WallStSmart

Unilever PLC ADR (UL)vsWillamette Valley Vineyards Inc (WVVI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Unilever PLC ADR generates 135671% more annual revenue ($50.50B vs $37.20M). UL leads profitability with a 18.8% profit margin vs -2.5%. WVVI appears more attractively valued with a PEG of 0.90. UL earns a higher WallStSmart Score of 46/100 (D+).

UL

Hold

46

out of 100

Grade: D+

Growth: 2.0Profit: 8.5Value: 4.3Quality: 5.0

WVVI

Hold

40

out of 100

Grade: F

Growth: 2.7Profit: 2.5Value: 7.7Quality: 7.5
Piotroski: 4/9Altman Z: 1.83
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for UL.

WVVIUndervalued (+77.3%)

Margin of Safety

+77.3%

Fair Value

$11.58

Current Price

$2.79

$8.79 discount

UndervaluedFair: $11.58Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

UL4 strengths · Avg: 8.8/10
Return on EquityProfitability
31.0%10/10

Every $100 of equity generates 31 in profit

Market CapQuality
$128.81B9/10

Large-cap with strong market position

Operating MarginProfitability
20.1%8/10

Strong operational efficiency at 20.1%

Free Cash FlowQuality
$5.48B8/10

Generating 5.5B in free cash flow

WVVI2 strengths · Avg: 9.0/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

PEG RatioValuation
0.908/10

Growing faster than its price suggests

Areas to Watch

UL3 concerns · Avg: 2.0/10
PEG RatioValuation
11.152/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.2%2/10

Revenue declined 3.2%

EPS GrowthGrowth
-3.4%2/10

Earnings declined 3.4%

WVVI4 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.834/10

Grey zone — moderate risk

Market CapQuality
$14.07M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
2.2%3/10

Operating margin of 2.2%

Return on EquityProfitability
-1.4%2/10

ROE of -1.4% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : UL

The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.

Bull Case : WVVI

The strongest argument for WVVI centers on Price/Book, PEG Ratio. PEG of 0.90 suggests the stock is reasonably priced for its growth.

Bear Case : UL

The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.

Bear Case : WVVI

The primary concerns for WVVI are Altman Z-Score, Market Cap, Operating Margin.

Key Dynamics to Monitor

UL profiles as a declining stock while WVVI is a turnaround play — different risk/reward profiles.

UL carries more volatility with a beta of 0.46 — expect wider price swings.

WVVI is growing revenue faster at -1.5% — sustainability is the question.

UL generates stronger free cash flow (5.5B), providing more financial flexibility.

Bottom Line

UL scores higher overall (46/100 vs 40/100), backed by strong 18.8% margins. WVVI offers better value entry with a 77.3% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Unilever PLC ADR

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.

Willamette Valley Vineyards Inc

CONSUMER DEFENSIVE · BEVERAGES - WINERIES & DISTILLERIES · USA

Willamette Valley Vineyards, Inc. produces and sells wine in the United States and internationally. The company is headquartered in Turner, Oregon.

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