WSM Factor Report

Data as of market close on: 3/22/2023.

Fundamental analysis of WSM using the major investing factors, including value, quality, momentum, and low volatility.
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Latest Close: $119.01 Market Cap ($ mil): $7,882 Sector: Services Industry: Retail (Specialty) 52 Week High: $176.89 52 Week Low: $101.58 Relative Strength: 47 Twelve Minus One Return: -17.2% Standard Deviation: 52.8% Insider Ownership: 1.17%
PE Ratio: 7.3 Price/Sales: 0.9 Price/Book: 4.6 Price/Cash Flow: 5.9 EV/EBITDA: 4.39 Dividend Yield: 3.02% Shareholder Yield: 7.27% Piotroski F Score: 6 Mohanram G Score: 6 Institutional Ownership: 2.91%
Return on Equity: 67.0% Return on Assets: 24.3% Return on Tangible Capital: 50.8% Return on Invested Capital: 104.9% WACC: 10.1% Debt/Equity: 0.00 LT EPS Growth: 40.9% LT Sales Growth: 11.7% Beta: 1.62 Profit Margin: 13.00%
Williams-Sonoma, Inc. is a specialty retailer of products for the home. The Company's brands include Williams Sonoma, Pottery Barn, Pottery Barn Kids, Pottery Barn Teen, West Elm, Williams Sonoma Home, Rejuvenation, and Mark and Graham, which markets through its e-commerce Websites, direct-mail catalogs, and retail stores. These brands are also part of the Company's free-to-join loyalty program that offers members exclusive benefits across the Williams-Sonoma family of brands. Williams Sonoma products include everything for cooking, dining and entertaining, including cookware, tools, electrics, cutlery, tabletops, and bar, outdoor, furniture, and a library of cookbooks. Pottery Barn is a premier omnichannel home furnishings retailer. The Company operates approximately 547 stores. The Company operates in the United States, Puerto Rico, Canada, Australia and the United Kingdom, and offers international shipping to customers worldwide.

Factor Profile

WSM's exposure to the major factors (100 is highest).

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Optimal portfolios presented on represent the rebalancing period that has led to the best historical performance for each of our equity models. Each optimal portfolio was determined after the fact with performance information that was not available at portfolio inception. As a result, an investor could not have invested in the optimal portfolio since its inception. Optimal portfolios are presented to allow investors to quickly determine the portfolio size and rebalancing period that has performed best for each of our models in our historical testing.

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