Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.045
Neutral
RSI(14)
45.669
Neutral
STOCH(KDJ)(9,3,3)
27.864
Sell
ATR(14)
0.155
Low Volatility
CCI(14)
-144.550
Sell
Williams %R
65.858
Sell
TRIX(12,20)
0.025
Sell
StochRSI(14)
0.000
Sell
Willamette Valley Vineyards Inc
WVVI2.810USD
-0.085-2.94%
Close 12/19, 16:00（ET）Quotes delayed by 15 min
13.95MMarket Cap
LossP/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Willamette Valley Vineyards Inc
Currency: USD Updated: 2025-12-19Key Insights
Willamette Valley Vineyards Inc's fundamentals are relatively stable, and its growth potential is high.Its valuation is considered fairly valued, ranking 21/27 in the Beverages industry.Institutional ownership is very high.In the medium term, the stock price is expected to trend down.The company has been performing well in the stock market over the past month, which is supported by its strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Willamette Valley Vineyards Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Analyst Rating
Based on
0
analysts
--
Current Rating
0.000
Target Price
0.00%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Willamette Valley Vineyards Inc Highlights
StrengthsRisks
Willamette Valley Vineyards, Inc. is a wine producer. The Company produces and sells premium, super-premium and ultra-premium varietals. The Company has two segments: direct sales and distributor sales. The direct sales segment includes retail sales in its 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 Company’s wines are made from grapes grown in vineyards owned, leased or contracted by the Company, and from grapes purchased from other vineyards. The grapes are harvested, fermented and made into wine primarily at the Company’s winery in Turner Oregon (the Winery) and the wines are sold principally under the Company’s Willamette Valley Vineyards label, but also under the Griffin Creek, Pambrun, Elton, Maison Bleue, Metis, Natoma, and other 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.
Overvalued
The company’s latest PE is -4.00, at a high 3-year percentile range.
Institutional Buying
The latest institutional holdings are 714.96K shares, increasing 0.99% quarter-over-quarter.
Held by James Simons
Star Investor James Simons holds 72.15K 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: 2025-12-19The current financial score of Willamette Valley Vineyards Inc is 6.73, ranking 25/27 in the Beverages industry. Its financial status is weak, and its operating efficiency is average. Its latest quarterly revenue reached 8.35M, representing a year-over-year decrease of 10.86%, while its net profit experienced a year-over-year decrease of 95.66%.
Score
Financials
5.96
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
7.55
Operational Efficiency
6.29
Growth Potential
6.89
Shareholder Returns
6.98
Willamette Valley Vineyards Inc's Company Valuation
Currency: USD Updated: 2025-12-19The current valuation score of Willamette Valley Vineyards Inc is 8.37, ranking 2/27 in the Beverages industry. Its current P/E ratio is -4.00, which is -10.86% below the recent high of -3.56 and -226.16% above the recent low of -13.04.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 21/27
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-19No earnings forecast score is currently available for Willamette Valley Vineyards Inc. The Beverages industry's average is 7.23.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
No Data
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
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: 2025-12-19The current price momentum score of Willamette Valley Vineyards Inc is 9.05, ranking 4/27 in the Beverages industry. Currently, the stock price is trading between the resistance level at 3.04 and the support level at 2.55, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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.
Moving Average
Indicators
Value
Direction
MA5
2.859
Sell
MA10
2.889
Sell
MA20
2.831
Sell
MA50
3.057
Sell
MA100
3.686
Sell
MA200
4.702
Sell
Institutional Confidence
Currency: USD Updated: 2025-12-19The current institutional shareholding score of Willamette Valley Vineyards Inc is 3.00, ranking 15/27 in the Beverages industry. The latest institutional shareholding proportion is 14.40%, representing a quarter-over-quarter decrease of 60.58%. 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
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
Riccardi (Christopher)
Bernau (James W)
FreeGulliver LLC
Next Capital Management, LLC
Thoma (Carl D)
Geode Capital Management, L.L.C.
Dimensional Fund Advisors, L.P.
1
2
Risk Assessment
Currency: USD Updated: 2025-12-19The current risk assessment score of Willamette Valley Vineyards Inc is 2.34, ranking 22/27 in the Beverages industry. The company's beta value is 0.31. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.31
VaR
+3.42%
240-Day Maximum Drawdown
+59.86%
240-Day Volatility
+78.92%
Return
Best Daily Return
60 days
+9.68%
120 days
+10.89%
5 years
+19.57%
Worst Daily Return
60 days
-9.97%
120 days
-14.25%
5 years
-16.87%
Sharpe Ratio
60 days
-1.15
120 days
-1.96
5 years
-0.33
Risk Assessment
Maximum Drawdown
240 days
+59.86%
3 years
+61.50%
5 years
+85.51%
Return-to-Drawdown Ratio
240 days
-0.31
3 years
-0.30
5 years
-0.15
Skewness
240 days
+0.57
3 years
+0.56
5 years
+0.75
Volatility
Realised Volatility
240 days
+78.92%
5 years
+54.76%
Standardised True Range
240 days
+9.27%
5 years
+8.55%
Downside Risk-Adjusted Return
120 days
-279.25%
240 days
-279.25%
Maximum Daily Upside Volatility
60 days
+50.89%
Maximum Daily Downside Volatility
60 days
+72.80%
Liquidity
Average Turnover Rate
60 days
+0.24%
120 days
+0.17%
5 years
--
Turnover Deviation
20 days
-50.46%
60 days
+98.46%
120 days
+46.13%
Peer Comparison
Beverages
Willamette Valley Vineyards Inc
WVVI
5.28 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Molson Coors Beverage Co
TAP
8.33 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Primo Brands Corp
PRMB
8.30 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Vita Coco Company Inc
COCO
7.92 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Coca-Cola Femsa SAB de CV
KOF
7.76 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Monster Beverage Corp
MNST
7.76 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Willamette Valley Vineyards Inc?
The TradingKey Stock Score provides a comprehensive assessment of Willamette Valley Vineyards Inc based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Willamette Valley Vineyards Inc’s performance and outlook.
How do we generate the financial health score of Willamette Valley Vineyards Inc?
To generate the financial health score of Willamette Valley Vineyards Inc, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Willamette Valley Vineyards Inc's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Willamette Valley Vineyards Inc.
How do we generate the company valuation score of Willamette Valley Vineyards Inc?
To generate the company valuation score of Willamette Valley Vineyards Inc, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Willamette Valley Vineyards Inc’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Willamette Valley Vineyards Inc’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Willamette Valley Vineyards Inc.
How do we generate the earnings forecast score of Willamette Valley Vineyards Inc?
To calculate the earnings forecast score of Willamette Valley Vineyards Inc, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Willamette Valley Vineyards Inc’s future.
How do we generate the price momentum score of Willamette Valley Vineyards Inc?
When generating the price momentum score for Willamette Valley Vineyards Inc, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Willamette Valley Vineyards Inc’s prices. A higher score indicates a more stable short-term price trend for Willamette Valley Vineyards Inc.
How do we generate the institutional confidence score of Willamette Valley Vineyards Inc?
To generate the institutional confidence score of Willamette Valley Vineyards Inc, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Willamette Valley Vineyards Inc’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Willamette Valley Vineyards Inc.
How do we generate the risk management score of Willamette Valley Vineyards Inc?
To assess the risk management score of Willamette Valley Vineyards Inc, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Willamette Valley Vineyards Inc’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Willamette Valley Vineyards Inc.
