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Williams-Sonoma (MEX:WSM) Piotroski F-Score : 7 (As of Mar. 28, 2025)


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What is Williams-Sonoma Piotroski F-Score?

Good Sign:

Piotroski F-Score is 7, indicates a very healthy situation.

The zones of discrimination were as such:

Good or high score = 7, 8, 9
Bad or low score = 0, 1, 2, 3

Williams-Sonoma has an F-score of 7. It is a good or high score, which usually indicates a very healthy situation.

The historical rank and industry rank for Williams-Sonoma's Piotroski F-Score or its related term are showing as below:

MEX:WSM' s Piotroski F-Score Range Over the Past 10 Years
Min: 5   Med: 7   Max: 7
Current: 7

During the past 13 years, the highest Piotroski F-Score of Williams-Sonoma was 7. The lowest was 5. And the median was 7.


Williams-Sonoma Piotroski F-Score Historical Data

The historical data trend for Williams-Sonoma's Piotroski F-Score can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

Williams-Sonoma Piotroski F-Score Chart

Williams-Sonoma Annual Data
Trend Jan16 Jan17 Jan18 Jan19 Jan20 Jan21 Jan22 Jan23 Jan24 Jan25
Piotroski F-Score
Get a 7-Day Free Trial Premium Member Only Premium Member Only 7.00 7.00 5.00 7.00 7.00

Williams-Sonoma Quarterly Data
Apr20 Jul20 Oct20 Jan21 Apr21 Jul21 Oct21 Jan22 Apr22 Jul22 Oct22 Jan23 Apr23 Jul23 Oct23 Jan24 Apr24 Jul24 Oct24 Jan25
Piotroski F-Score Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.00 7.00 7.00 8.00 7.00

Competitive Comparison of Williams-Sonoma's Piotroski F-Score

For the Specialty Retail subindustry, Williams-Sonoma's Piotroski F-Score, along with its competitors' market caps and Piotroski F-Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Williams-Sonoma's Piotroski F-Score Distribution in the Retail - Cyclical Industry

For the Retail - Cyclical industry and Consumer Cyclical sector, Williams-Sonoma's Piotroski F-Score distribution charts can be found below:

* The bar in red indicates where Williams-Sonoma's Piotroski F-Score falls into.


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How is the Piotroski F-Score calculated?

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

This Year (Jan25) TTM:Last Year (Jan24) TTM:
Net Income was 4533.378 + 4198.293 + 4986.877 + 7939.834 = MXN21,658 Mil.
Cash Flow from Operations was 3869.956 + 4584.191 + 5077.159 + 13068.038 = MXN26,599 Mil.
Revenue was 28332.51 + 33258.039 + 36069.901 + 50793.095 = MXN148,454 Mil.
Gross Profit was 13694.276 + 15367.598 + 16860.73 + 22934.146 = MXN68,857 Mil.
Average Total Assets from the begining of this year (Jan24)
to the end of this year (Jan25) was
(90579.515 + 88050.914 + 96924.07 + 99522.806 + 109366.851) / 5 = MXN96888.8312 Mil.
Total Assets at the begining of this year (Jan24) was MXN90,580 Mil.
Long-Term Debt & Capital Lease Obligation was MXN22,963 Mil.
Total Current Assets was MXN56,825 Mil.
Total Current Liabilities was MXN39,442 Mil.
Net Income was 2815.601 + 3368.854 + 4283.706 + 6087.915 = MXN16,556 Mil.

Revenue was 31576.175 + 31139.74 + 33463.943 + 39143.478 = MXN135,323 Mil.
Gross Profit was 12142.624 + 12665.232 + 14846.065 + 18011.221 = MXN57,665 Mil.
Average Total Assets from the begining of last year (Jan23)
to the end of last year (Jan24) was
(87655.375 + 80422.778 + 76432.908 + 88166.682 + 90579.515) / 5 = MXN84651.4516 Mil.
Total Assets at the begining of last year (Jan23) was MXN87,655 Mil.
Long-Term Debt & Capital Lease Obligation was MXN19,857 Mil.
Total Current Assets was MXN46,716 Mil.
Total Current Liabilities was MXN32,297 Mil.

*Note: If the latest quarterly/semi-annual/annual total assets data is 0, then we will use previous quarterly/semi-annual/annual data for all the items in the balance sheet.

Profitability

Question 1. Return on Assets (ROA)

Net income before extraordinary items for the year divided by Total Assets at the beginning of the year.

Score 1 if positive, 0 if negative.

Williams-Sonoma's current Net Income (TTM) was 21,658. ==> Positive ==> Score 1.

Question 2. Cash Flow Return on Assets (CFROA)

Net cash flow from operating activities (operating cash flow) divided by Total Assets at the beginning of the year.

Score 1 if positive, 0 if negative.

Williams-Sonoma's current Cash Flow from Operations (TTM) was 26,599. ==> Positive ==> Score 1.

Question 3. Change in Return on Assets

Compare this year's return on assets (1) to last year's return on assets.

Score 1 if it's higher, 0 if it's lower.

ROA (This Year)=Net Income/Total Assets (Jan24)
=21658.382/90579.515
=0.23910905

ROA (Last Year)=Net Income/Total Assets (Jan23)
=16556.076/87655.375
=0.18887691

Williams-Sonoma's return on assets of this year was 0.23910905. Williams-Sonoma's return on assets of last year was 0.18887691. ==> This year is higher. ==> Score 1.

Question 4. Quality of Earnings (Accrual)

Compare Cash flow return on assets (2) to return on assets (1)

Score 1 if CFROA > ROA, 0 if CFROA <= ROA.

Williams-Sonoma's current Net Income (TTM) was 21,658. Williams-Sonoma's current Cash Flow from Operations (TTM) was 26,599. ==> 26,599 > 21,658 ==> CFROA > ROA ==> Score 1.

Funding

Question 5. Change in Gearing or Leverage

Compare this year's gearing (long-term debt divided by average total assets) to last year's gearing.

Score 0 if this year's gearing is higher, 1 otherwise.

Gearing (This Year: Jan25)=Long-Term Debt & Capital Lease Obligation/Average Total Assets from Jan24 to Jan25
=22962.862/96888.8312
=0.23700216

Gearing (Last Year: Jan24)=Long-Term Debt & Capital Lease Obligation/Average Total Assets from Jan23 to Jan24
=19857.474/84651.4516
=0.23457925

Williams-Sonoma's gearing of this year was 0.23700216. Williams-Sonoma's gearing of last year was 0.23457925. ==> Last year is lower than this year ==> Score 0.

Question 6. Change in Working Capital (Liquidity)

Compare this year's current ratio (current assets divided by current liabilities) to last year's current ratio.

Score 1 if this year's current ratio is higher, 0 if it's lower

Current Ratio (This Year: Jan25)=Total Current Assets/Total Current Liabilities
=56824.829/39442.112
=1.44071466

Current Ratio (Last Year: Jan24)=Total Current Assets/Total Current Liabilities
=46715.777/32296.667
=1.44645814

Williams-Sonoma's current ratio of this year was 1.44071466. Williams-Sonoma's current ratio of last year was 1.44645814. ==> Last year's current ratio is higher ==> Score 0.

Question 7. Change in Shares in Issue

Compare the number of shares in issue this year, to the number in issue last year.

Score 0 if there is larger number of shares in issue this year, 1 otherwise.

Williams-Sonoma's number of shares in issue this year was 125.107. Williams-Sonoma's number of shares in issue last year was 130.384. ==> There is smaller number of shares in issue this year, or the same. ==> Score 1.

Efficiency

Question 8. Change in Gross Margin

Compare this year's gross margin (Gross Profit divided by sales) to last year's.

Score 1 if this year's gross margin is higher, 0 if it's lower.

Gross Margin (This Year: TTM)=Gross Profit/Revenue
=68856.75/148453.545
=0.46382692

Gross Margin (Last Year: TTM)=Gross Profit/Revenue
=57665.142/135323.336
=0.42612859

Williams-Sonoma's gross margin of this year was 0.46382692. Williams-Sonoma's gross margin of last year was 0.42612859. ==> This year's gross margin is higher. ==> Score 1.

Question 9. Change in asset turnover

Compare this year's asset turnover (total sales for the year divided by total assets at the beginning of the year) to last year's asset turnover ratio.

Score 1 if this year's asset turnover ratio is higher, 0 if it's lower

Asset Turnover (This Year)=Revenue/Total Assets at the Beginning of This Year (Jan24)
=148453.545/90579.515
=1.63893067

Asset Turnover (Last Year)=Revenue/Total Assets at the Beginning of Last Year (Jan23)
=135323.336/87655.375
=1.54381104

Williams-Sonoma's asset turnover of this year was 1.63893067. Williams-Sonoma's asset turnover of last year was 1.54381104. ==> This year's asset turnover is higher. ==> Score 1.

Evaluation

Piotroski F-Score= Que. 1+ Que. 2+ Que. 3+Que. 4+Que. 5+Que. 6+Que. 7+Que. 8+Que. 9
=1+1+1+1+0+0+1+1+1
=7

Good or high score = 7, 8, 9
Bad or low score = 0, 1, 2, 3

Williams-Sonoma has an F-score of 7. It is a good or high score, which usually indicates a very healthy situation.

Williams-Sonoma  (MEX:WSM) Piotroski F-Score Explanation

The developer of the system is Joseph D. Piotroski is relatively unknown accounting professor who shuns publicity and rarely gives interviews.

He graduated from the University of Illinois with a B.S. in accounting in 1989, received an M.B.A. from Indiana University in 1994. Five years later, in 1999, after earning a Ph.D. in accounting from the University of Michigan, he became an associate professor of accounting at the University of Chicago.

In 2000, he wrote a research paper called "Value Investing: The Use of Historical Financial Statement Information to Separate Winners from Losers" (pdf).

He wanted to see if he can develop a system (using a simple nine-point scoring system) that can increase the returns of a strategy of investing in low price to book (referred to in the paper as high book to market) value companies.

What he found was something that exceeded his most optimistic expectations.

Buying only those companies that scored highest (8 or 9) on his nine-point scale, or F-Score as he called it, over the 20 year period from 1976 to 1996 led to an average out-performance over the market of 13.4%.

Even more impressive were the results of a strategy of investing in the highest F-Score companies (8 or 9) and shorting companies with the lowest F-Score (0 or 1).

Over the same period from 1976 to 1996 (20 years) this strategy led to an average yearly return of 23%, substantially outperforming the average S&P 500 index return of 15.83% over the same period.


Williams-Sonoma Piotroski F-Score Related Terms

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Williams-Sonoma Business Description

Traded in Other Exchanges
Address
3250 Van Ness Avenue, San Francisco, CA, USA, 94109
With a retail and direct-to-consumer presence, Williams-Sonoma is a player in the $300 billion domestic home category and $450 billion international home market, focused on expanding its exposure in the B2B ($80 billion total addressable market), marketplace, and franchise areas. Namesake Williams-Sonoma (160 stores) offers high-end cooking essentials, while Pottery Barn (186) provides casual home accessories. West Elm (122) is an emerging concept for young professionals, and Rejuvenation (11) offers lighting and house parts. Brand extensions include Pottery Barn Kids and PBteen (46) as well as Mark & Graham and Greenrow. Williams-Sonoma also has a business-to-business team that supports projects that range from residential to large-scale commercial.