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Williams-Sonoma Inc(WSM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for WSM
11/09/2026: WSM (4-star) is a STRONG-BUY. BUY for 23 days. Simulated Profits (9.82%). Updated daily EoD!
Williams-Sonoma Inc is a well-established specialty retailer that operates a portfolio of premium home furnishing brands, including Pottery Barn and West Elm. The company benefits from a strong omnichannel strategy, with a high portion of sales generated through digital channels and deep expertise in vertical product design. Its primary investment story centers on capturing the premium home furnishings market and expanding into B2B sectors. However, the company faces risks from cyclical housing market trends, intense e-commerce competition, and fluctuating consumer sentiment. The stock may best suit investors seeking brand-focused retail exposure, with consistent dividends serving as an additional draw for income-focused portfolios.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Moderate growth expectations make it less appealing than high-growth tech, but brand strength provides potential. |
| Momentum investor | Mixed fit | Stock performance is highly sensitive to macroeconomic housing data and consumer sentiment. |
| Value investor | Strong fit | The company often trades at reasonable multiples relative to its brand equity and cash generation. |
| Dividend investor | Strong fit | The company has a solid track record of returning capital to shareholders through dividends and buybacks. |
| Low-risk investor | Mixed fit | The business is cyclical and sensitive to economic fluctuations, adding inherent volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price is significantly impacted by quarterly consumer demand and interest rate shifts. |
| Valuation risk | Medium | Price swings can lead to periods of overvaluation compared to long-term growth averages. |
| Competition risk (Retail and E-commerce) | High | Intense pressure from e-commerce giants and furniture discounters threatens market share. |
| Business quality | Strong | The company maintains high-quality brand recognition and strong operational processes. |
| Dividend income | Medium | Dividends are reliable but sensitive to earnings, which can fluctuate in a cyclical industry. |
| Execution risk | Medium | Success depends on maintaining brand integrity while managing a complex global supply chain. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit 57.6% | Avg. Invested days 36 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 29.92B USD | Price to earnings Ratio 26.06 | 1Y Target Price 249.4 |
Price to earnings Ratio 26.06 | 1Y Target Price 249.4 | ||
Volume (30-day avg) 1.1M shares | Beta 1.49 | 52 Weeks Range 164.46 - 274.45 | Updated Date 11/08/2026 |
52 Weeks Range 164.46 - 274.45 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 1.10% | Basic EPS (TTM) 9.75 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Direct-to-Consumer (DTC) | E-commerce sales across all brands, representing the majority of revenue. | The company is primarily an online retailer, meaning digital efficiency drives most of their profit. |
| Retail Stores | Brick-and-mortar locations for Pottery Barn, West Elm, and Williams-Sonoma. | Physical stores act as showrooms to drive brand experience and online sales. |
| Geography | Predominantly the United States with some international presence. | Investors should monitor the US housing market closely as it drives most of their revenue. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 26.06 | Forward PE 24.45 | Enterprise Value 30.42B | Price to Sales(TTM) 3.74 |
Enterprise Value 30.42B | Price to Sales(TTM) 3.74 | ||
Enterprise Value to Revenue 3.8 | Enterprise Value to EBITDA 17.2 | Shares Outstanding 117.77M | Shares Floating 116.27M |
Shares Outstanding 117.77M | Shares Floating 116.27M | ||
Percent Insiders 1.09 | Percent Institutions 98.95 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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