Arhaus, Inc. (ARHS) intrinsic value & 10-year financials
Arhaus, Inc. (ARHS) has a Graham intrinsic value of $15.94 per share. At $9.93 on Oct 17, 2026, the stock trades 38% below that value. Over the last 8 fiscal years revenue grew 18.6% a year to $1.4B, with an average return on invested capital of -13.1%.
- Graham intrinsic value
- $15.94
- Share price (Oct 17, 2026)
- $9.93
- Price vs Graham value
- 38% below
- Market cap
- $1.4B
- Revenue (FY2025)
- $1.4B
- Revenue growth (8-yr CAGR)
- 18.6%
- ROIC (10-yr avg)
- -13.1%
- Free cash flow (FY2025)
- $59.0M
ARHS 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $1.4B | $67.3M | $0.48 | $59.0M | 6.4% | 10.1% |
| FY2024 | $1.3B | $68.5M | $0.49 | $39.7M | 6.8% | 11.5% |
| FY2023 | $1.3B | $125.2M | $0.89 | $75.2M | 12.8% | 25.8% |
| FY2022 | $1.2B | $136.6M | $0.98 | $21.8M | 15.0% | 77.2% |
| FY2021 | $796.9M | $21.1M | $0.18 | $98.4M | 4.2% | -73.9% |
| FY2020 | $507.4M | $6.1M | $0.03 | $135.3M | 6.1% | -75.5% |
| FY2019 | $494.5M | $7.5M | $0.04 | $10.2M | 6.0% | -66.9% |
| FY2018 | — | — | — | — | — | — |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
Arhaus, Inc. revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.
Arhaus, Inc. has historically struggled to out-earn its cost of capital, averaging just -4.1% ROIC.
Arhaus, Inc. capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, Arhaus, Inc. is modeled at 15.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $15.94 per share.