WallStSmart

Arhaus Inc (ARHS)vsDoorDash, Inc. Class A Common Stock (DASH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

DoorDash, Inc. Class A Common Stock generates 1028% more annual revenue ($15.89B vs $1.41B). DASH leads profitability with a 5.3% profit margin vs 4.9%. ARHS trades at a lower P/E of 17.5x. ARHS earns a higher WallStSmart Score of 52/100 (C-).

ARHS

Buy

52

out of 100

Grade: C-

Growth: 5.3Profit: 6.0Value: 7.0Quality: 4.5
Piotroski: 2/9Altman Z: 1.82

DASH

Hold

44

out of 100

Grade: D

Growth: 7.3Profit: 4.5Value: 3.3Quality: 5.0
Piotroski: 3/9Altman Z: 1.33
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ARHSUndervalued (+22.6%)

Margin of Safety

+22.6%

Fair Value

$12.62

Current Price

$9.02

$3.60 discount

UndervaluedFair: $12.62Overvalued
DASHUndervalued (+7.0%)

Margin of Safety

+7.0%

Fair Value

$188.76

Current Price

$189.27

$0.51 discount

UndervaluedFair: $188.76Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ARHS1 strengths · Avg: 8.0/10
P/E RatioValuation
17.5x8/10

Attractively priced relative to earnings

DASH2 strengths · Avg: 9.5/10
Revenue GrowthGrowth
35.6%10/10

Revenue surging 35.6% year-over-year

Market CapQuality
$87.50B9/10

Large-cap with strong market position

Areas to Watch

ARHS4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.824/10

Grey zone — moderate risk

Market CapQuality
$1.32B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
4.9%3/10

4.9% margin — thin

Debt/EquityHealth
1.473/10

Elevated debt levels

DASH4 concerns · Avg: 3.3/10
Price/BookValuation
8.3x4/10

Trading at 8.3x book value

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

Operating MarginProfitability
3.9%3/10

Operating margin of 3.9%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : ARHS

The strongest argument for ARHS centers on P/E Ratio.

Bull Case : DASH

The strongest argument for DASH centers on Revenue Growth, Market Cap. Revenue growth of 35.6% demonstrates continued momentum.

Bear Case : ARHS

The primary concerns for ARHS are Altman Z-Score, Market Cap, Profit Margin. Thin 4.9% margins leave little buffer for downturns.

Bear Case : DASH

The primary concerns for DASH are Price/Book, Profit Margin, Operating Margin. A P/E of 105.2x leaves little room for execution misses.

Key Dynamics to Monitor

ARHS profiles as a value stock while DASH is a hypergrowth play — different risk/reward profiles.

ARHS carries more volatility with a beta of 2.32 — expect wider price swings.

DASH is growing revenue faster at 35.6% — sustainability is the question.

DASH generates stronger free cash flow (888M), providing more financial flexibility.

Bottom Line

ARHS scores higher overall (52/100 vs 44/100). 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 premier name in the premium home furnishings sector, celebrated for its commitment to sustainable luxury and exceptional craftsmanship. Established in 1986, the company offers a curated selection of high-end, customizable furniture and décor that appeals to discerning consumers prioritizing both aesthetic and environmental values. Arhaus leverages recycled and reclaimed materials in its offerings, aligning with the rising consumer demand for eco-friendly products while simultaneously pursuing strategic expansion in both physical and digital retail channels. With a focus on innovation and adaptability to market trends, Arhaus is poised for significant growth in the evolving landscape of home furnishings.

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DoorDash, Inc. Class A Common Stock

CONSUMER CYCLICAL · INTERNET RETAIL · USA

DoorDash, Inc. operates a logistics platform that connects merchants, consumers, and merchants in the United States and internationally. The company is headquartered in San Francisco, California.

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