Beverages - Wineries & Distilleries
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DEO vs WVVI
Revenue, margins, valuation, and 5-year total return — side by side.
Beverages - Wineries & Distilleries
DEO vs WVVI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Beverages - Wineries & Distilleries | Beverages - Wineries & Distilleries |
| Market Cap | $46.38B | $14M |
| Revenue (TTM) | $37.37B | $37M |
| Net Income (TTM) | $5.49B | $-1M |
| Gross Margin | 60.0% | 60.5% |
| Operating Margin | 27.9% | -2.4% |
| Forward P/E | 17.8x | — |
| Total Debt | $24.40B | $15.52B |
| Cash & Equiv. | $2.20B | $411M |
DEO vs WVVI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Diageo plc (DEO) | 100 | 59.3 | -40.7% |
| Willamette Valley V… (WVVI) | 100 | 47.9 | -52.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: DEO vs WVVI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
DEO carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth -0.1%, EPS growth -38.7%, 3Y rev CAGR 9.4%
- 10.0% 10Y total return vs WVVI's -59.3%
- -0.1% revenue growth vs WVVI's -100.0%
WVVI is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 4 yrs, beta -0.25, yield 100.0%
- Lower volatility, beta -0.25, Low D/E 23.4%, current ratio 2.70x
- Beta -0.25, yield 100.0%, current ratio 2.70x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -0.1% revenue growth vs WVVI's -100.0% | |
| Quality / Margins | 14.7% margin vs WVVI's -3.3% | |
| Stability / Safety | Lower D/E ratio (23.4% vs 185.2%) | |
| Dividends | 100.0% yield, 4-year raise streak, vs DEO's 4.9% | |
| Momentum (1Y) | -25.1% vs WVVI's -49.3% | |
| Efficiency (ROA) | 14.7% ROA vs WVVI's -1.1%, ROIC 9.6% vs -2.6% |
DEO vs WVVI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
DEO vs WVVI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
DEO leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
DEO is the larger business by revenue, generating $37.4B annually — 1000.0x WVVI's $37M. DEO is the more profitable business, keeping 14.7% of every revenue dollar as net income compared to WVVI's -3.3%. On growth, WVVI holds the edge at -10.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $37.4B | $37M |
| EBITDAEarnings before interest/tax | $11.6B | $2M |
| Net IncomeAfter-tax profit | $5.5B | -$1M |
| Free Cash FlowCash after capex | $7.7B | -$3M |
| Gross MarginGross profit ÷ Revenue | +60.0% | +60.5% |
| Operating MarginEBIT ÷ Revenue | +27.9% | -2.4% |
| Net MarginNet income ÷ Revenue | +14.7% | -3.3% |
| FCF MarginFCF ÷ Revenue | +20.6% | -8.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | -29.1% | -10.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -24.1% | -94.1% |
Valuation Metrics
WVVI leads this category, winning 2 of 2 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $46.4B | $14M |
| Enterprise ValueMkt cap + debt − cash | $68.6B | $15.1B |
| Trailing P/EPrice ÷ TTM EPS | 19.68x | -4.53x |
| Forward P/EPrice ÷ next-FY EPS est. | 17.82x | — |
| PEG RatioP/E ÷ EPS growth rate | 2.64x | — |
| EV / EBITDAEnterprise value multiple | 11.33x | — |
| Price / SalesMarket cap ÷ Revenue | 2.29x | — |
| Price / BookPrice ÷ Book value/share | 3.53x | 0.00x |
| Price / FCFMarket cap ÷ FCF | 17.27x | — |
Profitability & Efficiency
DEO leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
DEO delivers a 54.0% return on equity — every $100 of shareholder capital generates $54 in annual profit, vs $-2 for WVVI. WVVI carries lower financial leverage with a 0.23x debt-to-equity ratio, signaling a more conservative balance sheet compared to DEO's 1.85x. On the Piotroski fundamental quality scale (0–9), DEO scores 5/9 vs WVVI's 1/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +54.0% | -1.8% |
| ROA (TTM)Return on assets | +14.7% | -1.1% |
| ROICReturn on invested capital | +9.6% | -2.6% |
| ROCEReturn on capital employed | +11.7% | -3.1% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 1 |
| Debt / EquityFinancial leverage | 1.85x | 0.23x |
| Net DebtTotal debt minus cash | $22.2B | $15.1B |
| Cash & Equiv.Liquid assets | $2.2B | $411M |
| Total DebtShort + long-term debt | $24.4B | $15.5B |
| Interest CoverageEBIT ÷ Interest expense | 5.71x | -0.69x |
Total Returns (Dividends Reinvested)
DEO leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in DEO five years ago would be worth $5,612 today (with dividends reinvested), compared to $1,920 for WVVI. Over the past 12 months, DEO leads with a -25.1% total return vs WVVI's -49.3%. The 3-year compound annual growth rate (CAGR) favors DEO at -20.3% vs WVVI's -21.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -3.3% | -8.6% |
| 1-Year ReturnPast 12 months | -25.1% | -49.3% |
| 3-Year ReturnCumulative with dividends | -49.3% | -51.0% |
| 5-Year ReturnCumulative with dividends | -43.9% | -80.8% |
| 10-Year ReturnCumulative with dividends | +10.0% | -59.3% |
| CAGR (3Y)Annualised 3-year return | -20.3% | -21.2% |
Risk & Volatility
Evenly matched — DEO and WVVI each lead in 1 of 2 comparable metrics.
Risk & Volatility
WVVI is the less volatile stock with a -0.25 beta — it tends to amplify market swings less than DEO's 0.37 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. DEO currently trades 71.5% from its 52-week high vs WVVI's 40.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.37x | -0.25x |
| 52-Week HighHighest price in past year | $116.69 | $7.18 |
| 52-Week LowLowest price in past year | $72.46 | $2.49 |
| % of 52W HighCurrent price vs 52-week peak | +71.5% | +40.3% |
| RSI (14)Momentum oscillator 0–100 | 63.5 | 53.5 |
| Avg Volume (50D)Average daily shares traded | 1.8M | 3K |
Analyst Outlook
Evenly matched — DEO and WVVI each lead in 1 of 2 comparable metrics.
Analyst Outlook
For income investors, WVVI offers the higher dividend yield at 100.00% vs DEO's 4.95%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | — |
| Price TargetConsensus 12-month target | $124.00 | — |
| # AnalystsCovering analysts | 35 | — |
| Dividend YieldAnnual dividend ÷ price | +4.9% | +100.0% |
| Dividend StreakConsecutive years of raises | 12 | 4 |
| Dividend / ShareAnnual DPS | $4.13 | $194.20 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
DEO leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WVVI leads in 1 (Valuation Metrics). 2 tied.
DEO vs WVVI: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is DEO or WVVI a better buy right now?
For growth investors, Diageo plc (DEO) is the stronger pick with -0.
1% revenue growth year-over-year, versus -100. 0% for Willamette Valley Vineyards, Inc. (WVVI). Diageo plc (DEO) offers the better valuation at 19. 7x trailing P/E (17. 8x forward), making it the more compelling value choice. Analysts rate Diageo plc (DEO) a "Hold" — based on 35 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — DEO or WVVI?
Over the past 5 years, Diageo plc (DEO) delivered a total return of -43.
9%, compared to -80. 8% for Willamette Valley Vineyards, Inc. (WVVI). Over 10 years, the gap is even starker: DEO returned +10. 0% versus WVVI's -59. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — DEO or WVVI?
By beta (market sensitivity over 5 years), Willamette Valley Vineyards, Inc.
(WVVI) is the lower-risk stock at -0. 25β versus Diageo plc's 0. 37β — meaning DEO is approximately -246% more volatile than WVVI relative to the S&P 500. On balance sheet safety, Willamette Valley Vineyards, Inc. (WVVI) carries a lower debt/equity ratio of 23% versus 185% for Diageo plc — giving it more financial flexibility in a downturn.
04Which is growing faster — DEO or WVVI?
By revenue growth (latest reported year), Diageo plc (DEO) is pulling ahead at -0.
1% versus -100. 0% for Willamette Valley Vineyards, Inc. (WVVI). On earnings-per-share growth, the picture is similar: Willamette Valley Vineyards, Inc. grew EPS -33. 3% year-over-year, compared to -38. 7% for Diageo plc. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — DEO or WVVI?
Diageo plc (DEO) is the more profitable company, earning 11.
6% net margin versus -3. 3% for Willamette Valley Vineyards, Inc. — meaning it keeps 11. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DEO leads at 21. 4% versus -2. 4% for WVVI. At the gross margin level — before operating expenses — WVVI leads at 60. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — DEO or WVVI?
All stocks in this comparison pay dividends.
Willamette Valley Vineyards, Inc. (WVVI) offers the highest yield at 100. 0%, versus 4. 9% for Diageo plc (DEO).
07Is DEO or WVVI better for a retirement portfolio?
For long-horizon retirement investors, Willamette Valley Vineyards, Inc.
(WVVI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 25), 100. 0% yield). Both have compounded well over 10 years (WVVI: -59. 3%, DEO: +10. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between DEO and WVVI?
Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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