ducovest

WVVIP:NSD-Willamette Valley Vineyards Inc PR (USD)

PREFERRED STOCK | Beverages - Wineries & Distilleries |

Last Closing

USD 3.89

Change

+0.01 (+0.28)%

Market Cap

USD 0.03B

Volume

300.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. The company operates through two segments, Direct Sales and Distributor Sales. It primarily offers Pinot Noir, Chardonnay, Pinot Gris, Pinot Blanc, Sauvignon Blanc, Gruner Veltliner, Rose, Brut, Brut Rose, and Riesling branded wines under the Willamette Valley Vineyards label; Semi-Sparkling Muscat branded wine under the Tualatin Estate Vineyards label; Syrah, Merlot, Cabernet Sauvignon, Grenache, Cabernet Franc, Tempranillo, Malbec, The Griffin, and Viognier branded wines under the Griffin Creek label; and Brut, Brut Rose, and Blanc de Blancs under the Domaine Willamette label. The company also provides Pinot Noir and Chardonnay branded wine under the Elton label; Chrysologue, Merlot, and Cabernet Sauvignon branded wine under the Pambrun label; and Frontiere Syrah, Lisette Rose, Graviére Syrah, Voyageur Syrah, Bourgeois Grenache, and Voltigeur Viognier branded wine under the Maison Bleue label, as well as offers wines under the Natoma, Pere Ami, and Metis labels. It owns and leases approximately 1,018 acres of land. The company markets and sells its wine products through direct sales at the retail locations; mailing lists; and distributors and wine brokers. Willamette Valley Vineyards, Inc. was founded in 1983 and is headquartered in Turner, Oregon.

Company Website : https://www.wvv.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-26 )

Largest Industry Peers for Beverages - Wineries & Distilleries

Symbol Name Price(Change) Market Cap
MGPI MGP Ingredients Inc

+0.74 (+0.91%)

 USD 1.84B
WVVI Willamette Valley Vineyards In..

+0.07 (+2.01%)

 USD 0.02B
VWE Vintage Wine Estates Inc

N/A

 USD 1.57M
EAST Eastside Distilling Inc

+0.08 (+15.76%)

 USD 1.51M
SNDL SNDL Inc.

+0.01 (+0.50%)

 N/A

ETFs Containing WVVIP

N/A

Market Performance

  Market Performance vs. Industry/Classification (Beverages - Wineries & Distilleries) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -12.39% 83% B 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -12.39% 83% B 36% F
Trailing 12 Months  
Capital Gain -18.10% 83% B 33% F
Dividend Return 4.63% 100% F 65% D
Total Return -13.47% 83% B 34% F
Trailing 5 Years  
Capital Gain -14.51% 80% B- 41% F
Dividend Return 24.18% 100% F 84% B
Total Return 9.67% 80% B- 50% F
Average Annual (5 Year Horizon)  
Capital Gain -2.20% 67% D+ 38% F
Dividend Return 2.03% 67% D+ 44% F
Total Return 4.23% 100% F 80% B-
Risk Return Profile  
Volatility (Standard Deviation) 16.80% 100% F 81% B-
Risk Adjusted Return 12.08% 83% B 49% F
Market Capitalization 0.03B 80% B- 21% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Negative cashflow

The company had negative total cash flow in the most recent four quarters.