Willamette Stock Today

WVVI
 Stock
  

USD 6.08  0.02  0.33%   

Market Performance
0 of 100
Odds Of Distress
Less than 32
Willamette Valley is trading at 6.08 as of the 27th of November 2022. This is a 0.33 percent up since the beginning of the trading day. The stock's open price was 6.06. Willamette Valley has about a 32 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Willamette Valley are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of December 2021 and ending today, the 27th of November 2022. Click here to learn more.
CUSIP
969136100
Fiscal Year End
December
Business Domain
Food, Beverage & Tobacco
IPO Date
15th of September 1994
Category
Consumer Defensive
Classification
Consumer Staples
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. The company has 4.96 M outstanding shares of which 16.38 K shares are at this time shorted by private and institutional investors with about 3.88 trading days to cover. More on Willamette Valley
Follow Valuation Odds of Bankruptcy
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Willamette Valley Stock Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Willamette Valley's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Willamette Valley or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Willamette Valley generated a negative expected return over the last 90 days
The company reported the previous year's revenue of 32.01 M. Net Loss for the year was (251.68 K) with profit before overhead, payroll, taxes, and interest of 18.67 M.
Willamette Valley currently holds about 3.13 M in cash with (599.12 K) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.63.
Roughly 22.0% of the company outstanding shares are owned by insiders
Latest headline from news.google.com: Right to Life mailers make dubious claims about later in pregnancy abortions in Oregon - Oregon Public Broadcasting
CEOJames Bernau
Thematic IdeaAlcohol (view all)
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Willamette Valley's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Cautious HoldFairly Valued
Willamette Valley (WVVI) is traded on NASDAQ Exchange in USA and employs 177 people. The company currently falls under 'Micro-Cap' category with current market capitalization of 30.13 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Willamette Valley's market, we take the total number of its shares issued and multiply it by Willamette Valley's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities. Willamette Valley conducts business under Consumer Defensive sector and is part of Beverages—Wineries & Distilleries industry. The entity has 4.96 M outstanding shares of which 16.38 K shares are at this time shorted by private and institutional investors with about 3.88 trading days to cover. Willamette Valley currently holds about 3.13 M in cash with (599.12 K) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.63.
Check Willamette Valley Probability Of Bankruptcy
Ownership
The market capitalization of Willamette Valley is currently $30.13 Million. Willamette Valley owns significant amount of outstanding shares owned by insiders. An insider is usually defined as a CEO, other corporate executive, director, or institutional investor who own at least 10% of the company outstanding shares. Since such a large part of the company is owned by insiders, it is advisable to analyze if each of these insiders have been buying or selling the stock in recent months. Be advised that no matter how volatile the entity is, if the real value of the company is more than the value suggested by the market, you should consider buying it.

Ownership Allocation (%)

Check Willamette Ownership Details

Willamette Stock Price Odds Analysis

In reference to a normal probability distribution, the odds of Willamette Valley jumping above the current price in 90 days from now is about 76.83%. The Willamette Valley probability density function shows the probability of Willamette Valley stock to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Willamette Valley has a beta of 0.0178. This entails as returns on the market go up, Willamette Valley average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Willamette Valley will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Willamette Valley is significantly underperforming DOW.
  Odds Below 6.08HorizonTargetOdds Above 6.08
22.83%90 days
 6.08 
76.83%
Based on a normal probability distribution, the odds of Willamette Valley to move above the current price in 90 days from now is about 76.83 (This Willamette Valley probability density function shows the probability of Willamette Stock to fall within a particular range of prices over 90 days) .

Willamette Stock 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.
InstituionSecurity TypeTotal SharesValue
Wolff Wiese Magana LlcCommon Shares1441000
Wolff Wiese Magana LlcCommon Shares1441000
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Willamette Valley Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Willamette Valley market risk premium is the additional return an investor will receive from holding Willamette Valley long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Willamette Valley. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Willamette Valley's alpha and beta are two of the key measurements used to evaluate Willamette Valley's performance over the market, the standard measures of volatility play an important role as well.

Willamette Stock Against Markets

Picking the right benchmark for Willamette Valley stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Willamette Valley stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Willamette Valley is critical whether you are bullish or bearish towards Willamette Valley at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Willamette Valley without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Analyst Recommendations

Analyst recommendations and target price estimates broken down by several categories
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Willamette Valley Corporate Directors

Willamette Valley corporate directors refer to members of a Willamette Valley board of directors. The board of directors generally takes responsibility for the Willamette Valley's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Willamette Valley's board members must vote for the resolution. The Willamette Valley board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
Betty OBrien - Independent DirectorProfile
James Ellis - DirectorProfile
Stanley Turel - Independent DirectorProfile
Stan Turel - Independent DirectorProfile

Invested in Willamette Valley?

The danger of trading Willamette Valley is mainly related to its market volatility and company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Willamette Valley is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Willamette Valley. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Willamette Valley is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Your Current Watchlist. You can also try Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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Is Willamette Valley's industry 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 YOY
(0.42) 
Market Capitalization
30.2 M
Quarterly Revenue Growth YOY
(0.005) 
Return On Assets
0.0025
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 Willamette Valley value 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.