WS
Williams-Sonoma Inc
WSM—
Williams-Sonoma Inc AI Insights
Informational only. Not investment advice.Snapshot
- ROE of 56.9% TTM vs industry median 8.8% - 6.5x advantage driven by 18.6% operating margin (5x industry median of 3.8%)[Return on Equity TTM]
- FCF of 1.1B TTM (14% margin) on 7.9B revenue funds 81M dividends + buybacks at only 0.71 debt/equity[Free Cash Flow TTM]
- P/B of 11.1x vs P/E of 19.8x reflects capital-light model; goodwill only 77M (3.7% of equity) - minimal impairment risk[Price to Book Ratio]
Watch Triggers
- Gross Margin TTM: Falls below 42% — Would signal pricing power erosion; 46% margin is key competitive moat
- Total Revenue 1yr Growth: Turns negative for 2+ quarters — Current 4.6% growth masks 3-year decline; sustained drops invalidate margin story
- Inventory: Rises above 1.8B — 1.5B inventory at 19% of revenue; buildup signals demand weakness
Bull Case
Best-in-class capital efficiency: ROIC 33.5% TTM (7.6x industry median) with minimal goodwill and low debt enables sustained shareholder returns
ROIC TTMDebt to EquityGoodwill
Premium brand portfolio commands 46% gross margins in commoditized retail; 5-year EPS CAGR of 9.1% despite flat revenue growth
Gross Margin TTMEPS Growth 5yrTotal Revenue 5yr Growth
Bear Case
Revenue declined -5% 3-year CAGR despite housing boom; discretionary home goods vulnerable to consumer pullback and housing slowdown
Total Revenue 3yr GrowthTotal Revenue 1yr Growth
P/S of 2.8x is 5x industry median (0.57x) - premium valuation leaves little margin for error if margins compress
PS RatioPE Ratio
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
55%
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Forward Thesis
Margin expansion likely to continue as DTC mix increases and supply chain normalizes
1-3ymed
- Operating margin 18.6% TTM already 5x industry
- Inventory 1.5B down from pandemic peaks
- Capex only 246M (3% of revenue)
Gross margin 46.3% vs 36.5% industry medianROIC 33.5% vs 4.4% industry medianNet margin 14.3% vs 1.9% industry median
Valuation Context
Caveats
Public Strategies Rankings
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WSM Fundamentals
Retail Trade → Furniture and Home Furnishings Stores
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$26.07B | — | ||
$26.65B | — | ||
23 | — | ||
$7.91B | +5.1% | — | |
$9.07 | +7.3% | — | |
18.6% | +0.1% | — | |
14.3% | -0.2% | — | |
$1.11B | -7.4% | — | |
0.57 | -1.9% | — | |
Beta 5Y (Monthly) | unknown | — |
WSM Dividend History
80 dividends
2026
$0.660001/16/26$0.6600
2025
$2.550010/17/25$0.6600
07/18/25$0.6600
04/17/25$0.6600
01/17/25$0.5700
2024
$2.155010/18/24$0.5700
07/19/24$0.5700
04/18/24$0.5650
01/18/24$0.4500
2023
$1.740010/19/23$0.4500
07/20/23$0.4500
04/20/23$0.4500
01/19/23$0.3900
2022
$1.525010/20/22$0.3900
07/21/22$0.3900
04/21/22$0.3900
01/20/22$0.3550
2021
$1.210010/21/21$0.3550
07/22/21$0.2950
04/22/21$0.2950
01/21/21$0.2650
2020
$0.985010/22/20$0.2650
07/23/20$0.2400
04/23/20$0.2400
01/23/20$0.2400
2019
$0.935010/24/19$0.2400
07/25/19$0.2400
04/25/19$0.2400
01/24/19$0.2150
2018
$0.840010/25/18$0.2150
07/19/18$0.2150
04/26/18$0.2150
01/24/18$0.1950
2017
$0.770010/26/17$0.1950
07/19/17$0.1950
04/26/17$0.1950
01/24/17$0.1850
2016
$0.730010/25/16$0.1850
07/20/16$0.1850
04/27/16$0.1850
01/22/16$0.1750
2015
$0.690010/23/15$0.1750
07/22/15$0.1750
04/22/15$0.1750
01/22/15$0.1650
2014
$0.650010/23/14$0.1650
07/23/14$0.1650
04/23/14$0.1650
01/22/14$0.1550
2013
$0.575010/23/13$0.1550
07/24/13$0.1550
04/24/13$0.1550
01/23/13$0.1100
2012
$0.440010/24/12$0.1100
07/25/12$0.1100
04/25/12$0.1100
01/25/12$0.1100
2011
$0.330010/25/11$0.0850
07/25/11$0.0850
04/25/11$0.0850
01/25/11$0.0750
2010
$0.275010/25/10$0.0750
07/23/10$0.0750
04/23/10$0.0650
01/25/10$0.0600
2009
$0.240010/23/09$0.0600
07/23/09$0.0600
04/23/09$0.0600
01/22/09$0.0600
2008
$0.237510/23/08$0.0600
07/23/08$0.0600
04/23/08$0.0600
01/23/08$0.0575
2007
$0.222510/24/07$0.0575
07/25/07$0.0575
04/25/07$0.0575
01/24/07$0.0500
2006
$0.150010/25/06$0.0500
07/25/06$0.0500
04/24/06$0.0500
WSM Stock Splits
2 stock splits
07/09/241:2 split
05/10/021:2 split
WSM SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
11/25/25 | 11/02/25 | 10-Q | |
08/29/25 | 08/03/25 | 10-Q | |
05/28/25 | 05/04/25 | 10-Q | |
03/27/25 | 02/02/25 | 10-K | |
11/22/24 | 10/27/24 | 10-Q | |
08/23/24 | 07/28/24 | 10-Q | |
05/24/24 | 04/28/24 | 10-Q | |
03/20/24 | 01/28/24 | 10-K | |
11/28/23 | 10/29/23 | 10-Q | |
09/01/23 | 07/30/23 | 10-Q | |
05/26/23 | 04/30/23 | 10-Q | |
03/24/23 | 01/29/23 | 10-K | |
12/02/22 | 10/30/22 | 10-Q | |
09/02/22 | 07/31/22 | 10-Q | |
06/02/22 | 05/01/22 | 10-Q | |
03/28/22 | 01/30/22 | 10-K | |
12/06/21 | 10/31/21 | 10-Q | |
09/09/21 | 08/01/21 | 10-Q | |
06/09/21 | 05/02/21 | 10-Q | |
03/30/21 | 01/31/21 | 10-K | |
12/07/20 | 11/01/20 | 10-Q | |
09/09/20 | 08/02/20 | 10-Q | |
06/08/20 | 05/03/20 | 10-Q | |
03/27/20 | 02/02/20 | 10-K | |
12/12/19 | 11/03/19 | 10-Q | |
09/12/19 | 08/04/19 | 10-Q | |
06/14/19 | 05/05/19 | 10-Q | |
04/04/19 | 02/03/19 | 10-K | |
12/07/18 | 10/28/18 | 10-Q | |
09/07/18 | 07/29/18 | 10-Q | |
06/08/18 | 04/29/18 | 10-Q | |
03/29/18 | 01/28/18 | 10-K | |
12/06/17 | 10/29/17 | 10-Q | |
09/08/17 | 07/30/17 | 10-Q | |
06/02/17 | 04/30/17 | 10-Q | |
03/30/17 | 01/29/17 | 10-K | |
12/07/16 | 10/30/16 | 10-Q | |
09/08/16 | 07/31/16 | 10-Q | |
06/07/16 | 05/01/16 | 10-Q | |
03/31/16 | 01/31/16 | 10-K | |
12/11/15 | 11/01/15 | 10-Q | |
09/11/15 | 08/02/15 | 10-Q | |
06/12/15 | 05/03/15 | 10-Q | |
04/02/15 | 02/01/15 | 10-K | |
12/05/14 | 11/02/14 | 10-Q | |
09/12/14 | 08/03/14 | 10-Q | |
06/12/14 | 05/04/14 | 10-Q | |
04/03/14 | 02/02/14 | 10-K | |
12/12/13 | 11/03/13 | 10-Q | |
09/12/13 | 08/04/13 | 10-Q | |
06/14/13 | 05/05/13 | 10-Q | |
04/04/13 | 02/03/13 | 10-K | |
12/07/12 | 10/28/12 | 10-Q | |
09/07/12 | 07/29/12 | 10-Q | |
06/08/12 | 04/29/12 | 10-Q | |
03/29/12 | 01/29/12 | 10-K | |
12/09/11 | 10/30/11 | 10-Q | |
09/09/11 | 07/31/11 | 10-Q | |
06/10/11 | 05/01/11 | 10-Q | |
03/31/11 | 01/30/11 | 10-K | |
12/10/10 | 10/31/10 | 10-Q | |
09/10/10 | 08/01/10 | 10-Q | |
06/11/10 | 05/02/10 | 10-Q | |
04/01/10 | 01/31/10 | 10-K | |
12/11/09 | 11/01/09 | 10-Q | |
09/11/09 | 08/02/09 | 10-Q | |
06/12/09 | 05/03/09 | 10-Q | |
04/02/09 | 02/01/09 | 10-K | |
12/12/08 | 10/30/08 | Unknown | -- |
09/12/08 | 07/31/08 | Unknown | -- |
06/11/08 | 04/30/08 | Unknown | -- |
04/03/08 | 01/29/08 | Unknown | -- |
12/07/07 | 10/30/07 | Unknown | -- |
09/07/07 | 07/31/07 | Unknown | -- |
06/08/07 | 04/30/07 | Unknown | -- |
03/29/07 | 01/31/07 | 10-K | |
12/08/06 | 10/31/06 | 8-K | |
09/08/06 | 07/31/06 | Unknown | -- |
06/09/06 | 04/30/06 | 10-Q | |
04/07/06 | 01/28/06 | Unknown | -- |
12/06/05 | 10/31/05 | 10-Q | |
09/09/05 | 07/31/05 | 10-Q | |
06/10/05 | 04/30/05 | Unknown | -- |
04/15/05 | 01/28/05 | Unknown | -- |
12/10/04 | 10/30/04 | Unknown | -- |
09/10/04 | 07/31/04 | Unknown | -- |
06/09/04 | 04/30/04 | Unknown | -- |
04/15/04 | 01/29/04 | Unknown | -- |
12/15/03 | 10/30/03 | Unknown | -- |
09/11/03 | 07/31/03 | Unknown | -- |
06/17/03 | 04/30/03 | Unknown | -- |
04/15/03 | 01/28/03 | Unknown | -- |
12/16/02 | 10/30/02 | Unknown | -- |
09/18/02 | 07/31/02 | Unknown | -- |
06/10/02 | 04/30/02 | Unknown | -- |
04/29/02 | 01/28/02 | Unknown | -- |
12/06/01 | 10/30/01 | Unknown | -- |
09/10/01 | 07/31/01 | Unknown | -- |
06/08/01 | 04/30/01 | Unknown | -- |
04/26/01 | 01/31/01 | 10-K | |
12/13/00 | 10/30/00 | Unknown | -- |
09/12/00 | 07/31/00 | Unknown | -- |
06/14/00 | 04/30/00 | 10-Q | |
05/01/00 | 01/29/00 | Unknown | -- |