Company Analysis

Willamette Valley Vineyards, Inc. (WVVI)

Nasdaq: WVVI · Beverages · Turner, OR · filing with the SEC since 1996
Grade4.7
◀ Past 5.3● Present 4.7▶ Future 4.0
1 est.

The grade of Willamette Valley Vineyards, Inc.

Nine metrics read from its own filings, by tense
Headline grade
4.7/10
◀ Past5.330% of the headline
● Present4.740% of the headline
▶ Future4.030% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

Of the nine metrics, 8 read as filed from the record and 1 is an SI estimate, each with its reasoning, its confidence and what would change it on its card.

◀ Past

What did they actually do?

5.3/1030% of the headline grade · 2 of 3 filed, 1 estimated

Surviving crises

as filed
4.8/10

Has it survived what it has been through?

1 warning event since 2017; the latest 2025-06-06.

weight 33% of this tense · 48th percentile among 21 sector filers · read for itself

From the record

Willamette Valley Vineyards, Inc.'s filings since 2017 show 1 warning event: an auditor change (8-K item 4.01, the latest 2025-06-06) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.1/10

What has it actually done, year after year?

+7.5% a year over 9 filed years; profitable in 5 of 9.

weight 45% of this tense · 51st percentile among 18 sector filers · read for its customers

From the record

Willamette Valley Vineyards, Inc.'s 9 filed years say what it did: revenue went from $21 million in fiscal 2017 to $37 million in fiscal 2025, up 7.5% a year; it rose in 7 of 8 years; the deepest fall was 6% from fiscal 2024 to fiscal 2025; net income was positive in 5 of 9 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span7.5%top 47% of its family
  • the share of years revenue rosetop 42% of its family
  • the share of filed years with a profitbottom 47% of its family
  • the deepest fall from a revenue peak6.5%bottom 47% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

SI estimate
6.3/10

How has it treated the people who own it?

SI estimate 6.3/10, confidence 20 of 100 (family median).

weight 22% of this tense · 50th percentile among 14 sector filers · read for its shareholders

SI estimate Inferred, not read as filed

Why it is an estimate
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income, so the desk assumes the typical reading of its industry family, the median of 14 members with one.
What the record cannot read
Fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income.
How it was reasoned
family median, 14 readings behind it.
Confidence
20 of 100
What would change it
Its next annual report on file with the inputs replaces this estimate with the filed reading.

From the record

SI estimate, not a filed reading: Willamette Valley Vineyards, Inc.'s shareholder treatment is put at 6.3 of 10 with a confidence of 20 of 100, because fewer than two of the parts can be read: the share count over the years, and the cash returned against a positive operating cash flow or net income, so the desk assumes the typical reading of its industry family, the median of 14 members with one. Its next annual report on file with the inputs replaces this estimate with the filed reading.

● Present

What are they doing right now?

4.7/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
4.8/10

Is it financially healthy right now?

ROE -1%: lost 1¢ per shareholder dollar. Leverage 39%: owes 39¢ per asset dollar.

weight 45% of this tense · 48th percentile among 19 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, Willamette Valley Vineyards, Inc. lost about 1 cents for every dollar of shareholders' money, and gross profitability: its products earned about 21 cents per dollar of everything the company owns. Leverage: it owed about 39 cents per dollar of assets (the filed statements).

What it rests on

  • what it owes per dollar of assetstop 24% of its family
  • return on equitybottom 28% of its family
  • gross profit against assetsbottom 39% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
4.0/10

How strong is its position in its industry?

bottom 40% of 19 in its family; net margin -2.5%.

weight 33% of this tense · 40th percentile among 19 sector filers · read for its customers

From the record

Willamette Valley Vineyards, Inc.'s standing among 19 graded names in its industry family: revenue of $37 million in fiscal 2025 ranks in the bottom 36% by size; a net margin of -2.5% ranks in the bottom 39%; revenue growth of 3.1% a year over the last 3 filed years ranks in the bottom 45% (its annual reports).

What it rests on

  • revenue against the family$37.2Mbottom 36% of its family
  • net margin-2.5%bottom 39% of its family
  • three-year revenue growth3.1%bottom 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
5.6/10

What are the people in charge doing?

top 44% of 13 in its family for leadership; chief executive since 2025.

weight 22% of this tense · 56th percentile among 13 sector filers · read for its shareholders

From the record

Willamette Valley Vineyards, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Osborn, Michael Jordan (Chief Executive Officer, as filed), filing under that title since 2025-06-03, 1.4 years (bottom 41% of its family); the 11 officers and directors filing in the last fifteen months have been on the record a median of 11.1 years (top 4%); 7 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (bottom 31%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge7 in three years among 11 peoplebottom 31% of its family
  • the median years the people in charge have filed11.1 yearstop 4% of its family
  • the chief executive's years on the record1.4 yearsbottom 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.0/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.7/10

How much room does it have to grow?

top 43% of 19 in its family for room to expand.

weight 45% of this tense · 57th percentile among 19 sector filers · read for itself

From the record

Willamette Valley Vineyards, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $411 thousand against debt of $14 million leaves -12.6% of its assets as net cash, top 45% of its family; cash from operations less capital spending is -6% of revenue (bottom 34%); a gross margin of 60.5% (top 18%) (its annual report).

What it rests on

  • cash less debt against assets-12.6%top 45% of its family
  • cash from operations less capital spending against revenue-6.0%bottom 34% of its family
  • gross margin60.5%top 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
2.2/10

What could actually drive growth from here?

bottom 22% of 18 in its family for growth drivers.

weight 33% of this tense · 22nd percentile among 18 sector filers · read for its customers

From the record

Willamette Valley Vineyards, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 3.1% a year over the last three filed years against 7.5% over all 9, slowing (bottom 42% of its family); the newest year grew -6.5% (bottom 21%); capital spending grew -68.9% a year (bottom 3%) (its annual reports). Willamette Valley Vineyards, Inc. reported 2 lines of business in fiscal 2025: Direct Sales at $20 million (54%), Distributor Sales at $17 million (46%); 0 of 2 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-4.4 points a yearbottom 42% of its family
  • the newest year's revenue growth-6.5%bottom 21% of its family
  • three-year growth of capital spending-68.9%bottom 3% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
3.2/10

Did its newest year beat what its own record pointed to?

bottom 32% of 15 in its family for expectations against reality.

weight 22% of this tense · 32nd percentile among 15 sector filers · read for its shareholders

From the record

Willamette Valley Vineyards, Inc.'s newest year against its own record: revenue of $37 million in fiscal 2025 came in 13.6% below the $43 million its prior three years' pace pointed to (bottom 23% of its family); net income of $918 thousand against a prior three-year average of $654 thousand (bottom 23%); a net margin of -2.5% against -1.8% before (top 50%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-13.6%bottom 23% of its family
  • net income against the prior three years' average-40%bottom 23% of its family
  • net margin against its prior average-0.7 pointstop 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton WVVI · research, not advice