WallStSmart

Yoshitsu Co Ltd ADR (TKLF)vsWilliams-Sonoma Inc (WSM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Williams-Sonoma Inc generates 2012% more annual revenue ($7.88B vs $373.22M). WSM leads profitability with a 13.8% profit margin vs 0.2%. TKLF trades at a lower P/E of 10.0x. WSM earns a higher WallStSmart Score of 52/100 (C-).

TKLF

Hold

42

out of 100

Grade: D

Growth: 7.3Profit: 4.0Value: 5.7Quality: 5.0
Piotroski: 3/9Altman Z: 2.19

WSM

Buy

52

out of 100

Grade: C-

Growth: 3.3Profit: 8.5Value: 4.3Quality: 6.0
Piotroski: 2/9Altman Z: 3.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

TKLFSignificantly Overvalued (-79.3%)

Margin of Safety

-79.3%

Fair Value

$1.59

Current Price

$1.94

$0.35 premium

UndervaluedFair: $1.59Overvalued

Intrinsic value data unavailable for WSM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

TKLF3 strengths · Avg: 10.0/10
P/E RatioValuation
10.0x10/10

Attractively priced relative to earnings

Price/BookValuation
0.2x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
63.0%10/10

Revenue surging 63.0% year-over-year

WSM2 strengths · Avg: 10.0/10
Return on EquityProfitability
58.2%10/10

Every $100 of equity generates 58 in profit

Altman Z-ScoreHealth
3.2610/10

Safe zone — low bankruptcy risk

Areas to Watch

TKLF4 concerns · Avg: 3.0/10
Market CapQuality
$8.47M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.2%3/10

0.2% margin — thin

Debt/EquityHealth
1.753/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

WSM4 concerns · Avg: 4.0/10
P/E RatioValuation
27.2x4/10

Moderate valuation

Price/BookValuation
15.2x4/10

Trading at 15.2x book value

Revenue GrowthGrowth
4.4%4/10

4.4% revenue growth

EPS GrowthGrowth
4.3%4/10

4.3% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : TKLF

The strongest argument for TKLF centers on P/E Ratio, Price/Book, Revenue Growth. Revenue growth of 63.0% demonstrates continued momentum.

Bull Case : WSM

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

Bear Case : TKLF

The primary concerns for TKLF are Market Cap, Profit Margin, Debt/Equity. Debt-to-equity of 1.75 is elevated, increasing financial risk. Thin 0.2% margins leave little buffer for downturns.

Bear Case : WSM

The primary concerns for WSM are P/E Ratio, Price/Book, Revenue Growth.

Key Dynamics to Monitor

TKLF profiles as a hypergrowth stock while WSM is a value play — different risk/reward profiles.

WSM carries more volatility with a beta of 1.47 — expect wider price swings.

TKLF is growing revenue faster at 63.0% — sustainability is the question.

WSM generates stronger free cash flow (99M), providing more financial flexibility.

Bottom Line

WSM scores higher overall (52/100 vs 42/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Yoshitsu Co Ltd ADR

CONSUMER CYCLICAL · SPECIALTY RETAIL · USA

Yoshitsu Co., Ltd is engaged in the retail and wholesale of beauty, health and other products. The company is headquartered in Tokyo, Japan.

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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