Stock Analysis on Net

Williams-Sonoma Inc. (NYSE:WSM)

$22.49

This company has been moved to the archive! The financial data has not been updated since May 24, 2024.

Return on Assets (ROA)
since 2005

Microsoft Excel

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Calculation

Williams-Sonoma Inc., ROA, long-term trends, calculation

Microsoft Excel

Based on: 10-K (reporting date: 2024-01-28), 10-K (reporting date: 2023-01-29), 10-K (reporting date: 2022-01-30), 10-K (reporting date: 2021-01-31), 10-K (reporting date: 2020-02-02), 10-K (reporting date: 2019-02-03), 10-K (reporting date: 2018-01-28), 10-K (reporting date: 2017-01-29), 10-K (reporting date: 2016-01-31), 10-K (reporting date: 2015-02-01), 10-K (reporting date: 2014-02-02), 10-K (reporting date: 2013-02-03), 10-K (reporting date: 2012-01-29), 10-K (reporting date: 2011-01-30), 10-K (reporting date: 2010-01-31), 10-K (reporting date: 2009-02-01), 10-K (reporting date: 2008-02-03), 10-K (reporting date: 2007-01-28), 10-K (reporting date: 2006-01-29), 10-K (reporting date: 2005-01-30).

1 US$ in thousands


Net Earnings
Net earnings displayed notable fluctuations over the observed periods. Initial years showed a general upward trend from 191,234 thousand USD in 2005 to peaks surpassing 300,000 thousand USD in the 2010s. A significant dip occurred in 2009, with earnings dropping to 30,024 thousand USD. Recovery followed, leading to steady increases culminating in a peak exceeding 1,126,000 thousand USD in 2022. Earnings slightly declined in the last two years but remained substantially higher than earlier periods, indicating strong growth over time despite volatility.
Total Assets
Total assets exhibited a consistent upward trajectory throughout most of the periods. Starting at 1,745,545 thousand USD in 2005, assets grew steadily, with occasional minor declines or plateaus, such as a slight decrease between 2018 and 2019. Notably, from 2019 onwards, assets surged markedly, reaching over 5,273,000 thousand USD by 2024. This reflects significant expansion and asset accumulation, indicating an increase in resource base and scale of operations.
Return on Assets (ROA)
The return on assets showed variabilities aligned with net earnings and asset trends. ROA began around 11% in 2005, remaining relatively stable with minor decreases until 2008, where it dropped to 9.35%, and sharply declined to a low of 1.55% in 2009, coinciding with the dip in net earnings. Subsequent years saw a recovery and generally stable performance with ROA fluctuating between 9% and 13%. A pronounced increase occurred from 2019 onwards, peaking at over 24% during 2021 and 2022, followed by a moderate decrease to 18% in 2024. This suggests improved efficiency in asset utilization during recent years despite the growth in total assets.
Overall Patterns and Insights
The data suggests a company experiencing substantial growth in total assets and net earnings over two decades, with intermittent volatility especially during 2009. The sharp increase in net earnings and ROA in recent years points to enhanced profitability and operational efficiency. The marked increase in asset base in the later years supports the potential for continued growth but may also imply increased capital investment or acquisitions. The fluctuations in ROA reflect changing profitability in relation to asset growth, with particularly strong performance in the early 2020s indicating effective management and favorable business conditions during that period.

Comparison to Competitors

Williams-Sonoma Inc., ROA, long-term trends, comparison to competitors

Microsoft Excel

Based on: 10-K (reporting date: 2024-01-28), 10-K (reporting date: 2023-01-29), 10-K (reporting date: 2022-01-30), 10-K (reporting date: 2021-01-31), 10-K (reporting date: 2020-02-02), 10-K (reporting date: 2019-02-03), 10-K (reporting date: 2018-01-28), 10-K (reporting date: 2017-01-29), 10-K (reporting date: 2016-01-31), 10-K (reporting date: 2015-02-01), 10-K (reporting date: 2014-02-02), 10-K (reporting date: 2013-02-03), 10-K (reporting date: 2012-01-29), 10-K (reporting date: 2011-01-30), 10-K (reporting date: 2010-01-31), 10-K (reporting date: 2009-02-01), 10-K (reporting date: 2008-02-03), 10-K (reporting date: 2007-01-28), 10-K (reporting date: 2006-01-29), 10-K (reporting date: 2005-01-30).


Comparison to Sector (Consumer Discretionary Distribution & Retail)

Williams-Sonoma Inc., ROA, long-term trends, comparison to sector (consumer discretionary distribution & retail)

Microsoft Excel

Based on: 10-K (reporting date: 2024-01-28), 10-K (reporting date: 2023-01-29), 10-K (reporting date: 2022-01-30), 10-K (reporting date: 2021-01-31), 10-K (reporting date: 2020-02-02), 10-K (reporting date: 2019-02-03), 10-K (reporting date: 2018-01-28), 10-K (reporting date: 2017-01-29), 10-K (reporting date: 2016-01-31), 10-K (reporting date: 2015-02-01), 10-K (reporting date: 2014-02-02), 10-K (reporting date: 2013-02-03), 10-K (reporting date: 2012-01-29), 10-K (reporting date: 2011-01-30), 10-K (reporting date: 2010-01-31), 10-K (reporting date: 2009-02-01), 10-K (reporting date: 2008-02-03), 10-K (reporting date: 2007-01-28), 10-K (reporting date: 2006-01-29), 10-K (reporting date: 2005-01-30).


Comparison to Industry (Consumer Discretionary)