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Home furnishings retailer operating brands including Williams Sonoma, Pottery Barn and West Elm, sold in stores and online.
Home furnishings retailer operating brands including Williams Sonoma, Pottery Barn and West Elm, sold in stores and online.
Sells products it designs itself and has made by contract factories, mostly in Asia, which earns better margins than reselling others' brands, and takes most of its sales through its websites and catalogs rather than only stores. Pottery Barn and West Elm carry the group alongside the original Williams Sonoma kitchen stores.
Moat: narrow (brand, distribution). Portfolio of well-known home-furnishing brands with strong e-commerce penetration, though the category is discretionary and cyclical.
Headquarters: San Francisco, California, United States · Founded: 1956 · Employees: 19,800
Size Williams-Sonoma (WSM) is a United States Consumer Discretionary company (Specialty Stores) with a market value of $29.9B, the 364th largest of 3,117 United States companies the cockpit tracks. Shares closed at $254.06 on 6 Nov 2026.
Performance Over six months the shares gained 39.5%, against +11.5% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 15 in its peer set.
Growth Revenue grew 2.2% over the last twelve months (peer median +8.9%); the operating margin is 19.2% (peer median 7.5%).
Valuation It trades at 25.6× forward earnings against a peer median of 19.5× (3rd most expensive of 15).
Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +3%, so the hurdle is +13 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 34.1 points above its cost of capital (11.9% WACC).
Short interest Short interest is 5.6% of the free float (15 Oct 2026).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $8.01B | $7.81B | $7.71B | $7.75B | $8.67B |
| Revenue growth | — | +1% | -1% | -11% | — |
| Gross profit | $3.78B | $3.60B | $3.63B | $3.30B | $3.68B |
| EBITDA | $1.77B | $1.65B | $1.71B | $1.49B | $1.97B |
| Net income | $1.18B | $1.09B | $1.13B | $950M | $1.13B |
| Free cash flow | $1.34B | $1.05B | $1.14B | $1.49B | $699M |
| Capital expenditure | $266M | $259M | $222M | $188M | $354M |
| Total debt | $1.53B | $1.46B | $1.35B | $1.39B | $1.44B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Williams-Sonoma WSM | $29.9B | +40% | +2% | 19% | 25.6× | 15.4% |
| RH RH | $2.48B | -2% | +3% | 10% | 20.2× | 11.4% |
| Wayfair W | $15.3B | +69% | +8% | 2% | 29.6× | 47.7% |
| Arhaus ARHS | $2.01B | +118% | +5% | 7% | 26.2× | 28.4% |
| Ethan Allen Interiors ETD | $506M | -2% | -6% | 8% | 16.4× | 3.3% |
| La-Z-Boy LZB | $1.27B | -11% | 0% | 7% | 12.7× | 4.2% |
| Haverty Furniture Companies HVT | $391M | +13% | +6% | 4% | 14.0× | 9.8% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | WSM | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.3% | +6.8% | 8th highest of 15 |
| 6-month return | +39.5% | +11.5% | 3rd highest of 15 |
| Distance from 52-week high | -7.4% | -15.3% | 3rd highest of 15 |
| Revenue growth (TTM) | +2.2% | +8.9% | 3rd lowest of 15 |
| Operating margin | 19.2% | 7.5% | 3rd highest of 15 |
| Forward P/E | 25.6× | 19.5× | 3rd most expensive of 15 |
| Growth the price implies (Req g, 7 yrs) | 15.4% | 3.4% | 3rd most demanding of 15 |
| Growth delivered (Del g) | +2.9% | +9.1% | 2nd lowest of 15 |
| Hurdle (Req g minus delivered) | +12.5 pp | -4.6 pp | 3rd most demanding of 15 |
| ROIC minus cost of capital | +34.1 pp | +5.2 pp | 2nd highest of 14 |
| EV / EBITDA | 17.2× | 13.6× | 3rd most expensive of 13 |
| Net debt / EBITDA | 0.3× | 2.3× | 3rd least indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Williams-Sonoma WSM | United States | $29.9B | +40% | +2% | 19% | 25.6× | 15.4% | +2.9% |
| Ulta Beauty ULTA | United States | $27.6B | +24% | +11% | 13% | 21.1× | 7.1% | +15.0% |
| Tractor Supply TSCO | United States | $18.9B | +20% | +4% | 9% | 18.0× | 4.1% | +7.9% |
| AutoZone AZO | United States | $51.8B | -8% | +7% | 18% | 19.0× | -2.8% | +6.8% |
| Alimentation Couche-Tard ATD.TO | Canada | $54.5B | +5% | +12% | 6% | 18.3× | 1.3% | +12.0% |
| Wayfair W | United States | $15.3B | +69% | +8% | 2% | 29.6× | 47.7% | -2.5% |
| Penske Automotive PAG | United States | $13.9B | +22% | +6% | 3% | 15.2× | 12.6% | +9.2% |
| BJ's Wholesale Club BJ | United States | $13.8B | +18% | +9% | 4% | 22.4× | -0.7% | +6.8% |
| Dick's Sporting Goods DKS | United States | $12.5B | -35% | +54% | 6% | 11.8× | 8.7% | +12.4% |
| O’Reilly Automotive ORLY | United States | $72.3B | -3% | +9% | 20% | 25.2× | 4.1% | +8.9% |
| Nitori 9843.T | Japan | $11.7B | +47% | 0% | 13% | 20.0× | 2.7% | +4.9% |
| Carrefour CA.PA | France | $11.1B | -21% | -8% | 3% | 8.4× | -1.2% | +3.1% |
| Carvana CVNA | United States | $81.2B | -6% | +50% | 9% | 35.9× | 43.6% | +29.5% |
| Sanrio 8136.T | Japan | $9.78B | +33% | +28% | 39% | 22.4× | 1.9% | +36.4% |
| Murphy USA MUSA | United States | $9.45B | -10% | +20% | 4% | 17.5× | -9.4% | +11.5% |