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Vintage Wine Estates Inc
NASDAQ:VWE

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Vintage Wine Estates Inc
NASDAQ:VWE
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Price: 3.32 USD +5.06% Market Closed
Updated: Nov 30, 2022

Intrinsic Value

The intrinsic value of one VWE stock under the Base Case scenario is 7.97 USD. Compared to the current market price of 3.32 USD, Vintage Wine Estates Inc is Undervalued by 58%.

The Intrinsic Value is calculated as the average of the two valuation methods:

VWE Intrinsic Value
Base Case
7.97 USD
Undervaluation 58%
Intrinsic Value
Price
V
Worst Case
Base Case
Best Case

Fundamental Analysis

VWE Profitability Score
Profitability Due Diligence

Vintage Wine Estates Inc's profitability score is 42/100. The higher the profitability score, the more profitable the company is.

Negative Free Cash Flow
Low 3-Year Average ROIC
Low 3-Year Average ROE
Negative ROIC
42/100
Profitability
Score

Vintage Wine Estates Inc's profitability score is 42/100. The higher the profitability score, the more profitable the company is.

VWE Solvency Score
Solvency Due Diligence

Vintage Wine Estates Inc's solvency score is 31/100. The higher the solvency score, the more solvent the company is.

Low Interest Coverage
Low Altman Z-Score
Positive Net Debt
Low D/E
31/100
Solvency
Score

Vintage Wine Estates Inc's solvency score is 31/100. The higher the solvency score, the more solvent the company is.

Financials
Efficiency
31%
Gross Margin
-7%
Operating Margin
-1%
Net Margin
0%
FCF Margin
-1%
ROE
-4%
ROIC
Other

VWE Capital Structure
Vintage Wine Estates Inc

Market Capitalization 195M USD
Total Debt 306M USD
Minority Interest 688k USD
Preferred Equity 0 USD
Cash and Equivalents 44.6M USD
Short-Term Investments 0 USD
Enterprise Value 457M USD

Wall St
Price Targets

VWE Price Targets Summary
Vintage Wine Estates Inc

Wall Street analysts forecast VWE stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for VWE is 4 USD .

Lowest
Price Target
Not Available
Average
Price Target
4 USD
20% Upside
Highest
Price Target
Not Available
View Analyst Estimates
View Analyst Estimates

Competitive Landscape

VWE Competitors
Vintage Wine Estates Inc

VWE Suppliers & Customers
Vintage Wine Estates Inc

There is no information about
Vintage Wine Estates Inc
key suppliers

Vintage Wine Estates Inc has 4 key customers from 1 countries and 1 industries. The majority of these customers are located in the United States of America, with the largest number of customers in the Retail industry.

Ownership

VWE Shareholders
Major Shareholders

Insiders own a significant part of the company.

Top 25 shareholders own 46.84% of the company. Insiders own 7.9%. The biggest insider is Roney Patrick A (Chief Executive Officer), who owns 1.72% of Vintage Wine Estates Inc.

Insiders
7.9%
Institutions
40.46%
Other
51.63%
Insiders
7.9%
Roney Patrick A
Chief Executive Officer
Ownership
1.7198%
Market Value
3.5M USD
Shares
1 060 960
Wheatley Terry
President
Ownership
1.6307%
Market Value
3.3M USD
Shares
1 005 968
Johnston Kristina L
Chief Financial Officer
Ownership
1.6001%
Market Value
3.3M USD
Shares
987 114
Devillers Katherine
Chief Financial Officer
Ownership
1.6001%
Market Value
3.3M USD
Shares
987 114
Nicholson Jeffrey
Chief Operating Officer
Ownership
1.1488%
Market Value
2.4M USD
Shares
708 697
Proctor Timothy D
Director
Ownership
0.0439%
Market Value
89.9k USD
Shares
27 072
Moramarco Jon
Director
Ownership
0.0301%
Market Value
61.7k USD
Shares
18 572
Berner Robert L Iii
Director, 10 percent owner
Ownership
0.0277%
Market Value
56.7k USD
Shares
17 072
Harms Mark W.b.
Director, 10 percent owner
Ownership
0.0277%
Market Value
56.7k USD
Shares
17 072
Schnorr Lisa M.
Director
Ownership
0.0277%
Market Value
56.7k USD
Shares
17 072
Walsh Paul S
Director
Ownership
0.0243%
Market Value
49.8k USD
Shares
15 000
Koederitz Candice
Director
Ownership
0.0115%
Market Value
23.5k USD
Shares
7 072
Sebastiani Jonathan
Other
Ownership
0.0115%
Market Value
23.5k USD
Shares
7 072
Institutions
40.46%
Back

VWE Insider Trading
Buy and sell transactions by insiders

Vintage Wine Estates Inc insiders have only bought shares in the past 12 months.

During the last 12 months Vintage Wine Estates Inc insiders bought 2.8M USD , and have not sold any shares. The last transaction was made on Nov 30, 2022 by Roney Patrick A (Chief Executive Officer), who bought 161k USD worth of VWE shares.

Sold
0-3
months
0 USD
0
3-6
months
0 USD
0
6-9
months
0 USD
0
9-12
months
0 USD
0
Bought
0-3
months
3
443k USD
3-6
months
No Insider Transactions
0
0 USD
6-9
months
2
781k USD
9-12
months
4
1.6M USD
Cumulative Transactions Amount
Period Sold Bought Net
3 Months
N/A
443k USD
443k
6 Months
N/A
443k USD
443k
9 Months
N/A
1.2M USD
1.2M
12 Months
N/A
2.8M USD
2.8M
Purchases
14
Sales
0
Why is insider trading important?

Shareholder Return

VWE Price
Vintage Wine Estates Inc

1M 1M
+20%
6M 6M
-63%
1Y 1Y
-70%
3Y 3Y
-66%
5Y 5Y
-66%
Annual Price Range
3.32
52w Low
2.14
52w High
12.07
Price Metrics
Average Annual Return 6.51%
Standard Deviation of Annual Returns
N/A
Max Drawdown -83%

Company Profile

Vintage Wine Estates Inc

Country

United States of America

Industry

Beverages

Market Cap

195M USD

Dividend Yield

0%

Description

Vintage Wine Estates, Inc. operates as a vintner, which offers a collection of wines, heritage wineries, lifestyle wines, new wine brands and packaging concepts, as well as craft spirits. The company is headquartered in Incline Village, Nevada and currently employs 563 full-time employees. The company went IPO on 2019-10-30. The firm's three main businesses segments: wholesale, business-to-business (B2B) and direct-to-consumer (DTC). The firm has approximately 50 brands. Through its diverse portfolio of brands, VWE offers consumers lifestyle wines offerings such as Layer Cake, as well as brands such as Girard, Clos Pegase, B.R. Cohn, Viansa and Laetitia. The firm's wine portfolio has three tiers: lifestyle brands, luxury brands, and digitally native brands. VWE also produces and sells craft spirits. The firm owns or controls approximately 900 acres of planted vineyards located in the winegrowing regions of the United States. The company owns nine winery estates and leases three winery estates.

Contact

NEVADA
Incline Village
937 Tahoe Boulevard, Suite 210
+17073463640.0

IPO

2019-10-30

Employees

563

Officers

Co-Founder, CEO & Director
Mr. Patrick A. Roney
Pres
Ms. Terry Wheatley
Chief Financial Officer
Ms. Kristina L. Johnston
Gen. Counsel
Mr. Eric D. Miller
VP of Communications & Social Media
Ms. Mary Ann Vangrin
VP of HR
Ms. Holly Hawkins
Show More
Chief Growth & Experience Officer
Ms. Jessica Kogan
Chief Sustainability Officer
Ms. Erica Landin-Lofving
Chief Winemaker
Mr. Marco DiGiulio
Sr. VP of Winemaking & Production
Mr. Zach Long
Show Less

See Also

Similar Stocks
What is the Intrinsic Value of one VWE stock?

The intrinsic value of one VWE stock under the Base Case scenario is 7.97 USD.

Is VWE stock undervalued or overvalued?

Compared to the current market price of 3.32 USD, Vintage Wine Estates Inc is Undervalued by 58%.