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Williams-Sonoma, Inc. (WSM)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS9699041011
CUSIP969904101
SectorConsumer Cyclical
IndustrySpecialty Retail

Highlights

Market Cap$20.36B
EPS$14.54
PE Ratio21.84
PEG Ratio2.37
Revenue (TTM)$7.75B
Gross Profit (TTM)$3.68B
EBITDA (TTM)$1.50B
Year Range$107.61 - $319.71
Target Price$289.41
Short %12.69%
Short Ratio4.02

Share Price Chart


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Williams-Sonoma, Inc.

Popular comparisons: WSM vs. SPY, WSM vs. UNH, WSM vs. VTI, WSM vs. VOO, WSM vs. AXP, WSM vs. OHI, WSM vs. LMT, WSM vs. SCHG, WSM vs. XOM, WSM vs. MMM

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Williams-Sonoma, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%0.00%20.00%40.00%60.00%80.00%100.00%NovemberDecember2024FebruaryMarchApril
80.64%
18.38%
WSM (Williams-Sonoma, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Williams-Sonoma, Inc. had a return of 43.79% year-to-date (YTD) and 150.40% in the last 12 months. Over the past 10 years, Williams-Sonoma, Inc. had an annualized return of 19.52%, outperforming the S&P 500 benchmark which had an annualized return of 10.79%.


PeriodReturnBenchmark
Year-To-Date43.79%7.41%
1 month1.75%-0.81%
6 months80.64%18.38%
1 year150.40%23.57%
5 years (annualized)41.34%12.02%
10 years (annualized)19.52%10.79%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-3.73%21.79%34.82%
202310.06%-2.77%24.83%7.59%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of WSM is 98, placing it in the top 2% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the financial indicators listed below.

98
Williams-Sonoma, Inc.(WSM)
99Sharpe Ratio Rank
98Sortino Ratio Rank
97Omega Ratio Rank
96Calmar Ratio Rank
99Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Williams-Sonoma, Inc. (WSM) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


WSM
Sharpe ratio
The Sharpe ratio of WSM compared to the broader market-2.00-1.000.001.002.003.004.003.77
Sortino ratio
The Sortino ratio of WSM compared to the broader market-4.00-2.000.002.004.006.005.17
Omega ratio
The Omega ratio of WSM compared to the broader market0.501.001.501.62
Calmar ratio
The Calmar ratio of WSM compared to the broader market0.001.002.003.004.005.006.003.14
Martin ratio
The Martin ratio of WSM compared to the broader market0.0010.0020.0030.0038.99
^GSPC
Sharpe ratio
The Sharpe ratio of ^GSPC compared to the broader market-2.00-1.000.001.002.003.004.002.15
Sortino ratio
The Sortino ratio of ^GSPC compared to the broader market-4.00-2.000.002.004.006.003.11
Omega ratio
The Omega ratio of ^GSPC compared to the broader market0.501.001.501.38
Calmar ratio
The Calmar ratio of ^GSPC compared to the broader market0.001.002.003.004.005.006.001.63
Martin ratio
The Martin ratio of ^GSPC compared to the broader market0.0010.0020.0030.008.76

Sharpe Ratio

The current Williams-Sonoma, Inc. Sharpe ratio is 3.77. A Sharpe ratio of 3.0 or higher is considered excellent.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2024FebruaryMarchApril
3.77
2.15
WSM (Williams-Sonoma, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Williams-Sonoma, Inc. granted a 1.25% dividend yield in the last twelve months. The annual payout for that period amounted to $3.60 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.60$3.48$3.05$2.42$1.97$1.87$1.68$1.54$1.46$1.38$1.30$1.15

Dividend yield

1.25%1.72%2.65%1.43%1.93%2.55%3.33%2.98%3.02%2.36%1.72%1.97%

Monthly Dividends

The table displays the monthly dividend distributions for Williams-Sonoma, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.90$0.00$0.00
2023$0.78$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.00
2022$0.71$0.00$0.00$0.78$0.00$0.00$0.78$0.00$0.00$0.78$0.00$0.00
2021$0.53$0.00$0.00$0.59$0.00$0.00$0.59$0.00$0.00$0.71$0.00$0.00
2020$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.53$0.00$0.00
2019$0.43$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00$0.48$0.00$0.00
2018$0.39$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00
2017$0.37$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00$0.39$0.00$0.00
2016$0.35$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00
2015$0.33$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00
2014$0.31$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00
2013$0.22$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.3%
Williams-Sonoma, Inc. has a dividend yield of 1.25%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%26.3%
Williams-Sonoma, Inc. has a payout ratio of 26.29%, which is quite average when compared to the overall market. This suggests that Williams-Sonoma, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-9.03%
-2.49%
WSM (Williams-Sonoma, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Williams-Sonoma, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Williams-Sonoma, Inc. was 89.01%, occurring on Nov 20, 2008. Recovery took 593 trading sessions.

The current Williams-Sonoma, Inc. drawdown is 9.03%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-89.01%Jan 12, 2006721Nov 20, 2008593Mar 31, 20111314
-72.65%Dec 8, 1999263Dec 20, 2000349May 17, 2002612
-68.86%Apr 1, 1991323Jul 8, 1992335Nov 2, 1993658
-60.59%Aug 19, 20151153Mar 18, 202050May 29, 20201203
-60.43%Nov 3, 1994302Jan 15, 1996213Nov 14, 1996515

Volatility

Volatility Chart

The current Williams-Sonoma, Inc. volatility is 9.52%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%NovemberDecember2024FebruaryMarchApril
9.52%
3.24%
WSM (Williams-Sonoma, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Williams-Sonoma, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items