WSM:NYE-Williams-Sonoma Inc. (DE) (USD)

EQUITY | Specialty Retail | New York Stock Exchange

Last Closing

USD 148.77

Change

-1.31 (-0.87)%

Market Cap

USD 4.82B

Volume

1.14M

Analyst Target

USD 94.50
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Williams-Sonoma Inc is a multi-channel specialty retailer of home furnishings in the United States and Canada. Its segments include e-commerce and retail.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-07-18 )

Largest Industry Peers for Specialty Retail

Symbol Name Price(Change) Market Cap
AZO AutoZone Inc

N/A

USD 54.35B
BBY Best Buy Co. Inc

N/A

USD 21.66B
MUSA Murphy USA Inc

N/A

USD 10.54B
GME GameStop Corp

N/A

USD 9.47B
BBWI Bath & Body Works Inc.

N/A

USD 6.74B
MNSO Miniso Group Holding Ltd

N/A

USD 5.30B
RH RH

N/A

USD 5.22B
AAP Advance Auto Parts Inc

N/A

USD 2.70B
CHPT ChargePoint Holdings Inc

N/A

USD 0.79B
ALLG Allego US Inc

N/A

USD 0.50B

ETFs Containing WSM

E61Z:XETRA Global X E-commerce UCITS.. 5.14 % 0.00 %

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USD 0.89M
EBIZ:SW Global X E-commerce UCITS.. 4.78 % 0.00 %

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TQGM:CA TD Q Global Multifactor E.. 1.50 % 0.00 %

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CAD 0.13B
IJK iShares S&P Mid-Cap 400 G.. 1.35 % 0.24 %

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USD 9.89B
IVOG Vanguard S&P Mid-Cap 400 .. 1.35 % 0.20 %

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USD 1.07B
MIDE DBX ETF Trust - Xtrackers.. 0.89 % 0.00 %

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USD 6.06M
ZMID-F:CA BMO S&P US Mid Cap Index .. 0.71 % 0.00 %

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CAD 2.03M
ZMID-U:CA BMO S&P US Mid Cap Index .. 0.71 % 0.00 %

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MDY SPDR® S&P MIDCAP 400 ETF.. 0.70 % 0.24 %

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USD 22.56B
IJH iShares Core S&P Mid-Cap .. 0.70 % 0.07 %

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USD 89.08B
SPY4:PA SSgA SPDR S&P 400 US Mid .. 0.70 % 0.00 %

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USD 2.15B
SPY4:XETRA SSgA SPDR S&P 400 US Mid .. 0.70 % 0.00 %

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USD 1.99B
SPY4:SW SPDR® S&P 400 US Mid Cap.. 0.70 % 0.00 %

N/A

USD 2.13B
IVOO Vanguard S&P Mid-Cap 400 .. 0.70 % 0.15 %

N/A

USD 2.21B
SPX4:LSE SPDR® S&P 400 US Mid Cap.. 0.68 % 0.00 %

N/A

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ZMID:CA BMO S&P US Mid Cap Index .. 0.67 % 0.00 %

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QVMM Invesco Exchange-Traded F.. 0.65 % 0.00 %

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USD 0.32B
STXM EA Series Trust 0.57 % 0.00 %

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MVV ProShares Ultra MidCap400 0.48 % 0.95 %

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USD 0.14B
VBR Vanguard Small-Cap Value .. 0.46 % 0.07 %

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USD 30.11B
BBMC JPMorgan BetaBuilders U.S.. 0.44 % 0.00 %

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USD 1.75B
JPSC:XETRA JPMorgan BetaBuilders US .. 0.36 % 0.00 %

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UMDD ProShares UltraPro MidCap.. 0.34 % 0.95 %

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USD 0.03B
MIDU Direxion Daily Mid Cap Bu.. 0.00 % 1.10 %

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USD 0.09B
ONEO SPDR® Russell 1000 Momen.. 0.00 % 0.20 %

N/A

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SPMD SPDR Russell Small Cap Co.. 0.00 % 0.06 %

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USD 10.81B
XMHQ Invesco S&P MidCap Qualit.. 0.00 % 0.25 %

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USD 5.28B
XMMO Invesco S&P MidCap Moment.. 0.00 % 0.39 %

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USD 3.10B
YXM-B:CA 0.00 % 0.00 %

N/A

N/A
TUSA 0.00 % 0.70 %

N/A

N/A
VB Vanguard Small-Cap Index .. 0.00 % 0.05 %

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SPY4:LSE SPDR® S&P 400 US Mid Cap.. 0.00 % 0.00 %

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N/A
SPY4:F SSgA SPDR S&P 400 US Mid .. 0.00 % 0.00 %

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N/A

Market Performance

  Market Performance vs. Industry/Classification (Specialty Retail) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 47.46% 91% A- 97% N/A
Dividend Return 1.01% 27% F 29% F
Total Return 48.46% 91% A- 97% N/A
Trailing 12 Months  
Capital Gain 127.91% 100% F 99% N/A
Dividend Return 2.24% 55% F 35% F
Total Return 130.16% 100% F 99% N/A
Trailing 5 Years  
Capital Gain 329.60% 76% C+ 97% N/A
Dividend Return 20.08% 38% F 72% C
Total Return 349.68% 76% C+ 97% N/A
Average Annual (5 Year Horizon)  
Capital Gain 46.73% 83% B 94% A
Dividend Return 49.22% 83% B 94% A
Total Return 2.49% 50% F 53% F
Risk Return Profile  
Volatility (Standard Deviation) 72.74% 39% F 11% F
Risk Adjusted Return 67.67% 83% B 86% B+
Market Capitalization 4.82B 91% A- 89% A-

Key Financial Ratios

  Ratio vs. Industry/Classification (Specialty Retail) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.00 55% 50%
Price/Book Ratio 8.70 18% 9%
Price / Cash Flow Ratio 10.71 48% 37%
Price/Free Cash Flow Ratio 12.63 30% 32%
Management Effectiveness  
Return on Equity 57.61% 95% 97%
Return on Invested Capital 48.78% 95% 97%
Return on Assets 17.84% 100% 99%
Debt to Equity Ratio N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Earnings Growth

This stock has shown top quartile earnings growth in the previous 5 years compared to its sector.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.