Beverages - Alcoholic
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IPST vs MGPI vs KRUS vs SWKH vs WVVI
Revenue, margins, valuation, and 5-year total return — side by side.
Beverages - Wineries & Distilleries
Restaurants
Asset Management
Beverages - Wineries & Distilleries
IPST vs MGPI vs KRUS vs SWKH vs WVVI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Beverages - Alcoholic | Beverages - Wineries & Distilleries | Restaurants | Asset Management | Beverages - Wineries & Distilleries |
| Market Cap | $57M | $408M | $671M | $192M | $14M |
| Revenue (TTM) | $10M | $521M | $292M | $41M | $37M |
| Net Income (TTM) | $-138M | $-240M | $-4M | $23M | $-1M |
| Gross Margin | 50.8% | 36.4% | 11.0% | — | 60.5% |
| Operating Margin | -122.1% | -51.2% | -2.4% | 48.9% | -2.4% |
| Forward P/E | — | 12.1x | — | 7.6x | — |
| Total Debt | $5M | $267M | $170M | $32M | $15.52B |
| Cash & Equiv. | $245K | $18M | $47M | $43M | $411M |
IPST vs MGPI vs KRUS vs SWKH vs WVVI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Nov 24 | May 26 | Return |
|---|---|---|---|
| IP Strategy Holding… (IPST) | 100 | 0.4 | -99.6% |
| MGP Ingredients, In… (MGPI) | 100 | 41.2 | -58.8% |
| Kura Sushi USA, Inc. (KRUS) | 100 | 52.7 | -47.3% |
| SWK Holdings Corpor… (SWKH) | 100 | 134.9 | +34.9% |
| Willamette Valley V… (WVVI) | 100 | 86.0 | -14.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IPST vs MGPI vs KRUS vs SWKH vs WVVI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
IPST is the #2 pick in this set and the best alternative if growth is your priority.
- 20.4% revenue growth vs WVVI's -100.0%
Among these 5 stocks, MGPI doesn't own a clear edge in any measured category.
KRUS ranks third and is worth considering specifically for growth exposure and long-term compounding.
- Rev growth 18.9%, EPS growth 79.7%, 3Y rev CAGR 26.1%
- 187.1% 10Y total return vs SWKH's 164.3%
- -1.4% margin vs IPST's -13.6%
SWKH carries the broadest edge in this set and is the clearest fit for sleep-well-at-night and defensive.
- Lower volatility, beta 0.01, Low D/E 13.7%, current ratio 9.41x
- Beta 0.01, current ratio 9.41x
- Better valuation composite
- Beta 0.01 vs IPST's 2.40
WVVI is the clearest fit if your priority is income & stability.
- Dividend streak 4 yrs, beta -0.25, yield 100.0%
- 100.0% yield, 4-year raise streak, vs MGPI's 2.5%, (3 stocks pay no dividend)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 20.4% revenue growth vs WVVI's -100.0% | |
| Value | Better valuation composite | |
| Quality / Margins | -1.4% margin vs IPST's -13.6% | |
| Stability / Safety | Beta 0.01 vs IPST's 2.40 | |
| Dividends | 100.0% yield, 4-year raise streak, vs MGPI's 2.5%, (3 stocks pay no dividend) | |
| Momentum (1Y) | +15.4% vs IPST's -97.0% | |
| Efficiency (ROA) | 7.3% ROA vs IPST's -85.4%, ROIC 5.1% vs -15.4% |
IPST vs MGPI vs KRUS vs SWKH vs WVVI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Segment breakdown not available.
Segment breakdown not available.
IPST vs MGPI vs KRUS vs SWKH vs WVVI — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
SWKH leads in 3 of 6 categories
WVVI leads 1 • IPST leads 0 • MGPI leads 0 • KRUS leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
SWKH leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
MGPI is the larger business by revenue, generating $521M annually — 51.5x IPST's $10M. KRUS is the more profitable business, keeping -1.4% of every revenue dollar as net income compared to IPST's -13.6%. On growth, IPST holds the edge at +52.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $10M | $521M | $292M | $41M | $37M |
| EBITDAEarnings before interest/tax | -$11M | -$249M | $8M | $25M | $2M |
| Net IncomeAfter-tax profit | -$138M | -$240M | -$4M | $23M | -$1M |
| Free Cash FlowCash after capex | -$15M | $54M | -$28M | $23M | -$3M |
| Gross MarginGross profit ÷ Revenue | +50.8% | +36.4% | +11.0% | — | +60.5% |
| Operating MarginEBIT ÷ Revenue | -122.1% | -51.2% | -2.4% | +48.9% | -2.4% |
| Net MarginNet income ÷ Revenue | -13.6% | -46.0% | -1.4% | -6.1% | -3.3% |
| FCF MarginFCF ÷ Revenue | -152.4% | +10.4% | -9.5% | +65.8% | -8.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | +52.5% | -12.5% | +14.0% | — | -10.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +54.6% | -44.0% | -196.9% | +157.1% | -94.1% |
Valuation Metrics
Evenly matched — MGPI and SWKH each lead in 2 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, SWKH's 8.9x EV/EBITDA is more attractive than KRUS's 85.4x.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $57M | $408M | $671M | $192M | $14M |
| Enterprise ValueMkt cap + debt − cash | $61M | $656M | $793M | $182M | $15.1B |
| Trailing P/EPrice ÷ TTM EPS | -0.37x | -3.83x | -351.88x | -75.71x | -4.53x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 12.10x | — | 7.58x | — |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — | — |
| EV / EBITDAEnterprise value multiple | — | — | 85.45x | 8.94x | — |
| Price / SalesMarket cap ÷ Revenue | 5.61x | 0.76x | 2.37x | 4.64x | — |
| Price / BookPrice ÷ Book value/share | 0.52x | 0.57x | 2.90x | 0.82x | 0.00x |
| Price / FCFMarket cap ÷ FCF | — | 5.37x | — | 7.05x | — |
Profitability & Efficiency
SWKH leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
SWKH delivers a 8.4% return on equity — every $100 of shareholder capital generates $8 in annual profit, vs $-107 for IPST. IPST carries lower financial leverage with a 0.05x debt-to-equity ratio, signaling a more conservative balance sheet compared to KRUS's 0.74x. On the Piotroski fundamental quality scale (0–9), SWKH scores 5/9 vs WVVI's 1/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | -106.9% | -32.1% | -1.7% | +8.4% | -1.8% |
| ROA (TTM)Return on assets | -85.4% | -19.1% | -0.9% | +7.3% | -1.1% |
| ROICReturn on invested capital | -15.4% | -6.7% | -1.2% | +5.1% | -2.6% |
| ROCEReturn on capital employed | -21.7% | -8.1% | -1.4% | +6.8% | -3.1% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 4 | 4 | 5 | 1 |
| Debt / EquityFinancial leverage | 0.05x | 0.37x | 0.74x | 0.14x | 0.23x |
| Net DebtTotal debt minus cash | $4M | $248M | $123M | -$11M | $15.1B |
| Cash & Equiv.Liquid assets | $245,282 | $18M | $47M | $43M | $411M |
| Total DebtShort + long-term debt | $5M | $267M | $170M | $32M | $15.5B |
| Interest CoverageEBIT ÷ Interest expense | 143.02x | -40.23x | -50.08x | 7.40x | -0.69x |
Total Returns (Dividends Reinvested)
SWKH leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in SWKH five years ago would be worth $15,781 today (with dividends reinvested), compared to $43 for IPST. Over the past 12 months, SWKH leads with a +15.4% total return vs IPST's -97.0%. The 3-year compound annual growth rate (CAGR) favors SWKH at 13.8% vs IPST's -83.7% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -82.7% | -20.3% | +3.8% | -7.2% | -8.6% |
| 1-Year ReturnPast 12 months | -97.0% | -38.0% | -6.9% | +15.4% | -49.3% |
| 3-Year ReturnCumulative with dividends | -99.6% | -79.8% | -12.2% | +47.5% | -51.0% |
| 5-Year ReturnCumulative with dividends | -99.6% | -66.0% | +57.8% | +57.8% | -80.8% |
| 10-Year ReturnCumulative with dividends | -99.6% | -17.3% | +187.1% | +164.3% | -59.3% |
| CAGR (3Y)Annualised 3-year return | -83.7% | -41.3% | -4.2% | +13.8% | -21.2% |
Risk & Volatility
Evenly matched — SWKH 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 IPST's 2.40 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SWKH currently trades 88.8% from its 52-week high vs IPST's 1.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 2.40x | 0.63x | 1.36x | 0.01x | -0.25x |
| 52-Week HighHighest price in past year | $532.00 | $34.99 | $95.98 | $17.90 | $7.18 |
| 52-Week LowLowest price in past year | $1.41 | $16.45 | $42.62 | $13.32 | $2.49 |
| % of 52W HighCurrent price vs 52-week peak | +1.1% | +54.6% | +58.7% | +88.8% | +40.3% |
| RSI (14)Momentum oscillator 0–100 | 42.1 | 47.6 | 43.5 | 33.4 | 53.5 |
| Avg Volume (50D)Average daily shares traded | 224K | 279K | 308K | 17K | 3K |
Analyst Outlook
WVVI leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: MGPI as "Buy", KRUS as "Buy", SWKH as "Buy". Consensus price targets imply 51.9% upside for MGPI (target: $29) vs 30.4% for KRUS (target: $73). For income investors, WVVI offers the higher dividend yield at 100.00% vs MGPI's 2.53%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy | Buy | Buy | — |
| Price TargetConsensus 12-month target | — | $29.00 | $73.40 | — | — |
| # AnalystsCovering analysts | — | 14 | 13 | 1 | — |
| Dividend YieldAnnual dividend ÷ price | — | +2.5% | — | — | +100.0% |
| Dividend StreakConsecutive years of raises | — | 2 | — | — | 4 |
| Dividend / ShareAnnual DPS | — | $0.48 | — | — | $194.20 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.0% | +0.3% | 0.0% | 0.0% | 0.0% |
SWKH leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WVVI leads in 1 (Analyst Outlook). 2 tied.
IPST vs MGPI vs KRUS vs SWKH vs WVVI: Key Questions Answered
9 questions · data-driven answers · updated daily
01Is IPST or MGPI or KRUS or SWKH or WVVI a better buy right now?
For growth investors, IP Strategy Holdings, Inc.
(IPST) is the stronger pick with 20. 4% revenue growth year-over-year, versus -100. 0% for Willamette Valley Vineyards, Inc. (WVVI). Analysts rate MGP Ingredients, Inc. (MGPI) a "Buy" — based on 14 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 — IPST or MGPI or KRUS or SWKH or WVVI?
Over the past 5 years, SWK Holdings Corporation (SWKH) delivered a total return of +57.
8%, compared to -99. 6% for IP Strategy Holdings, Inc. (IPST). Over 10 years, the gap is even starker: KRUS returned +187. 1% versus IPST's -99. 6%. 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 — IPST or MGPI or KRUS or SWKH or WVVI?
By beta (market sensitivity over 5 years), Willamette Valley Vineyards, Inc.
(WVVI) is the lower-risk stock at -0. 25β versus IP Strategy Holdings, Inc. 's 2. 40β — meaning IPST is approximately -1054% more volatile than WVVI relative to the S&P 500. On balance sheet safety, IP Strategy Holdings, Inc. (IPST) carries a lower debt/equity ratio of 5% versus 74% for Kura Sushi USA, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — IPST or MGPI or KRUS or SWKH or WVVI?
By revenue growth (latest reported year), IP Strategy Holdings, Inc.
(IPST) is pulling ahead at 20. 4% versus -100. 0% for Willamette Valley Vineyards, Inc. (WVVI). On earnings-per-share growth, the picture is similar: Kura Sushi USA, Inc. grew EPS 79. 7% year-over-year, compared to -419. 9% for MGP Ingredients, Inc.. Over a 3-year CAGR, KRUS leads at 26. 1% annualised revenue growth. 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 — IPST or MGPI or KRUS or SWKH or WVVI?
Kura Sushi USA, Inc.
(KRUS) is the more profitable company, earning -0. 7% net margin versus -1360. 9% for IP Strategy Holdings, Inc. — meaning it keeps -0. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: SWKH leads at 48. 9% versus -122. 1% for IPST. 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.
06Is IPST or MGPI or KRUS or SWKH or WVVI more undervalued right now?
On forward earnings alone, SWK Holdings Corporation (SWKH) trades at 7.
6x forward P/E versus 12. 1x for MGP Ingredients, Inc. — 4. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MGPI: 51. 9% to $29. 00.
07Which pays a better dividend — IPST or MGPI or KRUS or SWKH or WVVI?
In this comparison, WVVI (100.
0% yield), MGPI (2. 5% yield) pay a dividend. IPST, KRUS, SWKH do not pay a meaningful dividend and should not be held primarily for income.
08Is IPST or MGPI or KRUS or SWKH 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). IP Strategy Holdings, Inc. (IPST) carries a higher beta of 2. 40 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (WVVI: -59. 3%, IPST: -99. 6%), 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.
09What are the main differences between IPST and MGPI and KRUS and SWKH and WVVI?
These companies operate in different sectors (IPST (Consumer Defensive) and MGPI (Consumer Defensive) and KRUS (Consumer Cyclical) and SWKH (Financial Services) and WVVI (Consumer Defensive)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: IPST is a small-cap high-growth stock; MGPI is a small-cap quality compounder stock; KRUS is a small-cap high-growth stock; SWKH is a small-cap quality compounder stock; WVVI is a small-cap income-oriented stock. MGPI, WVVI pay a dividend while IPST, KRUS, SWKH do not, making them suitable for different income and tax situations. 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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