Arhaus Inc (ARHS)vsUlta Beauty Inc (ULTA)
ARHS
Arhaus Inc
$9.60
-0.83%
CONSUMER CYCLICAL · Cap: $1.05B
ULTA
Ulta Beauty Inc
$565.15
+4.89%
CONSUMER CYCLICAL · Cap: $22.05B
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
-11.3%
Fair Value
$8.78
Current Price
$9.60
$0.82 premium
Margin of Safety
-23.5%
Fair Value
$552.91
Current Price
$565.15
$12.24 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 46 in profit
Safe zone — low bankruptcy risk
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
Trading at 8.9x book value
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ARHS
The strongest argument for ARHS centers on P/E Ratio.
Bull Case : ULTA
The strongest argument for ULTA centers on Return on Equity, Altman Z-Score. 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, Price/Book, Piotroski F-Score.
Key Dynamics to Monitor
ARHS carries more volatility with a beta of 2.29 — 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) is a distinguished leader in the premium home furnishings market, recognized for its dedication to sustainable, high-quality products that blend exquisite craftsmanship with classic design. Founded in 1986, the company specializes in luxury, customizable furniture and décor, targeting a sophisticated consumer base that values both style and environmental responsibility. Leveraging recycled and reclaimed materials, Arhaus not only addresses the growing demand for eco-conscious products but also focuses on innovation and expanding its retail footprint. With a clear strategy to enhance digital engagement and adapt to evolving market trends, Arhaus is well-positioned for robust growth in the premium home furnishings sector.
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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