COMP <GO>

BOBS vs ARHS // OPTIONS IMPLIED MOVE & PUT/CALL SKEW

Bob's Discount Furniture Inc. (NYSE) VS. Arhaus Inc. (Class A) (NASDAQ) • 15-METRIC TALLY: BOBS 1 — ARHS 2

■ METRIC PARITY

LAST: $16.43 (+2.95%) • MKT CAP: $2.15B

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LAST: $12.71 (+10.33%) • MKT CAP: $1.80B

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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BOBS VS. ARHS) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	BOBS	ARHS	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	—	38.90%	—	TIE	/gross-margins <GO>
Return on Invested Capital (ROIC)	—	42.60%	—	TIE	/roic <GO>
EV/EBITDA & P/E Valuation	—	10.0x	—	TIE	/valuation <GO>
Free Cash Flow Yield	—	3.27%	—	TIE	/fcf-yield <GO>
Operating Margin	—	6.40%	—	TIE	/operating-margins <GO>
Net Profit Margin	—	4.90%	—	TIE	/net-margins <GO>
Revenue Growth (YoY)	—	8.50%	—	TIE	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.00%	0.02%	-0.02	ARHS	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	—	2.66	—	TIE	/balance-sheet <GO>
Piotroski F-Score Quality	—	7/9	—	TIE	/piotroski-score <GO>
Options Implied Move & Put/Call Skew ACTIVE	—	—	—	TIE	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	64.5	73.5	-8.91	ARHS	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	—	—	—	TIE	/macro-sensitivity <GO>
Forward P/E Multiple	—	24.9x	—	TIE	/forward-pe <GO>
Enterprise Scale & Market Cap	$2.15B	$1.80B	$345.5M	BOBS	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	BOBS REV	ARHS REV	BOBS GROSS %	ARHS GROSS %	BOBS FCF	ARHS FCF
FY 2025	$0	$1.38B	—	38.9%	—	$59.0M
FY 2024	—	$1.27B	—	39.4%	—	$39.7M
FY 2023	—	$1.29B	—	—	—	$168.7M

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

BOBS // BETA —

ARHS // BETA —