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Upturn AI SWOT - About
WVVI 
Willamette Valley Vineyards Inc (WVVI)
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Upturn Advisory Summary
08/14/2025: 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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early 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 08/14/2025 |
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
Founded in 1983 by Jim Bernau, Willamette Valley Vineyards (WVVI) is a leading Oregon winery dedicated to producing world-class Pinot Noir and other varietals. It started with a commitment to sustainability and community involvement and has grown through acquisitions and expansion of its estate vineyards and tasting rooms.
Core Business Areas
- Winery Operations: Production, distribution, and sale of wine under the Willamette Valley Vineyards, Domaine Willamette, and other labels. Includes vineyard management and winemaking.
- Hospitality: Operation of tasting rooms and event venues, providing wine tasting experiences, food pairings, and hosting private events. Includes online sales of wine and merchandise.
Leadership and Structure
Jim Bernau serves as Founder and CEO. The company has a board of directors and a management team responsible for overseeing various aspects of operations, including winemaking, marketing, sales, and finance.
Top Products and Market Share
Key Offerings
- Pinot Noir: Willamette Valley Vineyards' flagship wine, accounting for a significant portion of their revenue. Competitors include Domaine Drouhin Oregon, Penner-Ash Wine Cellars, and Beaux Fru00e8res. Market share data is not publicly available at this level of granularity.
- Sparkling Wine: Domaine Willamette produces a range of sparkling wines using traditional Mu00e9thode Champenoise. Competitors include Argyle Winery, ROCO Winery, and Soter Vineyards. Market share data is not publicly available at this level of granularity.
- Other Varietals: Includes Pinot Gris, Chardonnay, Riesling, and Rosu00e9 wines. Competitors vary depending on the specific varietal, but include numerous other Oregon wineries. Market share data is not publicly available at this level of granularity.
Market Dynamics
Industry Overview
The Oregon wine industry is experiencing continued growth, driven by increasing demand for Pinot Noir and other cool-climate varietals. There's increased competition and focus on sustainability and direct-to-consumer sales.
Positioning
Willamette Valley Vineyards is positioned as a premium Oregon winery, emphasizing estate-grown fruit, sustainable practices, and a focus on providing high-quality wines at a variety of price points. Competitive advantages include a strong brand reputation and extensive distribution network.
Total Addressable Market (TAM)
The TAM for US wine is estimated to be tens of billions of dollars annually. WVVI is positioned to capture a portion of this market by focusing on the premium Oregon wine segment, especially Pinot Noir.
Upturn SWOT Analysis
Strengths
- Strong brand recognition in Oregon
- Extensive distribution network
- Commitment to sustainability
- Diverse portfolio of wines
- Experienced management team
Weaknesses
- Geographic concentration of sales (primarily in Oregon)
- Reliance on Pinot Noir
- Relatively small market capitalization
- Debt levels
Opportunities
- Expansion into new markets (both domestic and international)
- Increased direct-to-consumer sales through online channels
- Development of new wine styles and varietals
- Acquisition of additional vineyards or wineries
- Leverage winery restaurants for increased margin
Threats
- Increased competition from other wineries
- Changes in consumer preferences
- Economic downturn
- Climate change impacts on grape growing
- Regulatory changes
Competitors and Market Share
Key Competitors
- STZ
- BF.B
- DEO
Competitive Landscape
WVVI is a smaller player compared to its larger competitors, but it differentiates itself through its focus on Oregon wines and sustainable practices. Its advantages include strong brand loyalty within Oregon and a well-established distribution network. Its disadvantages include limited scale and geographic concentration.
Major Acquisitions
Elton Vineyard
- Year: 2023
- Acquisition Price (USD millions): 8.5
- Strategic Rationale: Expands estate vineyard holdings and secures access to high-quality Pinot Noir grapes.
Growth Trajectory and Initiatives
Historical Growth: WVVI has experienced steady growth over the past decade, driven by increased wine production and sales. Growth has been augmented by acquisitions and vineyard expansions.
Future Projections: Analyst estimates for WVVI's future growth are not widely available. Future growth will depend on factors such as market conditions, competitive pressures, and the company's ability to execute its strategic initiatives.
Recent Initiatives: Recent strategic initiatives include expanding tasting room locations, increasing online sales, and investing in sustainable vineyard practices.
Summary
Willamette Valley Vineyards is a growing Oregon winery with a strong regional presence. Its commitment to sustainability and quality wines is working well, but it needs to diversify its markets and be aware of the impacts of larger competitors and a changing climate. It is a relatively weak company compared to its competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, Wine Business Analytics, Industry reports, News articles
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market share data is estimated and may not be precise. All information is based on available public data and is subject to change.
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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