Willamette Valley Vineyards (WVVI) Invested Capital (2009 - 2026)
Willamette Valley Vineyards (WVVI) recorded Invested Capital of $80.53 million in Q3 2026, down 3.9% from $83.77 million a year earlier and down 1.5% from the prior quarter.
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Analysis
Willamette Valley Vineyards (WVVI) Invested Capital (2009 - 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%).
- The Q3 2026 figure is the lowest quarterly Invested Capital since Q4 2023.
- On a year-over-year basis, Invested Capital has declined for four consecutive quarters, with growth averaging 0.2% over the last eight quarters.
- Peak year-over-year performance for Invested Capital in the last five years was growth of 13.7% in Q1 2022, against a decline of 4.9% in Q2 2026 at the low end.
- Per Business Quant, the preceding three quarters came in at $81.78 million (Q2 2026), $83.42 million (Q1 2026) and $82.1 million (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Coca Cola | 426.96 Bn | 415.44 Bn | 8.45 Bn | 81.15 Bn |
| 2 | Diageo | 247.11 Bn | 229.26 Bn | - | 35.75 Bn |
| 3 | Coca Cola Femsa Sab De Cv | 202.87 Bn | 202.87 Bn | 37.08 Bn | - |
| 4 | Pepsico | 198.20 Bn | 156.16 Bn | 13.75 Bn | 74.37 Bn |
| 5 | Anheuser-Busch InBev | 152.44 Bn | 152.44 Bn | 27,528.00 | - |
| 6 | Monster Beverage | 90.94 Bn | 88.18 Bn | 1.40 Bn | 10.06 Bn |
| 7 | Coca-Cola Europacific Partners | 53.25 Bn | 46.47 Bn | - | 21.77 Bn |
| 8 | Keurig Dr Pepper | 49.46 Bn | 48.93 Bn | 3.53 Bn | 58.50 Bn |
| 9 | Ambev | 43.50 Bn | 28.41 Bn | 2.14 Bn | 17.77 Bn |
| 10 | Willamette Valley Vineyards | 8.61 Mn | 6.60 Mn | 5.32 Mn | 80.53 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 80.53 Mn |
| Jun 30, 2026 | 81.78 Mn |
| 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 | 85.15 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 |
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_KEYimport 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();