Willamette Valley Vineyards Stock Performance
| WVVI Stock | USD 5.75 0.17 3.05% |
On a scale of 0 to 100, Willamette Valley holds a performance score of 18. The firm maintains a market beta of 1.03, which attests to a somewhat significant risk relative to the market. Willamette Valley returns are very sensitive to returns on the market. As the market goes up or down, Willamette Valley is expected to follow. Please check Willamette Valley's maximum drawdown, as well as the relationship between the expected short fall and rate of daily change , to make a quick decision on whether Willamette Valley's historical returns will revert.
Risk-Adjusted Performance
18 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Willamette Valley Vineyards are ranked lower than 18 (%) of all global equities and portfolios over the last 90 days. Despite fairly weak basic indicators, Willamette Valley demonstrated solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 2.5 | Five Day Return 6.9 | Year To Date Return 68.04 | Ten Year Return (1.71) | All Time Return 14.6 |
1 | Willamette Valley Vineyards Announces Annual Cash Dividend for Series A Redeemable Preferred Stock - PR Newswire | 11/07/2024 |
2 | Willamette Valley Vineyards GAAP EPS of -0.17, revenue of 9.37M | 11/13/2024 |
3 | Willamette Valley stock hits 52-week low at 3.3 amid market shifts By Investing.com - Investing.com South Africa | 11/19/2024 |
4 | Willamette Valley Vineyards Now Covered by Analysts at StockNews.com | 11/29/2024 |
5 | Acquisition by Turel Stanley G of tradable shares of Willamette Valley at 3.26 subject to Rule 16b-3 | 12/19/2024 |
6 | Acquisition by Turel Stanley G of 1489 shares of Willamette Valley at 3.28 subject to Rule 16b-3 | 12/23/2024 |
7 | Willamette Valley Vineyards on hunt for new CEO | 01/07/2025 |
8 | Acquisition by Rose Sarah Alice of 1107 shares of Willamette Valley at 3.638 subject to Rule 16b-3 | 01/10/2025 |
9 | Willamette Valley Vineyards director Sarah Rose buys 18,466 in stock By Investing.com - Investing.com Nigeria | 01/13/2025 |
10 | Acquisition by Westing Heather of 3000 shares of Willamette Valley at 8.23 subject to Rule 16b-3 | 01/21/2025 |
11 | Disposition of 3855 shares by James Bernau of Willamette Valley at 8.25 subject to Rule 16b-3 | 01/24/2025 |
| Begin Period Cash Flow | 338.7 K |
Willamette |
Willamette Valley Relative Risk vs. Return Landscape
If you would invest 345.00 in Willamette Valley Vineyards on November 1, 2024 and sell it today you would earn a total of 230.00 from holding Willamette Valley Vineyards or generate 66.67% return on investment over 90 days. Willamette Valley Vineyards is currently generating 0.9289% in daily expected returns and assumes 4.0018% risk (volatility on return distribution) over the 90 days horizon. In different words, 35% of stocks are less volatile than Willamette, and 82% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Willamette Valley Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Willamette Valley's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Willamette Valley Vineyards, and traders can use it to determine the average amount a Willamette Valley's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2321
| Best Portfolio | Best Equity | |||
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| Small Returns | WVVI | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 4.0 actual daily | 35 65% of assets are more volatile |
Expected Return
| 0.93 actual daily | 18 82% of assets have higher returns |
Risk-Adjusted Return
| 0.23 actual daily | 18 82% of assets perform better |
Based on monthly moving average Willamette Valley is performing at about 18% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Willamette Valley by adding it to a well-diversified portfolio.
Willamette Valley Fundamentals Growth
Willamette 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 Stock performance.
| Return On Equity | -0.0126 | ||||
| Return On Asset | -0.0037 | ||||
| Profit Margin | (0.02) % | ||||
| Operating Margin | 0.05 % | ||||
| Current Valuation | 100.01 M | ||||
| Shares Outstanding | 4.96 M | ||||
| Price To Earning | 13.24 X | ||||
| Price To Book | 1.10 X | ||||
| Price To Sales | 0.72 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) | ||||
| Earnings Per Share | (0.60) X | ||||
| 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 | ||||
About Willamette Valley Performance
By evaluating Willamette Valley's fundamental ratios, stakeholders can gain valuable insights into Willamette Valley's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Willamette Valley has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Willamette Valley has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 716.88 | 653.94 | |
| Return On Tangible Assets | (0.01) | (0.01) | |
| Return On Capital Employed | (0.01) | (0.01) | |
| Return On Assets | (0.01) | (0.01) | |
| Return On Equity | (0.02) | (0.01) |
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. 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.| Willamette Valley appears to be risky and price may revert if volatility continues | |
| The company reported the previous year's revenue of 39.14 M. Net Loss for the year was (1.2 M) with profit before overhead, payroll, taxes, and interest of 18.81 M. | |
| Willamette Valley Vineyards currently holds about 3.13 M in cash with (1.99 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.63. | |
| Roughly 23.0% of the company outstanding shares are owned by insiders | |
| Latest headline from news.google.com: Willamette Valley Vineyards director Sarah Rose buys 18,466 in stock By Investing.com - Investing.com Nigeria |
- 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 stock. These opinions can provide insight into Willamette Valley's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Willamette 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.
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