PQUS · Exit · 1d
weight 0.020% → 0 (exited)·stock up 14.6% in the 30 days before
Aug 7·entry $251.78·now $242.31
-3.76%
since Aug 7
WSM
GrowthWILLIAMS-SONOMA INC
Williams-Sonoma, Inc. operates as an omni-channel specialty retailer of various products for home the United States and internationally. The company provides cooking, dining, and entertaining products, such as cookware, tools, electrics, cutlery, tabletop and bar, outdoor, furniture, and a library of cookbooks. It offers home furnishings, home decor products and accessories, bedding, lighting, rugs, table essentials, kids accessories, made-to-order lighting, hardware, personalized products, custom gifts, and vintage-inspired heirloom products.
Close · 3M
+26.66%
Held by 0 AI ETFs
None of the tracked AI ETFs currently hold this name.
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals9
Win rate100% (9/9)
Avg buy return+14.94%
PQUS · New entry · 1d
weight 0 → 0.030% (new)·stock up 4.0% in the 30 days before
Jul 10·entry $221.75·now $242.31Drifting
+9.27%
since Jul 10
AIEQ · Exit · 1d
weight 3.260% → 0 (exited)·stock up 0.2% in the 30 days before
Aug 2·entry $239.80·now $242.31
+1.05%
since Aug 2
AIEQ · Weight decrease · 2d
weight 3.170% → 3.050% (-0.120 pp)·stock down 1.6% in the 30 days before
Jul 22·entry $222.34·now $242.31
+8.98%
since Jul 22
AIEQ · Weight increase · 4d
weight 3.000% → 3.170% (+0.170 pp)·stock up 0.5% in the 30 days before
Jul 19·entry $223.34·now $242.31Drifting
+8.49%
since Jul 19
AIEQ · Weight increase · 3d
weight 3.000% → 3.120% (+0.120 pp)·stock up 0.5% in the 30 days before
Jul 17·entry $228.41·now $242.31Drifting
+6.09%
since Jul 17
AIEQ · Weight increase · 2d
weight 3.000% → 3.050% (+0.050 pp)·stock up 2.3% in the 30 days before
Jul 16·entry $228.38·now $242.31Drifting
+6.10%
since Jul 16
AIEQ · Weight decrease · 3d
weight 3.160% → 3.030% (-0.130 pp)·stock up 8.5% in the 30 days before
Jul 9·entry $219.77·now $242.31
+10.26%
since Jul 9
AIEQ · Weight decrease · 2d
weight 3.160% → 3.090% (-0.070 pp)·stock up 6.5% in the 30 days before
Jul 8·entry $218.32·now $242.31
+10.99%
since Jul 8
AIEQ · New entry · 1d
weight 0 → 3.210% (new)·stock up 12.9% in the 30 days before
Jul 1·entry $228.15·now $242.31Drifting
+6.21%
since Jul 1
AIEQ · Exit · 1d
weight 0.340% → 0 (exited)·stock up 12.4% in the 30 days before
May 30·entry $202.14·now $242.31
+19.87%
since May 30
AIEQ · Weight increase · 2d
weight 0.290% → 0.330% (+0.040 pp)·stock up 0.1% in the 30 days before
May 22·entry $192.50·now $242.31Chased
+25.88%
since May 22
AIEQ · Weight decrease · 2d
weight 0.310% → 0.290% (-0.020 pp)·stock down 10.0% in the 30 days before
May 14·entry $173.65·now $242.31
+39.54%
since May 14
AIEQ · Weight decrease · 2d
weight 0.340% → 0.320% (-0.020 pp)·stock down 0.6% in the 30 days before
Apr 30·entry $181.21·now $242.31
+33.72%
since Apr 30
AMOM · Exit · 1d
weight 0.780% → 0 (exited)·stock down 2.5% in the 30 days before
May 4·entry $175.69·now $242.31
+37.92%
since May 4
AMOM · Weight decrease · 2d
weight 0.830% → 0.780% (-0.050 pp)·stock down 0.6% in the 30 days before
Apr 30·entry $181.21·now $242.31
+33.72%
since Apr 30
AMOM · Weight decrease · 3d
weight 0.910% → 0.830% (-0.080 pp)·stock up 4.7% in the 30 days before
Apr 24·entry $190.55·now $242.31
+27.16%
since Apr 24
AMOM · Weight decrease · 2d
weight 0.910% → 0.850% (-0.060 pp)·stock up 6.2% in the 30 days before
Apr 23·entry $192.39·now $242.31
+25.95%
since Apr 23
+19.79%
since Apr 21
AMOM · Weight increase · 2d
stock up 10.6% in the 30 days before
Apr 20·entry $202.02·now $242.31Chased
+19.94%
since Apr 20
+29.21%
since Apr 8
AMOM · Weight increase · 2d
stock down 5.7% in the 30 days before
Apr 6·entry $182.62·now $242.31Chased
+32.69%
since Apr 6
+34.34%
since Apr 1
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 19
AI ETFs like AIEQ are showing a recent trend of increasing weight in Williams-Sonoma, and PQUS has made a new entry, indicating accumulation. This activity contrasts with the framework's 'Fail' verdict, which is driven by concerns over financial health transparency and the absence of a margin of safety at the current valuation.
- Circle of CompetenceThe established nature of homefurnishing retail, encompassing strong brands, suggests sufficiently stable unit economics to reasonably project long-term cash flows.
- Economic MoatWilliams-Sonoma possesses a durable economic moat primarily through strong brand recognition and customer loyalty across its multiple, well-differentiated home furnishing brands.
- ManagementWithout information on shareholder communications, specific capital allocation decisions, or insider ownership, management's adherence to all three criteria cannot be assessed.
- Financial HealthWhile the reported ROE is exceptionally strong at 53.29%, the absence of data on debt levels, operating margin trends, and owner earnings consistency prevents a full confirmation of robust financial health.
- Margin of SafetyGiven the high P/E of 24.61, P/B of 12.27, and EV/EBITDA of 23.9 against a modest 1.3% revenue growth, the current price offers no apparent margin of safety.
Williams-Sonoma operates within a predictable circle of competence and benefits from strong brand-driven economic moats. However, the analysis results in a 'Fail' verdict due to incomplete financial health data and a valuation that appears to offer no margin of safety. While the company's underlying business strength is notable, the current price and lack of certain financial details pose significant concerns for a value-focused investor.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.