Zevia PBC (NYSE:ZVIA) versus Willamette Valley Vineyards (NASDAQ:WVVI) Critical Review

Zevia PBC (NYSE:ZVIA) and Willamette Valley Vineyards (NASDAQ:WVVI) are both small-cap consumer staples companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, profitability, institutional ownership, risk, dividends, valuation and earnings.

Institutional & Insider Ownership

53.2% of Zevia PBC shares are owned by institutional investors. Comparatively, 12.2% of Willamette Valley Vineyards shares are owned by institutional investors. 7.7% of Zevia PBC shares are owned by insiders. Comparatively, 9.1% of Willamette Valley Vineyards shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Profitability

This table compares Zevia PBC and Willamette Valley Vineyards’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Zevia PBC	-5.34%	-16.92%	-9.56%
Willamette Valley Vineyards	-5.93%	-10.31%	-2.11%

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for Zevia PBC and Willamette Valley Vineyards, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Zevia PBC	1	1	2	0	2.25
Willamette Valley Vineyards	1	0	0	0	1.00

Zevia PBC currently has a consensus price target of $4.50, suggesting a potential upside of 258.57%. Given Zevia PBC’s stronger consensus rating and higher probable upside, analysts plainly believe Zevia PBC is more favorable than Willamette Valley Vineyards.

Volatility & Risk

Zevia PBC has a beta of 0.93, suggesting that its share price is 7% less volatile than the S&P 500. Comparatively, Willamette Valley Vineyards has a beta of 0.23, suggesting that its share price is 77% less volatile than the S&P 500.

Valuation and Earnings

This table compares Zevia PBC and Willamette Valley Vineyards”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Zevia PBC	$161.26 million	0.60	-$9.92 million	($0.13)	-9.65
Willamette Valley Vineyards	$37.20 million	0.25	-$920,000.00	($0.92)	-2.03

Willamette Valley Vineyards has lower revenue, but higher earnings than Zevia PBC. Zevia PBC is trading at a lower price-to-earnings ratio than Willamette Valley Vineyards, indicating that it is currently the more affordable of the two stocks.

Summary

Zevia PBC beats Willamette Valley Vineyards on 9 of the 13 factors compared between the two stocks.

About Zevia PBC

Zevia PBC, a beverage company, develops, markets, sells, and distributes various carbonated beverages in the United States and Canada. It offers soda, energy drinks, organic tea, and kidz drinks. The company offers its products through a network of food, drug, warehouse club, mass, natural, convenience, and e-commerce channels, as well as grocery distributors and natural product stores and specialty outlets. It provides its products under the Zevia brand name. The company was founded in 2007 and is headquartered in Encino, California.

About Willamette Valley Vineyards

Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. The company operates through two segments, Direct Sales and Distributor Sales. It primarily offers Pinot Noir, Chardonnay, Pinot Gris, Pinot Blanc, Sauvignon Blanc, Gruner Veltliner, Rose, Brut, Brut Rose, and Riesling branded wines under the Willamette Valley Vineyards label; Semi-Sparkling Muscat branded wine under the Tualatin Estate Vineyards label; Syrah, Merlot, Cabernet Sauvignon, Grenache, Cabernet Franc, Tempranillo, Malbec, The Griffin, and Viognier branded wines under the Griffin Creek label; and Brut, Brut Rose, and Blanc de Blancs under the Domaine Willamette label. The company also provides Pinot Noir and Chardonnay branded wine under the Elton label; Chrysologue, Merlot, and Cabernet Sauvignon branded wine under the Pambrun label; and Frontiere Syrah, Lisette Rose, Graviére Syrah, Voyageur Syrah, Bourgeois Grenache, and Voltigeur Viognier branded wine under the Maison Bleue label, as well as offers wines under the Natoma, Pere Ami, and Metis labels. It owns and leases approximately 1,018 acres of land. The company markets and sells its wine products through direct sales at the retail locations; mailing lists; and distributors and wine brokers. Willamette Valley Vineyards, Inc. was founded in 1983 and is headquartered in Turner, Oregon.