Willamette Valley Vineyards WVVI
NASDAQ WVVI
$1.98 +0.20 (+11.24%)
At close: Oct 2, 2026 · 4:00 PM EDT

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

Updated

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.

Analysis

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 Set

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

Historic Data

Download Data
DateValue
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
API Access

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