Willamette Valley Vineyards Preferred Stock Performance
| WVVIP Preferred Stock | USD 3.64 0.24 7.06% |
Willamette Valley has a performance score of 2 on a scale of 0 to 100. The firm maintains a market beta of -0.3, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, returns on owning Willamette Valley are expected to decrease at a much lower rate. During the bear market, Willamette Valley is likely to outperform the market. Willamette Valley right now maintains a risk of 2.25%. Please check out Willamette Valley expected short fall, and the relationship between the maximum drawdown and rate of daily change , to decide if Willamette Valley will be following its historical returns.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Willamette Valley Vineyards are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable forward indicators, Willamette Valley is not utilizing all of its potentials. The current stock price agitation, may contribute to short-term losses for the retail investors. ...more
| Begin Period Cash Flow | 14 M | |
| Total Cashflows From Investing Activities | -10.3 M |
Willamette |
Willamette Valley Relative Risk vs. Return Landscape
If you would invest 353.00 in Willamette Valley Vineyards on December 27, 2024 and sell it today you would earn a total of 11.00 from holding Willamette Valley Vineyards or generate 3.12% return on investment over 90 days. Willamette Valley Vineyards is currently producing 0.0761% returns and takes up 2.2534% volatility of returns over 90 trading days. Put another way, 20% of traded preferred stocks are less volatile than Willamette, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. 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 preferred 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 = 0.0338
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| Cash | Small Risk | WVVIP | High Risk | Huge Risk |
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Estimated Market Risk
| 2.25 actual daily | 20 80% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average Willamette Valley is performing at about 2% 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 Preferred 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 Preferred Stock performance.
| Return On Asset | 0.0025 | ||||
| Profit Margin | (0.0001) % | ||||
| Operating Margin | 0.01 % | ||||
| Current Valuation | 59.46 M | ||||
| Shares Outstanding | 4.96 M | ||||
| Price To Earning | 11.13 X | ||||
| Price To Sales | 1.22 X | ||||
| Revenue | 31.79 M | ||||
| EBITDA | 5.81 M | ||||
| Cash And Equivalents | 3.13 M | ||||
| Cash Per Share | 0.63 X | ||||
| Total Debt | 4.93 M | ||||
| Debt To Equity | 0.23 % | ||||
| Book Value Per Share | 6.41 X | ||||
| Cash Flow From Operations | 2.57 M | ||||
| Earnings Per Share | 0.14 X | ||||
| Total Asset | 91.38 M | ||||
About Willamette Valley Performance
Assessing Willamette Valley's fundamental ratios provides investors with valuable insights into Willamette Valley's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Willamette Valley is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
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. It employs 177 people.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. Preferred 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.Evaluating Willamette Valley's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Willamette Valley's preferred stock performance include:- 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 preferred stock. These opinions can provide insight into Willamette Valley's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Willamette Preferred 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.