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
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.
PulteGroup shares slide ahead of earnings as forecasts signal homebuilding slowdown.
- Upcoming earnings project EPS of $2.78, down 20.57% year-over-year, and revenue of $4.31 billion, a 12.42% drop, highlighting softer home sales amid high rates.
- PHM trades at a discounted Forward P/E of 11.7 versus the industry average of 12.2 and a PEG ratio of 1.06 below peers' 1.79, drawing value hunters.
- Full-year consensus sees EPS at $11.34, off 22.8%, signaling broader challenges for homebuilders as market anticipates key insights on demand trends.
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.
PulteGroup shares slide ahead of earnings as forecasts signal homebuilding slowdown.
- Upcoming earnings project EPS of $2.78, down 20.57% year-over-year, and revenue of $4.31 billion, a 12.42% drop, highlighting softer home sales amid high rates.
- PHM trades at a discounted Forward P/E of 11.7 versus the industry average of 12.2 and a PEG ratio of 1.06 below peers' 1.79, drawing value hunters.
- Full-year consensus sees EPS at $11.34, off 22.8%, signaling broader challenges for homebuilders as market anticipates key insights on demand trends.
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.
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'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.
PulteGroup (PHM) Next Earnings Date
PulteGroup (PHM) is scheduled to report its Q4 2025 earnings before the market opens on Thursday, January 29, 2026. This release will cover the fiscal quarter ending December 2025, following the company's official announcement. A conference call is set for 8:30 AM ET post-release.
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.
PulteGroup (PHM) Next Earnings Date
PulteGroup (PHM) is scheduled to report its Q4 2025 earnings before the market opens on Thursday, January 29, 2026. This release will cover the fiscal quarter ending December 2025, following the company's official announcement. A conference call is set for 8:30 AM ET post-release.
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 PHM 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 Darden
Williams-Sonoma vs Darden