WallStSmart

Winmark Corporation (WINA)vsWilliams-Sonoma Inc (WSM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Williams-Sonoma Inc generates 8972% more annual revenue ($7.81B vs $86.06M). WINA leads profitability with a 48.4% profit margin vs 13.9%. WINA appears more attractively valued with a PEG of 1.41. WSM earns a higher WallStSmart Score of 52/100 (C-).

WINA

Buy

51

out of 100

Grade: C-

Growth: 4.7Profit: 8.5Value: 7.3Quality: 8.3
Piotroski: 6/9Altman Z: 7.06

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

WINASignificantly Overvalued (-208.8%)

Margin of Safety

-208.8%

Fair Value

$140.37

Current Price

$429.94

$289.57 premium

UndervaluedFair: $140.37Overvalued
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

WINA3 strengths · Avg: 10.0/10
Profit MarginProfitability
48.4%10/10

Keeps 48 of every $100 in revenue as profit

Operating MarginProfitability
61.7%10/10

Strong operational efficiency at 61.7%

Altman Z-ScoreHealth
7.0610/10

Safe zone — low bankruptcy risk

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

WINA4 concerns · Avg: 3.5/10
P/E RatioValuation
35.6x4/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
3.5%4/10

3.5% earnings growth

Market CapQuality
$1.44B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

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 : WINA

The strongest argument for WINA centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 48.4% and operating margin at 61.7%. PEG of 1.41 suggests the stock is reasonably priced for its growth.

Bull Case : WSM

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

Bear Case : WINA

The primary concerns for WINA are P/E Ratio, EPS Growth, Market Cap.

Bear Case : WSM

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

Key Dynamics to Monitor

WINA profiles as a mature 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.

WINA is growing revenue faster at 7.9% — sustainability is the question.

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

Bottom Line

WSM scores higher overall (52/100 vs 51/100). 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.

Winmark Corporation

CONSUMER CYCLICAL · SPECIALTY RETAIL · USA

Winmark Corporation is a franchisor of five retail store concepts that buy, sell, trade and consign used merchandise primarily in the United States and Canada. The company is headquartered in Minneapolis, Minnesota.

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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