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Williams Sonoma Inc. (WSM) Fundamental Analysis & AI Grade 2026

WSM NYSE Retail-Home Furniture, Furnishings & Equipment Stores DE CIK: 0000719955
Updated This Month • Analysis: May 23, 2026 • SEC Data: 2026-05-03
Combined AI Grade
B
72% Confidence
N/A
B
72% Conf
Pending
Analysis scheduled

📊 WSM Key Takeaways

Revenue: $1.8B
Net Margin: 12.8%
Free Cash Flow: $98.6M
Current Ratio: 1.33x
Debt/Equity: 0.00x
EPS: $1.93
AI Grade: B with 72% confidence
Williams Sonoma Inc. (WSM) receives a B fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $1.8B, net profit margin of 12.8%, and return on equity (ROE) of 12.4%, Williams Sonoma Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete WSM stock analysis for 2026.

Is Williams Sonoma Inc. (WSM) a Good Investment?

Claude

Williams Sonoma maintains exceptional financial strength with zero long-term debt, strong profitability margins (12.8% net margin), and healthy free cash flow generation of $98.6M. However, anemic revenue growth of 1.2% YoY and flat net income growth reflect a mature company facing sectoral headwinds with limited upside momentum.

Williams Sonoma Inc. Key Strengths (WSM)

Claude
  • + Zero long-term debt eliminates refinancing risk and provides exceptional financial flexibility
  • + Strong profitability metrics with 43.9% gross margin and 12.8% net margin demonstrate pricing power and operational efficiency in retail
  • + Substantial cash position of $651.6M combined with positive free cash flow enables strategic flexibility for dividends or investments

WSM Stock Risks: Williams Sonoma Inc. Investment Risks

Claude
  • ! Revenue growth stalled at 1.2% YoY with net income flat (0.0% growth) indicating a mature business lacking momentum
  • ! Quick ratio of 0.51x suggests heavy reliance on inventory conversion for liquidity and potential working capital constraints
  • ! Weak returns on equity (12.4%) and assets (4.6%) despite strong margins indicate capital allocation inefficiency and challenged profitability sustainability

Key Metrics to Watch

Claude
  • * Revenue growth trajectory - must demonstrate acceleration from 1.2% to indicate business recovery
  • * Quick ratio trends and inventory turnover - critical for working capital health in retail
  • * Free cash flow conversion and capital expenditure efficiency - sustainability of cash generation amid growth stagnation

Williams Sonoma Inc. (WSM) Financial Metrics & Key Ratios

Revenue
$1.8B
Net Income
$231.4M
EPS (Diluted)
$1.93
Free Cash Flow
$98.6M
Total Assets
$5.1B
Cash Position
$651.6M

💡 AI Analyst Insight

Williams Sonoma Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

WSM Profit Margin, ROE & Profitability Analysis

Gross Margin 43.9%
Operating Margin 16.2%
Net Margin 12.8%
ROE 12.4%
ROA 4.6%
FCF Margin 5.5%

WSM vs Consumer Sector: How Williams Sonoma Inc. Compares

How Williams Sonoma Inc. compares to Consumer sector averages

Net Margin
WSM 12.8%
vs
Sector Avg 8.0%
WSM Sector
ROE
WSM 12.4%
vs
Sector Avg 18.0%
WSM Sector
Current Ratio
WSM 1.3x
vs
Sector Avg 1.5x
WSM Sector
Debt/Equity
WSM 0.0x
vs
Sector Avg 0.8x
WSM Sector

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

Is Williams Sonoma Inc. Stock Overvalued? WSM Valuation Analysis 2026

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

Return on Equity
12.4%
Sector avg: 18%
Net Profit Margin
12.8%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.8x

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 Sonoma Inc. Balance Sheet: WSM Debt, Cash & Liquidity

Current Ratio
1.33x
Quick Ratio
0.51x
Debt/Equity
0.00x
Debt/Assets
63.0%
Interest Coverage
N/A
Long-term Debt
$0.0

WSM Revenue & Earnings Growth: 5-Year Financial Trend

WSM 5-year financial data: Year 2021: Revenue $8.2B, Net Income $356.1M, EPS $4.49. Year 2022: Revenue $8.7B, Net Income $680.7M, EPS $8.61. Year 2023: Revenue $8.7B, Net Income $1.1B, EPS $14.75. Year 2024: Revenue $8.7B, Net Income $1.1B, EPS $8.16. Year 2025: Revenue $7.8B, Net Income $949.8M, EPS $7.28.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Williams Sonoma Inc.'s revenue has remained relatively flat over the 5-year period, with a 5% decline. The most recent EPS of $7.28 reflects profitable operations.

WSM 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
5.5%
Free cash flow / Revenue

WSM Quarterly Earnings & Performance

Quarterly financial performance data for Williams Sonoma Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $1.7B $231.3M $1.85
Q3 2025 $1.8B $216.9M $1.87
Q2 2025 $1.8B $216.9M $1.67
Q1 2025 $1.7B $231.3M $1.85
Q3 2024 $1.8B $156.5M $1.83
Q2 2024 $1.8B $156.5M $1.56
Q1 2024 $1.7B $156.5M $2.35
Q3 2023 $1.9B $156.5M $3.66

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

Williams Sonoma Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$156.3M
Cash generated from operations
Stock Buybacks
$287.8M
Shares repurchased (TTM)
Capital Expenditures
$57.7M
Investment in assets
Dividends Paid
$85.6M
Returned to shareholders

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

Access official SEC EDGAR filings for Williams Sonoma Inc. (CIK: 0000719955)

📋 Recent SEC Filings

Date Form Document Action
May 29, 2026 4 xslF345X06/form4.xml View →
May 22, 2026 10-Q wsm-20260503.htm View →
May 21, 2026 8-K wsm-20260521.htm View →
May 18, 2026 4 xslF345X06/form4.xml View →
May 6, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about WSM

What is the AI rating for WSM?

Williams Sonoma Inc. (WSM) has an AI grade of B with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WSM's key strengths?

Claude: Zero long-term debt eliminates refinancing risk and provides exceptional financial flexibility. Strong profitability metrics with 43.9% gross margin and 12.8% net margin demonstrate pricing power and operational efficiency in retail.

What are the risks of investing in WSM?

Claude: Revenue growth stalled at 1.2% YoY with net income flat (0.0% growth) indicating a mature business lacking momentum. Quick ratio of 0.51x suggests heavy reliance on inventory conversion for liquidity and potential working capital constraints.

What is WSM's revenue and growth?

Williams Sonoma Inc. reported revenue of $1.8B.

Does WSM pay dividends?

Williams Sonoma Inc. pays dividends, with $85.6M distributed to shareholders in the trailing twelve months.

Where can I find WSM SEC filings?

Official SEC filings for Williams Sonoma Inc. (CIK: 0000719955) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WSM's EPS?

Williams Sonoma Inc. has a diluted EPS of $1.93.

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 grade reflects both perspectives for balanced insights.

What is WSM's fundamental grade?

Based on our AI fundamental analysis in June 2026, Williams Sonoma Inc. has a B grade with 72% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is WSM stock overvalued or undervalued?

Valuation metrics for WSM: ROE of 12.4% (sector avg: 18%), net margin of 12.8% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

What is WSM's AI grade for 2026?

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

What is WSM's free cash flow?

Williams Sonoma Inc.'s operating cash flow is $156.3M, with capital expenditures of $57.7M. FCF margin is 5.5%.

How does WSM compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 12.8% (avg: 8%), ROE 12.4% (avg: 18%), current ratio 1.33 (avg: 1.5).

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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 23, 2026 | Data as of: 2026-05-03 | Powered by Claude AI