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WSM

Williams-Sonoma, Inc.
$260.80
+2.95% Oct 22 close
Consumer DiscretionaryS&P 500 CompareTechnicals
Model valuationLooks expensiveDCF base $131
1M3M6M1Y2Y
-12%+1%+13%+26%+39%Oct 2025Oct 2026Apr 202652w high $261.1152w low $165.51
WSMSPY
1W
+3.8%
1M
+12.4%
3M
+19.7%
6M
+36.4%
YTD
+48.0%
1Y
+40.6%

Health check

Financial health
DistressGrey zoneSafe
Safe zone
Altman Z-score 8.4
Above 2.99 is the safe zone, below 1.81 the distress zone.
Quality
WeakAverageStrong
Average
Piotroski F-score 5 of 9
See the tests
  • ✓Positive net income
  • ✓Positive operating cash flow
  • ✗Return on assets improved
  • ✓Cash flow above net income
  • ✓Long-term debt / assets fell
  • ✗Current ratio improved
  • ✓No share dilution
  • ✗Gross margin improved
  • ✗Asset turnover improved

Computed by Coteau from the company's SEC filings (latest balance sheet Aug 2, 2026). Descriptive, not a forecast.

Live chart

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What they do

Williams-Sonoma, Inc. operates as an omni-channel specialty retailer of various products for home the United States and internationally. The company provides cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks. It offers home furnishings, home decor products and accessories, bedding, lighting, rugs, table essentials, kids accessories.

Consumer Cyclical · Specialty Retail

For information only · Important disclosures

Grades vs sector

Momentum
78th percentile in sector
B+
12-1 return: +18.5%
Percentile within its GICS sector across the S&P 1500.
Growth
64th percentile in sector
B
Revenue growth (YoY): +6.7%
Percentile within its GICS sector across the S&P 1500.
Value
16th percentile in sector
D-
Forward E/P: 4.2% · EBITDA/EV: 5.5%
Percentile within its GICS sector across the S&P 1500.
Profitability
87th percentile in sector
A-
Profit margin: +14.7% · Return on equity: +55.0%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 5 live models right now.

Quality Growth
ranked 53 of 360 · Composite (0-1) 0.7
 Momentum Top 15
ranked 190 of 499 · 12-month momentum 18.4%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 Coteau Long Book
Not in the current book

News

More news
Is Williams-Sonoma Stock's Winning Streak Skill Or Luck?
Trefis · Oct 22
28 ETFs Add to Williams-Sonoma (WSM) on Oct. 16
GuruFocus.com · Oct 20
Four Reasons Wall Street Has Eyes On This S&P 500 Stock
Investor's Business Daily · Oct 19

Key stats

Market value$30.7B
P/E (last 12 months)26.7
P/E (next 12 months, estimated)24.8
52-week range$165.51 – $261.11
Revenue growth (latest quarter vs a year ago)+6.7%
Dividend yield1.17%
Analyst consensusBuy (20)
Average analyst price target$248.45 (-5%)
Valuation and fundamentals

Valuation & fundamentals

Bottom line
Looks expensive
Model read-out from the numbers below, not advice. Score -3 (DCF counts double).
▼DCF (base case)below the price by 50%
▼Forward P/E vs sector24.8x vs median 13.4x
•Piotroski F-score5/9
▲Altman Z8.4 (safe)
▲Net debt / EBITDA-0.6x
•Analyst target-5% (20 analysts)

Discounted cash flow

Bear
$92
-65%
growth -3% · disc. 12.6% · term. 2.0%
Base
$131
-50%
growth 2% · disc. 11.6% · term. 2.5%
Bull
$178
-32%
growth 5% · disc. 10.6% · term. 3.0%

A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.

Reverse DCFfor context, not a signal
Today's price assumes free cash flow grows about 12% a year for 10 years.
Implied
+12%/yr
FCF, last 3 yrs
+15%/yr
FCF, last 5 yrs
-1%/yr
Revenue, last 3 yrs
-3%/yr
Revenue, last 5 yrs
+3%/yr
Same inputs as the DCF above: trailing free cash flow 1.3B, 11.6% discount rate, 2.5% growth after year 10, net cash and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2026; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–

Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-08-02). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.47 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.

Multiples vs Consumer Discretionary

P/E (trailing)
sector median 17.7× · 76th pct
 26.7×
pricier
Forward P/E
sector median 13.4× · 90th pct
 24.8×
pricier
EV / EBITDA
sector median 11.3× · 80th pct
 16.8×
pricier
Price / sales
sector median 1.2× · 89th pct
 3.8×
pricier
Price / book
sector median 2.8× · 90th pct
 14.3×
pricier
FCF yield
sector median 6.6% · 35th pct
 4.4%
pricier

Forward EPS $10.52 vs trailing $9.75 (+8% expected growth). Forward P/E uses analysts' next-12-month estimate.

Quality & financial health

Gross margin
47.2%
Operating margin
19.2%
FCF margin
16.8%
Net margin
14.7%
Return on equity
55.1%
Return on invested capital
103.5%
Net debt / EBITDA
-0.6×
Current ratio
1.4×
Interest cover
–
Cash conversion (OCF/NI)
1.4×
Piotroski F-score 5/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✗ Return on assets improved✓ Cash flow above net income✓ Long-term debt / assets fell✗ Current ratio improved✓ No share dilution✗ Gross margin improved✗ Asset turnover improved

Altman Z-score 8.4 (safe zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.

Analysts

Mean target
$248
-5%
Analysts
20
Buy
Range
$151–$286
low – high
● price · ◆ mean target

Annual history

FYRevenueNet incomeFree cash flow
2026$7.8B$1.1B$1.1B
2025$7.7B$1.1B$1.1B
2024$7.8B$949.8M$1.5B
2023$8.7B$1.1B$698.7M
2022$8.2B$1.1B$1.1B
2021$6.8B$680.7M$1.1B

From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR -3.5%.

Earnings

WSM earningsNext report in 26 days
Next report
Wed Nov 18, 2026Before the open
EPS consensus$2.18 range $2.00–$2.29
Revenue consensus$2.0B 18 analysts
Last 4 quarters · EPS vs estimate
Aug 26, 2026$2.84est $2.06+37.9%Above estimates
May 21, 2026$1.93est $1.80+7.3%Above estimates
Mar 18, 2026$3.04est $2.90+4.8%Above estimates
Nov 19, 2025$1.96est $1.87+4.9%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-23 08:24:39 ET
24-1125-0325-0525-0825-1126-0326-0526-080.003.28
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-07-31$2.0B+6.7%
2026-04-30$1.8B–
2026-01-31$2.4B–
2025-10-31$1.9B–
2025-07-31$1.8B–
Rating changes
Reiterated
2026-10-20 · Piper Sandler reiterated Overweight on WSM
Reiterated
2026-10-20 · Evercore ISI Group reiterated In-Line on WSM
Reiterated
2026-09-09 · Evercore ISI Group reiterated In-Line on WSM
Reiterated
2026-09-02 · Argus Research reiterated Buy on WSM
Reiterated
2026-08-27 · Citigroup reiterated Neutral on WSM
Reiterated
2026-08-27 · UBS reiterated Neutral on WSM

Third-party analyst actions, not Coteau's views. All rating changes

Recent dividends

2026-10-16: $0.760 · 2026-07-17: $0.760 · 2026-04-17: $0.760 · 2026-01-16: $0.660 · 2025-10-17: $0.660 · 2025-07-18: $0.660 · 2025-04-17: $0.660 · 2025-01-17: $0.570

Stats refreshed 2026-10-23 08:24:39 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Beta 0.9 · Oct 21, 2026