Specialty Retail
Compare Stocks
5 / 10Stock Comparison
WSM vs TGT vs AMZN vs ETSY vs SHOP
Revenue, margins, valuation, and 5-year total return — side by side.
Discount Stores
Specialty Retail
Specialty Retail
Software - Application
WSM vs TGT vs AMZN vs ETSY vs SHOP — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Specialty Retail | Discount Stores | Specialty Retail | Specialty Retail | Software - Application |
| Market Cap | $22.60B | $57.36B | $2.92T | $6.07B | $145.00B |
| Revenue (TTM) | $7.81B | $106.25B | $742.78B | $2.86B | $12.37B |
| Net Income (TTM) | $1.09B | $4.04B | $90.80B | $285M | $1.33B |
| Gross Margin | 46.2% | 27.3% | 50.6% | 72.0% | 48.0% |
| Operating Margin | 18.1% | 5.3% | 11.5% | 14.3% | 13.3% |
| Forward P/E | 21.1x | 15.7x | 34.8x | 18.5x | 60.9x |
| Total Debt | $1.46B | $5.59B | $152.99B | $742M | $188M |
| Cash & Equiv. | $1.02B | $5.49B | $86.81B | $1.40B | $1.53B |
WSM vs TGT vs AMZN vs ETSY vs SHOP — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Williams-Sonoma, In… (WSM) | 100 | 441.0 | +341.0% |
| Target Corporation (TGT) | 100 | 102.9 | +2.9% |
| Amazon.com, Inc. (AMZN) | 100 | 222.1 | +122.1% |
| Etsy, Inc. (ETSY) | 100 | 79.0 | -21.0% |
| Shopify Inc. (SHOP) | 100 | 147.5 | +47.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: WSM vs TGT vs AMZN vs ETSY vs SHOP
Each card shows where this stock fits in a portfolio — not just who wins on paper.
WSM is the #2 pick in this set and the best alternative if quality and efficiency is your priority.
- 13.9% margin vs TGT's 3.8%
- 20.6% ROA vs TGT's 6.9%, ROIC 44.3% vs 16.7%
TGT carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 22 yrs, beta 0.95, yield 3.6%
- Lower volatility, beta 0.95, Low D/E 34.6%, current ratio 0.94x
- Beta 0.95, yield 3.6%, current ratio 0.94x
- Lower P/E (15.7x vs 60.9x)
AMZN ranks third and is worth considering specifically for growth exposure and valuation efficiency.
- Rev growth 12.4%, EPS growth 29.7%, 3Y rev CAGR 11.7%
- PEG 1.24 vs SHOP's 2.08
- +43.7% vs WSM's +18.2%
Among these 5 stocks, ETSY doesn't own a clear edge in any measured category.
SHOP is the clearest fit if your priority is long-term compounding.
- 41.2% 10Y total return vs AMZN's 7.0%
- 30.1% revenue growth vs TGT's -1.7%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 30.1% revenue growth vs TGT's -1.7% | |
| Value | Lower P/E (15.7x vs 60.9x) | |
| Quality / Margins | 13.9% margin vs TGT's 3.8% | |
| Stability / Safety | Beta 0.95 vs SHOP's 2.64 | |
| Dividends | 3.6% yield, 22-year raise streak, vs WSM's 1.4%, (3 stocks pay no dividend) | |
| Momentum (1Y) | +43.7% vs WSM's +18.2% | |
| Efficiency (ROA) | 20.6% ROA vs TGT's 6.9%, ROIC 44.3% vs 16.7% |
WSM vs TGT vs AMZN vs ETSY vs SHOP — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
WSM vs TGT vs AMZN vs ETSY vs SHOP — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
TGT leads in 2 of 6 categories
ETSY leads 1 • WSM leads 1 • AMZN leads 0 • SHOP leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
ETSY leads this category, winning 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
AMZN is the larger business by revenue, generating $742.8B annually — 259.4x ETSY's $2.9B. WSM is the more profitable business, keeping 13.9% of every revenue dollar as net income compared to TGT's 3.8%. On growth, SHOP holds the edge at +34.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $7.8B | $106.2B | $742.8B | $2.9B | $12.4B |
| EBITDAEarnings before interest/tax | $1.5B | $8.7B | $155.9B | $508M | $1.7B |
| Net IncomeAfter-tax profit | $1.1B | $4.0B | $90.8B | $285M | $1.3B |
| Free Cash FlowCash after capex | $1.1B | $2.9B | -$2.5B | $673M | $2.1B |
| Gross MarginGross profit ÷ Revenue | +46.2% | +27.3% | +50.6% | +72.0% | +48.0% |
| Operating MarginEBIT ÷ Revenue | +18.1% | +5.3% | +11.5% | +14.3% | +13.3% |
| Net MarginNet income ÷ Revenue | +13.9% | +3.8% | +12.2% | +9.9% | +10.8% |
| FCF MarginFCF ÷ Revenue | +13.6% | +2.8% | -0.3% | +23.5% | +17.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -4.3% | +3.2% | +16.6% | +3.1% | +34.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -1.1% | +23.7% | +74.8% | +2.2% | +15.1% |
Valuation Metrics
TGT leads this category, winning 5 of 7 comparable metrics.
Valuation Metrics
At 15.5x trailing earnings, TGT trades at a 87% valuation discount to SHOP's 118.9x P/E. Adjusting for growth (PEG ratio), WSM offers better value at 1.34x vs SHOP's 4.06x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $22.6B | $57.4B | $2.92T | $6.1B | $145.0B |
| Enterprise ValueMkt cap + debt − cash | $23.0B | $57.5B | $2.98T | $5.4B | $143.7B |
| Trailing P/EPrice ÷ TTM EPS | 20.76x | 15.49x | 37.82x | 46.03x | 118.87x |
| Forward P/EPrice ÷ next-FY EPS est. | 21.08x | 15.74x | 34.77x | 18.51x | 60.91x |
| PEG RatioP/E ÷ EPS growth rate | 1.34x | — | 1.35x | — | 4.06x |
| EV / EBITDAEnterprise value multiple | 13.98x | 7.26x | 20.47x | 11.53x | 95.83x |
| Price / SalesMarket cap ÷ Revenue | 2.89x | 0.55x | 4.07x | 2.11x | 12.55x |
| Price / BookPrice ÷ Book value/share | 10.85x | 3.55x | 7.14x | — | 10.82x |
| Price / FCFMarket cap ÷ FCF | 21.41x | 20.23x | 378.98x | 9.51x | 72.25x |
Profitability & Efficiency
Evenly matched — WSM and SHOP each lead in 4 of 9 comparable metrics.
Profitability & Efficiency
WSM delivers a 51.5% return on equity — every $100 of shareholder capital generates $51 in annual profit, vs $11 for SHOP. SHOP carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to WSM's 0.70x. On the Piotroski fundamental quality scale (0–9), TGT scores 6/9 vs WSM's 4/9, reflecting solid financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +51.5% | +26.1% | +23.3% | — | +10.5% |
| ROA (TTM)Return on assets | +20.6% | +6.9% | +11.5% | +10.6% | +9.0% |
| ROICReturn on invested capital | +44.3% | +16.7% | +14.7% | — | +9.4% |
| ROCEReturn on capital employed | +41.4% | +13.6% | +15.3% | +22.9% | +11.4% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 | 6 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.70x | 0.35x | 0.37x | — | 0.01x |
| Net DebtTotal debt minus cash | $437M | $104M | $66.2B | -$653M | -$1.3B |
| Cash & Equiv.Liquid assets | $1.0B | $5.5B | $86.8B | $1.4B | $1.5B |
| Total DebtShort + long-term debt | $1.5B | $5.6B | $153.0B | $742M | $188M |
| Interest CoverageEBIT ÷ Interest expense | — | 12.40x | 39.96x | 27.47x | — |
Total Returns (Dividends Reinvested)
WSM leads this category, winning 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WSM five years ago would be worth $20,735 today (with dividends reinvested), compared to $3,866 for ETSY. Over the past 12 months, AMZN leads with a +43.7% total return vs WSM's +18.2%. The 3-year compound annual growth rate (CAGR) favors WSM at 48.4% vs ETSY's -11.7% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -1.5% | +26.4% | +19.7% | +11.7% | -28.9% |
| 1-Year ReturnPast 12 months | +18.2% | +36.6% | +43.7% | +39.3% | +18.2% |
| 3-Year ReturnCumulative with dividends | +227.0% | -11.0% | +156.2% | -31.0% | +73.6% |
| 5-Year ReturnCumulative with dividends | +107.3% | -31.6% | +64.8% | -61.3% | +0.8% |
| 10-Year ReturnCumulative with dividends | +587.8% | +99.5% | +697.8% | +681.2% | +4123.0% |
| CAGR (3Y)Annualised 3-year return | +48.4% | -3.8% | +36.8% | -11.7% | +20.2% |
Risk & Volatility
Evenly matched — TGT and AMZN each lead in 1 of 2 comparable metrics.
Risk & Volatility
TGT is the less volatile stock with a 0.95 beta — it tends to amplify market swings less than SHOP's 2.64 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AMZN currently trades 97.3% from its 52-week high vs SHOP's 61.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.49x | 0.95x | 1.51x | 1.22x | 2.64x |
| 52-Week HighHighest price in past year | $221.81 | $133.07 | $278.56 | $76.52 | $182.19 |
| 52-Week LowLowest price in past year | $147.39 | $83.44 | $185.01 | $44.00 | $88.14 |
| % of 52W HighCurrent price vs 52-week peak | +82.7% | +94.6% | +97.3% | +83.6% | +61.3% |
| RSI (14)Momentum oscillator 0–100 | 48.9 | 61.4 | 81.1 | 59.1 | 34.7 |
| Avg Volume (50D)Average daily shares traded | 1.2M | 4.5M | 45.5M | 2.8M | 8.7M |
Analyst Outlook
TGT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: WSM as "Hold", TGT as "Hold", AMZN as "Buy", ETSY as "Buy", SHOP as "Buy". Consensus price targets imply 47.4% upside for SHOP (target: $165) vs -8.4% for TGT (target: $115). For income investors, TGT offers the higher dividend yield at 3.58% vs WSM's 1.40%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $200.25 | $115.31 | $306.77 | $70.07 | $164.75 |
| # AnalystsCovering analysts | 56 | 59 | 94 | 45 | 63 |
| Dividend YieldAnnual dividend ÷ price | +1.4% | +3.6% | — | — | — |
| Dividend StreakConsecutive years of raises | 20 | 22 | — | — | — |
| Dividend / ShareAnnual DPS | $2.57 | $4.51 | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +3.8% | +0.7% | 0.0% | +12.8% | 0.0% |
TGT leads in 2 of 6 categories (Valuation Metrics, Analyst Outlook). ETSY leads in 1 (Income & Cash Flow). 2 tied.
WSM vs TGT vs AMZN vs ETSY vs SHOP: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is WSM or TGT or AMZN or ETSY or SHOP a better buy right now?
For growth investors, Shopify Inc.
(SHOP) is the stronger pick with 30. 1% revenue growth year-over-year, versus -1. 7% for Target Corporation (TGT). Target Corporation (TGT) offers the better valuation at 15. 5x trailing P/E (15. 7x forward), making it the more compelling value choice. Analysts rate Amazon. com, Inc. (AMZN) a "Buy" — based on 94 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — WSM or TGT or AMZN or ETSY or SHOP?
On trailing P/E, Target Corporation (TGT) is the cheapest at 15.
5x versus Shopify Inc. at 118. 9x. On forward P/E, Target Corporation is actually cheaper at 15. 7x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Amazon. com, Inc. wins at 1. 24x versus Shopify Inc. 's 2. 08x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — WSM or TGT or AMZN or ETSY or SHOP?
Over the past 5 years, Williams-Sonoma, Inc.
(WSM) delivered a total return of +107. 3%, compared to -61. 3% for Etsy, Inc. (ETSY). Over 10 years, the gap is even starker: SHOP returned +41. 2% versus TGT's +99. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — WSM or TGT or AMZN or ETSY or SHOP?
By beta (market sensitivity over 5 years), Target Corporation (TGT) is the lower-risk stock at 0.
95β versus Shopify Inc. 's 2. 64β — meaning SHOP is approximately 176% more volatile than TGT relative to the S&P 500. On balance sheet safety, Shopify Inc. (SHOP) carries a lower debt/equity ratio of 1% versus 70% for Williams-Sonoma, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — WSM or TGT or AMZN or ETSY or SHOP?
By revenue growth (latest reported year), Shopify Inc.
(SHOP) is pulling ahead at 30. 1% versus -1. 7% for Target Corporation (TGT). On earnings-per-share growth, the picture is similar: Amazon. com, Inc. grew EPS 29. 7% year-over-year, compared to -40. 9% for Etsy, Inc.. Over a 3-year CAGR, SHOP leads at 27. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — WSM or TGT or AMZN or ETSY or SHOP?
Williams-Sonoma, Inc.
(WSM) is the more profitable company, earning 13. 9% net margin versus 3. 5% for Target Corporation — meaning it keeps 13. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: WSM leads at 18. 1% versus 4. 9% for TGT. At the gross margin level — before operating expenses — ETSY leads at 71. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is WSM or TGT or AMZN or ETSY or SHOP more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Amazon. com, Inc. (AMZN) is the more undervalued stock at a PEG of 1. 24x versus Shopify Inc. 's 2. 08x. A PEG below 1. 5 suggests fair-to-attractive pricing relative to expected growth. On forward earnings alone, Target Corporation (TGT) trades at 15. 7x forward P/E versus 60. 9x for Shopify Inc. — 45. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SHOP: 47. 4% to $164. 75.
08Which pays a better dividend — WSM or TGT or AMZN or ETSY or SHOP?
In this comparison, TGT (3.
6% yield), WSM (1. 4% yield) pay a dividend. AMZN, ETSY, SHOP do not pay a meaningful dividend and should not be held primarily for income.
09Is WSM or TGT or AMZN or ETSY or SHOP better for a retirement portfolio?
For long-horizon retirement investors, Target Corporation (TGT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
95), 3. 6% yield). Shopify Inc. (SHOP) carries a higher beta of 2. 64 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (TGT: +99. 5%, SHOP: +41. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between WSM and TGT and AMZN and ETSY and SHOP?
These companies operate in different sectors (WSM (Consumer Cyclical) and TGT (Consumer Defensive) and AMZN (Consumer Cyclical) and ETSY (Consumer Cyclical) and SHOP (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: WSM is a mid-cap quality compounder stock; TGT is a mid-cap deep-value stock; AMZN is a mega-cap quality compounder stock; ETSY is a small-cap quality compounder stock; SHOP is a mid-cap high-growth stock. WSM, TGT pay a dividend while AMZN, ETSY, SHOP do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
Find Stocks Like These
Explore pre-built screens for each stock's profile, or build a custom screen to find stocks that outperform all of them.
You Might Also Compare
Based on how these companies actually compete and overlap — not just which sector they're filed under.