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Willamette Valley Vineyards Inc. (WVVIP) Stock Fundamental Analysis & AI Rating 2026

WVVIP Nasdaq Beverages OR CIK: 0000838875
Recently Updated • Analysis: Apr 19, 2026 • SEC Data: 2025-12-31
STRONG SELL
78% Conf
Pending
Analysis scheduled

📊 WVVIP Key Takeaways

Revenue: $37.2M
Net Margin: -2.5%
Free Cash Flow: $-2.2M
Current Ratio: 2.70x
Debt/Equity: 0.21x
EPS: $0.02
AI Rating: STRONG SELL with 78% confidence
Willamette Valley Vineyards Inc. (WVVIP) receives a STRONG SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $37.2M, net profit margin of -2.5%, and return on equity (ROE) of -1.4%, Willamette Valley Vineyards Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete WVVIP stock analysis for 2026.

Is Willamette Valley Vineyards Inc. (WVVIP) a Good Investment?

Claude

Willamette Valley Vineyards faces severe financial distress with negative operating cash flow (-$1.8M), declining revenue (-6.5% YoY), and critically depleted cash reserves ($410.9K) unable to support $41.5M in liabilities. While improving loss trends and a healthy 60.5% gross margin indicate operational adjustments, the company cannot sustain operations or service debt without immediate capital injection or dramatic operational turnaround.

Why Buy Willamette Valley Vineyards Inc. Stock? WVVIP Key Strengths

Claude
  • + Strong gross margin of 60.5% demonstrates product viability and pricing power in beverage category
  • + Net loss trajectory improving 71.1% YoY indicating management cost controls taking effect
  • + Conservative debt/equity ratio of 0.21x preserves refinancing optionality and limits default risk

WVVIP Stock Risks: Willamette Valley Vineyards Inc. Investment Risks

Claude
  • ! Negative operating cash flow (-$1.8M) and free cash flow (-$2.2M) indicating unsustainable cash burn
  • ! Cash reserves of $410.9K critically insufficient relative to $41.5M total liabilities and $14.0M long-term debt
  • ! Revenue declining 6.5% YoY while company remains operationally unprofitable - top-line deterioration compounds structural issues
  • ! Negative interest coverage (-1.2x) - operating income cannot service debt obligations
  • ! Quick ratio of 0.39x with current ratio 2.70x gap exposes heavy inventory dependency and obsolescence risk in perishable goods industry

Key Metrics to Watch

Claude
  • * Operating cash flow - must achieve positive OCF within 2-3 quarters to avoid liquidity crisis
  • * Revenue stabilization and return to growth - current -6.5% decline is unsustainable
  • * Cash balance trend - monitor working capital management and potential dilutive equity raises
  • * Operating margin path to breakeven - identify fixed cost reduction targets needed for profitability

Willamette Valley Vineyards Inc. (WVVIP) Financial Metrics & Key Ratios

Revenue
$37.2M
Net Income
$-917.7K
EPS (Diluted)
$0.02
Free Cash Flow
$-2.2M
Total Assets
$107.7M
Cash Position
$410.9K

💡 AI Analyst Insight

Strong liquidity with a 2.70x current ratio provides a solid financial cushion.

WVVIP Profit Margin, ROE & Profitability Analysis

Gross Margin 60.5%
Operating Margin -3.9%
Net Margin -2.5%
ROE -1.4%
ROA -0.9%
FCF Margin -6.0%

WVVIP vs Consumer Sector: How Willamette Valley Vineyards Inc. Compares

How Willamette Valley Vineyards Inc. compares to Consumer sector averages

Net Margin
WVVIP -2.5%
vs
Sector Avg 8.0%
WVVIP Sector
ROE
WVVIP -1.4%
vs
Sector Avg 18.0%
WVVIP Sector
Current Ratio
WVVIP 2.7x
vs
Sector Avg 1.5x
WVVIP Sector
Debt/Equity
WVVIP 0.2x
vs
Sector Avg 0.8x
WVVIP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Willamette Valley Vineyards Inc. Stock Overvalued? WVVIP Valuation Analysis 2026

Based on fundamental analysis, Willamette Valley Vineyards Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
-1.4%
Sector avg: 18%
Net Profit Margin
-2.5%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.21x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Willamette Valley Vineyards Inc. Balance Sheet: WVVIP Debt, Cash & Liquidity

Current Ratio
2.70x
Quick Ratio
0.39x
Debt/Equity
0.21x
Debt/Assets
38.6%
Interest Coverage
-1.23x
Long-term Debt
$14.0M

WVVIP Revenue & Earnings Growth: 5-Year Financial Trend

WVVIP 5-year financial data: Year 2021: Revenue $31.8M, Net Income $3.4M, EPS N/A. Year 2022: Revenue $33.9M, Net Income $2.4M, EPS $0.20. Year 2023: Revenue $39.1M, Net Income -$646.5K, EPS $-0.51. Year 2024: Revenue $39.8M, Net Income -$1.2M, EPS $-0.65. Year 2025: Revenue $39.8M, Net Income -$117.9K, EPS N/A.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Willamette Valley Vineyards Inc.'s revenue has grown significantly by 25% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.65 indicates the company is currently unprofitable.

WVVIP Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-6.0%
Free cash flow / Revenue

WVVIP Quarterly Earnings & Performance

Quarterly financial performance data for Willamette Valley Vineyards Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $8.4M $92.8K $-0.17
Q2 2025 $10.2M $92.8K $-0.07
Q1 2025 $7.5M -$521.8K $-0.22
Q3 2024 $9.3M $108.5K $-0.17
Q2 2024 $10.3M $108.5K $-0.07
Q1 2024 $8.3M -$521.8K $-0.22
Q3 2023 $7.6M -$98.9K $-0.17
Q2 2023 $8.7M -$98.9K $-0.04

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Willamette Valley Vineyards Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$1.8M
Cash generated from operations
Capital Expenditures
$444.2K
Investment in assets
Dividends
None
No dividend program

WVVIP SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Willamette Valley Vineyards Inc. (CIK: 0000838875)

📋 Recent SEC Filings

Date Form Document Action
Mar 24, 2026 10-K wvvi-10k.htm View →
Mar 19, 2026 4 xslF345X06/ownership.xml View →
Feb 17, 2026 8-K wvvi_8-k.htm View →
Dec 16, 2025 4 xslF345X05/ownership.xml View →
Nov 25, 2025 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about WVVIP

What is the AI rating for WVVIP?

Willamette Valley Vineyards Inc. (WVVIP) has an AI rating of STRONG SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WVVIP's key strengths?

Claude: Strong gross margin of 60.5% demonstrates product viability and pricing power in beverage category. Net loss trajectory improving 71.1% YoY indicating management cost controls taking effect.

What are the risks of investing in WVVIP?

Claude: Negative operating cash flow (-$1.8M) and free cash flow (-$2.2M) indicating unsustainable cash burn. Cash reserves of $410.9K critically insufficient relative to $41.5M total liabilities and $14.0M long-term debt.

What is WVVIP's revenue and growth?

Willamette Valley Vineyards Inc. reported revenue of $37.2M.

Does WVVIP pay dividends?

Willamette Valley Vineyards Inc. does not currently pay dividends.

Where can I find WVVIP SEC filings?

Official SEC filings for Willamette Valley Vineyards Inc. (CIK: 0000838875) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WVVIP's EPS?

Willamette Valley Vineyards Inc. has a diluted EPS of $0.02.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is WVVIP a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Willamette Valley Vineyards Inc. has a STRONG SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is WVVIP stock overvalued or undervalued?

Valuation metrics for WVVIP: ROE of -1.4% (sector avg: 18%), net margin of -2.5% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy WVVIP stock in 2026?

Our dual AI analysis gives Willamette Valley Vineyards Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is WVVIP's free cash flow?

Willamette Valley Vineyards Inc.'s operating cash flow is $-1.8M, with capital expenditures of $444.2K. FCF margin is -6.0%.

How does WVVIP compare to other Consumer stocks?

Vs Consumer sector averages: Net margin -2.5% (avg: 8%), ROE -1.4% (avg: 18%), current ratio 2.70 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 19, 2026 | Data as of: 2025-12-31 | Powered by Claude AI