Willamette Valley Vineyards Net Income
| WVVIP Preferred Stock | USD 3.05 0.07 2.35% |
As of the 5th of February, Willamette Valley maintains the Market Risk Adjusted Performance of (0.35), downside deviation of 2.86, and Mean Deviation of 1.7. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Willamette Valley Vineyards, as well as the relationship between them.
Analyzing historical trends in various income statement and balance sheet accounts from Willamette Valley's financial statements helps investors evaluate the company's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Willamette Valley's valuation are summarized below:Willamette Valley Vineyards does not presently have any fundamental gauges for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Willamette |
Willamette Valley 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Willamette Valley's preferred stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Willamette Valley.
| 11/07/2025 |
| 02/05/2026 |
If you would invest 0.00 in Willamette Valley on November 7, 2025 and sell it all today you would earn a total of 0.00 from holding Willamette Valley Vineyards or generate 0.0% return on investment in Willamette Valley over 90 days. Willamette Valley is related to or competes with Skillful Craftsman, Marwynn Holdings, Natural Alternatives, Mannatech Incorporated, and Bit Origin. Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally More
Willamette Valley Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Willamette Valley's preferred stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Willamette Valley Vineyards upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 2.86 | |||
| Information Ratio | (0.0008) | |||
| Maximum Drawdown | 13.27 | |||
| Value At Risk | (5.52) | |||
| Potential Upside | 4.32 |
Willamette Valley Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Willamette Valley's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Willamette Valley's standard deviation. In reality, there are many statistical measures that can use Willamette Valley historical prices to predict the future Willamette Valley's volatility.| Risk Adjusted Performance | 0.025 | |||
| Jensen Alpha | 0.0604 | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | (0.0007) | |||
| Treynor Ratio | (0.36) |
Willamette Valley February 5, 2026 Technical Indicators
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| Risk Adjusted Performance | 0.025 | |||
| Market Risk Adjusted Performance | (0.35) | |||
| Mean Deviation | 1.7 | |||
| Semi Deviation | 2.37 | |||
| Downside Deviation | 2.86 | |||
| Coefficient Of Variation | 4105.53 | |||
| Standard Deviation | 2.56 | |||
| Variance | 6.57 | |||
| Information Ratio | (0.0008) | |||
| Jensen Alpha | 0.0604 | |||
| Total Risk Alpha | (0.14) | |||
| Sortino Ratio | (0.0007) | |||
| Treynor Ratio | (0.36) | |||
| Maximum Drawdown | 13.27 | |||
| Value At Risk | (5.52) | |||
| Potential Upside | 4.32 | |||
| Downside Variance | 8.19 | |||
| Semi Variance | 5.62 | |||
| Expected Short fall | (2.00) | |||
| Skewness | 0.0921 | |||
| Kurtosis | 1.81 |
Willamette Valley Backtested Returns
Currently, Willamette Valley Vineyards is relatively risky. Willamette Valley shows Sharpe Ratio of 0.012, which attests that the company had a 0.012 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Willamette Valley, which you can use to evaluate the volatility of the company. Please check out Willamette Valley's Downside Deviation of 2.86, mean deviation of 1.7, and Market Risk Adjusted Performance of (0.35) to validate if the risk estimate we provide is consistent with the expected return of 0.0291%. The firm maintains a market beta of -0.15, 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 2.43%. Please check out Willamette Valley maximum drawdown, as well as the relationship between the expected short fall and day median price , to decide if Willamette Valley will be following its historical returns.
Auto-correlation | 0.00 |
No correlation between past and present
Willamette Valley Vineyards has no correlation between past and present. Overlapping area represents the amount of predictability between Willamette Valley time series from 7th of November 2025 to 22nd of December 2025 and 22nd of December 2025 to 5th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Willamette Valley price movement. The serial correlation of 0.0 indicates that just 0.0% of current Willamette Valley price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.0 | |
| Spearman Rank Test | -0.24 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Willamette Valley Vineyards reported net income of 2.45 M. This is 99.78% lower than that of the Beverages sector and significantly higher than that of the Consumer Staples industry. The net income for all United States preferred stocks is 99.57% higher than that of the company.
Willamette Net Income 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 Net Income to detect undervalued stocks with similar characteristics or determine the preferred 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 net income category among its peers.
Willamette Fundamentals
| Return On Asset | 0.0025 | ||||
| Profit Margin | (0.0001) % | ||||
| Operating Margin | 0.01 % | ||||
| Current Valuation | 59.46 M | ||||
| Shares Outstanding | 4.96 M | ||||
| Shares Owned By Insiders | 0.24 % | ||||
| Number Of Shares Shorted | 6.37 K | ||||
| Price To Earning | 11.13 X | ||||
| Price To Sales | 1.22 X | ||||
| Revenue | 31.79 M | ||||
| Gross Profit | 18.67 M | ||||
| EBITDA | 5.81 M | ||||
| Net Income | 2.45 M | ||||
| Cash And Equivalents | 3.13 M | ||||
| Cash Per Share | 0.63 X | ||||
| Total Debt | 4.93 M | ||||
| Debt To Equity | 0.23 % | ||||
| Current Ratio | 3.99 X | ||||
| Book Value Per Share | 6.41 X | ||||
| Cash Flow From Operations | 2.57 M | ||||
| Short Ratio | 2.20 X | ||||
| Earnings Per Share | 0.14 X | ||||
| Number Of Employees | 177 | ||||
| Beta | 0.72 | ||||
| Market Capitalization | 39.46 M | ||||
| Total Asset | 91.38 M | ||||
| Z Score | 4.8 | ||||
| Annual Yield | 0.04 % | ||||
| Five Year Return | 4.37 % | ||||
| Net Asset | 91.38 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.
Pair Trading with Willamette Valley
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Willamette Valley position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Willamette Valley will appreciate offsetting losses from the drop in the long position's value.Moving against Willamette Preferred Stock
| 0.35 | KDK | Kodiak AI Common Symbol Change | PairCorr |
| 0.35 | CMSC | CMS Energy Corp | PairCorr |
| 0.32 | VNET | VNET Group DRC | PairCorr |
The ability to find closely correlated positions to Willamette Valley could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Willamette Valley when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Willamette Valley - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Willamette Valley Vineyards to buy it.
The correlation of Willamette Valley is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Willamette Valley moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Willamette Valley moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Willamette Valley can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.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.