Wayfair vs Williams-Sonoma
Wayfair reported revenue of $12.5 billion in fiscal 2025, 1.6 times Williams-Sonoma's $7.8 billion in fiscal 2025. Wayfair's revenue grew 5.1% in its latest year, and Williams-Sonoma's grew 1.2%. Wayfair had an operating margin of 0.1%, against 18.1% at Williams-Sonoma. Free cash flow was $464 million at Wayfair and $1.1 billion at Williams-Sonoma. Their fiscal years end in different months (December 31 and February 1), so the periods don't line up exactly.
Side by side
| Wayfair | Williams-Sonoma | |
|---|---|---|
| Latest fiscal year | FY2025, Dec 31, 2025 | FY2025, Feb 1, 2026 |
| Revenue | $12.5B | $7.8B |
| Revenue growth | 5.1% | 1.2% |
| Revenue growth a year, last 5 years | −2.5% | 2.9% |
| Gross margin | 30.2% | 46.1% |
| Operating margin | 0.1% | 18.1% |
| Net margin | −2.5% | 13.9% |
| Free cash flow | $464M | $1.1B |
| Free cash flow margin | 3.7% | 13.5% |
| Return on capital | — | 106.5% |
| Net debt to EBITDA | 5.4x | −0.6x |
| Dividends and buybacks | $0M | $1.2B |
| Change in diluted share count | 4.1% | −3.8% |
| Last close | $113.05 | $249.96 |
| P/E at the last close | — | 25.6× |
| Insider trades, last 12 months | sold $236.2 million | sold $49.7 million |
| Piotroski F-score | 6 of 9 | 5 of 9 |
Amounts in each company's own currency, US$ unless marked (a foreign company may report in another), each company's latest fiscal year from its 10-K, or 20-F or 40-F for a foreign company. Growth rates compare with the year before; the five-year rate is the average a year. Free cash flow is cash from operations minus capital spending; return on capital is after-tax operating income over the money invested in the business; P/E is the last close over the latest earnings per share. Banks are measured differently (return on equity, efficiency ratio), so some rows apply to one company only.
Ten years
Revenue
US$ billions, fiscal years
WayfairWilliams-Sonoma
Operating margin
Percent of revenue
WayfairWilliams-Sonoma
Free cash flow
US$ billions. Cash from operations minus capital expenditure.
WayfairWilliams-Sonoma
Source: the companies' Form 10-K filings, from SEC EDGAR, and the last close. For information only, not investment advice: the figures describe results, not which company is the better investment. The Filing Desk is not affiliated with either company. Full figures on the Wayfair and Williams-Sonoma pages.