Heritage Distilling (NASDAQ:IPST – Get Free Report) and Willamette Valley Vineyards (NASDAQ:WVVI – Get Free Report) are both small-cap consumer staples companies, but which is the superior stock? We will contrast the two companies based on the strength of their earnings, risk, profitability, dividends, valuation, analyst recommendations and institutional ownership.
Institutional and Insider Ownership
12.2% of Willamette Valley Vineyards shares are owned by institutional investors. 3.4% of Heritage Distilling shares are owned by company insiders. Comparatively, 8.5% of Willamette Valley Vineyards shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.
Profitability
This table compares Heritage Distilling and Willamette Valley Vineyards’ net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Heritage Distilling | -1,360.95% | -258.58% | -206.59% |
| Willamette Valley Vineyards | -1.99% | -3.30% | -0.70% |
Analyst Ratings
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Heritage Distilling | 1 | 1 | 1 | 0 | 2.00 |
| Willamette Valley Vineyards | 1 | 0 | 0 | 0 | 1.00 |
Heritage Distilling presently has a consensus price target of $164.00, suggesting a potential upside of 1,592.47%. Given Heritage Distilling’s stronger consensus rating and higher probable upside, equities research analysts clearly believe Heritage Distilling is more favorable than Willamette Valley Vineyards.
Risk and Volatility
Heritage Distilling has a beta of 5.06, indicating that its stock price is 406% more volatile than the S&P 500. Comparatively, Willamette Valley Vineyards has a beta of 0.19, indicating that its stock price is 81% less volatile than the S&P 500.
Valuation & Earnings
This table compares Heritage Distilling and Willamette Valley Vineyards”s gross revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Heritage Distilling | $10.12 million | 0.51 | -$137.71 million | ($443.00) | -0.02 |
| Willamette Valley Vineyards | $37.20 million | 0.37 | -$920,000.00 | ($0.61) | -4.59 |
Willamette Valley Vineyards has higher revenue and earnings than Heritage Distilling. Willamette Valley Vineyards is trading at a lower price-to-earnings ratio than Heritage Distilling, indicating that it is currently the more affordable of the two stocks.
Summary
Willamette Valley Vineyards beats Heritage Distilling on 8 of the 13 factors compared between the two stocks.
About Heritage Distilling
Heritage Distilling Holding Company Inc. is a craft distiller of premium brands, including whiskeys, vodkas, gins, rums and ready-to-drink canned cocktails. Heritage Distilling Holding Company Inc. is based in GIG HARBOR, Wash.
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.
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