WallStSmart

Tandy Leather Factory Inc (TLF)vsWilliams-Sonoma Inc (WSM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Williams-Sonoma Inc generates 10129% more annual revenue ($7.81B vs $76.32M). WSM leads profitability with a 13.9% profit margin vs 11.9%. WSM appears more attractively valued with a PEG of 2.27. TLF earns a higher WallStSmart Score of 62/100 (C+).

TLF

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 4.5Value: 7.3Quality: 8.5
Piotroski: 3/9Altman Z: 5.35

WSM

Buy

52

out of 100

Grade: C-

Growth: 2.0Profit: 8.5Value: 7.3Quality: 5.8
Piotroski: 3/9Altman Z: 3.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TLFUndervalued (+94.0%)

Margin of Safety

+94.0%

Fair Value

$51.48

Current Price

$2.33

$49.15 discount

UndervaluedFair: $51.48Overvalued
WSMSignificantly Overvalued (-254.6%)

Margin of Safety

-254.6%

Fair Value

$60.11

Current Price

$181.93

$121.82 premium

UndervaluedFair: $60.11Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TLF4 strengths · Avg: 9.5/10
P/E RatioValuation
2.1x10/10

Attractively priced relative to earnings

Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
5.3510/10

Safe zone — low bankruptcy risk

EPS GrowthGrowth
23.5%8/10

Earnings expanding 23.5% YoY

WSM3 strengths · Avg: 9.3/10
Return on EquityProfitability
51.5%10/10

Every $100 of equity generates 52 in profit

Altman Z-ScoreHealth
3.3710/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
20.3%8/10

Strong operational efficiency at 20.3%

Areas to Watch

TLF4 concerns · Avg: 2.3/10
Market CapQuality
$18.65M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
5.922/10

Expensive relative to growth rate

Operating MarginProfitability
-2.8%1/10

Operating margin of -2.8%

WSM4 concerns · Avg: 3.3/10
PEG RatioValuation
2.274/10

Expensive relative to growth rate

Price/BookValuation
10.4x4/10

Trading at 10.4x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-4.3%2/10

Revenue declined 4.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : TLF

The strongest argument for TLF centers on P/E Ratio, Price/Book, Altman Z-Score.

Bull Case : WSM

The strongest argument for WSM centers on Return on Equity, Altman Z-Score, Operating Margin.

Bear Case : TLF

The primary concerns for TLF are Market Cap, Piotroski F-Score, PEG Ratio.

Bear Case : WSM

The primary concerns for WSM are PEG Ratio, Price/Book, Piotroski F-Score.

Key Dynamics to Monitor

TLF profiles as a value stock while WSM is a declining play — different risk/reward profiles.

WSM carries more volatility with a beta of 1.56 — expect wider price swings.

TLF is growing revenue faster at 8.7% — sustainability is the question.

WSM generates stronger free cash flow (517M), providing more financial flexibility.

Bottom Line

TLF scores higher overall (62/100 vs 52/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Tandy Leather Factory Inc

CONSUMER CYCLICAL · SPECIALTY RETAIL · USA

Tandy Leather Factory, Inc., is a retailer of leather and related leather goods in North America and Spain. The company is headquartered in Fort Worth, Texas.

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Williams-Sonoma Inc

CONSUMER CYCLICAL · SPECIALTY RETAIL · USA

Williams-Sonoma, Inc. is an omnichannel specialty retailer of various home products. The company is headquartered in San Francisco, California.

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