Arhaus, Inc.

NasdaqGS:ARHS Stock Report

Market Cap: US$1.3b

Arhaus Valuation

Is ARHS undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of ARHS when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: ARHS ($9.71) is trading below our estimate of fair value ($19.62)

Significantly Below Fair Value: ARHS is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for ARHS?

Key metric: As ARHS is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for ARHS. This is calculated by dividing ARHS's market cap by their current earnings.
What is ARHS's PE Ratio?
PE Ratio17.4x
EarningsUS$78.47m
Market CapUS$1.30b

Price to Earnings Ratio vs Peers

How does ARHS's PE Ratio compare to its peers?

The above table shows the PE ratio for ARHS vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average55.7x
HVT Haverty Furniture Companies
13.9x44.1%US$374.2m
RH RH
180.3x52.9%US$6.0b
WSM Williams-Sonoma
20.4x1.0%US$17.3b
CHS Chico's FAS
8.4xn/aUS$937.0m
ARHS Arhaus
17.4x6.4%US$1.3b

Price-To-Earnings vs Peers: ARHS is good value based on its Price-To-Earnings Ratio (17.4x) compared to the peer average (55.7x).

Price to Earnings Ratio vs Industry

How does ARHS's PE Ratio compare vs other companies in the US Specialty Retail Industry?

5 CompaniesPrice / EarningsEstimated GrowthMarket Cap
TKLF Tokyo Lifestyle
2xn/aUS$14.40m
SSOK Sunstock
2.3xn/aUS$771.79k
MASN Maison Luxe
0.09xn/aUS$192.03k
CONN.Q Conn's
n/an/aUS$2.49k
ARHS 17.4xIndustry Avg. 16.7xNo. of Companies11PE01224364860+
5 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: ARHS is expensive based on its Price-To-Earnings Ratio (17.4x) compared to the US Specialty Retail industry average (16x).

Price to Earnings Ratio vs Fair Ratio

What is ARHS's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

ARHS PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio17.4x
Fair PE Ratio13.9x

Price-To-Earnings vs Fair Ratio: ARHS is expensive based on its Price-To-Earnings Ratio (17.4x) compared to the estimated Fair Price-To-Earnings Ratio (13.9x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst ARHS forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$9.71
US$11.50
+18.4%
13.6%US$14.00US$8.50n/a12
Nov ’25US$8.55
US$13.54
+58.4%
15.2%US$16.00US$9.50n/a12
Oct ’25US$11.76
US$14.64
+24.5%
9.8%US$18.00US$12.00n/a11
Sep ’25US$12.31
US$14.73
+19.6%
8.7%US$18.00US$13.00n/a11
Aug ’25US$13.68
US$18.64
+36.2%
9.4%US$21.50US$16.00n/a11
Jul ’25US$15.82
US$19.15
+21.0%
9.8%US$22.00US$16.00n/a10
Jun ’25US$18.81
US$18.40
-2.2%
7.8%US$21.00US$16.00n/a10
May ’25US$12.83
US$17.50
+36.4%
8.2%US$21.00US$16.00n/a10
Apr ’25US$15.51
US$17.40
+12.2%
8.2%US$21.00US$16.00n/a10
Mar ’25US$13.10
US$13.75
+5.0%
7.8%US$15.00US$12.00n/a10
Feb ’25US$11.93
US$13.24
+11.0%
8.9%US$15.00US$11.40n/a10
Jan ’25US$11.85
US$12.94
+9.2%
13.3%US$15.00US$9.00n/a10
Dec ’24US$9.81
US$12.94
+31.9%
13.3%US$15.00US$9.00n/a10
Nov ’24US$8.19
US$15.13
+84.7%
12.6%US$20.00US$12.00US$8.5510
Oct ’24US$9.30
US$15.13
+62.6%
12.6%US$20.00US$12.00US$11.7610
Sep ’24US$10.08
US$15.13
+50.0%
12.6%US$20.00US$12.00US$12.3110
Aug ’24US$11.74
US$11.90
+1.4%
12.7%US$15.00US$9.00US$13.6810
Jul ’24US$10.43
US$12.00
+15.1%
13.9%US$15.00US$9.00US$15.8210
Jun ’24US$6.81
US$11.67
+71.3%
12.1%US$14.00US$9.00US$18.819
May ’24US$7.98
US$12.39
+55.2%
10.4%US$14.00US$11.00US$12.839
Apr ’24US$8.29
US$13.19
+59.1%
8.0%US$14.00US$11.00US$15.518
Mar ’24US$13.98
US$14.31
+2.4%
10.9%US$16.50US$12.00US$13.108
Feb ’24US$14.44
US$14.06
-2.6%
10.1%US$16.50US$12.00US$11.938
Jan ’24US$9.75
US$12.00
+23.1%
4.2%US$13.00US$11.00US$11.858
Dec ’23US$9.93
US$11.75
+18.3%
7.1%US$13.00US$10.00US$9.818
Nov ’23US$8.25
US$11.63
+40.9%
12.1%US$14.00US$9.00US$8.198

Analyst Forecast: Target price is less than 20% higher than the current share price.

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