Willamette Valley Vineyards Stock Today

WVVI Stock  USD 5.24  0.19  3.76%   

Performance

0 of 100

 
Low
 
High
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Odds Of Distress

Less than 33

 
100  
 
Zero
Below Average
Willamette Valley is trading at 5.24 as of the 28th of March 2024. This is a 3.76% increase since the beginning of the trading day. The stock's open price was 5.05. Willamette Valley has about a 33 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Willamette Valley Vineyards are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
Business Domain
Food, Beverage & Tobacco
IPO Date
15th of September 1994
Category
Consumer Defensive
Classification
Consumer Staples
Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. Willamette Valley Vineyards, Inc. was founded in 1983 and is headquartered in Turner, Oregon. Willamette Valley operates under BeveragesWineries Distilleries classification in the United States and is traded on NASDAQ Exchange. The company has 4.96 M outstanding shares of which 1.64 K shares are at this time shorted by private and institutional investors with about 0.5 trading days to cover. More on Willamette Valley Vineyards

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Willamette Stock Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Willamette Valley's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Willamette Valley or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
CEOJames Bernau
Thematic Ideas
Showing 3 out of 5 themes
Business ConcentrationDistillers & Vintners, Beverages - Wineries & Distilleries, Consumer Defensive, NASDAQ Composite, NASDAQ Composite Total, Soft Drinks, Cigarettes, Alcohol, Beers, Beer and Liquor, Consumer Staples, Beverages, Beverages—Wineries & Distilleries, Consumer Defensive (View all Sectors)
Average Analyst Recommendation
Analysts covering Willamette Valley report their recommendations after researching Willamette Valley's financial statements, talking to executives and customers, or listening in on Willamette Valley's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Willamette Valley. The Willamette consensus assessment is calculated by taking the average forecast from all of the analysts covering Willamette Valley.
Financial Strength
Based on the key measurements obtained from Willamette Valley's financial statements, Willamette Valley Vineyards is not in a good financial situation at this time. It has a very high probability of going through financial hardship in April. Financial strength of Willamette Valley is based on its profitability, leverage, liquidity, source of funds, and operating efficiency.
Current ValueLast YearChange From Last Year 10 Year Trend
Asset Turnover0.560.5271
Notably Up
Pretty Stable
Gross Profit Margin0.610.4049
Way Up
Pretty Stable
Total Current Liabilities14.5 M13.8 M
Sufficiently Up
Slightly volatile
Non Current Liabilities Total22.3 M21.3 M
Sufficiently Up
Slightly volatile
Total Assets111 M105.7 M
Sufficiently Up
Slightly volatile
Total Current Assets16.1 M32.2 M
Way Down
Slightly volatile
Willamette Valley's financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to Willamette Valley's success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit.
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Willamette Valley's financial leverage. It provides some insight into what part of Willamette Valley's total assets is financed by creditors.
By using current balance sheet information, investors can analyze the liability, assets, and equity on Willamette Valley's books and decide whether to invest or hold. Statistics such as return on equity (ROE), debt to equity (D/E) help investors determine how Willamette Valley deploys its capital and how much of that capital is borrowed.
Liquidity
Willamette Valley cash flow analysis is essential to understand how it generates and spends money over a specific period. It can also help you figure out where your money is going and how much cash you have available at a given moment. The company currently holds 22.02 M in liabilities with Debt to Equity (D/E) ratio of 0.23, which may suggest the company is not taking enough advantage from borrowing. Willamette Valley has a current ratio of 3.91, suggesting that it is liquid enough and is able to pay its financial obligations when due. Debt can assist Willamette Valley until it has trouble settling it off, either with new capital or with free cash flow. So, Willamette Valley's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Willamette Valley sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Willamette to invest in growth at high rates of return. When we think about Willamette Valley's use of debt, we should always consider it together with cash and equity.

Change In Working Capital

(4.47 Million)
Willamette Valley Vineyards (WVVI) is traded on NASDAQ Exchange in USA. It is located in 8800 Enchanted Way, SE, Turner, OR, United States, 97392 and employs 169 people. Willamette Valley is listed under Distillers & Vintners category by Fama And French industry classification. The company currently falls under 'Micro-Cap' category with a current market capitalization of 25.49 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Willamette Valley's market, we take the total number of its shares issued and multiply it by Willamette Valley's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Willamette Valley conducts business under Beverages sector and is part of Consumer Staples industry. The entity has 4.96 M outstanding shares of which 1.64 K shares are at this time shorted by private and institutional investors with about 0.5 trading days to cover. Willamette Valley Vineyards currently holds about 3.13 M in cash with (1.99 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.63.
Check Willamette Valley Probability Of Bankruptcy
Ownership Allocation
The market capitalization of Willamette Valley is $25.49 Million. Willamette Valley owns significant amount of outstanding shares owned by insiders. An insider is usually defined as a CEO, other corporate executive, director, or institutional investor who own at least 10% of the company's outstanding shares. Since such a large part of the company is owned by insiders, it is advisable to analyze if each of these insiders have been buying or selling the stock in recent months. Note, that even with negative profits, if the true value of the company is larger than the current market value, you may still be able to generate positive returns on investment in this company.
Check Willamette Ownership Details

Willamette Stock Price Odds Analysis

Coming from a normal probability distribution, the odds of Willamette Valley jumping above the current price in 90 days from now is about 32.47%. The Willamette Valley Vineyards probability density function shows the probability of Willamette Valley stock to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Willamette Valley has a beta of 0.1811. This entails as returns on the market go up, Willamette Valley average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Willamette Valley Vineyards will be expected to be much smaller as well. Additionally, willamette Valley Vineyards has an alpha of 0.04, implying that it can generate a 0.04 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 5.24HorizonTargetOdds Above 5.24
67.07%90 days
 5.24 
32.47%
Based on a normal probability distribution, the odds of Willamette Valley to move above the current price in 90 days from now is about 32.47 (This Willamette Valley Vineyards probability density function shows the probability of Willamette Stock to fall within a particular range of prices over 90 days) .

Willamette Stock Institutional Holders

Institutional Holdings refers to the ownership stake in Willamette Valley that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Willamette Valley's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Willamette Valley's value.
InstituionRecorded OnShares
Goss Wealth Management Llc2023-12-31
12.9 K
Blackrock Inc2023-12-31
11 K
T. Rowe Price Associates, Inc.2023-12-31
10.8 K
Susquehanna International Group, Llp2023-12-31
10.1 K
Morgan Stanley - Brokerage Accounts2023-12-31
7.8 K
U.s. Bancorp2023-12-31
2.7 K
Wells Fargo & Co2023-12-31
2.5 K
Tower Research Capital Llc2023-12-31
K
Bank Of America Corp2023-12-31
1.6 K
Vanguard Group Inc2023-12-31
224.8 K
Renaissance Technologies Corp2023-12-31
83 K
View Willamette Valley Diagnostics

Willamette Valley Historical Income Statement

Willamette Valley Vineyards Income Statement is one of the three primary financial statements used for reporting Willamette's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Willamette Valley revenue and expense. Willamette Valley Income Statement primarily focuses on the company's revenues and expenses during a particular period.
As of now, Willamette Valley's Other Operating Expenses is increasing as compared to previous years. The Willamette Valley's current Cost Of Revenue is estimated to increase to about 34.8 M, while Interest Expense is forecasted to increase to (564.4 K). View More Fundamentals

Willamette Stock Against Markets

Picking the right benchmark for Willamette Valley stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Willamette Valley stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Willamette Valley is critical whether you are bullish or bearish towards Willamette Valley Vineyards at a given time. Please also check how Willamette Valley's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Willamette Valley without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Willamette Valley Corporate Directors

Willamette Valley corporate directors refer to members of a Willamette Valley board of directors. The board of directors generally takes responsibility for the Willamette Valley's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Willamette Valley's board members must vote for the resolution. The Willamette Valley board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
James EllisDirectorProfile
Stanley TurelIndependent DirectorProfile
Stan TurelIndependent DirectorProfile
Heather WestingDirectorProfile

How to buy Willamette Stock?

Before investing in Willamette Valley, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Willamette Valley. To buy Willamette Valley stock, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Willamette Valley. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Willamette Valley stock. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Willamette Valley Vineyards stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Willamette Valley Vineyards stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock
It's important to note that investing in stocks, such as Willamette Valley Vineyards, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Willamette Stock please use our How to Invest in Willamette Valley guide.

Already Invested in Willamette Valley Vineyards?

The danger of trading Willamette Valley Vineyards is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Willamette Valley is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Willamette Valley. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Willamette Valley is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Willamette Valley offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Willamette Valley's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Willamette Valley Vineyards Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Willamette Valley Vineyards Stock:
Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Willamette Valley Vineyards. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in real.
You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.

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When running Willamette Valley's price analysis, check to measure Willamette Valley's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Willamette Valley is operating at the current time. Most of Willamette Valley's value examination focuses on studying past and present price action to predict the probability of Willamette Valley's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Willamette Valley's price. Additionally, you may evaluate how the addition of Willamette Valley to your portfolios can decrease your overall portfolio volatility.
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Is Willamette Valley's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Willamette Valley. If investors know Willamette will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Willamette Valley listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.42)
Earnings Share
(0.57)
Revenue Per Share
7.883
Quarterly Revenue Growth
(0.06)
Return On Assets
(0.01)
The market value of Willamette Valley is measured differently than its book value, which is the value of Willamette that is recorded on the company's balance sheet. Investors also form their own opinion of Willamette Valley's value that differs from its market value or its book value, called intrinsic value, which is Willamette Valley's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Willamette Valley's market value can be influenced by many factors that don't directly affect Willamette Valley's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Willamette Valley's value and its price as these two are different measures arrived at by different means. Investors typically determine if Willamette Valley is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Willamette Valley's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.