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
Williams-Sonoma Faces Earnings Test as Analysts Weigh Tariff Headwinds Against Strong Consensus Rating
- Q4 earnings release scheduled for March 18 with a morning conference call at 10:00 AM ET, representing a key inflection point for the stock after recent analyst activity including UBS raising its price target to $185 from $175
- Analyst concerns have emerged around declining 2026 EPS estimates revised down to $9.05 from $9.20, driven by rising tariff-related costs and potential margin contraction in Q4 as retail price increases may not fully offset inflation pressures
- The company's strong operational fundamentals including 4.6% year-over-year sales growth and 18.6% operating margins mask growing worries about weaker consumer spending on home goods and a challenging macroeconomic environment for the furniture and home furnishings sector
NVR Stock Faces Headwinds Despite Long-Term Gains as Homebuilder Grapples with Declining Earnings
- Fourth-quarter 2025 earnings fell to $121.54 per diluted share, down 13% from $139.93 in the prior year quarter, as net income declined 20% to $363.8 million, signaling profitability pressure in the homebuilding segment.
- New orders grew 3% to 4,951 units in Q4 2025, but average sales prices declined 3% to $454,200, indicating a challenging pricing environment despite modest order growth.
- Year-to-date stock performance shows a 5.97% decline as of mid-March 2026, with the stock trading at around $7,700 on a P/E of 14.5x despite analyst concerns about forecast revenue and earnings declines over the next three years.
Williams-Sonoma Faces Earnings Test as Analysts Weigh Tariff Headwinds Against Strong Consensus Rating
- Q4 earnings release scheduled for March 18 with a morning conference call at 10:00 AM ET, representing a key inflection point for the stock after recent analyst activity including UBS raising its price target to $185 from $175
- Analyst concerns have emerged around declining 2026 EPS estimates revised down to $9.05 from $9.20, driven by rising tariff-related costs and potential margin contraction in Q4 as retail price increases may not fully offset inflation pressures
- The company's strong operational fundamentals including 4.6% year-over-year sales growth and 18.6% operating margins mask growing worries about weaker consumer spending on home goods and a challenging macroeconomic environment for the furniture and home furnishings sector
NVR Stock Faces Headwinds Despite Long-Term Gains as Homebuilder Grapples with Declining Earnings
- Fourth-quarter 2025 earnings fell to $121.54 per diluted share, down 13% from $139.93 in the prior year quarter, as net income declined 20% to $363.8 million, signaling profitability pressure in the homebuilding segment.
- New orders grew 3% to 4,951 units in Q4 2025, but average sales prices declined 3% to $454,200, indicating a challenging pricing environment despite modest order growth.
- Year-to-date stock performance shows a 5.97% decline as of mid-March 2026, with the stock trading at around $7,700 on a P/E of 14.5x despite analyst concerns about forecast revenue and earnings declines over the next three years.
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.
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Related Market Insights
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Williams-Sonoma (WSM) Next Earnings Date
Williams-Sonoma (WSM) is scheduled to release its next earnings report on March 18, 2026, which is in two days. This earnings announcement will cover the Q4 2025 fiscal quarter and is expected to occur before market open. Analysts are projecting an EPS of approximately $2.88-$2.91 for this period. The company will host a conference call at 7:00 AM PT on that date to discuss financial results and forward guidance.
NVR (NVR) Next Earnings Date
NVR's next earnings release is expected on April 28, 2026, with some sources indicating the announcement could occur between April 21-24, 2026. This report will cover the company's Q1 2026 results, with analysts projecting earnings per share of approximately $81.66 to $82.85. The exact date has not yet been officially confirmed by the company, though the timing aligns with NVR's historical quarterly earnings release pattern.
Williams-Sonoma (WSM) Next Earnings Date
Williams-Sonoma (WSM) is scheduled to release its next earnings report on March 18, 2026, which is in two days. This earnings announcement will cover the Q4 2025 fiscal quarter and is expected to occur before market open. Analysts are projecting an EPS of approximately $2.88-$2.91 for this period. The company will host a conference call at 7:00 AM PT on that date to discuss financial results and forward guidance.
NVR (NVR) Next Earnings Date
NVR's next earnings release is expected on April 28, 2026, with some sources indicating the announcement could occur between April 21-24, 2026. This report will cover the company's Q1 2026 results, with analysts projecting earnings per share of approximately $81.66 to $82.85. The exact date has not yet been officially confirmed by the company, though the timing aligns with NVR's historical quarterly earnings release pattern.
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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