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Stock Ratings / Consumer Staples / WVVI
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Willamette Valley Vineyards Inc. (WVVI) — RQD Stock Rating Cockpit

$1.82 +1.11% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $1.82

Willamette Valley Vineyards Inc. (WVVI) carries a Roarable Rating of E (Strong Sell) with 23/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE E • RED ALERT Cap $9.0M
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is WVVI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-03, Willamette Valley Vineyards Inc. (NASDAQ: WVVI) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 23/100 at a spot price of $1.82 (+1.11% 1D, market cap $9.0M). Pillar breakdown: Fundamental Cash Engine 6/20, Institutional 13F & Options Flow 3/20, SEC Balance-Sheet Forensics 4/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 3/20. Across 147 tracked Consumer Staples issuers, WVVI ranks #141 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does WVVI compare to REED and EPSM in the Consumer Staples sector?
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Within the Consumer Staples sector (Beverages (Production/Distribution)), WVVI carries a Roarable E (23/100 RQD), trailing P/E of N/A, gross margin of 60.5%, and ROIC of -1.4%. By comparison, REED (Reed's Inc.) holds a E grade (32/100 RQD, P/E N/A, ROIC -35.0%, cap $8.8M) and EPSM (Epsium Enterprise Limited (Class A)) posts a E grade (25/100 RQD, P/E N/A, ROIC -10.3%, cap $11.0M). Among the 5-stock peer group, WVVI leads on earnings multiple (N/A) while WVVI leads on capital efficiency (-1.4% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for WVVI?
▼

Per WVVI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000838875), Willamette Valley Vineyards Inc. generated $37.2M in revenue (-6.5% YoY), -$917.7K in net income, and -$2.2M in free cash flow against $107.7M in total assets and $14.0M in total debt. Key quantitative strengths: Established market leader in Consumer Staples with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $1.82 (+0.01%)🧬 Dilution Drag (+2.48% YoY Shares)⚙️ Cash Engine: 6/20 (E) • 0% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record Warning: Scores below 50 (23/100 · E) historically underperformed SPY in 71% of rolling 90-day windows (-11.1% avg 90D alpha vs SPY • 29.0% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERRED ALERT • E
025507510023
3-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw E · Rk E
Cash (6)Whales (3)SEC (4)Macro (7)CEO (3)
Each axis scored 0–20
12M PRICE TARGET CONE-15.9% Base Target
$4 Bull$2 Base$1 Bear
📬 FREE WVVI RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for WVVI)Realized 20D OHLCV Swing Band: ±11.5%
Deterministic 5-Pillar Attribution (23/100 Composite)
🔍 WHY WVVI SCORES 23/100 (E) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Macro Regime Fit+7/20 pts (30% of score)

FRED Regime × Technicals: 10% of 52W Range • RSI-14 at 41.4 (NEUTRAL RANGE)

▲ #2 Bullish Driver: Cash Engine Quality+6/20 pts (26% of score)

SEC XBRL FY 2025 (10-K): 0% FCF Margin ($0 FCF) & 60.5% Gross Margin

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution4/20 pts (-16 pt drag)

Dilution Drag (+2.48% YoY Shares) & executive Form 4 sales trim 16 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
31
Grade E$2.14-7.9% Next Q
Q2 (-2Q)
28
Grade E$1.97-5.1% Next Q
Q3 (-1Q)
26
Grade E$1.87-2.7% Next Q
Current
23
Grade E$1.82-11.1% Hist 90D α
Trajectory: E (31) → E (23)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a WVVI Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While WVVI currently carries a cautious 23/100 (E) rating due to Insider Conviction & Share Dilution (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Consumer Staples with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($1.99) and Max Pain ($1.91) forces dealer call-delta covering toward $3.57.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Dilution Drag (+2.48% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $WVVI• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “WVVI Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
YES 23%NO 77%Trade / Inspect Odds →
RSI-14 MOMENTUMNEUTRAL RANGE
41.430 Oversold · 70 Hot
ALTMAN-Z SHIELDDISTRESS RISK (<1.8)
0.89>3.0 Fortress Safe
PIOTROSKI F-SCOREWEAK QUALITY (1–4)
3 / 99-Pt Accounting
52-WEEK LASER RANGE10% OF RANGE
L: $2$1.82H: $3
1. Money & Cash Health● WEAK
Are profits real cash in the bank?

Weak cash conversion or heavy valuation strain compared to actual cash earned.

Factor Grade: ERQD 6 / 20
2. Big Money & Insiders● TRIMMING
Are whales & executives buying or selling?

Insiders and big institutional desks have been trimming shares rather than stepping up to buy.

Factor Grade: ERQD 6 / 40
3. Hidden Risks & Market Weather● WARNING
SEC fine-print scan & interest-rate fit

High sensitivity to tight interest rates or new risk warnings added to recent SEC annual filings.

Factor Grade: ERQD 11 / 40
MULTI-MODEL JEV QUANT JURY DELIBERATION

3-of-3 JEV AI Jury Bearish Warning on WVVI

Cash & Moat Bull AI
ROIC & Free Cash Flow Model
BEARISH (30)

-1.4% ROIC with 60.5% gross margin and -24.79% FCF yield.

SEC Forensic Auditor AI
10-K Accruals & Altman-Z Guard
BEARISH (20)

Altman-Z 0.89 and Piotroski 3/9 pass balance-sheet audit.

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
BEARISH (22)

6/40 institutional & smart-money positioning score with 7/20 macro alignment.

Bull Case: Why Buyers Like WVVI
  • ✓Established market leader in Consumer Staples with deep daily trading liquidity.
Bear Case: What Could Go Wrong
  • !Company executives have done more routine share selling than personal cash buying lately.
  • !Sensitive to high interest rates and tighter Federal Reserve market liquidity.
  • !Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring WVVI)

  • ✓Walkthrough of WVVI's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
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WVVI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -32.59%▼ DESCENDING CHANNEL
2026-11-03O $1.81H $1.82L $1.80C $1.82VOL 4.9K
RES: $2.02SUP: $1.48SMA50: $1.99SMA200: $2.49
$3.43$2.94$2.46$1.98$1.50RES $2.02SUP $1.48$1.822026-05-042026-06-172026-08-042026-09-182026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

WVVI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 WVVI Butterfly Map → + Track WVVI →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
8.0%/yr Implied 5Y Growth

vs. -6.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on WVVI today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for WVVI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for WVVI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (WVVI)

Consumer Staples Rank #141 of 147 ⚔️ REED vs WVVI Full Matrix →

1. Head-to-Head Consumer Staples Peer Comparison (WVVI vs. REED, EPSM, SRXH, IBG)

Industry: Beverages (Production/Distribution) (35 Tracked Issuers)

Across 147 tracked Consumer Staples securities in the Roarable RQD universe, Willamette Valley Vineyards Inc. (WVVI) ranks #141 by composite RQD confidence (23/100, grade E) and #128 by equity capitalization ($9.0M). Within this direct 5-issuer industry benchmark cohort, WVVI leads on earnings valuation at N/A trailing P/E, while WVVI leads on capital efficiency and profitability with -1.4% ROIC and 60.5% gross margin. IBG currently holds the highest overall quantitative score in the immediate peer group at 34/100 (E) compared with WVVI at 23/100 (E).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
WVVI ACTIVE
Willamette Valley Vineyards Inc.
E 23/100 — 60.5% -1.4% +1.11% $9.0M Benchmark Subject
REED
Reed's Inc.
E 32/100 — 20.4% -35.0% +2.18% $8.8M /reed-vs-wvvi →
EPSM
Epsium Enterprise Limited (Class A)
E 25/100 — 14.7% -10.3% +0.96% $11.0M /epsm-vs-wvvi →
SRXH
SRX Global Inc.
E 18/100 — 23.4% -35.0% -3.98% $20.5M /srxh-vs-wvvi →
IBG
Innovation Beverage Group Limited
E 34/100 — 44.2% -35.0% -6.34% $3.6M /ibg-vs-wvvi →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000838875 ↗

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Willamette Valley Vineyards Inc. (WVVI) reported GAAP revenue of $37.2M (-6.5% vs. FY2024 revenue of $39.8M , and -5.0% cumulative change since FY2023) , GAAP net income of -$917.7K, operating cash flow of -$1.8M, and free cash flow of -$2.2M (+56.1% YoY). On the balance sheet, WVVI closed FY2025 with $107.7M in total assets against $14.0M in total debt (Altman Z-Score: 0.89, Piotroski F-Score: 3/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $37.2M -$917.7K -$1.8M -$2.2M $107.7M $14.0M
FY2024 (FY) 2024-12-31 $39.8M -$117.9K -$3.2M -$5.1M $109.0M $12.9M
FY2023 (FY) 2023-12-31 $39.1M -$1.2M -$2.0M -$2.0M — —

3. WVVI Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is WVVI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Willamette Valley Vineyards Inc. (NASDAQ: WVVI) is rated E (Strong Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 23/100 at a spot price of $1.82 (+1.11% 1D, market cap $9.0M). Pillar breakdown: Fundamental Cash Engine 6/20, Institutional 13F & Options Flow 3/20, SEC Balance-Sheet Forensics 4/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 3/20. Across 147 tracked Consumer Staples issuers, WVVI ranks #141 in composite RQD confidence.

How does WVVI compare to REED and EPSM in the Consumer Staples sector?

Within the Consumer Staples sector (Beverages (Production/Distribution)), WVVI carries a Roarable E (23/100 RQD), trailing P/E of N/A, gross margin of 60.5%, and ROIC of -1.4%. By comparison, REED (Reed's Inc.) holds a E grade (32/100 RQD, P/E N/A, ROIC -35.0%, cap $8.8M) and EPSM (Epsium Enterprise Limited (Class A)) posts a E grade (25/100 RQD, P/E N/A, ROIC -10.3%, cap $11.0M). Among the 5-stock peer group, WVVI leads on earnings multiple (N/A) while WVVI leads on capital efficiency (-1.4% ROIC).

What are the biggest fundamental strengths and SEC risk factors for WVVI?

Per WVVI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000838875), Willamette Valley Vineyards Inc. generated $37.2M in revenue (-6.5% YoY), -$917.7K in net income, and -$2.2M in free cash flow against $107.7M in total assets and $14.0M in total debt. Key quantitative strengths: Established market leader in Consumer Staples with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

Where is WVVI trading relative to its 50-day, 200-day, and 52-week technical levels?

WVVI last traded at $1.82 (+1.11% on volume of 2,508 shares), positioning the stock -8.54% below its 50-day simple moving average ($1.99) and -26.91% below its 200-day simple moving average ($2.49). Across its 52-week range of $1.65 to $3.40, WVVI sits at the 9.7% percentile with a 14-day RSI of 41.4 (NEUTRAL RANGE) and an implied next-earnings move of ±11.5% ($1.61 to $2.03).

Direct Sub-Reports: WVVI RQD Cockpit WVVI 12M Forecast WVVI Earnings & Move WVVI Dividends & DRIP WVVI Insiders & 13F WVVI Whale Options WVVI Profit Sankey WVVI News & Why
ROARABLE RATING BRIEF • RQD 23/100 (E) ✓ SEC XBRL & RQD VERIFIED

WVVI — Willamette Valley Vineyards Inc.: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Willamette Valley Vineyards Inc. (WVVI) earns a live Roarable RQD composite score of 23/100, corresponding to a E letter grade (Roarable Strong Sell) at a spot price of $1.82 (+1.11% 1D, market capitalization $9.0M).

  • Fundamental Cash Engine (6/20): Anchored by return on invested capital (ROIC) of -1.4%, gross margin of 60.5%, operating margin of -3.9%, and free cash flow yield of -24.79%.
  • Whale 13F & Options Flow (3/20) + Insider Conviction (3/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (7/20) + Forensic Balance Sheet (4/20): Incorporates a 1.00x equity beta, Altman Z-Score of 0.89, Piotroski F-Score of 3/9, and Debt/Equity of 0.21x.

2. Business Model, Unit Margins & SEC Financial Trajectory

. Is a NASDAQ-listed issuer in the Consumer Staples sector, operating in Beverages (Production/Distribution). The source data identifies the company as a beverage producer and distributor. Specific product lines, customer segments, and revenue mix are — FY 2025 revenue was $37.2M, indicating the company generates revenue from its beverage operations.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Willamette Valley Vineyards Inc. (WVVI) reported $37.2M in annual revenue (up from $39.8M in FY2024, -6.5% YoY) and -$917.7K in GAAP net income. Over the multi-year SEC filing window from FY2023 ($39.1M revenue, -$1.2M net income) through FY2025, WVVI scaled operating cash flow to -$1.8M and free cash flow to -$2.2M, backed by $107.7M in total assets against $14.0M in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (E • RQD 23/100): Established market leader in Consumer Staples with deep daily trading liquidity. Free cash flow yield of -24.79% and institutional whale pillar of 3/20. With Fundamental Cash Engine at 6/20 and Institutional Whale Flow at 3/20, sustained execution supports upside toward the upper end of the $1.65 – $3.40 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against -3.9% operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

Operating in Beverages (Production/Distribution) (Consumer Staples), WVVI carries a macro regime beta of 1.00 and gross margin of 60.5%.

  • Key Question #1: Can WVVI sustain or expand its -3.9% operating margin and -1.4% ROIC against Beverages (Production/Distribution) peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $37.2M and free cash flow of -$2.2M, how will capital allocation balance growth reinvestment against $14.0M in total debt?
  • Key Question #3: How sensitive is WVVI's equity valuation to Consumer Staples capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

WVVI Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Willamette Valley Vineyards Inc. (WVVI) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to WVVI Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

WVVI Bull vs. Bear Conversation Board — What's Your Call at $1.82?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON WVVI 🐻 33% BEARISH CONVICTION
1. Pick Your Side on WVVI:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
SI SiliconVal_Bull RQD DEBATE OPENER • Growth & Tech Investor 🐂 BULLISH 🎯 Target: $2.29 (+27.2%)
📌 Pinned Debate

Recent CEO open-market purchases signal some insider conviction at a $1.81 price near the low end of the 52-week range.

Recent CEO open-market purchases signal some insider conviction at a $1.81 price near the low end of the 52-week range.. When you look under the hood at WVVI, Fundamental Cash Engine is 6/20 with 60.5% gross margins and -1.4% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (3/20) has been quietly accumulating below $3.40. My 12M target is $2.29.

VolSurface_Trader 🐂 BULL

@BearTrap_Alert Shorting a 3/20 institutional whale-flow stock at $1.80 is dangerous when funds are rotating into Consumer Staples.

BE BearTrap_Alert RQD DEBATE OPENER • Cycle Peak Watcher 🐻 BEARISH 🎯 Target: $1.44 (-20.0%)
Spot @ $1.80

Negative free cash flow of -$2.2M, a 0.89 Altman Z-Score, and a -24.79% FCF yield point to forensic and liquidity risk.

Fading this rally in WVVI at $1.80. Negative free cash flow of -$2.2M, a 0.89 Altman Z-Score, and a -24.79% FCF yield point to forensic and liquidity risk.. With a beta of 1.0 and the stock sitting at $1.80 (52-wk range $1.65–$3.40), the easy multiple expansion is already priced in.

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