Wayfair vs Williams-Sonoma
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KIRA’s take AI analyst
I put Wayfair and Williams-Sonoma side by side, using each one’s latest annual report. Here is what stands out:
- Wayfair is the larger business, with $12.5B of revenue in fiscal 2025 against $7.8B for Williams-Sonoma, about 1.6 times as much.
- Wayfair grew revenue faster (5.1%, against 1.2%).
- Williams-Sonoma kept more of each dollar of sales as operating profit (18.1% operating margin, against 0.1%).
- Williams-Sonoma turned more of its sales into free cash flow (13.5% FCF margin, against 3.7%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Wayfair
W
2/9
Revenue growthPiotroski F-score
Williams-Sonoma
WSM
7/9
5-year growthGross marginOperating marginNet marginFCF marginNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | W FY25 | WSM FY25 |
|---|---|---|
| Size | ||
| Market cap | $14.9B | $29.7B |
| Revenue | $12.5B | $7.8B |
| Free cash flow | $464M | $1.1B |
| Net income | −$313M | $1.1B |
| Growth | ||
| Revenue growth | 5.1% | 1.2% |
| 5-year growth | −2.5% | 2.9% |
| Share count change | 4.1% | −3.8% |
| Profitability | ||
| Gross margin | 30.2% | 46.2% |
| Operating margin | 0.1% | 18.1% |
| Net margin | −2.5% | 13.9% |
| FCF margin | 3.7% | 13.5% |
| Return on capital | — | 106.5% |
| Return on equity | — | 51.5% |
| Balance sheet | ||
| Net debt | $1.7B | −$1.0B |
| Net debt / EBITDA | 5.4x | −0.6x |
| Dividends and buybacks | $0.0M | $1.2B |
| Valuation & quality | ||
| P/E | — | 25.6x |
| Piotroski F-score | 6 | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.