Willamette Valley Vineyards Preferred Stock Performance

WVVIP Preferred Stock  USD 3.05  0.02  0.65%   
The firm maintains a market beta of -0.28, which attests to not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Willamette Valley are expected to decrease at a much lower rate. During the bear market, Willamette Valley is likely to outperform the market. Willamette Valley right now maintains a risk of 2.42%. Please check out Willamette Valley maximum drawdown, as well as the relationship between the expected short fall and rate of daily change , to decide if Willamette Valley will be following its historical returns.

Risk-Adjusted Performance

Weakest

 
Weak
 
Strong
Over the last 90 days Willamette Valley Vineyards has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable forward indicators, Willamette Valley is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
Begin Period Cash Flow14 M
Total Cashflows From Investing Activities-10.3 M
  

Willamette Valley Relative Risk vs. Return Landscape

If you would invest  306.00  in Willamette Valley Vineyards on November 9, 2025 and sell it today you would lose (1.00) from holding Willamette Valley Vineyards or give up 0.33% of portfolio value over 90 days. Willamette Valley Vineyards is currently producing 0.0234% returns and takes up 2.4166% volatility of returns over 90 trading days. Put another way, 21% of traded preferred stocks are less volatile than Willamette, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days horizon Willamette Valley is expected to generate 4.09 times less return on investment than the market. In addition to that, the company is 2.95 times more volatile than its market benchmark. It trades about 0.01 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.12 per unit of volatility.

Willamette Valley Target Price Odds to finish over Current Price

The tendency of Willamette Preferred Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
Current PriceHorizonTarget PriceOdds to move above the current price in 90 days
 3.05 90 days 3.05 
about 71.18
Based on a normal probability distribution, the odds of Willamette Valley to move above the current price in 90 days from now is about 71.18 (This Willamette Valley Vineyards probability density function shows the probability of Willamette Preferred Stock to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Willamette Valley Vineyards has a beta of -0.28. This entails as returns on the benchmark increase, returns on holding Willamette Valley are expected to decrease at a much lower rate. During a bear market, however, Willamette Valley Vineyards is likely to outperform the market. Additionally Willamette Valley Vineyards has an alpha of 0.0498, implying that it can generate a 0.0498 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta).
   Willamette Valley Price Density   
       Price  

Predictive Modules for Willamette Valley

There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Willamette Valley. Regardless of method or technology, however, to accurately forecast the preferred stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the preferred stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.
Hype
Prediction
LowEstimatedHigh
0.633.055.47
Details
Intrinsic
Valuation
LowRealHigh
0.172.595.01
Details
Naive
Forecast
LowNextHigh
0.653.075.48
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
2.963.093.22
Details

Willamette Valley Risk Indicators

For the most part, the last 10-20 years have been a very volatile time for the stock market. Willamette Valley is not an exception. The market had few large corrections towards the Willamette Valley's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Willamette Valley Vineyards, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Willamette Valley within the framework of very fundamental risk indicators.
α
Alpha over Dow Jones
0.05
β
Beta against Dow Jones-0.28
σ
Overall volatility
0.07
Ir
Information ratio -0.02

Willamette Valley Price Density Drivers

Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Willamette Preferred Stock often depends not only on the future outlook of the current and potential Willamette Valley's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Willamette Valley's indicators that are reflective of the short sentiment are summarized in the table below.
Common Stock Shares Outstanding7.6 M
Cash And Short Term Investments13.7 M

Willamette Valley Fundamentals Growth

Willamette Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Willamette Valley, and Willamette Valley fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Willamette Preferred Stock performance.

About Willamette Valley Performance

Assessing Willamette Valley's fundamental ratios provides investors with valuable insights into Willamette Valley's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Willamette Valley is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
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. It employs 177 people.

Things to note about Willamette Valley performance evaluation

Checking the ongoing alerts about Willamette Valley for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Willamette Valley help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Evaluating Willamette Valley's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Willamette Valley's preferred stock performance include:
  • Analyzing Willamette Valley's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Willamette Valley's stock is overvalued or undervalued compared to its peers.
  • Examining Willamette Valley's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Willamette Valley's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Willamette Valley's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Willamette Valley's preferred stock. These opinions can provide insight into Willamette Valley's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Willamette Valley's preferred stock performance is not an exact science, and many factors can impact Willamette Valley's preferred stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Additional Tools for Willamette Preferred Stock Analysis

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.