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WVVI vs STZ

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
WVVI
Willamette Valley Vineyards, Inc.

Beverages - Wineries & Distilleries

Consumer DefensiveNASDAQ • US
Market Cap$14M
5Y Perf.-53.5%
STZ
Constellation Brands, Inc.

Beverages - Wineries & Distilleries

Consumer DefensiveNYSE • US
Market Cap$26.40B
5Y Perf.-11.8%

WVVI vs STZ — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
WVVI logoWVVI
STZ logoSTZ
IndustryBeverages - Wineries & DistilleriesBeverages - Wineries & Distilleries
Market Cap$14M$26.40B
Revenue (TTM)$37M$9.38B
Net Income (TTM)$-1M$1.11B
Gross Margin60.5%52.0%
Operating Margin-2.4%34.5%
Forward P/E12.9x
Total Debt$15.52B$12.11B
Cash & Equiv.$411M$68M

WVVI vs STZLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

WVVI
STZ
StockMay 20May 26Return
Willamette Valley V… (WVVI)10046.5-53.5%
Constellation Brand… (STZ)10088.2-11.8%

Price return only. Dividends and distributions are not included.

Quick Verdict: WVVI vs STZ

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: STZ leads in 4 of 6 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Willamette Valley Vineyards, Inc. is the stronger pick specifically for capital preservation and lower volatility and dividend income and shareholder returns. As sector peers, any of these can serve as alternatives in the same allocation.
WVVI
Willamette Valley Vineyards, Inc.
The Income Pick

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
Best for: income & stability and sleep-well-at-night
STZ
Constellation Brands, Inc.
The Growth Play

STZ carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.

  • Rev growth 2.5%, EPS growth -104.8%, 3Y rev CAGR 5.0%
  • 15.2% 10Y total return vs WVVI's -60.8%
  • 2.5% revenue growth vs WVVI's -100.0%
Best for: growth exposure and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthSTZ logoSTZ2.5% revenue growth vs WVVI's -100.0%
Quality / MarginsSTZ logoSTZ11.8% margin vs WVVI's -3.3%
Stability / SafetyWVVI logoWVVILower D/E ratio (23.4% vs 169.8%)
DividendsWVVI logoWVVI100.0% yield, 4-year raise streak, vs STZ's 2.6%
Momentum (1Y)STZ logoSTZ-16.4% vs WVVI's -53.3%
Efficiency (ROA)STZ logoSTZ5.1% ROA vs WVVI's -1.1%, ROIC 13.0% vs -2.6%

WVVI vs STZ — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

WVVIWillamette Valley Vineyards, Inc.

Segment breakdown not available.

STZConstellation Brands, Inc.
FY 2025
Beer
83.7%$8.5B
ConstellationWinesAndSpirits
16.3%$1.7B

WVVI vs STZ — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLSTZLAGGINGWVVI

Income & Cash Flow (Last 12 Months)

STZ leads this category, winning 5 of 6 comparable metrics.

STZ is the larger business by revenue, generating $9.4B annually — 251.1x WVVI's $37M. STZ is the more profitable business, keeping 11.8% of every revenue dollar as net income compared to WVVI's -3.3%.

MetricWVVI logoWVVIWillamette Valley…STZ logoSTZConstellation Bra…
RevenueTrailing 12 months$37M$9.4B
EBITDAEarnings before interest/tax$2M$3.7B
Net IncomeAfter-tax profit-$1M$1.1B
Free Cash FlowCash after capex-$3M$1.8B
Gross MarginGross profit ÷ Revenue+60.5%+52.0%
Operating MarginEBIT ÷ Revenue-2.4%+34.5%
Net MarginNet income ÷ Revenue-3.3%+11.8%
FCF MarginFCF ÷ Revenue-8.5%+18.8%
Rev. Growth (YoY)Latest quarter vs prior year-10.9%-9.8%
EPS Growth (YoY)Latest quarter vs prior year-94.1%-15.0%
STZ leads this category, winning 5 of 6 comparable metrics.

Valuation Metrics

Evenly matched — WVVI and STZ each lead in 1 of 2 comparable metrics.
MetricWVVI logoWVVIWillamette Valley…STZ logoSTZConstellation Bra…
Market CapShares × price$14M$26.4B
Enterprise ValueMkt cap + debt − cash$15.1B$38.5B
Trailing P/EPrice ÷ TTM EPS-4.39x-338.42x
Forward P/EPrice ÷ next-FY EPS est.12.87x
PEG RatioP/E ÷ EPS growth rate
EV / EBITDAEnterprise value multiple9.46x
Price / SalesMarket cap ÷ Revenue2.59x
Price / BookPrice ÷ Book value/share0.00x3.87x
Price / FCFMarket cap ÷ FCF13.62x
Evenly matched — WVVI and STZ each lead in 1 of 2 comparable metrics.

Profitability & Efficiency

STZ leads this category, winning 8 of 9 comparable metrics.

STZ delivers a 13.9% return on equity — every $100 of shareholder capital generates $14 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 STZ's 1.70x. On the Piotroski fundamental quality scale (0–9), STZ scores 5/9 vs WVVI's 1/9, reflecting solid financial health.

MetricWVVI logoWVVIWillamette Valley…STZ logoSTZConstellation Bra…
ROE (TTM)Return on equity-1.8%+13.9%
ROA (TTM)Return on assets-1.1%+5.1%
ROICReturn on invested capital-2.6%+13.0%
ROCEReturn on capital employed-3.1%+18.0%
Piotroski ScoreFundamental quality 0–915
Debt / EquityFinancial leverage0.23x1.70x
Net DebtTotal debt minus cash$15.1B$12.0B
Cash & Equiv.Liquid assets$411M$68M
Total DebtShort + long-term debt$15.5B$12.1B
Interest CoverageEBIT ÷ Interest expense-0.69x5.47x
STZ leads this category, winning 8 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

STZ leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in STZ five years ago would be worth $7,056 today (with dividends reinvested), compared to $1,807 for WVVI. Over the past 12 months, STZ leads with a -16.4% total return vs WVVI's -53.3%. The 3-year compound annual growth rate (CAGR) favors STZ at -10.4% vs WVVI's -21.9% — a key indicator of consistent wealth creation.

MetricWVVI logoWVVIWillamette Valley…STZ logoSTZConstellation Bra…
YTD ReturnYear-to-date-11.4%+9.3%
1-Year ReturnPast 12 months-53.3%-16.4%
3-Year ReturnCumulative with dividends-52.5%-28.1%
5-Year ReturnCumulative with dividends-81.9%-29.4%
10-Year ReturnCumulative with dividends-60.8%+15.2%
CAGR (3Y)Annualised 3-year return-21.9%-10.4%
STZ leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — WVVI and STZ each lead in 1 of 2 comparable metrics.

WVVI is the less volatile stock with a -0.25 beta — it tends to amplify market swings less than STZ's 0.26 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. STZ currently trades 77.3% from its 52-week high vs WVVI's 39.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricWVVI logoWVVIWillamette Valley…STZ logoSTZConstellation Bra…
Beta (5Y)Sensitivity to S&P 500-0.25x0.26x
52-Week HighHighest price in past year$7.18$196.91
52-Week LowLowest price in past year$2.49$126.45
% of 52W HighCurrent price vs 52-week peak+39.1%+77.3%
RSI (14)Momentum oscillator 0–10059.741.9
Avg Volume (50D)Average daily shares traded3K1.9M
Evenly matched — WVVI and STZ each lead in 1 of 2 comparable metrics.

Analyst Outlook

WVVI leads this category, winning 1 of 1 comparable metric.

For income investors, WVVI offers the higher dividend yield at 100.00% vs STZ's 2.65%.

MetricWVVI logoWVVIWillamette Valley…STZ logoSTZConstellation Bra…
Analyst RatingConsensus buy/hold/sellBuy
Price TargetConsensus 12-month target$175.70
# AnalystsCovering analysts46
Dividend YieldAnnual dividend ÷ price+100.0%+2.6%
Dividend StreakConsecutive years of raises44
Dividend / ShareAnnual DPS$194.20$4.03
Buyback YieldShare repurchases ÷ mkt cap0.0%+4.3%
WVVI leads this category, winning 1 of 1 comparable metric.
Key Takeaway

STZ leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WVVI leads in 1 (Analyst Outlook). 2 tied.

Best OverallConstellation Brands, Inc. (STZ)Leads 3 of 6 categories
Loading custom metrics...

WVVI vs STZ: Frequently Asked Questions

8 questions · data-driven answers · updated daily

01

Is WVVI or STZ a better buy right now?

For growth investors, Constellation Brands, Inc.

(STZ) is the stronger pick with 2. 5% revenue growth year-over-year, versus -100. 0% for Willamette Valley Vineyards, Inc. (WVVI). Analysts rate Constellation Brands, Inc. (STZ) a "Buy" — based on 46 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.

02

Which is the better long-term investment — WVVI or STZ?

Over the past 5 years, Constellation Brands, Inc.

(STZ) delivered a total return of -29. 4%, compared to -81. 9% for Willamette Valley Vineyards, Inc. (WVVI). Over 10 years, the gap is even starker: STZ returned +15. 2% 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.

03

Which is safer — WVVI or STZ?

By beta (market sensitivity over 5 years), Willamette Valley Vineyards, Inc.

(WVVI) is the lower-risk stock at -0. 25β versus Constellation Brands, Inc. 's 0. 26β — meaning STZ is approximately -204% 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 170% for Constellation Brands, Inc. — giving it more financial flexibility in a downturn.

04

Which is growing faster — WVVI or STZ?

By revenue growth (latest reported year), Constellation Brands, Inc.

(STZ) is pulling ahead at 2. 5% 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 -104. 8% for Constellation Brands, 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.

05

Which has better profit margins — WVVI or STZ?

Constellation Brands, Inc.

(STZ) is the more profitable company, earning -0. 8% net margin versus -3. 3% for Willamette Valley Vineyards, Inc. — meaning it keeps -0. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: STZ leads at 35. 5% 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.

06

Which pays a better dividend — WVVI or STZ?

All stocks in this comparison pay dividends.

Willamette Valley Vineyards, Inc. (WVVI) offers the highest yield at 100. 0%, versus 2. 6% for Constellation Brands, Inc. (STZ).

07

Is WVVI or STZ 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%, STZ: +15. 2%), 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.

08

What are the main differences between WVVI and STZ?

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; STZ is a mid-cap quality compounder stock. 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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WVVI

Income & Dividend Stock

  • Sector: Consumer Defensive
  • Market Cap > $100B
  • Gross Margin > 36%
  • Dividend Yield > 40.0%
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STZ

Income & Dividend Stock

  • Sector: Consumer Defensive
  • Market Cap > $100B
  • Net Margin > 7%
  • Dividend Yield > 1.0%
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Revenue Growth>
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(WVVI: -10.9% · STZ: -9.8%)

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