Willamette Valley Vineyards, Inc.
Willamette Valley Vineyards, Inc. is classed by the SEC under Beverages (industry code 2080), based in Turner, OR. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $37 million and a loss of $3 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a product business: prior from its industry code (SEC 2080, Beverages); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.7 out of ten, 8 of 9 metrics filed and 1 estimated: past 5.2 out of ten, present 4.7 out of ten, future 4.0 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 4.8 out of ten. 1 warning event since 2017; the latest 2025-06-06. 48th percentile among 21 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 5.1 out of ten. +7.5% a year over 9 filed years; profitable in 5 of 9. 51st percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 6.1 out of ten. CrossAssetData estimate 6.1/10, confidence 20 of 100 (family median). 50th percentile among 14 sector filers. A CrossAssetData estimate, not a filed reading: family median, confidence 20 of 100; its next annual report on file with the inputs replaces this estimate with the filed reading.
- Financial health (present): 4.8 out of ten. ROE -1%: lost 1¢ per shareholder dollar. Leverage 39%: owes 39¢ per asset dollar. 48th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 4.0 out of ten. bottom 40% of 19 in its family; net margin -2.5%. 40th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 5.7 out of ten. top 43% of 12 in its family for leadership; chief executive since 2025. 57th percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 5.7 out of ten. top 43% of 19 in its family for room to expand. 57th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 2.2 out of ten. bottom 22% of 18 in its family for growth drivers. 22nd percentile among 18 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 3.2 out of ten. bottom 32% of 15 in its family for expectations against reality. 32nd percentile among 15 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-24 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-12 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2008-08-15 (on EDGAR). Newest filing: Form 4, 2026-10-08. Filings on record since 1996. Read from EDGAR 2026-10-12.
Where the revenue comes from
Lines of business in fiscal 2025: Direct Sales 54%, Distributor Sales 46%. As tagged in its annual report (Form 10-K, filed 2026-03-24).
Who runs it
Osborn, Michael Jordan (Chief Executive Officer); Bernau, James W (President); Ellis, James L (VICE-PRESIDENT); Hazlett, John Walter (Chief Financial Officer); Ferry, John Alphonsus (CFO); Cary, Sean M (CONTROLLER); Voorhies, Gregory William (director); Riccardi, Chris (director); Rose, Sarah Alice (director); Smith, Craig Alan (director); and 1 more. 11 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-08.
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