Comfortable leader
9 companies value 52 bn revenue 31 bn margin 4.2% free cash flow 2.6 bn avg. score 5.9
WSM holds 56.8% of the group's value, 1.9x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | WSM | Williams-Sonoma United States · score 6.6 | 57% | 29 bn | 8.0 bn | 14.7% | 1.3 bn | 4.6% | 1.1% | Home and decor retail: Williams-Sonoma and Pottery Barn · Leader in US premium home furnishings, with the segment's highest margin | |
| 2 | W | Wayfair United States · score 1.8 | 30% | 15 bn | 13 bn | -2.5% | 0.6 bn | 3.7% | — | E-commerce for furniture and home goods · Largest US pure-play online furniture and home goods retailer | |
| 3 | RH | RH (Restoration Hardware) United States · score 5.5 | 4% | 2.2 bn | 3.5 bn | 3.2% | 0.3 bn | 11.6% | — | Luxury furniture and home decor retail · Luxury furniture brand with a unique positioning | |
| 4 | BOBS | Bob's Discount Furniture, Inc. United States · score 5.8 | 4% | 2.0 bn | 2.5 bn | 5.4% | 0.1 bn | — | 5.9% | — | Discount home furniture · Connecticut — revenue of $2.5bn |
| 5 | ARHS | Arhaus United States · score 5.3 | 3% | 1.5 bn | 1.4 bn | 4.9% | 0.0 bn | 2.8% | 3.4% | Premium furniture and decor, with in-house production · Premium furniture with fast store growth | |
| 6 | BWMX | BETTERWARE DE MEXICO, S.A.P.I. DE C.V Mexico · score 7.6 | 1% | 0.6 bn | 0.8 bn | 8.5% | 0.1 bn | 25.2% | 7.2% | Direct selling of household products (Betterware, Tupperware) and cosmetics (Jafra), mainly in Mexico · Mexico — revenue of $802m | |
| 7 | HVT | HAVERTY FURNITURE COMPANIES INC United States · score 6.9 | 1% | 0.4 bn | 0.8 bn | 2.9% | 0.0 bn | 9.0% | 4.8% | Furniture stores with design consulting · Georgia — revenue of $780m | |
| 8 | LOVE | Lovesac Co United States · score 7.4 | 0% | 0.2 bn | 0.7 bn | 2.6% | 0.1 bn | 21.8% | — | Modular sofas and furniture built to last · Connecticut — revenue of $698m | |
| 9 | HTLM | HomesToLife Ltd Singapore · score 6.6 | 0% | 0.1 bn | 0.4 bn | 3.3% | 0.0 bn | 9.4% | — | Home furniture and upholstery, from Singapore · Singapore — revenue of $378m |
Other industries in the same sector
- Sector overview
- Online retail and marketplaces 36 companies
- Automakers 6 companies
- Restaurants 35 companies
- Home improvement retail 4 companies
- Online travel and booking 14 companies
- Apparel and off-price retail 23 companies
- Hotels and cruises 16 companies
- Consumer electronics 15 companies
- Cruise lines 5 companies
- Auto parts retail 7 companies
- Homebuilders 16 companies
- Athletic apparel and brands 12 companies
and 36 industries more
- Branded apparel and accessories 30 companies
- Used car retail 5 companies
- Luxury goods 2 companies
- Casinos and resorts 15 companies
- Private education 39 companies
- Resale and handmade marketplaces 7 companies
- Electric vehicles (new entrants) 19 companies
- Casual dining restaurants 13 companies
- Beauty retail 7 companies
- Auto dealerships 9 companies
- Online sports betting 10 companies
- Electronics retail 3 companies
- Home appliances 10 companies
- Online classifieds 10 companies
- Car rental 5 companies
- Home and pool distribution 4 companies
- Recreational vehicles and boating 16 companies
- Toys and board games 8 companies
- Gyms and fitness 6 companies
- Sporting goods retail 4 companies
- Outdoor gear and apparel 12 companies
- Pizza and fast delivery 4 companies
- Mattresses and bedding 3 companies
- Grocery delivery 2 companies
- Leisure and entertainment 11 companies
- Movie theaters 5 companies
- Flooring and surfaces 3 companies
- Manufactured housing 4 companies
- Department stores 2 companies
- Automotive services 6 companies
- Education and consumer services 9 companies
- Jewelry retail 5 companies
- Residential furniture 8 companies
- Specialty retail (diversified) 12 companies
- Theme parks 3 companies
- EV charging 10 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.