Willamette Valley Vineyards, Inc. (WVVIP)
Company Info
US9691362092
969136209
Jun 29, 2016
Highlights
$25.00M
$0.14
24.26
$38.52M
$23.68M
$2.80M
$2.93 - $5.59
0.03%
0.80
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Willamette Valley Vineyards, Inc. (WVVIP) returned -7.14% year-to-date (YTD) and -14.29% over the past 12 months.
WVVIP
-7.14%
-7.14%
-8.30%
-14.29%
-7.24%
-3.29%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of WVVIP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -3.96% | -1.20% | 8.26% | -2.65% | -7.14% | -7.14% | |||||||
| 2024 | -5.40% | 0.63% | 0.26% | -6.79% | -4.98% | 1.25% | 5.26% | -2.25% | -4.09% | -5.33% | 4.79% | -1.25% | -17.26% |
| 2023 | -8.89% | 0.43% | -3.29% | -2.60% | -1.13% | 2.22% | -6.54% | -4.35% | 5.46% | -4.96% | -0.46% | 6.26% | -17.44% |
| 2022 | -14.38% | -8.86% | -6.09% | -2.46% | -6.06% | -4.26% | -7.57% | 20.76% | -7.22% | 5.84% | 3.83% | 15.48% | -15.51% |
| 2021 | 1.87% | -3.48% | -2.85% | 8.40% | -7.60% | -1.53% | 5.15% | 33.15% | -1.72% | -0.70% | 1.45% | 3.03% | 34.55% |
| 2020 | -7.36% | -2.06% | -2.18% | 3.80% | 5.12% | 4.41% | 20.72% | -12.75% | -0.29% | 0.57% | 6.67% | -0.29% | 13.61% |
| 2019 | 11.11% | -1.20% | -6.48% | 2.38% | -3.12% | 0.02% | 2.54% | -2.55% | 3.71% | 2.62% | -1.77% | 7.37% | 14.25% |
| 2018 | -11.71% | -1.96% | 7.54% | -2.52% | -1.65% | 7.53% | -11.00% | 10.59% | -7.21% | 2.93% | 11.49% | -10.04% | -9.52% |
| 2017 | 5.24% | 2.35% | 5.45% | 28.03% | -26.57% | -1.19% | -2.48% | -4.72% | 8.91% | 4.34% | -11.13% | 6.72% | 5.68% |
| 2016 | -4.44% | 1.16% | 1.15% | 1.14% | 21.17% | 19.82% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WVVIP is 34, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Willamette Valley Vineyards, Inc. (WVVIP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Willamette Valley Vineyards, Inc. provided a 6.85% dividend yield over the last twelve months, with an annual payout of $0.22 per share. The company has been increasing its dividends for 8 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 | $0.22 |
Dividend yield | 6.85% | 6.36% | 4.95% | 3.89% | 3.15% | 4.10% | 4.48% | 4.89% | 4.22% | 4.27% |
Monthly Dividends
The table displays the monthly dividend distributions for Willamette Valley Vineyards, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2016 | $0.22 | $0.22 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Willamette Valley Vineyards, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Willamette Valley Vineyards, Inc. was 51.37%, occurring on May 16, 2025. The portfolio has not yet recovered.
The current Willamette Valley Vineyards, Inc. drawdown is 50.45%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.37% | Sep 8, 2021 | 908 | May 16, 2025 | — | — | — |
| -39.75% | May 1, 2017 | 69 | Dec 26, 2017 | 666 | Aug 30, 2021 | 735 |
| -19.26% | Jan 27, 2017 | 2 | Jan 30, 2017 | 14 | Apr 28, 2017 | 16 |
| -12.97% | Dec 28, 2016 | 1 | Dec 28, 2016 | 5 | Jan 26, 2017 | 6 |
| -7.78% | Jul 6, 2016 | 2 | Jul 7, 2016 | 7 | Dec 5, 2016 | 9 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Willamette Valley Vineyards, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Earnings Per Share
The chart presents the Earnings Per Share (EPS) performance of Willamette Valley Vineyards, Inc., comparing actual results with analytics estimates.
Valuation
The Valuation section provides an overview of how Willamette Valley Vineyards, Inc. is priced in the market compared to other companies in the Beverages - Wineries & Distilleries industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for WVVIP, comparing it with other companies in the Beverages - Wineries & Distilleries industry. Currently, WVVIP has a P/E ratio of 24.3. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for WVVIP compared to other companies in the Beverages - Wineries & Distilleries industry. WVVIP currently has a PEG ratio of 0.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for WVVIP relative to other companies in the Beverages - Wineries & Distilleries industry. Currently, WVVIP has a P/S ratio of 0.6. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for WVVIP in comparison with other companies in the Beverages - Wineries & Distilleries industry. Currently, WVVIP has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
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