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Willamette Valley Vineyards Inc

WVVI

4.350USD

-0.190-4.19%

Close 09/16, 16:00（ET）Quotes delayed by 15 min

21.60MMarket Cap

LossP/E TTM



Willamette Valley Vineyards Inc

4.350

-0.190-4.19%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated：2025-09-15

Key Insights

The company's fundamentals are relatively healthy. Its valuation is considered fairly valued,and institutional recognition is very high. The company is performing well in the stock market, with strong fundamentals and technicals supporting the current trend. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking

22 / 28

Overall Ranking

379 / 4724

Industry

Beverages

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 0 analysts

Current Rating

Target Price

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

Willamette Valley Vineyards, Inc. owns and operates vineyards, wineries and tasting rooms, and produces and distributes premium, super premium, and ultra-premium wines, primarily Pinot Noir, Pinot Gris, Chardonnay, Riesling and Sparkling wine. The Company has two segments: direct sales and distributor sales. The Direct sales segment includes retail sales in the tasting rooms, wine club sales, online sales, on-site events, kitchen and catering sales and other sales made directly to the consumer without the use of an intermediary. The Distributor sales segment includes all sales through a third party where prices are given at a wholesale rate. The grapes are harvested, fermented and made into wine primarily at the Company's winery in Turner, Oregon and the wines are sold principally under its Willamette Valley Vineyards label, but also under the Domaine Willamette, Griffin Creek, Tualatin Estate, Pambrun, Maison Bleue, Natoma, Metis, Pere Ami and Elton labels.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 17.23% year-on-year.

Growing

The company is in a growing phase, with the latest annual income totaling USD 39.78M.

Fairly Valued

The company’s latest PE is -8.41, at a medium 3-year percentile range.

Institutional Buying

The latest institutional holdings are 1.81M shares, increasing 1.62% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 224.81K shares of this stock.

Lower Market Activity

The company has less investor interest, with a 20-day turnover ratio of -0.50.

Financial Health

Currency: USD Updated：2025-09-15

The company's current financial score is 7.11, which is lower than the Beverages industry's average of 7.13. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 7.54M, representing a year-over-year decrease of 14.33%, while its net profit experienced a year-over-year decrease of 19.09%.

Score

Industry at a Glance

Previous score

7.11

Change

0.69



Financials

6.03

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

10.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

8.16

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

7.62

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.21

Key Metrics

Free cash flow

No Data

Company Valuation

Currency: USD Updated：2025-09-15

The company’s current valuation score is 1.20, which is lower than the Beverages industry's average of 2.78. Its current P/E ratio is -7.96, which is -0.87% below the recent high of -7.89 and -39.92% above the recent low of -11.14.

Score

Industry at a Glance

Previous score

1.20

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 22/28

No Data

Earnings Forecast

Currency: USD Updated：2025-09-15

There is no earnings forecast score for this company; the Beverages industry's average is 7.37.

Score

Industry at a Glance

Previous score

0.00

Change

Support & Resistance

No Data

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated：2025-09-15

The company’s current price momentum score is 7.00, which is lower than the Beverages industry's average of 7.19. Sideways: Currently, the stock price is trading between the resistance level at 4.78 and the support level at 3.96, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.52

Change

-2.26

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(3)

Neutral(3)

Buy(0)

Indicators

Value

Direction

MACD(12,26,9)

0.047

Neutral

RSI(14)

44.832

Neutral

STOCH(KDJ)(9,3,3)

37.324

Sell

ATR(14)

0.308

High Vlolatility

CCI(14)

-41.773

Neutral

Williams %R

77.250

Sell

TRIX(12,20)

0.131

Sell

StochRSI(14)

0.000

Oversold

Moving Average

Sell(6)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MA5

4.781

Sell

MA10

4.747

Sell

MA20

4.558

Sell

MA50

4.757

Sell

MA100

5.262

Sell

MA200

5.177

Sell

Institutional Confidence

Currency: USD Updated：2025-09-15

The company’s current institutional recognition score is 3.00, which is lower than the Beverages industry's average of 6.69. The latest institutional shareholding proportion is 36.53%, representing a quarter-over-quarter increase of 0.48%. The largest institutional shareholder is The Vanguard, holding a total of 224.81K shares, representing 4.53% of shares outstanding, with 0.00% increase in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Riccardi (Christopher)

385.49K

Bernau (James W)

370.38K

The Vanguard Group, Inc.

Star Investors

224.81K

FreeGulliver LLC

64.72K

Renaissance Technologies LLC

Star Investors

73.55K

-1.08%

Next Capital Management, LLC

54.80K

Thoma (Carl D)

336.19K

Geode Capital Management, L.L.C.

36.91K

+6.11%

Dimensional Fund Advisors, L.P.

31.44K

+5.02%

Teton Advisors, Inc.

23.00K

Risk Assessment

Currency: USD Updated：2025-09-15

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Beverages domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The company’s current risk assessment score is 4.90, which is higher than the Beverages industry's average of 4.39. The company's beta value is 0.43. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.