Willamette Valley Vineyards Stock Buy Hold or Sell Recommendation
| WVVI Stock | USD 6.14 0.03 0.49% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Willamette Valley Vineyards is 'Strong Hold'. The recommendation algorithm takes into account all of Willamette Valley's available fundamental, technical, and predictive indicators you will find on this site.
Check out Willamette Valley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. In addition, we conduct extensive research on individual companies such as Willamette and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards 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.
Willamette |
Execute Willamette Valley Buy or Sell Advice
The Willamette recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Willamette Valley Vineyards. Macroaxis does not own or have any residual interests in Willamette Valley Vineyards or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Willamette Valley's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Solid | Details | |
Volatility | Moderately volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Willamette Valley Trading Alerts and Improvement Suggestions
| 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 thelincolnianonline.com: Willamette Valley Vineyards Trading Up 3.2 percent Heres What Happened |
Willamette Valley Returns Distribution Density
The distribution of Willamette Valley's historical returns is an attempt to chart the uncertainty of Willamette Valley's future price movements. The chart of the probability distribution of Willamette Valley daily returns describes the distribution of returns around its average expected value. We use Willamette Valley Vineyards price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Willamette Valley returns is essential to provide solid investment advice for Willamette Valley.
| Mean Return | 1.05 | Value At Risk | -3.14 | Potential Upside | 7.92 | Standard Deviation | 4.03 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Willamette Valley historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Willamette Stock Institutional Investors
| Shares | Citadel Advisors Llc | 2024-12-31 | 11.7 K | T. Rowe Price Associates, Inc. | 2024-12-31 | 10.8 K | State Street Corp | 2024-12-31 | 10.7 K | Morgan Stanley - Brokerage Accounts | 2024-12-31 | 7.5 K | Steward Partners Investment Advisory, Llc | 2024-12-31 | 5 K | Wells Fargo & Co | 2024-12-31 | 4.7 K | Bank Of America Corp | 2024-12-31 | 1.6 K | Tower Research Capital Llc | 2024-12-31 | 1.4 K | Hanson Mcclain Inc | 2024-12-31 | 897 | Vanguard Group Inc | 2024-12-31 | 224.8 K | Renaissance Technologies Corp | 2024-12-31 | 74.4 K |
Willamette Valley Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change To Inventory | (612.9K) | (1.4M) | (3.1M) | (6.1M) | (5.5M) | (5.2M) | |
| Change In Cash | 6.9M | (252.5K) | (13.4M) | (100.2K) | (90.2K) | (85.7K) | |
| Free Cash Flow | 649.0K | (7.8M) | (18.1M) | (6.7M) | (6.0M) | (5.7M) | |
| Depreciation | 1.8M | 2.0M | 2.3M | 3.4M | 3.9M | 4.1M | |
| Capital Expenditures | 4.8M | 10.4M | 15.5M | 4.7M | 5.4M | 3.1M | |
| Net Income | 3.4M | 2.4M | (646.5K) | (1.2M) | (1.4M) | (1.3M) | |
| End Period Cash Flow | 14.0M | 13.7M | 338.7K | 238.5K | 274.3K | 260.5K | |
| Other Non Cash Items | 8.8K | 436.4K | 628.9K | 1.2M | 1.3M | 1.4M | |
| Dividends Paid | 1.1M | 708.2K | 788.4K | 814.2K | 936.3K | 571.5K | |
| Change To Netincome | 628.1K | 748.3K | 357.8K | 801.7K | 921.9K | 968.0K | |
| Investments | (4.8M) | (10.3M) | (15.5M) | (5.6M) | (5.0M) | (5.2M) | |
| Net Borrowings | (634.0K) | (522.2K) | (539.2K) | 1.6M | 1.4M | 1.5M |
Willamette Valley Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Willamette Valley or Beverages sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Willamette Valley's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Willamette stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 1.04 | |
β | Beta against Dow Jones | 0.01 | |
σ | Overall volatility | 4.17 | |
Ir | Information ratio | 0.29 |
Willamette Valley Volatility Alert
Willamette Valley Vineyards currently demonstrates below-average downside deviation. It has Information Ratio of 0.29 and Jensen Alpha of 1.04. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Willamette Valley's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Willamette Valley's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Willamette Valley Fundamentals Vs Peers
Comparing Willamette Valley's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Willamette Valley's direct or indirect competition across all of the common fundamentals between Willamette Valley and the related equities. This way, we can detect undervalued stocks with similar characteristics as Willamette Valley or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Willamette Valley's fundamental indicators could also be used in its relative valuation, which is a method of valuing Willamette Valley by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Willamette Valley to competition |
| Fundamentals | Willamette Valley | Peer Average |
| Return On Equity | -0.0126 | -0.31 |
| Return On Asset | -0.0037 | -0.14 |
| Profit Margin | (0.02) % | (1.27) % |
| Operating Margin | 0.05 % | (5.51) % |
| Current Valuation | 102.03 M | 16.62 B |
| Shares Outstanding | 4.96 M | 571.82 M |
| Shares Owned By Insiders | 22.88 % | 10.09 % |
| Shares Owned By Institutions | 12.89 % | 39.21 % |
| Number Of Shares Shorted | 8.68 K | 4.71 M |
| Price To Earning | 13.24 X | 28.72 X |
| Price To Book | 1.17 X | 9.51 X |
| Price To Sales | 0.78 X | 11.42 X |
| Revenue | 39.14 M | 9.43 B |
| Gross Profit | 18.81 M | 27.38 B |
| EBITDA | 2.33 M | 3.9 B |
| Net Income | (1.2 M) | 570.98 M |
| Cash And Equivalents | 3.13 M | 2.7 B |
| Cash Per Share | 0.63 X | 5.01 X |
| Total Debt | 23.52 M | 5.32 B |
| Debt To Equity | 0.23 % | 48.70 % |
| Current Ratio | 3.99 X | 2.16 X |
| Book Value Per Share | 5.69 X | 1.93 K |
| Cash Flow From Operations | (1.99 M) | 971.22 M |
| Short Ratio | 0.48 X | 4.00 X |
| Earnings Per Share | (0.60) X | 3.12 X |
| Number Of Employees | 223 | 18.84 K |
| Beta | 0.75 | -0.15 |
| Market Capitalization | 16.23 M | 19.03 B |
| Total Asset | 105.71 M | 29.47 B |
| Retained Earnings | 19.73 M | 9.33 B |
| Working Capital | 18.4 M | 1.48 B |
| Current Asset | 9.05 M | 9.34 B |
| Current Liabilities | 2.26 M | 7.9 B |
Note: Disposition of 100 shares by James Bernau of Willamette Valley at 8.36 subject to Rule 16b-3 [view details]
Willamette Valley Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Willamette . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.0494 | |||
| Daily Balance Of Power | (0.1) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 6.13 | |||
| Day Typical Price | 6.13 | |||
| Market Facilitation Index | 0.31 | |||
| Period Momentum Indicator | (0.03) |
About Willamette Valley Buy or Sell Advice
When is the right time to buy or sell Willamette Valley Vineyards? Buying financial instruments such as Willamette Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Petroleum and Natural Gas
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Check out Willamette Valley Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
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 (0.60) | Revenue Per Share | Quarterly Revenue Growth (0.04) | Return On Assets |
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 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.