Willamette Valley Vineyards (WVVI) Invested Capital (2010 - 2026)
Willamette Valley Vineyards (WVVI) recorded Invested Capital of $83.42 million in Q1 2026, down 3.1% from $86.12 million a year earlier but up 1.6% from the prior quarter.
Willamette Valley Vineyards (WVVI) Invested Capital (2010 - 2026) Analysis & Trends
For FY2025, Willamette Valley Vineyards reported Invested Capital of $82.1 million, down 2.4% from FY2024.
- Annual Invested Capital has a five-year compound annual growth rate of 4.4% (FY2020 to FY2025).
- Across earlier years, Invested Capital came in at $84.09 million in FY2024 (+6.2%), $79.22 million in FY2023 (+0.9%), $78.51 million in FY2022 (+9.6%) and $71.66 million in FY2021 (+8.5%).
- Quarterly Invested Capital has ranged from $68 million in Q2 2021 to $86.12 million in Q1 2025 over the past five years.
- On a year-over-year basis, Invested Capital rose in six of the last eight quarters, with growth averaging 2.6%.
- Peak year-over-year performance for Invested Capital in the last five years was growth of 17.4% in Q2 2021, against a decline of 3.1% in Q1 2026 at the low end.
- Per Business Quant, the preceding three quarters came in at $82.1 million (Q4 2025), $83.77 million (Q3 2025) and $85.95 million (Q2 2025).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Coca Cola | 370.54 Bn | 359.17 Bn | 8.42 Bn | 81.81 Bn |
| 2 | Diageo | 205.37 Bn | 197.77 Bn | - | -6.45 Bn |
| 3 | Coca Cola Femsa Sab De Cv | 177.39 Bn | 177.39 Bn | 2.06 Bn | - |
| 4 | Pepsico | 171.43 Bn | 131.87 Bn | 13.11 Bn | 75.48 Bn |
| 5 | Anheuser-Busch InBev | 131.23 Bn | 99.97 Bn | 9.58 Bn | 71.96 Bn |
| 6 | Monster Beverage | 82.55 Bn | 70.80 Bn | 1.42 Bn | - |
| 7 | Ambev | 45.71 Bn | 31.73 Bn | 2.06 Bn | 17.79 Bn |
| 8 | Coca-Cola Europacific Partners | 45.26 Bn | 38.51 Bn | - | 22.66 Bn |
| 9 | Keurig Dr Pepper | 41.76 Bn | 42.00 Bn | 3.07 Bn | 59.21 Bn |
| 10 | Willamette Valley Vineyards | 8.86 Mn | 8.86 Mn | - | - |
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 83.42 Mn |
| Dec 31, 2025 | 82.10 Mn |
| Sep 30, 2025 | 83.77 Mn |
| Jun 30, 2025 | 85.95 Mn |
| Mar 31, 2025 | 86.12 Mn |
| Dec 31, 2024 | 84.09 Mn |
| Sep 30, 2024 | 82.62 Mn |
| Jun 30, 2024 | 83.06 Mn |
| Mar 31, 2024 | 82.02 Mn |
| Dec 31, 2023 | 79.22 Mn |
| Sep 30, 2023 | 78.68 Mn |
| Jun 30, 2023 | 79.16 Mn |
| Mar 31, 2023 | 79.18 Mn |
| Dec 31, 2022 | 78.51 Mn |
| Sep 30, 2022 | 75.36 Mn |
| Jun 30, 2022 | 76.45 Mn |
| Mar 31, 2022 | 76.33 Mn |
| Dec 31, 2021 | 71.66 Mn |
| Sep 30, 2021 | 68.35 Mn |
| Jun 30, 2021 | 68.00 Mn |
Willamette Valley Vineyards Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=WVVI&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "WVVI", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=WVVI&period=max&api_key=YOUR_API_KEY");
const data = await res.json();