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Williams Companies, Inc.. (WMB) Stock Fundamental Analysis & AI Rating 2026

WMB NYSE Natural Gas Transmission DE CIK: 0000107263
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
HOLD
73% Confidence
STRONG AGREEMENT
HOLD
65% Conf
HOLD
81% Conf

📊 WMB Key Takeaways

Revenue: $3.0B
Net Margin: 28.5%
Free Cash Flow: $244.0M
Current Ratio: 0.83x
Debt/Equity: 2.31x
EPS: $0.70
AI Rating: HOLD with 65% confidence
Williams Companies, Inc.. (WMB) receives a HOLD rating with 73% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $3.0B, net profit margin of 28.5%, and return on equity (ROE) of 6.7%, Williams Companies, Inc.. demonstrates mixed fundamentals in the Energy sector. Below is our complete WMB stock analysis for 2026.

Is Williams Companies, Inc.. (WMB) a Good Investment?

Claude

Williams operates a high-margin essential infrastructure business with 43.6% operating profitability and strong cash generation, but faces material financial stress from a steep 19.8% revenue decline combined with aggressive leverage (2.31x Debt/Equity) and weak liquidity (0.83x current ratio). The company's financial flexibility is increasingly constrained despite operational profitability.

ChatGPT

Williams shows strong underlying profitability for a pipeline operator, with 35.1% operating margin, 21.9% net margin, and solid earnings resilience despite a 19.8% revenue decline. However, that resilience is offset by heavy leverage, weak short-term liquidity, and thin free cash flow after high capital spending, which makes the fundamental profile solid but not cleanly compelling.

Why Buy Williams Companies, Inc.. Stock? WMB Key Strengths

Claude
  • + Essential natural gas transmission infrastructure with 43.6% operating margin and 28.5% net margin
  • + Strong operating cash flow of $1.6B provides debt service foundation
  • + EPS growth of 17.6% demonstrates disciplined capital allocation through share repurchases
ChatGPT
  • + Strong operating and net margins indicate durable fee-based infrastructure economics
  • + Net income remained stable and diluted EPS grew 17.6%, showing earnings resilience despite lower revenue
  • + Operating cash flow of $5.90B provides meaningful internal funding capacity and supports debt service

WMB Stock Risks: Williams Companies, Inc.. Investment Risks

Claude
  • ! Revenue collapse of 19.8% YoY signals deteriorating demand in core natural gas markets
  • ! Critically high leverage (2.31x Debt/Equity, $30.1B debt) with insufficient interest coverage (1.9x) creates debt spiral vulnerability
  • ! Liquidity crisis risk with current ratio of 0.83x and quick ratio of 0.76x limiting refinancing flexibility
  • ! Free cash flow of only $244M is inadequate to service or reduce $30.1B debt burden
ChatGPT
  • ! High leverage, with $27.32B of long-term debt and debt-to-equity of 2.13x, raises balance-sheet risk
  • ! Weak liquidity, including a 0.53x current ratio and only $63M of cash, leaves limited short-term flexibility
  • ! Free cash flow is modest relative to revenue because capital expenditure remains very heavy, constraining financial flexibility

Key Metrics to Watch

Claude
  • * Revenue trend stabilization and natural gas transmission volume recovery
  • * Debt/Equity ratio trajectory and debt reduction progress
  • * Interest coverage ratio and ability to maintain debt service from operating cash flow
ChatGPT
  • * Free cash flow after capital expenditures
  • * Debt reduction and interest coverage

Williams Companies, Inc.. (WMB) Financial Metrics & Key Ratios

Revenue
$3.0B
Net Income
$865.0M
EPS (Diluted)
$0.70
Free Cash Flow
$244.0M
Total Assets
$59.6B
Cash Position
$950.0M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

WMB Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 43.6%
Net Margin 28.5%
ROE 6.7%
ROA 1.5%
FCF Margin 8.1%

WMB vs Energy Sector: How Williams Companies, Inc.. Compares

How Williams Companies, Inc.. compares to Energy sector averages

Net Margin
WMB 28.5%
vs
Sector Avg 12.0%
WMB Sector
ROE
WMB 6.7%
vs
Sector Avg 14.0%
WMB Sector
Current Ratio
WMB 0.8x
vs
Sector Avg 1.3x
WMB Sector
Debt/Equity
WMB 2.3x
vs
Sector Avg 0.6x
WMB Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Williams Companies, Inc.. Stock Overvalued? WMB Valuation Analysis 2026

Based on fundamental analysis, Williams Companies, Inc.. has mixed fundamental signals relative to the Energy sector in 2026.

Return on Equity
6.7%
Sector avg: 14%
Net Profit Margin
28.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.31x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Williams Companies, Inc.. Balance Sheet: WMB Debt, Cash & Liquidity

Current Ratio
0.83x
Quick Ratio
0.76x
Debt/Equity
2.31x
Debt/Assets
0.0%
Interest Coverage
1.92x
Long-term Debt
$30.1B

WMB Revenue & Earnings Growth: 5-Year Financial Trend

WMB 5-year financial data: Year 2021: Revenue $12.8B, Net Income $850.0M, EPS $0.70. Year 2022: Revenue $17.8B, Net Income $211.0M, EPS $0.17. Year 2023: Revenue $17.8B, Net Income $1.5B, EPS $1.24. Year 2024: Revenue $17.8B, Net Income $2.0B, EPS $1.67. Year 2025: Revenue $14.9B, Net Income $3.2B, EPS $2.60.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Williams Companies, Inc..'s revenue has grown significantly by 17% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.60 reflects profitable operations.

WMB Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
8.1%
Free cash flow / Revenue

WMB Quarterly Earnings & Performance

Quarterly financial performance data for Williams Companies, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $4.2B $691.0M $0.56
Q3 2025 $3.0B $647.0M $0.53
Q2 2025 $2.8B $401.0M $0.33
Q1 2025 $3.3B $632.0M $0.52
Q3 2024 $3.0B $654.0M $0.54
Q2 2024 $2.8B $401.0M $0.33
Q1 2024 $3.1B $632.0M $0.52
Q3 2023 $3.1B $600.0M $0.49

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Williams Companies, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$1.6B
Cash generated from operations
Capital Expenditures
$1.4B
Investment in assets
Dividends Paid
$642.0M
Returned to shareholders

WMB SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Williams Companies, Inc.. (CIK: 0000107263)

📋 Recent SEC Filings

Date Form Document Action
May 15, 2026 4 xslF345X06/wk-form4_1778856623.xml View →
May 7, 2026 4 xslF345X06/wk-form4_1778162969.xml View →
May 4, 2026 10-Q wmb-20260331.htm View →
May 4, 2026 8-K wmb-20260504.htm View →
May 4, 2026 4 xslF345X06/wk-form4_1777913137.xml View →

Frequently Asked Questions about WMB

What is the AI rating for WMB?

Williams Companies, Inc.. (WMB) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 73% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are WMB's key strengths?

Claude: Essential natural gas transmission infrastructure with 43.6% operating margin and 28.5% net margin. Strong operating cash flow of $1.6B provides debt service foundation. ChatGPT: Strong operating and net margins indicate durable fee-based infrastructure economics. Net income remained stable and diluted EPS grew 17.6%, showing earnings resilience despite lower revenue.

What are the risks of investing in WMB?

Claude: Revenue collapse of 19.8% YoY signals deteriorating demand in core natural gas markets. Critically high leverage (2.31x Debt/Equity, $30.1B debt) with insufficient interest coverage (1.9x) creates debt spiral vulnerability. ChatGPT: High leverage, with $27.32B of long-term debt and debt-to-equity of 2.13x, raises balance-sheet risk. Weak liquidity, including a 0.53x current ratio and only $63M of cash, leaves limited short-term flexibility.

What is WMB's revenue and growth?

Williams Companies, Inc.. reported revenue of $3.0B.

Does WMB pay dividends?

Williams Companies, Inc.. pays dividends, with $642.0M distributed to shareholders in the trailing twelve months.

Where can I find WMB SEC filings?

Official SEC filings for Williams Companies, Inc.. (CIK: 0000107263) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WMB's EPS?

Williams Companies, Inc.. has a diluted EPS of $0.70.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is WMB a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Williams Companies, Inc.. has a HOLD rating with 73% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is WMB stock overvalued or undervalued?

Valuation metrics for WMB: ROE of 6.7% (sector avg: 14%), net margin of 28.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy WMB stock in 2026?

Our dual AI analysis gives Williams Companies, Inc.. a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is WMB's free cash flow?

Williams Companies, Inc..'s operating cash flow is $1.6B, with capital expenditures of $1.4B. FCF margin is 8.1%.

How does WMB compare to other Energy stocks?

Vs Energy sector averages: Net margin 28.5% (avg: 12%), ROE 6.7% (avg: 14%), current ratio 0.83 (avg: 1.3).

Is Williams Companies, Inc.. carrying too much debt?

WMB has a debt-to-equity ratio of 2.31x, which is above the Energy sector average of 0.6x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI