RH（RH）株式概要
RHはその子会社とともに、米国、カナダ、英国、ドイツ、ベルギー、スペインの家庭用家具市場で小売業およびライフスタイル・ブランドとして事業を展開している。 詳細
RH Community Fair Values
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Analyst Price Targets
RH 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$156.54 |
| 52週高値 | US$257.00 |
| 52週安値 | US$106.30 |
| ベータ | 1.9 |
| 1ヶ月の変化 | 14.75% |
| 3ヶ月変化 | 18.56% |
| 1年変化 | -16.27% |
| 3年間の変化 | -49.57% |
| 5年間の変化 | -76.95% |
| IPOからの変化 | 403.34% |
最新ニュース
ナラティブの更新 • Jun 22
RH: Future Upside Relies On Q1 Execution And Premium Brand Expansion
Analysts have inched up their RH fair value estimate to $264.39 from $263.90, citing recent Q1 outperformance, slightly higher long term revenue growth and profit margin assumptions, and a shift to lower future P/E multiples, as reflected in refreshed price targets ranging from $130 to $175. Analyst Commentary Recent commentary on RH points to a more constructive tone among several bullish analysts, who are leaning on Q1 execution, updated long term guidance and refreshed valuation work to support higher fair value ranges.分析記事 • Jun 18
RH (RH) Stock Could Be 14.5% Undervalued As Asset Sales Support The Narrative
RH (RH) shares have been volatile recently, with the stock down 7.7% over the past day and 8.8% over the past week, while revenue and net income figures indicate ongoing business activity in home furnishings. See our latest analysis for RH. At a share price of $135.67, RH has seen sharp short term weakness, with the 1 day share price return down 7.65% and the 7 day share price return down 8.76%. The 30 day share price return of 12.38% contrasts with a year to date share price return that is...Seeking Alpha • Jun 13
RH: The Recovery Bridge Still Needs Proof
Summary RH remains a hold as Q1 revenue declined 1.7% and margins compressed, despite management’s upgraded FY 2026 guidance. The H2 recovery thesis hinges on backlog normalization, new store growth, and RH Estates, but execution risk remains high. Margin pressures persist due to rising occupancy, international expansion costs, and declining product margins in the core business. With RH trading at ~25x NTM P/E and a premium to comps, further upside requires clear evidence of H2 growth and margin recovery. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • Jun 22
RH: Future Upside Relies On Q1 Execution And Premium Brand Expansion
Analysts have inched up their RH fair value estimate to $264.39 from $263.90, citing recent Q1 outperformance, slightly higher long term revenue growth and profit margin assumptions, and a shift to lower future P/E multiples, as reflected in refreshed price targets ranging from $130 to $175. Analyst Commentary Recent commentary on RH points to a more constructive tone among several bullish analysts, who are leaning on Q1 execution, updated long term guidance and refreshed valuation work to support higher fair value ranges.分析記事 • Jun 18
RH (RH) Stock Could Be 14.5% Undervalued As Asset Sales Support The Narrative
RH (RH) shares have been volatile recently, with the stock down 7.7% over the past day and 8.8% over the past week, while revenue and net income figures indicate ongoing business activity in home furnishings. See our latest analysis for RH. At a share price of $135.67, RH has seen sharp short term weakness, with the 1 day share price return down 7.65% and the 7 day share price return down 8.76%. The 30 day share price return of 12.38% contrasts with a year to date share price return that is...Seeking Alpha • Jun 13
RH: The Recovery Bridge Still Needs Proof
Summary RH remains a hold as Q1 revenue declined 1.7% and margins compressed, despite management’s upgraded FY 2026 guidance. The H2 recovery thesis hinges on backlog normalization, new store growth, and RH Estates, but execution risk remains high. Margin pressures persist due to rising occupancy, international expansion costs, and declining product margins in the core business. With RH trading at ~25x NTM P/E and a premium to comps, further upside requires clear evidence of H2 growth and margin recovery. Read the full article on Seeking Alphaナラティブの更新 • Jun 05
RH: Asymmetric Upside Hinges On Execution And Premium Brand Expansion
RH's updated analyst price target edges down by about $2 to $263.90. This reflects analysts' more cautious stance as discretionary stocks face softer checks and a series of lowered Street targets, even as assumptions for revenue growth, profit margins and future P/E are adjusted slightly.
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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 Alpha分析記事 • 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...
新しいナラティブ • 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.株主還元
| RH | US Specialty Retail | US 市場 | |
|---|---|---|---|
| 7D | 15.4% | -2.7% | -2.3% |
| 1Y | -16.3% | 4.6% | 21.2% |
業界別リターン: RH過去 1 年間で4.6 % の収益を上げたUS Specialty Retail業界を下回りました。
リターン対市場: RHは、過去 1 年間で21.2 % のリターンを上げたUS市場を下回りました。
価格変動
| RH volatility | |
|---|---|
| RH Average Weekly Movement | 9.9% |
| Specialty Retail Industry Average Movement | 7.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: RH 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: RHの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1980 | 6,870 | Gary Friedman | www.rh.com |
RHは子会社とともに、米国、カナダ、英国、ドイツ、ベルギー、スペインのホームファニシング市場で小売業およびライフスタイルブランドとして事業を展開している。同社は3つのセグメントで事業を展開している：RHセグメント、ウォーターワークス、不動産。家具、照明、テキスタイル、バス用品、装飾品、屋外・ガーデン用品、ベビー・子供・ティーン向け家具など、様々なカテゴリーの商品を提供している。また、ギャラリー、インテリアデザインスタジオ、アウトレット、ゲストハウス、ショールームも運営している。小売店やアウトレットだけでなく、ホスピタリティ、ウェブサイト、ソースブック、取引・契約チャネルを通じて製品を販売している。同社は以前はRestoration Hardware Holdings, Inc.として知られ、2017年1月に社名をRHに変更した。RHは1980年に設立され、カリフォルニア州コルテ・マデラに本社を置いている。
RH 基礎のまとめ
| RH 基礎統計学 | |
|---|---|
| 時価総額 | US$2.68b |
| 収益（TTM） | US$103.05m |
| 売上高(TTM) | US$3.43b |
28.7x
PER（株価収益率0.9x
P/SレシオRH は割高か？
公正価値と評価分析を参照収益と収入
| RH 損益計算書（TTM） | |
|---|---|
| 収益 | US$3.43b |
| 売上原価 | US$1.93b |
| 売上総利益 | US$1.49b |
| その他の費用 | US$1.39b |
| 収益 | US$103.05m |
直近の収益報告
May 02, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 5.45 |
| グロス・マージン | 43.54% |
| 純利益率 | 3.01% |
| 有利子負債／自己資本比率 | 4,250.0% |
RH の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/24 00:31 |
| 終値 | 2026/06/24 00:00 |
| 収益 | 2026/05/02 |
| 年間収益 | 2026/01/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
RH 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31
| アナリスト | 機関 |
|---|---|
| Peter Benedict | Baird |
| Adrienne Yih-Tennant | Barclays |
| Seth Sigman | Barclays |