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Upscale home furnishings retailer selling artisan-crafted furniture and decor through design-led showrooms.
Upscale home furnishings retailer selling artisan-crafted furniture and decor through design-led showrooms.
Sells directly through its own showrooms and website, largely made-to-order, so customers place orders and pay deposits well before delivery and the order backlog shows future sales.
In one line: A smaller, more artisanal RH (Restoration Hardware).
Moat: narrow (brand, distribution). Differentiated artisan-sourced designs and showroom experience versus mass furniture retailers.
Headquarters: Boston Heights, Ohio, United States · Founded: 1986 · Employees: 2,800
Size Arhaus (ARHS) is a United States Consumer Discretionary company (Home Furnishings) with a market value of $2.01B, the 1784th largest of 3,117 United States companies the cockpit tracks. Shares closed at $14.19 on 6 Nov 2026.
Performance Over six months the shares gained 118.1%, against -13.8% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 21 in its peer set.
Growth Revenue grew 5.4% over the last twelve months (peer median +0.1%); the operating margin is 6.6% (peer median 5.7%).
Valuation It trades at 26.2× forward earnings against a peer median of 16.8× (4th most expensive of 16).
Price implies For today's price to make sense, revenue must grow about 28% a year for seven years (Req g). Recent delivered growth is +22%, so the hurdle is +6 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.4 points below its cost of capital (13.6% WACC).
Short interest Short interest is 11.0% of the free float (15 Oct 2026).
Next results Next results expected around 11 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.41B | $1.38B | $1.27B | $1.29B | $1.23B |
| Revenue growth | — | +9% | -1% | +5% | — |
| Gross profit | $559M | $534M | $499M | $538M | $525M |
| EBITDA | $189M | $179M | $162M | $227M | $239M |
| Net income | $69.2M | $67.3M | $68.5M | $125M | $137M |
| Free cash flow | $40.6M | $58.7M | $39.7M | $75.2M | $21.8M |
| Capital expenditure | $74.3M | $77.9M | $107M | $93.4M | $51.4M |
| Total debt | $609M | $581M | $499M | $450M | $387M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Arhaus ARHS | $2.01B | +118% | +5% | 7% | 26.2× | 28.4% |
| RH RH | $2.48B | -2% | +3% | 10% | 20.2× | 11.4% |
| Williams-Sonoma WSM | $29.9B | +40% | +2% | 19% | 25.6× | 15.4% |
| Ethan Allen Interiors ETD | $506M | -2% | -6% | 8% | 16.4× | 3.3% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ARHS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +45.5% | -1.4% | highest of 21 |
| 6-month return | +118.1% | -13.8% | highest of 21 |
| Distance from 52-week high | -0.6% | -38.1% | highest of 21 |
| Revenue growth (TTM) | +5.4% | +0.1% | 5th highest of 21 |
| Operating margin | 6.6% | 5.7% | 9th highest of 21 |
| Forward P/E | 26.2× | 16.8× | 4th most expensive of 16 |
| Growth the price implies (Req g, 7 yrs) | 28.4% | -0.5% | most demanding of 15 |
| Growth delivered (Del g) | +22.1% | +4.2% | 2nd highest of 15 |
| Hurdle (Req g minus delivered) | +6.2 pp | -4.9 pp | 3rd most demanding of 15 |
| ROIC minus cost of capital | -4.4 pp | -1.3 pp | 6th lowest of 21 |
| EV / EBITDA | 12.7× | 9.0× | 2nd most expensive of 10 |
| Net debt / EBITDA | 2.0× | 1.0× | 5th most indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Arhaus ARHS | United States | $2.01B | +118% | +5% | 7% | 26.2× | 28.4% | +22.1% |
| Higold 001221.SZ | China | $2.05B | -40% | +17% | 21% | 17.4× | -3.4% | +33.2% |
| MotoMotion China 301061.SZ | China | $1.96B | -4% | -2% | 26% | 18.5× | -5.1% | +20.7% |
| A-Zenith Home Furnishings 603389.SS | China | $1.91B | -17% | +275% | -5% | n/a | n/a | n/a |
| WG Tech (JiangXi) 603773.SS | China | $1.87B | -20% | +2% | -8% | 222.4× | n/a | n/a |
| Zhuzhou Kibing 601636.SS | China | $2.22B | -21% | -4% | -8% | n/a | n/a | n/a |
| Gansu Golden Solar 300093.SZ | China | $2.42B | -9% | -9% | -152% | n/a | n/a | n/a |
| Patrick Industries PATK | United States | $2.53B | -17% | +2% | 6% | 16.8× | 9.3% | +9.7% |
| Forbo FORN.SW | Switzerland | $1.51B | +23% | -1% | 8% | 16.7× | 0.2% | -0.6% |
| Asahi India Glass ASAHIINDIA.NS | India | $2.79B | +22% | +20% | 16% | 58.8× | n/a | n/a |
| Hyundai G.f 005440.KS | South Korea | $1.44B | -21% | -1% | 4% | 4.8× | -1.0% | +20.1% |
| Oppein Home 603833.SS | China | $2.88B | -32% | -27% | 5% | 16.8× | 6.1% | +3.2% |
| MasterBrand MBC | United States | $1.37B | -12% | 0% | -1% | n/a | 19.4% | +2.1% |
| Okamura 7994.T | Japan | $1.35B | -14% | +3% | 7% | 9.5× | -6.7% | +6.1% |
| Ziel Home Furnishing Technology 301376.SZ | China | $1.32B | +32% | +21% | 6% | 18.2× | -7.0% | +17.0% |
| LIXIL 5938.T | Japan | $3.07B | +4% | +2% | 2% | 38.8× | 17.3% | +1.9% |
| Nien Made Enterprise 8464.TW | Taiwan | $3.08B | +1% | +4% | 35% | 13.3× | -8.3% | +4.2% |
| La-Z-Boy LZB | United States | $1.27B | -11% | 0% | 7% | 12.7× | 4.2% | +4.2% |
| Man Wah 1999.HK | Hong Kong | $1.20B | -45% | -3% | 14% | 7.9× | -6.5% | 0.0% |
| CSG 000012.SZ | China | $1.17B | -13% | -12% | -5% | n/a | n/a | n/a |
| De Rucci Healthy Sleep 001323.SZ | China | $1.15B | -26% | -6% | 5% | 19.5× | 0.0% | +3.3% |