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Virgin Wines UK PLC (VINO) Fair Value & Analysis

Consumer Defensive · GB · Market cap 13.6M GBX

VW Virgin Wines UK PLC VINO · LSE
Price£0.2850
Fair Value£0.5700
Upside+100.0%
Quality64/100
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Weak Growth
Thin margins · 0.3% net margin
Moderate debt · generates free cash flow
Mixed vs. peers (5/11)
Narrow moat 23/100
Evidence: High Range £0.4300 – £0.7200 Share as image

Fair value as of: Jul 16, 2026

From 25 valuation models · updated 26 days ago

Fair value updated Jul 16, 2026, revised from £0.4700 to £0.5700 (+21.3%) since Jul 7, 2026. Share price −7.0% over the past month.

A solid business, screening 100% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (£0.4300). The market is more pessimistic than our downside scenario.
  • Solid quality (64/100) at a price below fair value, the discount is the argument here, not the business quality.
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Price vs Fair Value (5 years)

£2.59 £0.2850 Fair Value £0.5700 May 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range £0.2850 – £2.59 · fair‑value band £0.4300 – £0.7200 · the £0.2850 price screens below the £0.5700 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Virgin Wines UK PLC (VINO) currently trades at £0.2850, while our model-based Fair Value estimate is £0.5700, implying the stock looks roughly 100.0% undervalued today. The Quality Score stands at 64/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Virgin Wines UK PLC generated revenue of £59.7M at a net margin of 0.3%. Revenue grew 1.9% year over year. It earns a return on equity of 0.7%. The balance sheet holds a net cash position of £15.4M. Fundamentals as of Jul 16, 2026

Our scenario range runs from £0.4300 (bear case) to £0.7200 (bull case); at £0.2850, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. For context, the median of 10 Consumer Defensive peers we cover trades at 6% fair-value upside, at 100%, VINO screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF £0.5600 £0.6700 £0.7900 80
Residual Income £0.3400 £0.3400 £0.3100 76
Rev-Margin DCF £0.4100 £0.5000 £0.6100 74
All 25 models by family
DCF Models
FCF DCF £0.5500 £0.6800 £0.8100 38
Owner Earnings £0.5300 £0.6400 £0.7700 31
5Y Revenue Exit £0.4100 £0.4900 £0.5900 39
5Y EBITDA Exit £0.5400 £0.7200 £0.9100 41
5Y P/E Exit £0.5200 £0.6900 £0.8500 38
10Y Revenue Exit £0.4700 £0.5500 £0.6400 36
10Y EBITDA Exit £0.5400 £0.6800 £0.8300 37
10Y P/E Exit £0.5300 £0.6600 £0.8000 35
Earnings-Based
Graham-Dodd £0.1900 £0.4000 £0.5100 54
PEG = 1.0 £0.0600 £0.0900 £0.1200 46
EPV £0.2200 £0.2300 £0.2400 59
Dividend Discount
Gordon GGM £0.2000 £0.2800 £0.3400 70
DDM Multi-Stage £0.2000 £0.2600 £0.3200 61
Multiples
P/E Multiple £0.4300 £0.5700 £0.7200 63
P/S Multiple £0.3500 £0.4700 £0.5800 58
P/B Multiple £0.3500 £0.4700 £0.5800 55
EV/EBIT £0.3800 £0.4600 £0.5500 53
EV/EBITDA £0.5800 £0.7400 £0.8900 54
EV/Revenue £0.3000 £0.3800 £0.4600 43
Asset-Based
NCAV (Graham) £0.2400 £0.3200 £0.4800 50
Growth DCF
Growth DCF £0.5600 £0.6700 £0.7900 80
Rev-Margin DCF £0.4100 £0.5000 £0.6100 74
Economic Profit
Residual Income £0.3400 £0.3400 £0.3100 76
ROIC Compounder £0.2200 £0.2300 £0.2400 72
Growth Earnings
Growth-Adj P/E £0.3200 £0.4600 £0.5900 68

Widest divergence: DCF Models (£0.6600) versus Earnings-Based (£0.2300). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 59.7M GBX
Revenue growth (YoY) +1.9%
Net margin 0.3%
Return on equity 0.7%
Free cash flow 2.7M GBX FY2025
Operating margin -1.4%
More key figures
EPS growth (YoY) -29.1%
Net cash 15.4M GBX FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 64/100

Of which business quality 66 · Market factors (momentum, volatility) 18

Profitability 52
Margins and returns on capital today
Quality Growth 35
Are margins and returns improving?
Cashflow 65
Earnings quality: real cash, not paper profit
Fin. Strength 75
Balance sheet, leverage, solvency risk
Investment 99
Disciplined investing over empire-building
Low Volatility 55
Calm price path (market factor)
Momentum 2
Price trend over the last 3–12 months (market factor)
52W Momentum 2
Distance to the 52-week high (market factor)
Net Issuance 83
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Virgin Wines UK PLC operates as a direct-to-consumer online wine retailer in the United Kingdom. It sells wines through its WineBank and Wine Plan subscription models or on a pay as you go basis. The company also develops gifts, such as personalized products, hampers, and packaged gifts; offers craft beer and spirits, as well as imports and distributes wine.

Full company description

Virgin Wines UK PLC operates as a direct-to-consumer online wine retailer in the United Kingdom. It sells wines through its WineBank and Wine Plan subscription models or on a pay as you go basis. The company also develops gifts, such as personalized products, hampers, and packaged gifts; offers craft beer and spirits, as well as imports and distributes wine. Virgin Wines UK PLC was founded in 2000 and is headquartered in Norwich, the United Kingdom.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Virgin Wines UK PLC reported revenue of £59.0M in FY2025 versus £73.6M in FY2021, a compound −5.4%/yr. Reported net income was £1.3M in FY2025, compounding +15.0%/yr from FY2021.

Growth Quality 40/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
£59.0M
Latest YoY
+0.0%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−5.1%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+0.9%
Avg. growth/yr (11Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+10.0%
Revenue −5.4%/yr
FY21 £73.6M
FY22 £69.2M
FY23 £59.0M
FY24 £59.0M
FY25 £59.0M
Net income +15.0%/yr
FY21 £745K
FY22 £4.4M
FY23 −£594K
FY24 £1.4M
FY25 £1.3M

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Cite: Fair Value Calculator (2026). "Virgin Wines UK PLC Fair Value". https://www.fairvalue-calculator.com/stock/VINO

Peer Group

Beverages - Wineries & Distilleries · 96 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 64 · Top 25%
Fair Value upside +100% · Top 25%
Return on equity (TTM) 1% · Below median
Return on assets -1% · Bottom 25%
Net margin (TTM) 0% · Below median
Operating margin (TTM) -1% · Below median
Revenue growth 2% · Above median
Debt / equity 0.53× · Higher than 75% of peers

Valuation Multiples vs Beverages - Wineries & Distilleries median · lower = cheaper

P/B 0.81× · Cheaper than median
P/S (TTM) 0.31× · Cheaper than 75% of peers
P/FCF 6.8× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 100 · sector 13
FUTURE 10 · sector 0
PAST 3 · sector 17
HEALTH 74 · sector 95
DIVIDEND 0 · sector 61

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Alcohol

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Beverages - Wineries & Distilleries stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

Stock Price Fair Value vs Fair Value
Kweichow Moutai Co 600519 ¥1,251 ¥1,238 -1%
Diageo plc DEON 1,487 MXN 1,239 MXN -17%
Wuliangye Yibin Co 000858 ¥73.69 ¥48.44 -34%
Shanxi Xinghuacun Fen Wine Factory Co 600809 ¥110.50 ¥185.80 +68%
Pernod Ricard SA RI €65.24 €76.68 +18%
Luzhou Laojiao Co 000568 ¥83.12 ¥149.17 +79%
Brown-Forman Corporation BFA $26.60 $28.15 +6%
United Spirits Limited UNITDSPR ₹1,376 ₹440.56 -68%
Thai Beverage Public Company Y92 0.4450 SGD 0.6900 SGD +55%
Jiangsu Yanghe Distillery Co 002304 ¥38.08 ¥27.82 -27%

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Frequently asked questions

Is Virgin Wines UK PLC (VINO) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of £0.5700 versus a price of £0.2850, about +100% (undervalued).
What is the fair value of VINO?
Our model-based fair value for Virgin Wines UK PLC is £0.5700 (as of Jul 16, 2026), built from audited fundamentals. The current price is £0.2850.
What is the quality score of VINO?
Virgin Wines UK PLC has a Quality Score of 64/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Virgin Wines UK PLC (VINO)?
Virgin Wines UK PLC reported trailing-twelve-month revenue of about £59.7M (latest available figure, as of Jul 16, 2026).
What is the net profit margin of VINO?
The net profit margin of Virgin Wines UK PLC is about 0.3%, meaning it keeps roughly 0.3% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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