WVVI

Consumer Defensive

Willamette Valley Vineyards, Inc. · Beverages - Wineries & Distilleries · $10M

UQS Score — Balanced Preset
13.9
Weak

Willamette Valley Vineyards, Inc. scores 13.9/100 using the Balanced preset.

8.7
Quality
35%
13.0
Moat
30%
26.8
Growth
20%
20.7
Risk
15%

WVVI — Key Takeaways

⚠️ Areas of Concern

Willamette Valley Vineyards, Inc. has below-average profitability metrics
Willamette Valley Vineyards, Inc. has limited growth momentum
Willamette Valley Vineyards, Inc. has elevated risk from leverage or valuation
Willamette Valley Vineyards, Inc. has limited competitive moat
Willamette Valley Vineyards, Inc. has stretched valuation metrics

WVVI — Score History

5101520Apr 2Apr 3Apr 4Apr 5Apr 6Apr 7Apr 8
DateUQSQualityMoatGrowthRiskValueChange
Apr 8, 202613.98.713.026.820.70.00.0
Apr 7, 202613.98.713.026.820.70.00.0
Apr 6, 202613.98.713.026.820.70.00.0
Apr 5, 202613.98.713.026.820.70.00.0
Apr 4, 202613.98.713.026.820.70.0+2.2
Apr 3, 202611.70.013.026.820.70.00.0
Apr 2, 202611.70.013.026.820.70.0

WVVI — Pillar Breakdown

Quality

8.7/100 (25%)

Willamette Valley Vineyards, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.

Capital Efficiency (ROIC)Weak

How effectively capital is deployed to generate returns.

Return on EquityWeak

Profitability relative to shareholders' equity.

Operating ProfitabilityWeak

Ability to convert revenue into operating profit.

Net ProfitabilityWeak

Bottom-line profit as a share of revenue.

Gross Profit / AssetsModerate

Asset productivity — how much gross profit each dollar of assets generates.

Cash GenerationWeak

Free cash flow relative to market value.

Growth

26.8/100 (20%)

Willamette Valley Vineyards, Inc. faces growth headwinds with declining or stagnant revenue trends.

Recent Revenue TrendStrong

Revenue trajectory over the last twelve months.

3Y Revenue CAGRWeak

Compound annual revenue growth rate over 3 years.

EPS GrowthWeak

Year-over-year earnings per share growth.

Forward Revenue OutlookWeak

Analyst consensus for future revenue growth.

Risk

20.7/100 (15%)

Willamette Valley Vineyards, Inc. presents elevated risk with concerns around leverage or financial stability.

Financial LeverageWeak

Debt levels relative to earnings capacity.

Debt/EquityWeak

Total debt relative to shareholder equity.

Current RatioStrong

Short-term liquidity — ability to pay near-term obligations.

Interest CoverageWeak

Earnings capacity relative to interest payments.

Valuation

0.0/100 (15%)

Willamette Valley Vineyards, Inc. appears expensively valued relative to its fundamentals and growth prospects.

Moat

13/100 (30%)

Willamette Valley Vineyards, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for WVVI.

Score Composition

Quality
8.7×25%2.2
Growth
26.8×20%5.4
Risk
20.7×15%3.1
Valuation
0.0×15%0.0
Moat
13.0×30%3.9
Total
13.9Weak

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How is the WVVI UQS Score Calculated?

The UQS (Unified Quality Score) for Willamette Valley Vineyards, Inc. is calculated using a proprietary 5-pillar framework with 25 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Willamette Valley Vineyards, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Willamette Valley Vineyards, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.