Willamette Valley Vineyards Stock Beta
| WVVI Stock | USD 3.36 0.10 3.07% |
Willamette Valley Vineyards fundamentals help investors to digest information that contributes to Willamette Valley's financial success or failures. It also enables traders to predict the movement of Willamette Stock. The fundamental analysis module provides a way to measure Willamette Valley's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Willamette Valley stock.
Willamette | Beta |
Willamette Valley Vineyards Company Beta Analysis
Willamette Valley's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Willamette Valley Beta | 0.75 |
Most of Willamette Valley's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Willamette Valley Vineyards is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Willamette Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Willamette Valley is extremely important. It helps to project a fair market value of Willamette Stock properly, considering its historical fundamentals such as Beta. Since Willamette Valley's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Willamette Valley's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Willamette Valley's interrelated accounts and indicators.
Click cells to compare fundamentals
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Willamette Valley Vineyards has a Beta of 0.752. This is 38.86% lower than that of the Beverages sector and significantly higher than that of the Consumer Staples industry. The beta for all United States stocks is notably lower than that of the firm.
Willamette Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Willamette Valley's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Willamette Valley could also be used in its relative valuation, which is a method of valuing Willamette Valley by comparing valuation metrics of similar companies.Willamette Valley is currently under evaluation in beta category among its peers.
Willamette Valley Current Valuation Drivers
We derive many important indicators used in calculating different scores of Willamette Valley from analyzing Willamette Valley's financial statements. These drivers represent accounts that assess Willamette Valley's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Willamette Valley's important valuation drivers and their relationship over time.
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Market Cap | 34.4M | 31.6M | 43.0M | 29.6M | 26.6M | 20.8M | |
| Enterprise Value | 40.0M | 29.9M | 42.3M | 46.9M | 49.9M | 52.4M |
Willamette Valley ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Willamette Valley's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Willamette Valley's managers, analysts, and investors.Environmental | Governance | Social |
Willamette Valley 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.| Shares | James Investment Research, Inc. | 2024-09-30 | 12.9 K | Goss Wealth Management Llc | 2024-06-30 | 12.9 K | T. Rowe Price Associates, Inc. | 2024-06-30 | 10.8 K | State Street Corp | 2024-06-30 | 10.7 K | Blackrock Inc | 2024-06-30 | 4.5 K | Steward Partners Investment Advisory, Llc | 2024-06-30 | 3.6 K | U.s. Bancorp | 2024-06-30 | 2.7 K | Wells Fargo & Co | 2024-06-30 | 2.5 K | Tower Research Capital Llc | 2024-06-30 | 2.3 K | Vanguard Group Inc | 2024-09-30 | 224.8 K | Renaissance Technologies Corp | 2024-09-30 | 77.7 K |
As returns on the market increase, Willamette Valley's returns are expected to increase less than the market. However, during the bear market, the loss of holding Willamette Valley is expected to be smaller as well.
Willamette Fundamentals
| Return On Equity | -0.0126 | |||
| Return On Asset | -0.0037 | |||
| Profit Margin | (0.02) % | |||
| Operating Margin | 0.05 % | |||
| Current Valuation | 87.8 M | |||
| Shares Outstanding | 4.96 M | |||
| Shares Owned By Insiders | 22.88 % | |||
| Shares Owned By Institutions | 12.89 % | |||
| Number Of Shares Shorted | 3 K | |||
| Price To Earning | 13.24 X | |||
| Price To Book | 0.63 X | |||
| Price To Sales | 0.41 X | |||
| Revenue | 39.14 M | |||
| Gross Profit | 18.81 M | |||
| EBITDA | 2.33 M | |||
| Net Income | (1.2 M) | |||
| Cash And Equivalents | 3.13 M | |||
| Cash Per Share | 0.63 X | |||
| Total Debt | 23.52 M | |||
| Debt To Equity | 0.23 % | |||
| Current Ratio | 3.99 X | |||
| Book Value Per Share | 5.69 X | |||
| Cash Flow From Operations | (1.99 M) | |||
| Short Ratio | 0.48 X | |||
| Earnings Per Share | (0.60) X | |||
| Number Of Employees | 223 | |||
| Beta | 0.75 | |||
| Market Capitalization | 16.23 M | |||
| Total Asset | 105.71 M | |||
| Retained Earnings | 19.73 M | |||
| Working Capital | 18.4 M | |||
| Current Asset | 9.05 M | |||
| Current Liabilities | 2.26 M | |||
| Net Asset | 105.71 M |
About Willamette Valley Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Willamette Valley Vineyards's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Willamette Valley using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Willamette Valley Vineyards based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Currently Active Assets on Macroaxis
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 Willamette Valley Piotroski F Score and Willamette Valley Altman Z Score analysis. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
Is Distillers & Vintners space 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 (0.60) | Revenue Per Share 7.903 | Quarterly Revenue Growth (0.04) | Return On Assets (0) |
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.