Willamette Valley Vineyards (WVVI) Invested Capital (2010 - 2026)

Willamette Valley Vineyards (WVVI) recorded quarterly Invested Capital of $68.8 million in Q1 2026, down 14.21% quarter-over-quarter from $80.2 million in Q4 2025, and down 0.95% on a YoY basis from $69.5 million in Q1 2025.

Willamette Valley Vineyards (WVVI) Invested Capital (2010 - 2026) Analysis & Trends

Willamette Valley Vineyards' Invested Capital history runs 17 years deep, the most recent figure standing at $68.8 million for Q1 2026.

  • In Q1 2026, Invested Capital fell 0.95% year-over-year to $68.8 million; the TTM figure through Mar 2026 stood at $68.8 million (down 0.95% YoY), while the FY2025 annual figure was $80.2 million, down 2.36% from the prior year.
  • Invested Capital was $68.8 million for Q1 2026 at Willamette Valley Vineyards, down from $80.2 million in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $82.1 million in Q4 2024 to a low of $68.6 million in Q3 2025.
  • Historically, Invested Capital has averaged $72.7 million across 5 years, with a median of $70.8 million in 2023.
  • The sharpest annual moves came in 2022 and 2023: Invested Capital advanced 22.49% in 2022, then dropped 6.03% in 2023.
  • A 5-year view of Invested Capital shows it stood at $76.8 million in 2022, then increased by 1.03% to $77.6 million in 2023, then gained by 5.86% to $82.1 million in 2024, then dropped by 2.36% to $80.2 million in 2025, then declined by 14.21% to $68.8 million in 2026.
  • The last three Invested Capital figures came in at $68.8 million (Q1 2026), $80.2 million (Q4 2025), and $68.6 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Diageo 179,394,718.17 Bn 179,394,718.17 Bn - -778.00 Mn
2 Sndl 2.36 Bn 2.20 Bn 38.51 Mn 206.57 Mn
3 Mgp Ingredients 351.86 Mn 339.85 Mn 33.58 Mn 690.44 Mn
4 Agencia Comercial Spirits 246.49 Mn 230.66 Mn - 22.34 Mn
5 LQR House 18.69 Mn 14.23 Mn -22,236.00 28.42 Mn
6 Willamette Valley Vineyards 13.89 Mn 13.49 Mn 5.03 Mn 68.81 Mn
7 Epsium Enterprise 5.34 Mn 3.32 Mn - 11.48 Mn
8 Splash Beverage 854,741.06 473,546.06 1,848.00 -16.01 Mn
9 Diageo - - - -778.00 Mn
10 Splash Beverage - - 1,848.00 -16.01 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 68.81 Mn
Dec 31, 2025 80.21 Mn
Sep 30, 2025 68.59 Mn
Jun 30, 2025 69.58 Mn
Mar 31, 2025 69.47 Mn
Dec 31, 2024 82.15 Mn
Sep 30, 2024 71.54 Mn
Jun 30, 2024 71.81 Mn
Mar 31, 2024 71.61 Mn
Dec 31, 2023 77.60 Mn
Sep 30, 2023 70.47 Mn
Jun 30, 2023 70.79 Mn
Mar 31, 2023 70.67 Mn
Dec 31, 2022 76.81 Mn
Sep 30, 2022 69.56 Mn
Jun 30, 2022 75.33 Mn
Mar 31, 2022 70.25 Mn
Dec 31, 2021 69.89 Mn
Sep 30, 2021 61.98 Mn
Jun 30, 2021 61.49 Mn