Beverages - Wineries & Distilleries
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2 / 10Stock Comparison
WVVI vs MNST
Revenue, margins, valuation, and 5-year total return — side by side.
Beverages - Non-Alcoholic
WVVI vs MNST — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Beverages - Wineries & Distilleries | Beverages - Non-Alcoholic |
| Market Cap | $14M | $75.51B |
| Revenue (TTM) | $37M | $8.29B |
| Net Income (TTM) | $-1M | $1.91B |
| Gross Margin | 60.5% | 55.8% |
| Operating Margin | -2.4% | 29.2% |
| Forward P/E | — | 34.3x |
| Total Debt | $15.52B | $0.00 |
| Cash & Equiv. | $411M | $2.09B |
WVVI vs MNST — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Willamette Valley V… (WVVI) | 100 | 46.5 | -53.5% |
| Monster Beverage Co… (MNST) | 100 | 214.7 | +114.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WVVI vs MNST
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WVVI is the clearest fit if your priority is dividends.
- 100.0% yield; 4-year raise streak; the other pay no meaningful dividend
MNST carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 10.7%, EPS growth 30.2%, 3Y rev CAGR 9.5%
- 212.7% 10Y total return vs WVVI's -60.8%
- Lower volatility, beta 0.26, current ratio 3.70x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 10.7% revenue growth vs WVVI's -100.0% | |
| Quality / Margins | 23.0% margin vs WVVI's -3.3% | |
| Dividends | 100.0% yield; 4-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +28.6% vs WVVI's -53.3% | |
| Efficiency (ROA) | 19.1% ROA vs WVVI's -1.1%, ROIC 33.1% vs -2.6% |
WVVI vs MNST — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
WVVI vs MNST — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
MNST leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
MNST is the larger business by revenue, generating $8.3B annually — 222.0x WVVI's $37M. MNST is the more profitable business, keeping 23.0% of every revenue dollar as net income compared to WVVI's -3.3%. On growth, MNST holds the edge at +17.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $37M | $8.3B |
| EBITDAEarnings before interest/tax | $2M | $2.5B |
| Net IncomeAfter-tax profit | -$1M | $1.9B |
| Free Cash FlowCash after capex | -$3M | $0 |
| Gross MarginGross profit ÷ Revenue | +60.5% | +55.8% |
| Operating MarginEBIT ÷ Revenue | -2.4% | +29.2% |
| Net MarginNet income ÷ Revenue | -3.3% | +23.0% |
| FCF MarginFCF ÷ Revenue | -8.5% | — |
| Rev. Growth (YoY)Latest quarter vs prior year | -10.9% | +17.6% |
| EPS Growth (YoY)Latest quarter vs prior year | -94.1% | +64.3% |
Valuation Metrics
WVVI leads this category, winning 2 of 2 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $14M | $75.5B |
| Enterprise ValueMkt cap + debt − cash | $15.1B | $73.4B |
| Trailing P/EPrice ÷ TTM EPS | -4.39x | 39.79x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 34.26x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.97x |
| EV / EBITDAEnterprise value multiple | — | 30.35x |
| Price / SalesMarket cap ÷ Revenue | — | 9.10x |
| Price / BookPrice ÷ Book value/share | 0.00x | 9.15x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
MNST leads this category, winning 8 of 8 comparable metrics.
Profitability & Efficiency
MNST delivers a 23.1% return on equity — every $100 of shareholder capital generates $23 in annual profit, vs $-2 for WVVI. On the Piotroski fundamental quality scale (0–9), MNST scores 5/9 vs WVVI's 1/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -1.8% | +23.1% |
| ROA (TTM)Return on assets | -1.1% | +19.1% |
| ROICReturn on invested capital | -2.6% | +33.1% |
| ROCEReturn on capital employed | -3.1% | +31.9% |
| Piotroski ScoreFundamental quality 0–9 | 1 | 5 |
| Debt / EquityFinancial leverage | 0.23x | — |
| Net DebtTotal debt minus cash | $15.1B | -$2.1B |
| Cash & Equiv.Liquid assets | $411M | $2.1B |
| Total DebtShort + long-term debt | $15.5B | $0 |
| Interest CoverageEBIT ÷ Interest expense | -0.69x | 299.84x |
Total Returns (Dividends Reinvested)
MNST leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MNST five years ago would be worth $16,249 today (with dividends reinvested), compared to $1,807 for WVVI. Over the past 12 months, MNST leads with a +28.6% total return vs WVVI's -53.3%. The 3-year compound annual growth rate (CAGR) favors MNST at 9.4% vs WVVI's -21.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -11.4% | +1.4% |
| 1-Year ReturnPast 12 months | -53.3% | +28.6% |
| 3-Year ReturnCumulative with dividends | -52.5% | +30.8% |
| 5-Year ReturnCumulative with dividends | -81.9% | +62.5% |
| 10-Year ReturnCumulative with dividends | -60.8% | +212.7% |
| CAGR (3Y)Annualised 3-year return | -21.9% | +9.4% |
Risk & Volatility
Evenly matched — WVVI and MNST 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 MNST's 0.26 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MNST currently trades 88.3% from its 52-week high vs WVVI's 39.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.25x | 0.26x |
| 52-Week HighHighest price in past year | $7.18 | $87.38 |
| 52-Week LowLowest price in past year | $2.49 | $58.09 |
| % of 52W HighCurrent price vs 52-week peak | +39.1% | +88.3% |
| RSI (14)Momentum oscillator 0–100 | 59.7 | 48.6 |
| Avg Volume (50D)Average daily shares traded | 3K | 5.2M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
WVVI is the only dividend payer here at 100.00% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $85.38 |
| # AnalystsCovering analysts | — | 43 |
| Dividend YieldAnnual dividend ÷ price | +100.0% | — |
| Dividend StreakConsecutive years of raises | 4 | — |
| Dividend / ShareAnnual DPS | $194.20 | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
MNST leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WVVI leads in 1 (Valuation Metrics). 1 tied.
WVVI vs MNST: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is WVVI or MNST a better buy right now?
For growth investors, Monster Beverage Corporation (MNST) is the stronger pick with 10.
7% revenue growth year-over-year, versus -100. 0% for Willamette Valley Vineyards, Inc. (WVVI). Monster Beverage Corporation (MNST) offers the better valuation at 39. 8x trailing P/E (34. 3x forward), making it the more compelling value choice. Analysts rate Monster Beverage Corporation (MNST) a "Buy" — based on 43 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 — WVVI or MNST?
Over the past 5 years, Monster Beverage Corporation (MNST) delivered a total return of +62.
5%, compared to -81. 9% for Willamette Valley Vineyards, Inc. (WVVI). Over 10 years, the gap is even starker: MNST returned +212. 7% versus WVVI's -60. 8%. 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 — WVVI or MNST?
By beta (market sensitivity over 5 years), Willamette Valley Vineyards, Inc.
(WVVI) is the lower-risk stock at -0. 25β versus Monster Beverage Corporation's 0. 26β — meaning MNST is approximately -203% more volatile than WVVI relative to the S&P 500.
04Which is growing faster — WVVI or MNST?
By revenue growth (latest reported year), Monster Beverage Corporation (MNST) is pulling ahead at 10.
7% versus -100. 0% for Willamette Valley Vineyards, Inc. (WVVI). On earnings-per-share growth, the picture is similar: Monster Beverage Corporation grew EPS 30. 2% year-over-year, compared to -33. 3% for Willamette Valley Vineyards, Inc.. 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 — WVVI or MNST?
Monster Beverage Corporation (MNST) is the more profitable company, earning 23.
0% net margin versus -3. 3% for Willamette Valley Vineyards, Inc. — meaning it keeps 23. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MNST leads at 29. 2% 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 — WVVI or MNST?
In this comparison, WVVI (100.
0% yield) pays a dividend. MNST does not pay a meaningful dividend and should not be held primarily for income.
07Is WVVI or MNST 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: -60. 8%, MNST: +212. 7%), 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 WVVI and MNST?
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.
In terms of investment character: WVVI is a small-cap income-oriented stock; MNST is a mid-cap quality compounder stock. WVVI pays a dividend while MNST does 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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