WallStSmart

Bath & Body Works Inc. (BBWI)vsWilliams-Sonoma Inc (WSM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Williams-Sonoma Inc generates 7% more annual revenue ($7.81B vs $7.29B). WSM leads profitability with a 13.9% profit margin vs 8.9%. BBWI appears more attractively valued with a PEG of 0.78. WSM earns a higher WallStSmart Score of 52/100 (C-).

BBWI

Buy

51

out of 100

Grade: C-

Growth: 2.0Profit: 6.5Value: 8.0Quality: 5.3
Piotroski: 4/9Altman Z: 1.95

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

BBWIOvervalued (-6.0%)

Margin of Safety

-6.0%

Fair Value

$21.15

Current Price

$18.19

$2.96 premium

UndervaluedFair: $21.15Overvalued
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

BBWI3 strengths · Avg: 8.7/10
P/E RatioValuation
5.8x10/10

Attractively priced relative to earnings

PEG RatioValuation
0.788/10

Growing faster than its price suggests

Operating MarginProfitability
22.5%8/10

Strong operational efficiency at 22.5%

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

BBWI4 concerns · Avg: 2.8/10
Altman Z-ScoreHealth
1.954/10

Grey zone — moderate risk

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Revenue GrowthGrowth
-2.3%2/10

Revenue declined 2.3%

EPS GrowthGrowth
-4.7%2/10

Earnings declined 4.7%

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 : BBWI

The strongest argument for BBWI centers on P/E Ratio, PEG Ratio, Operating Margin. PEG of 0.78 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 : BBWI

The primary concerns for BBWI are Altman Z-Score, Return on Equity, Revenue Growth.

Bear Case : WSM

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

Key Dynamics to Monitor

BBWI 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.

BBWI is growing revenue faster at -2.3% — sustainability is the question.

BBWI generates stronger free cash flow (814M), 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.

Bath & Body Works Inc.

CONSUMER CYCLICAL · SPECIALTY RETAIL · USA

Bath & Body Works Inc. (BBWI) is a leading specialty retailer recognized for its extensive range of high-quality personal care products, including body care, skincare, fragrances, and home fragrances. With a robust omnichannel presence, the company effectively marries a strong physical retail footprint with a dynamic online platform, fostering exceptional customer loyalty and engagement. Bath & Body Works continues to drive innovation and adapt to shifting consumer preferences through targeted seasonal marketing efforts, enhancing its competitive position in the rapidly evolving beauty and personal care industry. As a subsidiary of L Brands, Inc., it benefits from synergies and shared resources while underscoring its commitment to sustainability and community involvement, positioning it strategically for future growth and market leadership.

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.

Want to dig deeper into these stocks?