Williams-Sonoma vs NVR
This page compares Williams-Sonoma and NVR, examining business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
This page compares Williams-Sonoma and NVR, examining business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.
Why It's Moving
WSM Stock Warning: Why Analysts See -3% Downside Risk
- Recent dividend declaration of $0.66 per share for shareholders on record January 16 reinforces shareholder returns but hasn't offset valuation concerns.
- Stock climbed from $206 on February 12 to $214.57 by February 13, reflecting positive momentum that analysts view as potentially overextended.
- Broader retail sector sentiment dipped slightly, with WSM's news score at 1.37, tempering optimism as inventories rose 9.6% in prior Q3 amid softer comps outlook.
NVR Boosts Shareholder Returns with Fresh $750M Buyback Amid Housing Headwinds
- Board greenlights $750M repurchase of common stock with no expiration, equating to about 3.3% of shares outstanding, to enhance per-share value over time.
- Follows recent annual report revealing 20% net income drop, softer orders, rising cancellations, and expected margin squeeze in early 2026 from pricing shifts.
- Peers like PHM and LEN surged 1.76%-4.62% recently, highlighting sector resilience while NVR eyes buyback execution to counter near-term demand softness.
WSM Stock Warning: Why Analysts See -3% Downside Risk
- Recent dividend declaration of $0.66 per share for shareholders on record January 16 reinforces shareholder returns but hasn't offset valuation concerns.
- Stock climbed from $206 on February 12 to $214.57 by February 13, reflecting positive momentum that analysts view as potentially overextended.
- Broader retail sector sentiment dipped slightly, with WSM's news score at 1.37, tempering optimism as inventories rose 9.6% in prior Q3 amid softer comps outlook.
NVR Boosts Shareholder Returns with Fresh $750M Buyback Amid Housing Headwinds
- Board greenlights $750M repurchase of common stock with no expiration, equating to about 3.3% of shares outstanding, to enhance per-share value over time.
- Follows recent annual report revealing 20% net income drop, softer orders, rising cancellations, and expected margin squeeze in early 2026 from pricing shifts.
- Peers like PHM and LEN surged 1.76%-4.62% recently, highlighting sector resilience while NVR eyes buyback execution to counter near-term demand softness.
Investment Analysis
Pros
- Williams-Sonoma has delivered strong multi-year returns, reflecting robust demand for home furnishings and resilient consumer spending.
- The company maintains a solid balance sheet with healthy cash flow generation and a market-leading omni-channel retail presence.
- Recent analyst upgrades and positive sentiment highlight confidence in Williams-Sonoma's growth opportunities and operational execution.
Considerations
- Williams-Sonoma's share price has risen sharply, raising concerns about valuation and limited near-term upside potential.
- The company faces ongoing exposure to macroeconomic uncertainty and shifting consumer preferences in the retail sector.
- Earnings forecasts suggest a slight decline in full-year EPS, indicating potential headwinds for profit growth.
NVR
NVR
Pros
- NVR maintains a strong competitive position in the US housing market with a vertically integrated business model.
- The company consistently generates high returns on equity and robust cash flow, supporting strategic reinvestment and share buybacks.
- NVR's disciplined approach to land acquisition and risk management helps insulate it from broader housing market volatility.
Considerations
- NVR's stock trades at a premium valuation, reflecting high expectations and limited margin for error in execution.
- The company is highly sensitive to interest rate changes and broader housing market downturns, which could impact demand.
- Limited geographic diversification increases exposure to regional economic fluctuations and regulatory risks.
Related Market Insights
The Umansky Effect: Why Luxury Housing Stocks Could Defy Market Gravity
Discover why luxury housing stocks may defy market trends. Mauricio Umansky predicts strength in high-end real estate, creating unique investment opportunities. Explore the Neme.
Aimee Silverwood | Financial Analyst
July 25, 2025
Related Market Insights
The Umansky Effect: Why Luxury Housing Stocks Could Defy Market Gravity
Discover why luxury housing stocks may defy market trends. Mauricio Umansky predicts strength in high-end real estate, creating unique investment opportunities. Explore the Neme.
Aimee Silverwood | Financial Analyst
July 25, 2025
Williams-Sonoma (WSM) Next Earnings Date
Williams-Sonoma (WSM) is expected to report its next earnings on March 18, 2026, covering the fiscal Q4 2026 period ending in early February. This date aligns with the company's historical pattern of mid-March releases for fiscal year-end results, though it remains unconfirmed by management. Investors should monitor official announcements for any updates.
NVR (NVR) Next Earnings Date
NVR has not confirmed its next earnings date, but estimates point to late April 2026, specifically around April 20-28, based on historical patterns following the Q4 2025 report. This release will cover the Q1 2026 quarter, ending March 2026. Investors should monitor for official confirmation as dates may shift slightly.
Williams-Sonoma (WSM) Next Earnings Date
Williams-Sonoma (WSM) is expected to report its next earnings on March 18, 2026, covering the fiscal Q4 2026 period ending in early February. This date aligns with the company's historical pattern of mid-March releases for fiscal year-end results, though it remains unconfirmed by management. Investors should monitor official announcements for any updates.
NVR (NVR) Next Earnings Date
NVR has not confirmed its next earnings date, but estimates point to late April 2026, specifically around April 20-28, based on historical patterns following the Q4 2025 report. This release will cover the Q1 2026 quarter, ending March 2026. Investors should monitor for official confirmation as dates may shift slightly.
Which Baskets Do They Appear In?
The Umansky Effect: Riding the Luxury Housing Wave
This curated collection focuses on companies set to benefit from the continued strength in luxury real estate. Based on insights from The Agency CEO Mauricio Umansky, these stocks span premium homebuilders, high-end material suppliers, and luxury furnishing brands positioned to thrive in a resilient high-end housing market.
Published: July 1, 2025
Explore BasketWhich Baskets Do They Appear In?
The Umansky Effect: Riding the Luxury Housing Wave
This curated collection focuses on companies set to benefit from the continued strength in luxury real estate. Based on insights from The Agency CEO Mauricio Umansky, these stocks span premium homebuilders, high-end material suppliers, and luxury furnishing brands positioned to thrive in a resilient high-end housing market.
Published: July 1, 2025
Explore BasketBuy WSM or NVR in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Williams-Sonoma vs Ulta Beauty
Williams-Sonoma vs Ulta Beauty
Williams-Sonoma vs Tapestry
Williams-Sonoma vs Tapestry: A comparison
Williams-Sonoma vs PulteGroup
Williams-Sonoma vs PulteGroup