The framework has shifted from distribution to markdown since the last review. Price is trending lower. Sellers are in control and the prior trend has reversed. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 55%. Our forward projection puts the odds of a 10% gain over the next month near 22%.
Willamette Valley Vineyard Inc
WVVI · NASDAQ · USD · Market cap $14M · 158 employees
Willamette Valley Vineyards, Inc.
FAIL · Does not pass the screenAt the last full screen
2026-06-14
Screened 2026-06-14 · the tape above runs as of 22:12 UTC · 11 Sep · two dates, stated on purpose · verdict and workings shown in full · never trimmed
This name holds its markdown label.
Willamette Valley Vineyard Inc holds its Markdown at $2.72. Consolidating, no directional conviction, held for 52 days.
| Phase | Markdown · caution |
| Quantitative state | Consolidating, no directional conviction, held for 52 days |
| Price at the screen | $2.72 |
| Valuation | N/A trailing · N/A forward price to earnings |
| Values screen | FAIL · score 30.0 |
Five Screens, Shown in Full
Does not pass. Excluded industry: Beverages - Wineries & Distilleries
| Test | Figure | Limit | What it means | Status |
|---|---|---|---|---|
| Business activity | Excluded | Core business clean | Excluded industry: Beverages - Wineries & Distilleries | Fail |
| Debt load | Excluded | Below 33% | Interest-bearing debt is of its assets, above the one-third ceiling the screen allows. | Fail |
| Interest-bearing cash | Excluded | Below 33% | Interest-bearing cash and securities are of assets, above the one-third limit. | Fail |
| Receivables | Excluded | Below 49% | Money owed to the company is of assets, above the 49% limit. | Fail |
| Revenue purity | Excluded | Below 5% | of revenue comes from non-compliant sources, over the 5% line. | Fail |
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
The Business, in Plain Words| EPS, trailing | -0.62 |
| Revenue growth | +9.5%steady growth |
| Profit margin | -2.0%currently unprofitable |
| Return on equity | -1.1%not currently earning a positive return on equity |
| Debt to equity | 0.44minimal debt: a conservative balance sheet |
| 52-week range | 2.49 - 7.18 |
| Moat | NONE |
| Market cap | $14M |
| Employees | 158 |
The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to TradeWVVI trades on NASDAQ. As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
Every Entry, As Written
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns. Our composite framework grades it D, carrying a low risk profile. Technically it is sitting below its long-term trend line with momentum reading bearish. Over the past year the shares are down 55%. Our forward projection puts the odds of a 10% gain over the next month near 22%.
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns.
The framework reads distribution. Smart money appears to be selling into strength. Institutional holders may be rotating out. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows negative risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
| Period | Price then | Price return | Divs per share | $1,000 became | Total return |
|---|---|---|---|---|---|
| 1 month | $2.78 | -3.6% | · | $964 | -3.6% |
| 2 months | $2.50 | +7.2% | · | $1,072 | +7.2% |
| 3 months | $2.61 | +2.7% | · | $1,027 | +2.7% |
| 6 months | $2.99 | -10.4% | · | $896 | -10.4% |
| 1 year | $5.93 | -54.8% | · | $452 | -54.8% |
| 2 years | $4.02 | -33.3% | · | $667 | -33.3% |
| 3 years | $5.83 | -54.0% | · | $460 | -54.0% |
| 5 years | $13.80 | -80.6% | · | $194 | -80.6% |
Historical returns from market close data. Past performance does not guarantee future results.
This entry now belongs to the ledger. Whatever WVVI does next, these words stay.
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