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.

Comparison Snapshot

Key Financial Metrics

WSM

Metric

NVR

$24.41B

Market Cap

$21.71B

-1.33%

Potential Profit

12.22%

Buy

Analyst Rating

Buy

Why It's Moving

Williams-Sonoma Shares Slide as Market Climbs, Spotlight Shifts to Earnings Ahead

Stock fell -2.62% on Jan 23 from $210, lagging S&P 500's uptick and signaling investor jitters over near-term outlook.
Upcoming quarterly EPS seen at $2.88, down 12.2% year-over-year, with revenue projected to slip 1.67% to $2.42B, raising flags on consumer spending.
Month-to-date, shares had surged 13.76% ahead of peers, but recent insider selling on Jan 19 adds to pre-earnings caution.

Sentiment:

🐻Bearish

NVR Climbs 3% as Homebuilder Sector Eyes Steady Demand Amid Macro Shifts

Stock jumped $225.49 (3.15%) on November 21, 2025, amid low-volume trading typical for this stable name.
Recent monthly gains of around 4% contrast with YTD dip of nearly 6%, highlighting short-term sector momentum.
Homebuilding peers buoyed by easing mortgage rates and steady buyer interest, lifting NVR despite no direct news.

Sentiment:

🐃Bullish

Williams-Sonoma Shares Slide as Market Climbs, Spotlight Shifts to Earnings Ahead

Stock fell -2.62% on Jan 23 from $210, lagging S&P 500's uptick and signaling investor jitters over near-term outlook.
Upcoming quarterly EPS seen at $2.88, down 12.2% year-over-year, with revenue projected to slip 1.67% to $2.42B, raising flags on consumer spending.
Month-to-date, shares had surged 13.76% ahead of peers, but recent insider selling on Jan 19 adds to pre-earnings caution.

Sentiment:

🐻Bearish

NVR Climbs 3% as Homebuilder Sector Eyes Steady Demand Amid Macro Shifts

Stock jumped $225.49 (3.15%) on November 21, 2025, amid low-volume trading typical for this stable name.
Recent monthly gains of around 4% contrast with YTD dip of nearly 6%, highlighting short-term sector momentum.
Homebuilding peers buoyed by easing mortgage rates and steady buyer interest, lifting NVR despite no direct news.

Sentiment:

🐃Bullish

Investment Analysis

Williams-Sonoma

WSM

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

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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About The Companies

Williams-Sonoma (WSM)

Williams‑Sonoma Inc (WSM) is a US-based premium home‑furnishings retailer operating brands such as Williams‑Sonoma, Pottery Barn, West Elm, Rejuvenation and Mark and Graham. The business combines physical stores with a growing e‑commerce platform and private‑label products, targeting mid-to-upscale consumers. With a market capitalisation around $23.25B, performance is driven by consumer spending, product mix, pricing power and the company’s omnichannel execution. Strengths include strong brand recognition, direct-to-consumer margins and ongoing digital investment; risks include cyclicality in discretionary spending, supply‑chain pressures, rising input costs and retail competition. Investors should consider valuation, earnings consistency and sensitivity to economic cycles. This content is general educational information and not personalised financial advice — values can rise or fall and past performance is not a reliable guide. Suitability depends on personal circumstances; consult a regulated adviser before making investment decisions.

NVR (NVR)

NVR, Inc. is a US homebuilder that designs, builds and sells single-family homes, townhomes and condominium units across several East Coast, Midwest and Mountain states. The company operates through regional brands and a mortgage banking arm, and is known for a relatively asset-light approach to land management and conservative balance-sheet practices. NVR’s results tend to track new-home demand, pricing, and mortgage rates, making the stock sensitive to interest-rate moves and broader economic cycles. Investors often watch backlog, cancellation rates and gross margins to gauge near-term performance. With a market capitalisation around $22.4 billion, NVR has historically emphasised capital discipline and shareholder returns through buybacks rather than large regular dividends. As with any housing-related business, prospects can vary significantly with macro conditions; this summary is educational and not personal financial advice — investors should consider suitability, diversification and risk tolerance before acting.

Williams-Sonoma (WSM) Next Earnings Date

Williams-Sonoma's next earnings date is estimated for March 17-18, 2026, covering the Q4 2025 period, as the company has not yet confirmed the exact date. This projection aligns with historical patterns, following the prior Q3 2025 release on November 19, 2025. Investors should monitor official announcements for any updates.

NVR (NVR) Next Earnings Date

NVR, Inc. (NVR) is scheduled to release its Q4 2025 earnings before the market opens on Tuesday, January 27, 2026. This report will cover the quarter ending December 31, 2025, following the prior quarter's results announced on October 22, 2025. An earnings conference call is set for January 30, 2026, at 7:00 AM ET.

Williams-Sonoma (WSM) Next Earnings Date

Williams-Sonoma's next earnings date is estimated for March 17-18, 2026, covering the Q4 2025 period, as the company has not yet confirmed the exact date. This projection aligns with historical patterns, following the prior Q3 2025 release on November 19, 2025. Investors should monitor official announcements for any updates.

NVR (NVR) Next Earnings Date

NVR, Inc. (NVR) is scheduled to release its Q4 2025 earnings before the market opens on Tuesday, January 27, 2026. This report will cover the quarter ending December 31, 2025, following the prior quarter's results announced on October 22, 2025. An earnings conference call is set for January 30, 2026, at 7:00 AM ET.

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

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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 Basket

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Comparison Snapshot

Why It's Moving

Williams-Sonoma Shares Slide as Market Climbs, Spotlight Shifts to Earnings Ahead

NVR Climbs 3% as Homebuilder Sector Eyes Steady Demand Amid Macro Shifts

Williams-Sonoma Shares Slide as Market Climbs, Spotlight Shifts to Earnings Ahead

NVR Climbs 3% as Homebuilder Sector Eyes Steady Demand Amid Macro Shifts