Arhaus, Inc (ARHS) Fair Value & Analysis

Consumer Cyclical · US · Market cap $1.0B

A solid business, screening 10% undervalued on our models.

What matters now

• A fairly wide model range ($7.27 to $13.94) leaves room in how you read the outcome.
• Our model range runs from $7.27 (bear) to $13.94 (bull), base $10.60. The closer the price sits to the lower half, the larger the margin of safety.
• Quality 53/100 (solid quality) with high evidence: the data supports the verdict.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 5, 2026.

How to read this chart

57‑month range $4.12 – $18.76 · fair‑value band $7.27 – $13.94 · the $9.60 price screens below the $10.60 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 5, 2026.

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Analysis

Arhaus, Inc (ARHS) currently trades at $9.60, while our model-based Fair Value estimate is $10.60, implying the stock looks roughly 10.4% undervalued today. The Quality Score stands at 53/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Arhaus, Inc generated revenue of $1.4B at a net margin of 4.7%. Revenue grew 0.9% year over year. It earns a return on equity of 17.9%. Net debt stands at $327M. Fundamentals as of Jul 5, 2026

Our scenario range runs from $7.27 (bear case) to $13.94 (bull case); at $9.60, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 22% below its 52-week high and 72% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -24% fair-value upside, at 10%, ARHS screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: DCF Models ($30.05) versus Dividend Discount ($0.0800). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Arhaus, Inc. operates as a premium retailer in the home furnishings market in the United States. The company offers bedroom, dining room, and living room, as well as home office furnishings, including sofas, dining tables and chairs, accent chairs, console and coffee tables, beds, headboards, dressers, desks, bookcases, modular storage, and other items; and …

Full company description

Arhaus, Inc. operates as a premium retailer in the home furnishings market in the United States. The company offers bedroom, dining room, and living room, as well as home office furnishings, including sofas, dining tables and chairs, accent chairs, console and coffee tables, beds, headboards, dressers, desks, bookcases, modular storage, and other items; and outdoor products, such as outdoor dining tables, chairs, chaises and other furniture, lighting, textiles, décor, umbrellas, and fire pits. It also provides bath product assortment comprising vanities and storage pieces, faucets and hardware, and Turkish bath towels; lighting fixtures, including chandeliers, pendants, table and floor lamps, and sconces; indoor and outdoor rugs, bed linens, and pillows and throws; and décor products, such as wall art, mirrors, vases, candles, and other decorative accessories. The company distributes its products through an omni-channel model comprising showrooms, ecommerce, catalogs and digital media, interior designer services, trade services, and client engagement. Arhaus, Inc. was founded in 1986 and is headquartered in Boston Heights, Ohio.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Arhaus, Inc reported revenue of $1.4B in FY2025 versus $797M in FY2021, a compound +14.7%/yr. Reported net income was $67.3M in FY2025, compounding +33.6%/yr from FY2021.

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Peer Group

Specialty Retail · 221 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Specialty Retail median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.