Willamette Valley Vineyards, Inc.

How big is Willamette Valley Vineyards, Inc.?

As of Jun 18, Willamette Valley Vineyards, Inc. has a market capitalization of 27.80 million, with net sales of 38.52 million and a net profit of -0.32 million over the latest four quarters. The company's shareholder's funds are 69.23 million, and total assets are 109.02 million.

Market Cap: As of Jun 18, Willamette Valley Vineyards, Inc. has a market capitalization of 27.80 million, classifying it as a Micro Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, the company reported net sales of 38.52 million and a net profit of -0.32 million.<BR><BR>Balance Sheet Snapshot: As of Dec 24, the company's shareholder's funds amounted to 69.23 million, and total assets were reported at 109.02 million.

What does Willamette Valley Vineyards, Inc. do?

Willamette Valley Vineyards, Inc. operates vineyards and a winery in Oregon, specializing in premium wines like Pinot Noir and Chardonnay. As of March 2025, it reported net sales of $8 million and a market cap of $27.80 million.

Overview: <BR>Willamette Valley Vineyards, Inc. owns and operates vineyards and a winery in Oregon, producing and distributing premium wines, primarily focusing on Pinot Noir, Pinot Gris, Chardonnay, and Riesling, within the beverages industry and classified as a micro-cap company.<BR><BR>Financial Snapshot: <BR>Net Sales: 8 Million (Quarterly Results - Mar 2025) <BR>Net Profit: -1 Million (Quarterly Results - Mar 2025) <BR>Market cap: USD 27.80 Million (Micro Cap)<BR><BR>Key Metrics: <BR>Debt Equity: 0.28 <BR>Return on Equity: -0.47% <BR>Price to Book: 0.41<BR><BR>Contact Details: <BR>Address: 8800 Enchanted Way SE, TURNER OR: 97392 <BR>Tel: 1 503 5889463 <BR>Website: http://wvv.com/

Should I buy, sell or hold Willamette Valley Vineyards, Inc.?

Who are in the management team of Willamette Valley Vineyards, Inc.?

As of March 2022, the management team of Willamette Valley Vineyards, Inc. includes Chairperson and President Mr. James Bernau, along with directors Mr. Craig Smith, Ms. Leslie Copland, Mr. James Ellis, Mr. Christopher Sarles, independent directors Mr. Sean Cary and Ms. Betty O'Brien. They oversee the company's operations and strategic direction.

As of March 2022, the management team of Willamette Valley Vineyards, Inc. includes the following individuals:<BR><BR>- Mr. James Bernau: Chairperson of the Board, President<BR>- Mr. Craig Smith: Secretary, Director<BR>- Ms. Leslie Copland: Director<BR>- Mr. James Ellis: Director<BR>- Mr. Christopher Sarles: Director<BR>- Mr. Sean Cary: Independent Director<BR>- Ms. Betty O'Brien: Independent Director<BR><BR>This team is responsible for overseeing the operations and strategic direction of the company.

Is Willamette Valley Vineyards, Inc. overvalued or undervalued?

As of November 14, 2022, Willamette Valley Vineyards, Inc. is considered overvalued with a valuation grade shift to risky, reflected in its financial metrics and mixed stock performance compared to peers and the S&P 500.

As of 14 November 2022, the valuation grade for Willamette Valley Vineyards, Inc. moved from expensive to risky, indicating a shift in perception regarding its valuation. The company appears to be overvalued given its financial metrics, with a Price to Book Value of 0.42, an EV to EBITDA ratio of 13.39, and an EV to Capital Employed of 0.55. Comparatively, peers such as Fresh Vine Wine, Inc. and Vintage Wine Estates, Inc. show significantly lower valuation ratios, with EV to EBITDA ratios of -2.4677 and -5.6728, respectively.<BR><BR>The company's recent stock performance has been mixed; while it has outperformed the S&P 500 year-to-date with a return of 31.34% compared to the index's 12.22%, it has significantly underperformed over longer periods, with a 3-year return of -28.57% versus the S&P 500's 70.41%. Overall, these factors suggest that Willamette Valley Vineyards, Inc. is overvalued in the current market context.

Is Willamette Valley Vineyards, Inc. technically bullish or bearish?

As of September 5, 2025, Willamette Valley Vineyards, Inc. is in a mildly bearish trend, with recent underperformance against the S&P 500, returning -8.33% and -5.38% over the past week and month, but showing strong year-to-date and annual gains of 31.34% and 25.71%, despite significant long-term lagging.

As of 5 September 2025, the technical trend for Willamette Valley Vineyards, Inc. has changed from bearish to mildly bearish. The current stance is mildly bearish, driven by a bearish MACD on the weekly timeframe and a bearish RSI on the monthly timeframe. Moving averages are bearish on the daily timeframe, and both the KST and OBV indicators show bearish tendencies on the weekly, although KST is mildly bullish on the monthly. Dow Theory indicates a mildly bullish stance on the weekly but mildly bearish on the monthly.<BR><BR>In terms of performance, the stock has underperformed the S&P 500 over the past week and month, with returns of -8.33% and -5.38% respectively, compared to the S&P 500's gains of 1.05% and 2.33%. However, it has outperformed the benchmark year-to-date and over the past year, with returns of 31.34% and 25.71% respectively, against the S&P 500's 12.22% and 17.14%. Over longer periods, the stock has significantly lagged, with 3-year and 5-year returns of -28.57% and -31.14% compared to the S&P 500's 70.41% and 96.61%.