Loading institutional data...
Loading institutional data...
Held by 899 of 5,944 reporting institutions (99th percentile) — extremely crowded.
Data as of Q1 2026
Loading snapshot...
Loading financials...
Loading valuation...
Loading quality & risk...
Loading dividends & returns...
Loading capital allocation...
Loading debt & leverage...
Loading performance...
Loading peer comparison...
Loading ownership map...
Loading crowding analysis...
Loading conviction analysis...
Loading buy/sell flow...
Loading ownership trends...
Loading top holders...
Loading top holders...
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
Ranked against 490 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-03-31.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMZN | $2.70T | — | — | — | — | — | — | 20.5% | 16.2% | — | 5,764 |
| TSLA | $1.37T | 339.1× | 145.5× | 14.5× | -2.9% | 18.0% | 4.0% | 4.6% | 4.2% | 0.9× | 4,029 |
| TM | $614.2B | 60.0× | 24.8× | 2.6× | 3.8% | 18.4% | 4.4% | 7.9% | 5.9% | 1.7× | 665 |
| PDD | $442.6B | 32.9× | 31.9× | 7.2× | 14.5% | 56.3% | 22.7% | 23.7% | 23.7% | — | 548 |
| HD | $301.3B | 21.3× | 14.3× | 1.8× | 3.2% | 33.3% | 8.6% | 110% | 22.8% | 2.0× | 3,970 |
| BABA | $201.7B | 135.7× | — | 1.4× | 8.1% | 39.8% | 10.1% | 9.8% | 9.8% | — | 1,298 |
| TJX | $140.1B | 26.0× | — | 2.3× | 7.1% | 31.0% | 9.1% | 53.9% | 42.1% | — | 2,608 |
| HTHT | $132.7B | 187.9× | 114.3× | — | — | — | — | 39.7% | 27.3% | 0.7× | 258 |
| SBUX | $109.9B | 59.3× | 26.8× | 3.0× | 2.8% | — | 5.0% | -22.9% | 23.3% | 3.4× | 2,252 |
| LOW | $108.9B | 16.4× | 12.0× | 1.3× | 3.1% | 33.5% | 7.7% | -67.1% | 22.3% | 3.2× | 2,591 |
| ABNB | $101.7B | — | 37.9× | 8.3× | 10.3% | 83.0% | 20.5% | 30.6% | 24.6% | 0.8× | 1,246 |
| MELI | $92.5B | 46.3× | — | 3.2× | 39.1% | 44.5% | 6.9% | 29.6% | 12.5% | — | 1,380 |
| MAR | $88.8B | 35.1× | 20.6× | 3.4× | 4.3% | — | 9.9% | -69.0% | -69.4% | 0.0× | 1,559 |
| LKNCY | $86.3B | 168.2× | 90.8× | 12.3× | 48.9% | — | 7.3% | 23.0% | 23.0% | — | 9 |
| GM | $78.3B | 26.5× | 3.9× | 0.4× | -1.3% | — | 1.5% | 4.4% | 4.4% | — | 1,447 |
| ROST | $74.0B | 34.7× | 22.0× | 3.3× | 7.7% | 27.7% | 9.4% | 34.7% | 27.8% | 0.5× | 1,276 |
| ORLY | $71.5B | 28.6× | 19.5× | 4.0× | 6.4% | 51.6% | 14.3% | -333% | 48.3% | 1.5× | 1,569 |
| HLT | $69.7B | 49.4× | 24.0× | 5.8× | 7.7% | — | 12.1% | -27.0% | -27.0% | — | 1,126 |
| RCL | $67.7B | 16.0× | — | 3.8× | 8.8% | 49.4% | 23.8% | 42.5% | 32.3% | — | 1,114 |
| SE | $62.0B | 40.2× | 24.6× | 2.7× | 36.4% | 44.7% | 6.9% | 12.6% | 12.6% | — | 718 |
| F | $54.2B | — | 4.5× | 0.3× | 1.2% | 6.8% | -4.4% | -22.7% | -22.7% | — | — |
| NKE | $53.9B | 17.3× | — | 1.2× | 0.2% | 42.9% | 6.7% | 20.9% | 13.6% | — | 1,848 |
| EBAY | $50.7B | 26.0× | 18.4× | 4.6× | 7.9% | 71.5% | 18.3% | 45.3% | 38.8% | 0.3× | 1,182 |
| AZO | $47.8B | 19.6× | 13.3× | 2.5× | 2.4% | 52.6% | 13.2% | -73.2% | 46.4% | 2.1× | 1,245 |
| CMG | $44.8B | 29.4× | 19.4× | 3.8× | 5.4% | — | 12.9% | 54.3% | 54.3% | 0.0× | 1,203 |
| WSM | $26.0B | 24.8× | 15.2× | 3.3× | 1.2% | 46.2% | 13.9% | 52.3% | 52.3% | — | 899 |
Peers = companies sharing WSM's sector (Consumer Cyclical) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
EOD close · as of 2026-09-17
How a revenue dollar becomes profit — FY2027
Each value shows its share of revenue below it (common-size).
| Line Item | FY2027 | FY2026 | FY2024 | FY2023 | FY2022 | FY2021 | FY2021 | FY2020 | FY2018 | FY2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $7.81B 100.0% | $7.71B 100.0% | $7.75B 100.0% | $8.67B 100.0% | $8.25B 100.0% | $6.78B 100.0% | $5.90B 100.0% | $5.67B 100.0% | $5.29B 100.0% | $5.08B 100.0% |
| Cost of Revenue | $4.20B 53.8% | $4.13B 53.5% | $4.45B 57.4% | — | — | — | — | — | — | — |
| Gross Profit | $3.60B 46.2% | $3.58B 46.5% | $3.30B 42.6% | $3.68B 42.4% | $3.63B 44.0% | $2.64B 38.9% | $2.14B 36.3% | $2.10B 37.0% | $1.93B 36.5% | $1.88B 37.0% |
| Selling, General & Admin | $2.19B 28.0% | $2.15B 27.9% | $2.06B 26.6% | $2.18B 25.1% | $2.18B 26.4% | $1.73B 25.4% | $1.67B 28.4% | $1.67B 29.4% | $1.48B 27.9% | $1.41B 27.7% |
| Operating Income | $1.42B 18.1% | $1.43B 18.5% | $1.24B 16.1% | $1.50B 17.3% | $1.45B 17.6% | $910.7M 13.4% | $465.9M 7.9% | $436.0M 7.7% | $453.8M 8.6% | $472.6M 9.3% |
| Pretax Income | $1.45B 18.6% | $1.49B 19.3% | $1.27B 16.4% | $1.50B 17.3% | $1.45B 17.6% | $894.5M 13.2% | $457.0M 7.7% | $429.2M 7.6% | $452.4M 8.5% | $471.9M 9.3% |
| Income Tax Expense | $364.1M 4.7% | $360.5M 4.7% | $323.6M 4.2% | $372.8M 4.3% | $324.9M 3.9% | $213.8M 3.2% | $101.0M 1.7% | $95.6M 1.7% | $192.9M 3.6% | $166.5M 3.3% |
| Net Income | $1.09B 13.9% | $1.13B 14.6% | $950.0M 12.3% | $1.13B 13.0% | $1.13B 13.7% | $680.7M 10.0% | $356.1M 6.0% | $333.7M 5.9% | $259.5M 4.9% | $305.4M 6.0% |
| Per Share | ||||||||||
| EPS (Basic) | $8.96 | $8.91 | $7.35 | $8.29 | $15.17 | $8.81 | $4.56 | $4.10 | $3.03 | $3.45 |
| EPS (Diluted) | $8.84 | $8.79 | $7.28 | $8.16 | $14.75 | $8.61 | $4.49 | $4.05 | $3.02 | $3.41 |
| Weighted Avg Shares (Basic) | 121.4M | 126.2M | 129.1M | 136.0M | 74.3M | 77.3M | 78.1M | 81.4M | 85.6M | 88.6M |
| Weighted Avg Shares (Diluted) | 123.2M | 128.0M | 130.5M | 138.2M | 76.4M | 79.1M | 79.2M | 82.3M | 86.1M | 89.5M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
Solve the discounted cash flow backwards, then stress-test the assumptions.
To be worth $218.92 today, the market must believe free cash flow compounds 7.9%/yr for a decade (off $1.2B normalized FCF).
The market's 7.9% is more conservative than its 9-yr track record.
2-stage DCF · 0.12B shares · net debt -$1.0B
mean 26.5% · volatility σ 67% · implied rate exceeded in 3/9 yrs
Central path = implied 7.9%/yr growth; shaded band = ±1σ (67%) of this company's historical FCF volatility, widening with time. The wider the band, the less certain the growth.
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
Is the value real, and is the business safe? Academic scores + earnings quality + solvency, from SEC filings.
4/8 of the 9 checks — 1 couldn't be scored (see above), so the score is out of the 8 with data.
Safe > 2.99 · grey 1.81–2.99 · distress < 1.81
Needs granular two-year detail (receivables, PP&E, D&A, SG&A) — not fully reported.
Cash conversion lags reported earnings — watch accruals. Lower/negative accruals = higher quality (Sloan).
Coverage data unavailable.
F-Score (0–9 fundamental momentum), Altman Z (distress risk), and Beneish M (earnings-manipulation screen) are academic models computed from the SEC filings. Screens and context — educational, not recommendations.
What the company returns to shareholders — and whether it's covered by cash.
The dividend is comfortably covered — only 30% of free cash flow, leaving room to grow it and fund buybacks. Last year: $316M dividends + $854M buybacks = $1.2B returned on $1.1B FCF.
2 consecutive years of dividend increases · 6%/yr.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 10 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Reinvestment has been productive — operating income grew well per dollar put in. Current ROIC on all capital: 52%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 10 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
How much the company owes, how it's trended, and how comfortably it's serviced.
Cash of $1.0B covers all $7M of scheduled principal — no refinancing pressure. Scheduled principal only (excludes interest & revolver draws). As of 2012-01-29 (10-K).
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.”
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Maturity ladder from the SEC long-term-debt repayment schedule. Educational — not a recommendation.
EOD close · as of 2026-09-17
No material risks flagged.
Is the profit real, and how strong is the balance sheet?
FY2027 · every deduction from revenue to net income
DuPont — the three levers
Returns are margin-driven, not leverage-driven — higher quality.
What the company owes vs. what it holds
Year-by-year maturities aren't in SEC companyfacts (footnote-only), so this shows the debt/cash structure and net leverage instead.
Latest year: profit growth vs revenue growth
Profit and sales moved in opposite directions this year.
Each line as % of revenue — the trend in color
| % of revenue | FY2020 | FY2021 | FY2021 | FY2022 | FY2023 | FY2024 | FY2026 | FY2027 |
|---|---|---|---|---|---|---|---|---|
| Cost of Revenue | — | — | — | — | — | 57.4 | 53.5 | 53.8 |
| Gross Profit | 37.0 | 36.3 | 38.9 | 44.0 | 42.4 | 42.6 | 46.5 | 46.2 |
| SG&A | 29.4 | 28.4 | 25.4 | 26.4 | 25.1 | 26.6 | 27.9 | 28.0 |
| Operating Income | 7.7 | 7.9 | 13.4 | 17.6 | 17.3 | 16.1 | 18.5 | 18.1 |
| Income Tax | 1.7 | 1.7 | 3.2 | 3.9 | 4.3 | 4.2 | 4.7 | 4.7 |
| Net Income | 5.9 | 6.0 | 10.0 | 13.7 | 13.0 | 12.3 | 14.6 | 13.9 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on WSM: price, valuation, headline fundamentals, and an auto-generated scorecard from SEC filings. Flags are rule-based signals, not recommendations.
Total return (dividends reinvested) vs the market, from quarter-end prices.
Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.
How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.
Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.