Is Willamette Valley Stock a Good Investment?
Willamette Valley Investment Advice | WVVI |
- Examine Willamette Valley's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Willamette Valley's leadership team and their track record. Good management can help Willamette Valley navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Distillers & Vintners space and any emerging trends that could impact Willamette Valley's business and its evolving consumer preferences.
- Compare Willamette Valley's performance and market position to its competitors. Analyze how Willamette Valley is positioned in terms of product offerings, innovation, and market share.
- Check if Willamette Valley pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Willamette Valley's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Willamette Valley Vineyards stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Willamette Valley Vineyards is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Slightly risky | Details | |
Hype Condition | Over hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Willamette Valley Stock
Researching Willamette Valley's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 23.0% of the company outstanding shares are owned by insiders. The company has Price to Book (P/B) ratio of 0.63. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Willamette Valley recorded a loss per share of 0.61. The entity had not issued any dividends in recent years.
To determine if Willamette Valley is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Willamette Valley's research are outlined below:
| Willamette Valley generated a negative expected return over the last 90 days | |
| 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 |
Willamette Valley uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Willamette Valley Vineyards. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Willamette Valley's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 26th of March 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Know Willamette Valley's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Willamette Valley is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Willamette Valley Vineyards backward and forwards among themselves. Willamette Valley's institutional investor refers to the entity that pools money to purchase Willamette Valley's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| 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 | 2024-06-30 | 224.8 K | Renaissance Technologies Corp | 2024-06-30 | 80 K |
Willamette Valley's market capitalization trends
The company currently falls under 'Micro-Cap' category with a current market capitalization of 16.93 M.Market Cap |
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Willamette Valley's profitablity analysis
| Last Reported | Projected for Next Year | ||
| 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) | (0.02) |
Determining Willamette Valley's profitability involves analyzing its financial statements and using various financial metrics to determine if Willamette Valley is a good buy. For example, gross profit margin measures Willamette Valley's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Willamette Valley's profitability and make more informed investment decisions.
Evaluate Willamette Valley's management efficiency
The Willamette Valley's current Return On Tangible Assets is estimated to increase to -0.01. The Willamette Valley's current Return On Capital Employed is estimated to increase to -0.01. As of now, Willamette Valley's Other Current Assets are increasing as compared to previous years. The Willamette Valley's current Other Assets is estimated to increase to about 10.2 M, while Total Current Assets are projected to decrease to under 16.1 M. Willamette Valley's management efficiency ratios could be used to measure how well Willamette Valley manages its routine affairs as well as how well it operates its assets and liabilities.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 14.23 | 14.94 | |
| Tangible Book Value Per Share | 14.23 | 13.45 | |
| Enterprise Value Over EBITDA | 22.47 | 18.81 | |
| Price Book Value Ratio | 0.38 | 0.36 | |
| Enterprise Value Multiple | 22.47 | 18.81 | |
| Price Fair Value | 0.38 | 0.36 | |
| Enterprise Value | 49.9 M | 52.4 M |
The leadership approach at Willamette Valley's fosters a culture of excellence and accountability. Our analysis examines how this culture influences financial outcomes and stock valuation.
Beta 0.755 |
Basic technical analysis of Willamette Stock
As of the 7th of November, Willamette Valley maintains the Market Risk Adjusted Performance of 1.5, mean deviation of 1.51, and Standard Deviation of 1.93. 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.Willamette Valley's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Willamette Valley insiders, such as employees or executives, is commonly permitted as long as it does not rely on Willamette Valley's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Willamette Valley insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Willamette Valley's Outstanding Corporate Bonds
Willamette Valley issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Willamette Valley uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Willamette bonds can be classified according to their maturity, which is the date when Willamette Valley Vineyards has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Understand Willamette Valley's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Willamette Valley's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.08) | |||
| Market Risk Adjusted Performance | 1.5 | |||
| Mean Deviation | 1.51 | |||
| Coefficient Of Variation | (916.43) | |||
| Standard Deviation | 1.93 | |||
| Variance | 3.72 | |||
| Information Ratio | (0.20) | |||
| Jensen Alpha | (0.20) | |||
| Total Risk Alpha | (0.63) | |||
| Treynor Ratio | 1.49 | |||
| Maximum Drawdown | 8.49 | |||
| Value At Risk | (3.08) | |||
| Potential Upside | 3.28 | |||
| Skewness | 0.4903 | |||
| Kurtosis | 0.2546 |
| Risk Adjusted Performance | (0.08) | |||
| Market Risk Adjusted Performance | 1.5 | |||
| Mean Deviation | 1.51 | |||
| Coefficient Of Variation | (916.43) | |||
| Standard Deviation | 1.93 | |||
| Variance | 3.72 | |||
| Information Ratio | (0.20) | |||
| Jensen Alpha | (0.20) | |||
| Total Risk Alpha | (0.63) | |||
| Treynor Ratio | 1.49 | |||
| Maximum Drawdown | 8.49 | |||
| Value At Risk | (3.08) | |||
| Potential Upside | 3.28 | |||
| Skewness | 0.4903 | |||
| Kurtosis | 0.2546 |
Consider Willamette Valley's intraday indicators
Willamette Valley intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Willamette Valley stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Willamette Valley Corporate Filings
F4 | 22nd of August 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 13th of August 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 16th of July 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 6th of June 2024 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
Willamette Stock media impact
Far too much social signal, news, headlines, and media speculation about Willamette Valley that are available to investors today. That information is available publicly through Willamette media outlets and privately through word of mouth or via Willamette internal channels. However, regardless of the origin, that massive amount of Willamette data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Willamette Valley news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Willamette Valley relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Willamette Valley's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Willamette Valley alpha.
Willamette Valley Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Willamette Valley can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Already Invested in Willamette Valley Vineyards?
The danger of trading Willamette Valley Vineyards 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 Sharpe 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.
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 Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Willamette Valley Vineyards. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
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 (0.61) | 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.
In summary, please note that there is a difference between Willamette Valley's value and its price, as these two are different measures arrived at by various 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.