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WSM vs PFG

Comparison between Williams-Sonoma Inc (WSM, Company) and Principal Financial Group Inc (PFG, Company).

WSM is from the Consumer Cyclical sector, while PFG is from the Financial Services sector.

5-Year PerformanceWSM has outperformed PFG, delivering a return of +16.5% compared to +12.5%

WSM vs PFG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
WSM
$22B
PFG
$22B
Max Drawdown
Winner
WSM
89.53%
PFG
91.69%
Sharpe Ratio
WSM
0.53
Winner
PFG
1.29
5Y Beta
WSM
1.40
Winner
PFG
1.04
Industry
WSM
Specialty Retail
PFG
Asset Management
P/E Ratio
WSM
20.68
Winner
PFG
14.24
Forward P/E
WSM
19.80
Winner
PFG
9.39
PEG Ratio
WSM
40.11
Winner
PFG
0.29
Dividend Yield
WSM
1.44%
Winner
PFG
3.13%
5Y Dividends CAGR
Winner
WSM
27.48%
PFG
11.61%
5Y EPS CAGR
Winner
WSM
15.27%
PFG
3.72%
Debt to Equity
Winner
WSM
0.00%
PFG
33.40%
Free Cash Flow Yield
WSM
4.77%
Winner
PFG
17.04%
P/S Ratio
WSM
2.84
Winner
PFG
1.42
P/B Ratio
WSM
10.30
Winner
PFG
1.82

WSM vs PFG - Historical Returns

Returns include dividend reinvestment.

1M
WSM
-2.52%
Winner
PFG
+6.69%
3M
WSM
-15.98%
Winner
PFG
+5.71%
6M
WSM
-6.90%
Winner
PFG
+23.51%
1Y
WSM
+14.82%
Winner
PFG
+32.35%
5Y(CAGR)
Winner
WSM
+16.48%
PFG
+12.52%
10Y(CAGR)
Winner
WSM
+23.13%
PFG
+13.30%
Max(CAGR)
Winner
WSM
+12.27%
PFG
+9.50%

WSM vs PFG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearWSMPFG
2026-2.39%+13.41%
2025-3.34%+18.35%
2024+85.14%+1.32%
2023+81.63%-2.65%
2022-30.37%+18.61%
2021+66.81%+55.49%
2020+43.90%-6.29%
2019+50.97%+29.23%
2018-1.32%-34.82%
2017+7.75%+23.96%
2016-13.46%+35.95%
2015-20.56%-10.53%
2014+31.26%+9.56%
2013+31.09%+73.71%
2012+21.28%+16.26%
2011+8.57%-24.66%
2010+74.88%+32.83%
2009+160.07%+3.84%
2008-67.59%-65.93%
2007-16.38%+17.59%
2006-27.32%+24.67%
2005+19.86%+18.46%
2004+2.67%+26.09%
2003+23.04%+9.71%
2002+32.28%+27.56%
2001+98.43%+14.29%
2000-54.15%N/A
1999-14.12%N/A

WSM vs PFG Drawdown Comparison

The maximum drawdown for WSM was -89.01%, occurring on Nov 20, 2008. Recovery took 1314 trading sessions.

The maximum drawdown for PFG was -91.47%, occurring on Mar 9, 2009. Recovery took 2237 trading sessions.

The current WSM drawdown is -17.16%. The current PFG drawdown is -1.03%.

RankWSMPFG
#1-89.01%
Jan 11, 2006 - Mar 31, 2011
-91.47%
Dec 24, 2007 - Nov 10, 2016
#2-72.65%
Dec 7, 1999 - May 17, 2002
-64.71%
Jan 26, 2018 - May 5, 2021
#3-60.60%
Aug 18, 2015 - May 29, 2020
-29.31%
Nov 11, 2022 - Oct 11, 2024
#4-51.91%
Nov 16, 2021 - Jan 23, 2024
-26.00%
Jun 28, 2002 - Dec 23, 2002
#5-39.15%
May 28, 2002 - Oct 27, 2003
-22.42%
Oct 17, 2024 - Dec 5, 2025
#6-36.79%
Feb 18, 2025 - Jan 21, 2026
-21.12%
Feb 9, 2022 - Aug 12, 2022
#7-36.04%
May 10, 2011 - Sep 13, 2012
-17.66%
Apr 27, 2007 - Oct 1, 2007
#8-22.50%
Nov 12, 2003 - Sep 29, 2004
-16.25%
Dec 23, 2002 - May 15, 2003
#9-20.87%
Jul 16, 2024 - Nov 20, 2024
-13.46%
Jan 28, 2002 - Apr 4, 2002
#10-20.56%
Feb 6, 2026 - Mar 27, 2026
-12.59%
Feb 17, 2004 - Oct 4, 2004
#11-19.31%
May 10, 2021 - Aug 26, 2021
-11.96%
Feb 26, 2026 - Apr 22, 2026
#12-18.73%
Nov 15, 2004 - Jun 16, 2005
-11.61%
Feb 7, 2005 - Jun 27, 2005
#13-18.65%
Jul 28, 2005 - Jan 11, 2006
-11.55%
Jun 16, 2003 - Dec 2, 2003
#14-15.85%
Aug 27, 2014 - Nov 20, 2014
-10.65%
May 17, 2021 - Aug 11, 2021
#15-15.76%
Jan 27, 2021 - Mar 18, 2021
-10.58%
Sep 12, 2022 - Oct 18, 2022

Correlation

Correlation between WSM and PFG is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2002 - 2026)

WSM vs PFG dividend yield comparison.

YearWSMPFG
20260.78%0.80%
20251.43%3.49%
20241.16%3.68%
20231.72%3.30%
20222.65%3.05%
20211.43%3.37%
20201.93%4.52%
20192.55%3.96%
20183.33%4.75%
20172.98%2.65%
20163.02%2.78%
20152.36%3.33%
20141.72%2.46%
20131.97%1.99%
20122.01%2.73%
20111.71%2.85%
20101.54%1.69%
20092.31%2.08%
20086.04%1.99%
20071.72%1.31%
20060.95%1.36%
20050.00%1.37%
20040.00%1.34%
20030.00%1.36%
20020.00%0.83%

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