Beverages - Wineries & Distilleries
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WVVI vs STZ
Revenue, margins, valuation, and 5-year total return — side by side.
Beverages - Wineries & Distilleries
WVVI vs STZ — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Beverages - Wineries & Distilleries | Beverages - Wineries & Distilleries |
| Market Cap | $14M | $26.40B |
| Revenue (TTM) | $37M | $9.38B |
| Net Income (TTM) | $-1M | $1.11B |
| Gross Margin | 60.5% | 52.0% |
| Operating Margin | -2.4% | 34.5% |
| Forward P/E | — | 12.9x |
| Total Debt | $15.52B | $12.11B |
| Cash & Equiv. | $411M | $68M |
WVVI vs STZ — 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% |
| Constellation Brand… (STZ) | 100 | 88.2 | -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.
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
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%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 2.5% revenue growth vs WVVI's -100.0% | |
| Quality / Margins | 11.8% margin vs WVVI's -3.3% | |
| Stability / Safety | Lower D/E ratio (23.4% vs 169.8%) | |
| Dividends | 100.0% yield, 4-year raise streak, vs STZ's 2.6% | |
| Momentum (1Y) | -16.4% vs WVVI's -53.3% | |
| Efficiency (ROA) | 5.1% 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
Segment breakdown not available.
WVVI vs STZ — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
STZ leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
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%.
| Metric | ||
|---|---|---|
| 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% |
Valuation Metrics
Evenly matched — WVVI and STZ each lead in 1 of 2 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| 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 multiple | — | 9.46x |
| Price / SalesMarket cap ÷ Revenue | — | 2.59x |
| Price / BookPrice ÷ Book value/share | 0.00x | 3.87x |
| Price / FCFMarket cap ÷ FCF | — | 13.62x |
Profitability & Efficiency
STZ leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
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.
| Metric | ||
|---|---|---|
| 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 0–9 | 1 | 5 |
| Debt / EquityFinancial leverage | 0.23x | 1.70x |
| 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 | -0.69x | 5.47x |
Total Returns (Dividends Reinvested)
STZ leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
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.
| Metric | ||
|---|---|---|
| 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% |
Risk & Volatility
Evenly matched — WVVI and STZ 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 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.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | -0.25x | 0.26x |
| 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 0–100 | 59.7 | 41.9 |
| Avg Volume (50D)Average daily shares traded | 3K | 1.9M |
Analyst Outlook
WVVI leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
For income investors, WVVI offers the higher dividend yield at 100.00% vs STZ's 2.65%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $175.70 |
| # AnalystsCovering analysts | — | 46 |
| Dividend YieldAnnual dividend ÷ price | +100.0% | +2.6% |
| Dividend StreakConsecutive years of raises | 4 | 4 |
| Dividend / ShareAnnual DPS | $194.20 | $4.03 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +4.3% |
STZ leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). WVVI leads in 1 (Analyst Outlook). 2 tied.
WVVI vs STZ: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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).
07Is 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.
08What 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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