Arhaus Inc (ARHS)vsUlta Beauty Inc (ULTA)
ARHS
Arhaus Inc
$6.33
-4.67%
CONSUMER CYCLICAL · Cap: $1.05B
ULTA
Ulta Beauty Inc
$467.07
+0.98%
CONSUMER CYCLICAL · Cap: $20.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Ulta Beauty Inc generates 819% more annual revenue ($12.71B vs $1.38B). ULTA leads profitability with a 9.4% profit margin vs 4.7%. ARHS trades at a lower P/E of 15.8x. ULTA earns a higher WallStSmart Score of 63/100 (C+).
ARHS
Hold43
out of 100
Grade: D
ULTA
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-11.9%
Fair Value
$8.73
Current Price
$6.33
$2.40 premium
Margin of Safety
-23.1%
Fair Value
$554.67
Current Price
$467.07
$87.60 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Every $100 of equity generates 46 in profit
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Areas to Watch
0.9% revenue growth
Grey zone — moderate risk
Smaller company, higher risk/reward
4.7% margin — thin
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ARHS
The strongest argument for ARHS centers on P/E Ratio, Price/Book.
Bull Case : ULTA
The strongest argument for ULTA centers on Return on Equity, Altman Z-Score, P/E Ratio. Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : ARHS
The primary concerns for ARHS are Revenue Growth, Altman Z-Score, Market Cap. Debt-to-equity of 1.61 is elevated, increasing financial risk. Thin 4.7% margins leave little buffer for downturns.
Bear Case : ULTA
The primary concerns for ULTA are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
ARHS carries more volatility with a beta of 2.34 — expect wider price swings.
ULTA is growing revenue faster at 11.1% — sustainability is the question.
ULTA generates stronger free cash flow (204M), providing more financial flexibility.
Monitor SPECIALTY RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ULTA scores higher overall (63/100 vs 43/100) and 11.1% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Arhaus Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Arhaus Inc. (ARHS) stands as a prominent leader in the premium home furnishings sector, renowned for its commitment to high-quality, sustainably sourced products that marry exceptional craftsmanship with timeless aesthetics. Established in 1986, the company specializes in offering luxury, customizable furniture and décor that resonate with discerning consumers focused on style and environmental responsibility. By utilizing recycled and reclaimed materials, Arhaus caters to a growing eco-conscious clientele while driving innovation in product offerings. With strategic initiatives aimed at expanding its retail presence and bolstering digital engagement, Arhaus is poised for significant growth as consumer demand for premium home furnishings continues to rise.
Visit Website →Ulta Beauty Inc
CONSUMER CYCLICAL · SPECIALTY RETAIL · USA
Ulta Beauty, Inc., formerly known as Ulta Salon, Cosmetics & Fragrance Inc., is an American chain of beauty stores headquartered in Bolingbrook, Illinois. Ulta Beauty carries cosmetics and skincare brands, men's and women's fragrances, nail products, bath and body products, beauty tools and haircare products.
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