RH 配当と自社株買い
配当金 基準チェック /06
RH配当金を支払った記録がありません。
主要情報
n/a
配当利回り
-0.2%
バイバック利回り
| 総株主利回り | -0.2% |
| 将来の配当利回り | 0% |
| 配当成長 | n/a |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | n/a |
最近の配当と自社株買いの更新
Recent updates
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.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 AlphaRH: 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.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.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.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.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.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.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.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.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...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).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.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...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...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...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...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...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 AlphaReturns 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...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 AlphaRH'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 AlphaRH: 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 AlphaAfter 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...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.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...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 AlphaRH'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...決済の安定と成長
配当データの取得
安定した配当: RHの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。
増加する配当: RHの配当金が増加しているかどうかを判断するにはデータが不十分です。
配当利回り対市場
| RH 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (RH) | n/a |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.2% |
| 業界平均 (Specialty Retail) | 2.3% |
| アナリスト予想 (RH) (最長3年) | 0% |
注目すべき配当: RHは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。
高配当: RHは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。
株主への利益配当
収益カバレッジ: RHの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。
株主配当金
キャッシュフローカバレッジ: RHが配当金を報告していないため、配当金の持続可能性を計算できません。
高配当企業の発掘
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 | 2026/05/07 21:15 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/01/31 |
| 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 |
|
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| 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 |
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* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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。30
| アナリスト | 機関 |
|---|---|
| Peter Benedict | Baird |
| Adrienne Yih-Tennant | Barclays |
| Seth Sigman | Barclays |