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WVVI 
Willamette Valley Vineyards Inc (WVVI)
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Upturn Advisory Summary
10/31/2025: WVVI (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit 45.65% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 26.71M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.47 | 52 Weeks Range 3.17 - 7.18 | Updated Date 06/29/2025 |
52 Weeks Range 3.17 - 7.18 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.52 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.84% | Operating Margin (TTM) -11.54% |
Management Effectiveness
Return on Assets (TTM) 0.18% | Return on Equity (TTM) -0.47% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 100873002 | Price to Sales(TTM) 0.69 |
Enterprise Value 100873002 | Price to Sales(TTM) 0.69 | ||
Enterprise Value to Revenue 2.62 | Enterprise Value to EBITDA 26.83 | Shares Outstanding 4964530 | Shares Floating 3821148 |
Shares Outstanding 4964530 | Shares Floating 3821148 | ||
Percent Insiders 23.03 | Percent Institutions 13.33 |
Upturn AI SWOT
Willamette Valley Vineyards Inc
Company Overview
History and Background
Willamette Valley Vineyards, founded in 1983 by Jim Bernau, is a leading Oregon winery dedicated to producing premier Pinot Noir and other cool-climate varietals. It grew from a small vineyard to a publicly traded company, emphasizing sustainability and estate-grown wines.
Core Business Areas
- Wine Production and Sales: Production, distribution, and retail sales of Willamette Valley Vineyards' wines. This includes estate-grown wines and sourced grapes.
- Hospitality: Operating tasting rooms, restaurants, and event spaces at winery locations. This contributes to direct-to-consumer sales and brand building.
- Wine Club Membership: Subscription-based wine clubs that provide exclusive wines and experiences to members.
- Acquisitions: The company has grown through acquisition of other wineries.
Leadership and Structure
Jim Bernau serves as Founder and CEO. The company has a board of directors and a management team responsible for winemaking, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- Pinot Noir: Willamette Valley Vineyards' flagship wine, known for its quality and regional expression. Competitors include Domaine Drouhin Oregon, Adelsheim Vineyard, and Ponzi Vineyards. Market share for Oregon Pinot Noir is fragmented, with no single dominant player. Specific revenue data is proprietary, but Pinot Noir represents a significant portion of overall sales.
- Chardonnay: A significant white wine offering. Competitors include King Estate and Bergstrom Wines. Similar to Pinot Noir, market share is distributed among many producers.
- Rosu00e9: Growing in popularity, the Rosu00e9 is a refreshing alternative. Competitors include Sokol Blosser and Elk Cove Vineyards. Again, market share is distributed.
- Riesling: Another significant white wine offering with high popularity.
Market Dynamics
Industry Overview
The Oregon wine industry is known for its high-quality Pinot Noir and sustainable practices. It's experiencing growth in both domestic and international markets. The industry is competitive with many small to medium sized players.
Positioning
Willamette Valley Vineyards is positioned as a premium Oregon winery with a strong focus on direct-to-consumer sales and hospitality. It aims to provide accessible luxury wines and experiences.
Total Addressable Market (TAM)
The US wine market is estimated at over $70 billion. Willamette Valley Vineyards is positioned to capture a segment of the premium Oregon wine market, with a focus on the Direct-to-Consumer channel.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in Oregon
- Established direct-to-consumer sales channels
- Focus on sustainability and estate-grown wines
- Experienced leadership team
- Strong real estate holdings
Weaknesses
- Geographic concentration (Oregon-centric)
- Dependence on Pinot Noir
- Smaller scale compared to national wine brands
- Higher debt due to acquisitions and real estate development
Opportunities
- Expansion into new markets (domestic and international)
- Increasing demand for premium Oregon wines
- Growth in online wine sales
- Acquisition of other wineries or vineyards
- Leverage hospitality operations for brand building
Threats
- Competition from larger wine brands
- Economic downturn affecting consumer spending
- Climate change impacting grape growing
- Changing consumer preferences
- Regulatory challenges
Competitors and Market Share
Key Competitors
- DRIO
- STZ
- BF.B
Competitive Landscape
Willamette Valley Vineyards competes with both large national wine companies and smaller Oregon wineries. Its competitive advantages include its brand reputation, direct-to-consumer focus, and sustainable practices. Its smaller size and regional concentration are disadvantages.
Major Acquisitions
Purchase of Oregon Wine Properties
- Year: 2023
- Acquisition Price (USD millions): 7.5
- Strategic Rationale: Expanding vineyard holdings and increasing estate-grown grape production.
Bischoff Family Winery
- Year: 2016
- Acquisition Price (USD millions): 2.75
- Strategic Rationale: Expanding vineyard holdings and increasing estate-grown grape production.
Growth Trajectory and Initiatives
Historical Growth: Historical growth has been driven by organic sales growth, expansion of tasting rooms, and strategic acquisitions.
Future Projections: Future growth is expected to be driven by continued expansion in direct-to-consumer channels, new market penetration, and acquisitions.
Recent Initiatives: Recent initiatives include investments in new vineyard properties, expansion of hospitality operations, and development of new wine products.
Summary
Willamette Valley Vineyards has established a strong brand in the Oregon wine market, focusing on direct-to-consumer sales and estate-grown wines. Growth is fueled by strategic acquisitions and expanding hospitality operations. Dependence on Pinot Noir and regional concentration remain challenges, while economic downturns could impact consumer spending. The company needs to watch out for climate change impacting grape growing.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings (10-K, 10-Q)
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute investment advice. Financial data should be verified through official company filings. Market share data is approximate and may vary based on source.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Willamette Valley Vineyards Inc
Exchange NASDAQ | Headquaters Turner, OR, United States | ||
IPO Launch date 1994-09-15 | CEO - | ||
Sector Consumer Defensive | Industry Beverages - Wineries & Distilleries | Full time employees 161 | Website https://www.wvv.com |
Full time employees 161 | Website https://www.wvv.com | ||
Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. It operates through two segments, Direct Sales and Distributor Sales. The company 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. It also provides Pinot Noir and Chardonnay branded wine under the Elton label; Chrysologue, Merlot, Cabernet Sauvignon, and Malbec branded wine under the Pambrun label; Frontiere Syrah, Graviére Syrah, Voyageur Syrah, Bourgeois Grenache, Voltigeur Viognier, and Lisette Rose branded wine under the Maison Bleue label, as well as offers wines under the Natoma, Pere Ami, and Metis labels. The company owns and leases approximately 1,018 acres of land. It 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.
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