WVVIP:NSC-Willamette Valley Vineyards Inc. Series A Redeemable Preferred Stock (USD)

EQUITY | Beverages - Wineries & Distilleries | NASDAQ Capital Market

Last Closing

USD 4

Change

-0.08 (-1.96)%

Market Cap

USD 0.03B

Volume

6.83K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Willamette Valley Vineyards Inc produces and sells premium, super premium and ultra-premium varietals. The Company sells its wines under the labels: Willamette Valley Vineyards, Griffin Creek and Tualatin Estates.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-26 )

Largest Industry Peers for Beverages - Wineries & Distilleries

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

N/A

USD 1.77B
SNDL SNDL Inc.

N/A

USD 0.53B
WVVI Willamette Valley Vineyards In..

N/A

USD 0.02B
VWE Vintage Wine Estates Inc

N/A

USD 0.02B
EAST Eastside Distilling Inc

N/A

USD 1.57M
VWEWW Vintage Wine Estates Inc. Warr..

N/A

N/A

ETFs Containing WVVIP

N/A

Market Performance

  Market Performance vs. Industry/Classification (Beverages - Wineries & Distilleries) Market Performance vs. Exchange (NASDAQ Capital Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -9.91% 71% C- 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -9.91% 71% C- 36% F
Trailing 12 Months  
Capital Gain -17.86% 86% B+ 35% F
Dividend Return 4.52% 100% F 66% D+
Total Return -13.35% 86% B+ 38% F
Trailing 5 Years  
Capital Gain -14.89% 75% C 45% F
Dividend Return 23.40% 100% F 86% B+
Total Return 8.51% 100% F 55% F
Average Annual (5 Year Horizon)  
Capital Gain 0.81% 71% C- 48% F
Dividend Return 5.08% 71% C- 59% D-
Total Return 4.27% 100% F 82% B
Risk Return Profile  
Volatility (Standard Deviation) 16.85% 100% F 80% B-
Risk Adjusted Return 30.13% 86% B+ 65% D
Market Capitalization 0.03B 67% D+ 21% F

Key Financial Ratios

  Ratio vs. Industry/Classification (Beverages - Wineries & Distilleries) Ratio vs. Market (NASDAQ Capital Market)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 30.67 29% 31%
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio -53.17 100% 94%
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity -1.18% 86% 57%
Return on Invested Capital -0.77% 86% 59%
Return on Assets -0.37% 86% 59%
Debt to Equity Ratio 9.16% 100% 71%

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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

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.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector