Obermatt

Arhaus

NSQ:ARHS · US04035M1027
Specialty RetailMedium

360

26
EV / EBIT18
Price / Owner Earnings23
Owner Earnings Yield48
Dividend Yield1
Price/Sales44
EV / Gross Profit34
Price/Book42
Return on Capital50
Cash Return on Capital54
Return on Equity74
EBIT Margin59
Gross Profitability31
Cash Conversion15
Accruals11
Owner Earnings Margin60
Sales growth63
Profit Growth41
Long-Term EPS Growth54
Owner Earnings Growth85
Reinvestment50
Price momentum28
Debt load56
Refinancing27
Debt Payback31
Liquidity86
Analyst ratings19
Opinion Changes50
Price Target Upside51
Market mood64
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Arhaus clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustrySpecialty Retail
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Founded2021
Employees1,557
Websitearhaus.com
ISINUS04035M1027
Last UpdateApr 2, 2026
Themes
Home ImprovementLifestyle

Description

Arhaus, Inc. (Arhaus) is a premium retailer in the home furnishings market, specializing in livable luxury supported by heirloom quality merchandise. The company operates a vertically integrated model, designing and sourcing products directly from s…

Analysis

Middle-of-the-road

Arhaus, Inc. is a middle-of-the-road business: neither the economics nor the price stand out from the peer group.

The price is fair. You pay 22.0× its owner earnings: the cash an owner could take out each year, which is in the historically fair zone. At today's price, the market is assuming roughly 8% yearly growth; analysts expect 5%. The price, in other words, assumes less than the experts do.

The trajectory is moderate and the balance sheet is adequate. The company scores 8/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
20
2023202420252026

All-time high

88

Jan 2024

All-time low

10

Mar 2026

Average rank

43

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
44
31
23
30
Price/Earnings
51
29
53
26
Price/Book
42
23
30
97
Dividend Yield
1
1
1
1
Value (overall)
34
11
20
31

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →