Arhaus, Inc. (ARHS) vs Bob's Discount Furniture, Inc. (BOBS)

Arhaus, Inc. and Bob's Discount Furniture, Inc. are both Specialty Retail companies. Bob's Discount Furniture, Inc. is the larger, with a market value of $2.2B against $1.8B — 1.2× the size. Bob's Discount Furniture, Inc. trades at the lower P/E: 14.4× against 25.0×. Bob's Discount Furniture, Inc. has the higher net margin (5.65% vs 4.91%) and the higher return on invested capital (88.4% vs 24.3%). Across the 19 metrics below, Bob's Discount Furniture, Inc. leads on 15 and Arhaus, Inc. on 4.

Valuation

Metric ARHS BOBS Specialty Retail median
P/E 25.01 14.37 18.57
P/S 1.25 0.89 0.53
P/B 4.23 4.06 2.02
Price to free cash flow 42.87 17.26 14.00
EV/EBITDA 7.05 2.58 7.83
EV/Sales 1.12 0.91 0.69
Earnings yield 4.00% 6.96% 4.07%
Free cash flow yield 2.33% 5.79% 3.32%

Profitability

Metric ARHS BOBS Specialty Retail median
Gross margin 39.69% 61.62% 36.12%
Operating margin 6.61% 32.83% 4.14%
Net margin 4.91% 5.65% 2.47%
Free cash flow margin 2.90% 5.17% 2.61%
Return on equity 17.28% 0.00% 4.15%
Return on assets 5.00% 14.20% 0.92%
Return on invested capital 24.33% 88.37% 3.49%

Growth

Metric ARHS BOBS Specialty Retail median
Revenue growth (TTM) 5.44% — 3.45%
EPS growth (last fiscal year) (2.04%) 37.16% 21.08%
Revenue growth, 5-year CAGR 22.14% — 3.91%
Net income growth, 5-year CAGR 83.47% — 0.00%

Health

Metric ARHS BOBS Specialty Retail median
Debt to equity 0.13 0.14 0.26
Current ratio 1.33 0.90 1.35
Net debt to EBITDA (0.97) 1.34 0.35

Dividend

Metric ARHS BOBS Specialty Retail median
Dividend yield 0.00% — 1.42%
Payout ratio 0.00 — 0.28

Size

Metric ARHS BOBS Specialty Retail median
Market cap 1.80b 2.15b 440.94m

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