Financial Review: Willamette Valley Vineyards (WVVI) and The Competition

Willamette Valley Vineyards (NASDAQ:WVVI) is one of 137 public companies in the “Beverages” industry, but how does it compare to its rivals? We will compare Willamette Valley Vineyards to similar businesses based on the strength of its institutional ownership, risk, earnings, dividends, profitability, valuation and analyst recommendations.

Profitability

This table compares Willamette Valley Vineyards and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Willamette Valley Vineyards	-5.93%	-10.31%	-2.11%
Willamette Valley Vineyards Competitors	-8.04%	-16.31%	0.13%

Risk & Volatility

Willamette Valley Vineyards has a beta of 0.12, indicating that its stock price is 88% less volatile than the S&P 500. Comparatively, Willamette Valley Vineyards’ rivals have a beta of -0.22, indicating that their average stock price is 122% less volatile than the S&P 500.

Institutional & Insider Ownership

12.2% of Willamette Valley Vineyards shares are owned by institutional investors. Comparatively, 36.3% of shares of all “Beverages” companies are owned by institutional investors. 9.1% of Willamette Valley Vineyards shares are owned by company insiders. Comparatively, 19.4% of shares of all “Beverages” companies are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Valuation and Earnings

This table compares Willamette Valley Vineyards and its rivals gross revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Willamette Valley Vineyards	$37.75 million	-$920,000.00	-1.93
Willamette Valley Vineyards Competitors	$130.21 billion	$869.16 million	5.97

Willamette Valley Vineyards’ rivals have higher revenue and earnings than Willamette Valley Vineyards. Willamette Valley Vineyards is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Analyst Recommendations

This is a breakdown of current recommendations and price targets for Willamette Valley Vineyards and its rivals, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Willamette Valley Vineyards	1	0	0	0	1.00
Willamette Valley Vineyards Competitors	1285	4339	5787	231	2.43

As a group, “Beverages” companies have a potential upside of 10.02%. Given Willamette Valley Vineyards’ rivals stronger consensus rating and higher probable upside, analysts plainly believe Willamette Valley Vineyards has less favorable growth aspects than its rivals.

Summary

Willamette Valley Vineyards rivals beat Willamette Valley Vineyards on 10 of the 13 factors compared.

Willamette Valley Vineyards Company Profile

Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. The company operates through two segments, Direct Sales and Distributor Sales. It primarily offers Pinot Noir, Chardonnay, Pinot Gris, Pinot Blanc, Sauvignon Blanc, Gruner Veltliner, Rose, Brut, Brut Rose, and Riesling branded wines under the Willamette Valley Vineyards label; Semi-Sparkling Muscat branded wine under the Tualatin Estate Vineyards label; Syrah, Merlot, Cabernet Sauvignon, Grenache, Cabernet Franc, Tempranillo, Malbec, The Griffin, and Viognier branded wines under the Griffin Creek label; and Brut, Brut Rose, and Blanc de Blancs under the Domaine Willamette label. The company also provides Pinot Noir and Chardonnay branded wine under the Elton label; Chrysologue, Merlot, and Cabernet Sauvignon branded wine under the Pambrun label; and Frontiere Syrah, Lisette Rose, Graviére Syrah, Voyageur Syrah, Bourgeois Grenache, and Voltigeur Viognier branded wine under the Maison Bleue label, as well as offers wines under the Natoma, Pere Ami, and Metis labels. It owns and leases approximately 1,018 acres of land. The company markets and sells its wine products through direct sales at the retail locations; mailing lists; and distributors and wine brokers. Willamette Valley Vineyards, Inc. was founded in 1983 and is headquartered in Turner, Oregon.