Wayfair vs Williams-Sonoma
Wayfair is the larger business, with $12.46bn of revenue in fiscal 2025 against $7.81bn for Williams-Sonoma (1.6 times as much). Wayfair grew faster (5.1% against 1.2%). Williams-Sonoma kept more of each dollar of sales as profit: a net margin of 13.9% against -2.5%.
| Latest fiscal year | WayfairW, 2025 | Williams-SonomaWSM, 2026 |
|---|---|---|
| Revenue | $12.46bn | $7.81bn |
| Revenue growth | 5.1% | 1.2% |
| Net income | −$313m | $1.09bn |
| Operating margin | 0.1% | 18.1% |
| Net margin | -2.5% | 13.9% |
| Return on equity | — | 51.5% |
| Free cash flow | $464m | $1.06bn |
| Cash | $1.48bn | $1.02bn |
| Total debt | $3.27bn | — |
| Debt to equity | — | — |
| Dividend per share | — | $2.64 |
| Dividend yield | — | 1.1% |
| Share buybacks | — | $854m |
| Employees | 15,745 | 19,800 |
| Market value | $14.76bn | $29.79bn |
| Price vs our value range | — | Above our value range |
| Moat score | 30 (Weak) | 75 (Strong) |
| Insider trades, 12 months | 0 buys, 142 sales | 0 buys, 61 sales |