 0 15
AVUS Avantis U.S. Equity ETF 0 102.53
SPAK Defiance Next Gen SPAC Derived ETF 0.09 14.63
VTSAX Vanguard Total Stock Market Index Fund 0 148.73
AVSU Avantis Responsible U.S. Equity ETF 0 69.75
NTKI Nationwide Russell 2000 Risk-Managed Income ETF 0 19.0104
VIEIX Vanguard Extended Market Index Fund Institutional Shares 0 148.44
VITSX Vanguard Total Stock Market Index Fund 0 148.76
AVIE Avantis Inflation Focused Equity ETF 0 61.66
SWTSX Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit 0.0000452016 105.23
VCSAX Vanguard Consumer Staples Index Fd Admiral Shs 0 109.39
VEXAX Vanguard Extended Market Index Fd Admiral Shs 0 148.45
VEMPX Vanguard Extended Market Index InstlPlus 0 366.31
VSMPX Vanguard Total Stock Mkt Idx Instl Pls 0 279.05
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