Williams-Sonoma vs PulteGroup
Williams-Sonoma Inc. and PulteGroup, Inc. are presented here to compare their business models, financial performance, and market context in a clear, neutral manner. This page explains how each company operates, the factors influencing their results, and their position within their markets, without urging action. Educational content, not financial advice.
Williams-Sonoma Inc. and PulteGroup, Inc. are presented here to compare their business models, financial performance, and market context in a clear, neutral manner. This page explains how each company...
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.
PHM Stock Warning: Why Analysts See -2% Downside Risk
- Zacks Research slashed Q2 2026 EPS estimates on February 12, highlighting softer profit outlooks that could pressure margins amid rising costs and market uncertainty.
- Shell Asset Management dumped 9,567 PHM shares on February 16, adding to recent institutional selling that reflects caution on near-term growth.
- VP O'Meara Brien surrendered 1,090 shares on February 2 for taxes, part of ongoing insider net selling totaling over $19M in three months, as stock trades above consensus targets.
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.
PHM Stock Warning: Why Analysts See -2% Downside Risk
- Zacks Research slashed Q2 2026 EPS estimates on February 12, highlighting softer profit outlooks that could pressure margins amid rising costs and market uncertainty.
- Shell Asset Management dumped 9,567 PHM shares on February 16, adding to recent institutional selling that reflects caution on near-term growth.
- VP O'Meara Brien surrendered 1,090 shares on February 2 for taxes, part of ongoing insider net selling totaling over $19M in three months, as stock trades above consensus targets.
Investment Analysis
Pros
- Williams-Sonoma has delivered strong multi-year returns, with a 245% three-year gain and robust institutional investor confidence.
- The company maintains high operational efficiency, demonstrated by a 44% gross margin and strong free cash flow generation.
- Williams-Sonoma holds a dominant market position in home furnishings, supported by strong brand recognition and a diversified product portfolio.
Considerations
- Recent valuation metrics suggest the stock may be fully priced, with a price-to-earnings ratio above 21 and limited upside according to analyst price targets.
- Earnings forecasts indicate a slight decline in EPS for the current year, reflecting potential margin pressures and slowing growth.
- The stock exhibits above-average volatility, with a beta of 1.55, making it more sensitive to broader market swings.
PulteGroup
PHM
Pros
- PulteGroup benefits from a strong housing market, with solid demand for new homes and a well-positioned land portfolio.
- The company maintains a healthy balance sheet, with manageable debt levels and consistent cash flow from operations.
- PulteGroup has demonstrated operational discipline, delivering strong margins and returning capital to shareholders through dividends and buybacks.
Considerations
- Homebuilding is highly cyclical, exposing PulteGroup to risks from rising interest rates and potential downturns in the housing market.
- Affordability challenges and elevated home prices may constrain demand, particularly among first-time buyers.
- Regulatory and supply chain risks, including labour shortages and material cost volatility, could impact profitability and execution.
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Related Market Insights
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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.
PulteGroup (PHM) Next Earnings Date
PulteGroup (PHM) released its Q4 2025 earnings on January 29, 2026, prior to today's date. The next earnings date is estimated for late April 2026, specifically around April 28, covering the first quarter of 2026 (Q1 2026). This aligns with the company's historical pattern of reporting quarterly results approximately 30-45 days after quarter-end.
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.
PulteGroup (PHM) Next Earnings Date
PulteGroup (PHM) released its Q4 2025 earnings on January 29, 2026, prior to today's date. The next earnings date is estimated for late April 2026, specifically around April 28, covering the first quarter of 2026 (Q1 2026). This aligns with the company's historical pattern of reporting quarterly results approximately 30-45 days after quarter-end.
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
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