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Williams-Sonoma, Inc. (WSM) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Williams-Sonoma, Inc.

WSMMarket cap $28BPrice $239.0

Country🇺🇸United States

SectorConsumer

IndustrySpecialty Retail

Sells premium home goods and furniture through brands like Pottery Barn and West Elm, turning kitchenware into a lifestyle statement. Nearly 65% of sales now come from e-commerce, outpacing most legacy retailers online.

In Bastion Portfolios?

52W Return+30%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)-3%2

Revenue Forecast

Rev CAGR (1y)+6%5

Rev CAGR (3y)+6%4

Rev CAGR (5y)+5%5

Earnings Forecast

EPS Growth Y+1+7%6

EPS Growth Y+2+8%6

EPS Growth Y+3+7%6

Quality

Margins

EBIT Margin18%7

Net Income Margin15%7

Free Cash Flow Margin17%7

Debt

Net Debt/EBITDA0.27

Efficiency

ROE55%10

ROA22%10

Earnings Stability88

GEAR+AVERAGE58

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)243

P/E Ratio (Forward 3y)222

P/BV13.11

EV Multiples

EV/EBITDA Fwd163

EV/EBIT Fwd194

Yield

Free Cash Flow Yield4.8%6

Dividend Yield1.3%4

Momentum

Short term

1 month return+5%9

3 month return+9%8

YTD return+35%9

Mid term

Price vs 52wHigh94%9

1 year return+28%8

Long term

3 year return+213%9

5 year return+207%9

Risk Shield

Price Risk

Beta1.32

Volatility33%6

Free Cash Flow

Free Cash Flow Margin17%7

Free Cash Flow Yield4.8%6

Quality

ROCE40%10

Earnings Stability88

Net Debt/EBITDA0.27

02Growth

Is it actually growing, and how fast?

WSMWilliams-Sonoma

Revenue FY26$7.8B

GROWTH RATING↗

AVERAGE36 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-3%2

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+6%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+7%6

EPS growth, FY28E+8%6

EPS growth, FY29E+7%6

GROWTH ASSESSMENT

STRENGTHS

After shrinking over the last 3 years, revenue is set to grow 6%/yr from here.

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 36% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Revenue fell 3%/yr over the last 3 years, behind 80% of companies worldwide.2/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG95 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+5%9

3-month return+9%8

YTD return+35%9

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+28%8

3-year return+213%9

5-year return+207%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +213% over three years and +207% over five, ahead of 80% of the market.

It's up 28% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+5%), over three months (+9%) and so far this year (+35%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Williams-Sonoma. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

WSMWilliams-Sonoma

Revenue FY26$7.8B

GROWTH RATING↗

AVERAGE36 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR-3%2

Revenue, next 1Y+6%5

Revenue, next 3Y, CAGR+6%4

Revenue, next 5Y, CAGR+5%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+7%6

EPS growth, FY28E+8%6

EPS growth, FY29E+7%6

GROWTH ASSESSMENT

STRENGTHS

After shrinking over the last 3 years, revenue is set to grow 6%/yr from here.

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 36% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Over five years revenue is set to grow 5%/yr, about average versus companies worldwide.5/10

WEAKNESSES

Revenue fell 3%/yr over the last 3 years, behind 80% of companies worldwide.2/10

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that's turning around. The one thing to watch: revenue has shrunk over the past 3 years.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG95 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+5%9

3-month return+9%8

YTD return+35%9

MID & LONG-TERM▾SCORE

% of 52-week high94%9

1-year return+28%8

3-year return+213%9

5-year return+207%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +213% over three years and +207% over five, ahead of 80% of the market.

It's up 28% over the past year, now 6% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+5%), over three months (+9%) and so far this year (+35%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Williams-Sonoma. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community