RH (RH) Aperçu de l'action
RH, avec ses filiales, opère en tant que détaillant et marque de style de vie sur le marché de l'ameublement aux États-Unis, au Canada, au Royaume-Uni, en Allemagne, en Belgique et en Espagne. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 0/6 |
| Croissance future | 2/6 |
| Performances passées | 4/6 |
| Santé financière | 1/6 |
| Dividendes | 0/6 |
RH Community Fair Values
Create NarrativeSee what 24 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
RH Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$133.65 |
| Plus haut sur 52 semaines | US$257.00 |
| Plus bas sur 52 semaines | US$106.30 |
| Bêta | 1.89 |
| Variation sur 1 mois | 16.90% |
| Variation sur 3 mois | -36.71% |
| Variation sur 1 an | -32.02% |
| Variation sur 3 ans | -49.57% |
| Variation sur 5 ans | -78.77% |
| Évolution depuis l'introduction en bourse | 329.74% |
Nouvelles et mises à jour récentes
Mise à jour de l'analyse • May 06
RH: Future Returns Will Depend On Execution Against Higher P E Expectations
RH's updated fair value estimate has been reduced from about $210 to about $159 as analysts lower price targets across the Street. This reflects adjusted assumptions for revenue growth, profit margins, discount rate and future P/E multiples.Seeking Alpha • May 01
Restoration Hardware: Sales Slowdown Is Concerning, Despite Cheap FCF Multiple (Downgrade)
Summary Restoration Hardware is downgraded to "Neutral" as consumer weakness drives a sharp slowdown in revenue growth and a ~30% YTD share price decline. RH maintains strong gross margins in the mid-40s and leverages upscale branding but faces a steep Q1 sales decline and rising leverage concerns. Management's FY26 guidance implies 4%-8% revenue growth, but near-term headwinds include a -2% to -4% Q1 revenue decline and heavy capex-funded debt. The company's outlook banks heavily on a successful launch of the high-end RH Estates brand, which may flop in a tough macroeconomy. Valuation is fair at ~9x EBITDA and ~14x FCF, but the chance for an upward re-rating is low as sales trends sour. Read the full article on Seeking Alpha
Mise à jour de l'analyse • Apr 21
RH: Premium Brand And Outdoor Focus Will Support Future Profitability
RH's updated fair value estimate moves from $295.00 to $265.61 as analysts incorporate lower price targets and reset expectations around growth, margins, and the P/E multiple following a broad wave of target cuts across the Street. Analyst Commentary The recent reset in RH's fair value estimate aligns with a cluster of updated price targets across Wall Street, as analysts factor in revised assumptions on growth, margins, and the P/E multiple.Recent updates
Mise à jour de l'analyse • May 06
RH: Future Returns Will Depend On Execution Against Higher P E Expectations
RH's updated fair value estimate has been reduced from about $210 to about $159 as analysts lower price targets across the Street. This reflects adjusted assumptions for revenue growth, profit margins, discount rate and future P/E multiples.Seeking Alpha • May 01
Restoration Hardware: Sales Slowdown Is Concerning, Despite Cheap FCF Multiple (Downgrade)
Summary Restoration Hardware is downgraded to "Neutral" as consumer weakness drives a sharp slowdown in revenue growth and a ~30% YTD share price decline. RH maintains strong gross margins in the mid-40s and leverages upscale branding but faces a steep Q1 sales decline and rising leverage concerns. Management's FY26 guidance implies 4%-8% revenue growth, but near-term headwinds include a -2% to -4% Q1 revenue decline and heavy capex-funded debt. The company's outlook banks heavily on a successful launch of the high-end RH Estates brand, which may flop in a tough macroeconomy. Valuation is fair at ~9x EBITDA and ~14x FCF, but the chance for an upward re-rating is low as sales trends sour. Read the full article on Seeking AlphaMise à jour de l'analyse • Apr 21
RH: Premium Brand And Outdoor Focus Will Support Future Profitability
RH's updated fair value estimate moves from $295.00 to $265.61 as analysts incorporate lower price targets and reset expectations around growth, margins, and the P/E multiple following a broad wave of target cuts across the Street. Analyst Commentary The recent reset in RH's fair value estimate aligns with a cluster of updated price targets across Wall Street, as analysts factor in revised assumptions on growth, margins, and the P/E multiple.
Mise à jour de l'analyse • Apr 07
RH: Clustered Price Cuts And Leadership Turnover Will Pressure Future Share Performance
RH's analyst price target is revised lower from $130 to $88, as analysts factor in updated assumptions for slower revenue growth, reduced profit margins, a higher discount rate, and a higher future P/E multiple. Analyst Commentary Recent Street research on RH leans cautious, with a cluster of firms cutting price targets across the board.Mise à jour de l'analyse • Mar 24
RH: Outdoor Expansion And Brand Strength Will Support Future Profitability Potential
RH's updated analyst price target framework reflects mixed Street views, with some firms trimming targets, such as UBS cutting its target to $160 from $188, while others are raising their targets by $25 to $65 increments, as analysts reassess discount rates, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent commentary around RH highlights a split view, with some firms trimming price targets and others lifting them by meaningful increments.Mise à jour de l'analyse • Mar 10
RH: Fine Tuned Expectations And Leadership Change Will Shape Future Share Performance
Analysts have raised their RH price targets by $25 to $65, citing updated views on the company's discount rate, revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research continues to focus on RH's valuation framework, tying price target adjustments to assumptions around discount rates, revenue growth, profit margins and future P/E multiples.Mise à jour de l'analyse • Feb 24
RH: Raised Expectations And Leadership Turnover Will Pressure Future Share Performance
Analysts have nudged RH's long term outlook higher, with recent price target increases of $25, $65 and $25 indicating slightly stronger confidence in its revenue growth, profit margins and P/E assumptions, despite some leadership changes. Analyst Commentary Recent research updates on RH point to a mixed backdrop where higher price targets sit alongside a more cautious tone on execution, leadership stability and growth expectations.Mise à jour de l'analyse • Feb 10
RH: Lower Earnings Multiple Will Pressure Shares Despite Upbeat Guidance
Analysts have reduced their RH fair value estimate from $179.00 to $130.00, citing a higher discount rate, a lower assumed future P/E multiple of 7.90, and updated views on revenue growth and profit margins informed by recent target hikes from several firms and leadership changes. Analyst Commentary Recent Street research on RH has combined higher price targets with a more conservative framework for valuation and execution, which helps explain why some analysts are trimming fair value estimates even as individual targets move up.Mise à jour de l'analyse • Jan 25
RH: Future Returns Will Balance Higher P/E Expectations And Execution Risks
Narrative Update Analysts have raised their price expectations for RH, reflected in a higher fair value estimate from about US$200.65 to US$210.35. This change incorporates updated targets and supporting research on growth, discount rates and future P/E assumptions.Mise à jour de l'analyse • Jan 11
RH: New Detroit Gallery Expansion Will Support Future Profitability Potential
Analysts now see lower upside for RH, cutting their average price target from US$364.99 to US$295.00 as they factor in more moderate assumptions for revenue growth, profit margins and fair value, despite a similar forward P/E outlook. What's in the News RH issued earnings guidance for the fourth quarter, with expected revenue growth of 7% to 8% for that period.Article d'analyse • Jan 07
RH (NYSE:RH) Looks Just Right With A 31% Price Jump
RH ( NYSE:RH ) shareholders would be excited to see that the share price has had a great month, posting a 31% gain and...Mise à jour de l'analyse • Dec 26
RH: Future Returns Will Reflect Higher Risk And Moderating Profit Outlook
Analysts have lowered their price target on RH from approximately $262 to $201 per share, citing more conservative assumptions for revenue growth, profit margins, and valuation multiples to reflect a higher perceived risk profile. What's in the News RH opened RH Detroit, The Gallery in Birmingham, a four level, 60,000 square foot immersive retail space that combines residential design with hospitality elements (company announcement).Mise à jour de l'analyse • Dec 12
RH: New Gallery Openings Will Support Stronger Profitability Ahead
Analysts have reduced their price target on RH to approximately $365 from about $412, citing slightly slower expected revenue growth, a higher discount rate, and a modestly lower future earnings multiple, partially offset by a small improvement in projected profit margins. What's in the News Opened RH Detroit, The Gallery in Birmingham, a four level, 60,000 square foot immersive space that combines residential design, retail, indoor and outdoor areas, and hospitality elements (company announcement) Launched RH Manhasset, The Gallery at Americana, a three level, 19,000 square foot gallery that integrates luxury home furnishings with curated art, antiques, and artifacts from around the world (company announcement) Valuation Changes The fair value estimate has fallen moderately to approximately $365 from about $412, reflecting a more conservative outlook.Article d'analyse • Aug 04
Investors Still Waiting For A Pull Back In RH (NYSE:RH)
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...Article d'analyse • May 14
Calculating The Fair Value Of RH (NYSE:RH)
Key Insights RH's estimated fair value is US$190 based on 2 Stage Free Cash Flow to Equity Current share price of...Article d'analyse • Apr 18
RH (NYSE:RH) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless
To the annoyance of some shareholders, RH ( NYSE:RH ) shares are down a considerable 27% in the last month, which...Article d'analyse • Mar 04
RH (NYSE:RH) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless
RH ( NYSE:RH ) shares have had a horrible month, losing 27% after a relatively good period beforehand. Looking back...Article d'analyse • Dec 18
Why Investors Shouldn't Be Surprised By RH's (NYSE:RH) 30% Share Price Surge
RH ( NYSE:RH ) shares have had a really impressive month, gaining 30% after a shaky period beforehand. Looking back a...Seeking Alpha • Dec 13
RH: Demand Growth Is Accelerating, Initiate With 'Buy' Rating
Summary RH is well-positioned in the high-end furniture market, reporting 8.1% revenue growth and 120.9% adjusted operating income growth, with a 'Buy' rating and $482 target price. Strong demand and market share gains are driven by product transformations and unique targeted marketing via sourcebooks, with 80% of products selling at full price. RH forecasts 9.9%-10.4% demand growth for FY24, with expected benefits from price growth and new product categories, despite a weak housing market. Key risks include potential tariff increases, economic downturns in the housing market, fluctuating raw material costs, and high debt levels, but strong demand supports the 'Buy' rating. Read the full article on Seeking AlphaArticle d'analyse • Dec 02
Returns On Capital Signal Tricky Times Ahead For RH (NYSE:RH)
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Seeking Alpha • Oct 29
RH: Ambitious Luxury Vision Meets Liquidity Issues - Why I Sold
Summary I sold my RH shares at $340 due to liquidity risks from questionable capital allocation, despite a 17% profit and long-term confidence in CEO Gary Friedman. RH's aggressive debt-funded buybacks weakened its balance sheet, reducing cash reserves and increasing net debt, creating significant financial strain. Rising interest rates and a slowing housing market have severely impacted RH's cash flow, leading to negative free cash flow and heightened debt servicing obligations. While RH's long-term potential remains compelling, current liquidity challenges and financial instability make reinvestment speculative until the balance sheet strengthens. Read the full article on Seeking AlphaSeeking Alpha • Oct 16
RH's Transformation And Footprint Expansion Continue Amid Challenges
Summary RH demonstrates resilience with Q2 2024 net revenues of $830 million, a 3.6% YoY increase, and an 11.7% adjusted operating margin. RH's strategic investments in product transformation and Gallery expansion are paying off, despite margin pressures and a challenging housing market. Consolidating RH Contemporary into RH Interiors and RH Modern collections streamlines offerings, optimizing marketing strategies and maintaining high standards. Long-term growth hinges on global expansion and scaling Waterworks, but adapting to local preferences and managing startup costs are critical challenges. Read the full article on Seeking AlphaSeeking Alpha • Oct 01
RH: Demand Should Improve In FY25
Summary I reiterate my buy rating for RH, expecting a surge in demand and earnings growth acceleration in FY25 due to an improved macro situation. The recent rate cuts and anticipated further reductions should enhance home affordability, driving more home purchases and consequently, more furniture sales for RH. RH's new product strategy and upcoming design gallery openings will capitalize on the expected demand surge, positioning the company for significant growth. Read the full article on Seeking AlphaArticle d'analyse • Sep 28
After Leaping 27% RH (NYSE:RH) Shares Are Not Flying Under The Radar
Despite an already strong run, RH ( NYSE:RH ) shares have been powering on, with a gain of 27% in the last thirty days...
Nouvelle analyse • Sep 24
Innovation, Expansion, And Elevated Experiences Propel Growth
Strategic investments in product transformation and international expansion position RH for long-term growth and increased market share.Article d'analyse • Aug 29
RH's (NYSE:RH) Returns On Capital Not Reflecting Well On The Business
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...Seeking Alpha • Aug 28
The RH Comeback Story: Why I'm Staying Long, Ignoring The Noise
Summary I invested in RH stock in March 2020 and has remained long despite substantial volatility in stock prices. RH has entered a difficult operating period, with growth proving to be hard to come by. RH is focused on reviving growth through product innovation, platform expansion, enhanced digital presence, and international expansion. Despite short-term challenges such as the housing market slowdown and delayed project execution, RH’s unique positioning in the luxury market and strategic initiatives position it for long-term success. Read the full article on Seeking AlphaArticle d'analyse • Jul 21
RH's (NYSE:RH) P/E Is Still On The Mark Following 26% Share Price Bounce
RH ( NYSE:RH ) shareholders would be excited to see that the share price has had a great month, posting a 26% gain and...Rendement pour les actionnaires
| RH | US Specialty Retail | US Marché | |
|---|---|---|---|
| 7D | 1.3% | -1.6% | 2.1% |
| 1Y | -32.0% | 5.5% | 30.6% |
Rendement vs Industrie: RH a sous-performé le secteur US Specialty Retail qui a rapporté 5.5 % au cours de l'année écoulée.
Rendement vs marché: RH a sous-performé le marché US qui a rapporté 30.6 % au cours de l'année écoulée.
Volatilité des prix
| RH volatility | |
|---|---|
| RH Average Weekly Movement | 9.9% |
| Specialty Retail Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: RH n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de RH ( 10% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1980 | 6,870 | Gary Friedman | www.rh.com |
RH, avec ses filiales, est un détaillant et une marque de style de vie sur le marché de l'ameublement aux États-Unis, au Canada, au Royaume-Uni, en Allemagne, en Belgique et en Espagne. La société opère dans trois segments : RH Segment, Waterworks et Real Estate. Elle propose des marchandises dans diverses catégories, notamment des meubles, des éclairages, des textiles, des articles de bain, des articles de décoration, des articles d'extérieur et de jardin, ainsi que des articles pour bébés, enfants et adolescents.
RH Résumé des fondamentaux
| RH statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$2.48b |
| Bénéfices(TTM) | US$124.79m |
| Recettes(TTM) | US$3.44b |
20.2x
Ratio P/E0.7x
Ratio P/SLe site RH est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| RH compte de résultat (TTM) | |
|---|---|
| Recettes | US$3.44b |
| Coût des recettes | US$1.92b |
| Marge brute | US$1.52b |
| Autres dépenses | US$1.39b |
| Les revenus | US$124.79m |
Derniers bénéfices déclarés
Jan 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 6.63 |
| Marge brute | 44.07% |
| Marge bénéficiaire nette | 3.63% |
| Ratio dettes/capitaux propres | 3,983.3% |
Quelles ont été les performances à long terme de RH?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 22:25 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
RH est couverte par 30 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Peter Benedict | Baird |
| Adrienne Yih-Tennant | Barclays |
| Seth Sigman | Barclays |