Stock Ratings / Consumer Discretionary / ARHS / dividends

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Arhaus Inc. (Class A) (ARHS) Dividend Safety Gauge & 10-Year DRIP Compounder

$12.71 +10.33% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $12.98

Arhaus Inc. (Class A) (ARHS) earns a Roarable Rating of B+ (Buy) with 78/100 RQD Confidence. High-quality cash engine (39% profit margin, 43% return on capital) with steady institutional support. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 78/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.9% avg 90D alpha vs SPY • 70.6% hit rate) →

ROARABLE B+ • BUY Cap $1.80B

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $12.98 (+2.10%)🧬 Cannibal Buyback (-2.08% YoY Shares)⚙️ Cash Engine: 18/20 (A) • 4.3% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record: Scores of 78/100 (B+) historically ranked in the Top 10% of excess returns over the next 90 days (+7.9% avg 90D alpha vs SPY • 70.6% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERBUY • B+

3-of-3 JEV AI Jury Bullish

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw A- · Rk B

Each axis scored 0–20

12M PRICE TARGET CONE+9% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for ARHS)Realized 20D OHLCV Swing Band: ±9.7%

Deterministic 5-Pillar Attribution (78/100 Composite)

🔍 WHY ARHS SCORES 78/100 (B+) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+18/20 pts (23% of score)

SEC XBRL FY 2025 (10-K): 4.3% FCF Margin ($59.0M FCF) & 38.9% Gross Margin

▲ #2 Bullish Driver: Whale & Options Positioning+16/20 pts (21% of score)

20D Institutional Volume Accumulation (±9.7% realized swing band)

▼ #1 Drag / Risk Factor: SEC 10-K Forensic Risk14/20 pts (-6 pt drag)

Balance-sheet & 10-K footnote risk deducts 6 pts from forensic ceiling

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade B$9.69+2.5% Next Q

Q2 (-2Q)

Grade B$9.93+17.8% Next Q

Q3 (-1Q)

Grade B+$11.70+8.6% Next Q

Current

Grade B+$12.71+7.9% Hist 90D α

Trajectory: B (70) → B+ (78)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the ARHS Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 78/100 (B+) score, ARHS faces multiple-compression risk if 26.8x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.

⚠️ Forensic Kill-Switch #1

Broader market pullbacks can still drag down strong stocks in the short run.

⚠️ Forensic Kill-Switch #2

Dilution & Margin Drag: Cannibal Buyback (-2.08% YoY Shares) — any gross margin slip below 36.4% triggers an automatic RQD downgrade.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($9.51) or 200D SMA ($8.32) invalidates the momentum regime and cuts Target Base ($13.85) toward Bear Floor ($10.42).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $ARHS• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “ARHS Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 78%NO 22%Trade / Inspect Odds →

CASH DIVIDEND + BUYBACK YIELD

1.82% Total Yield

0.02% Cash ($0.00/yr) + 1.8% Buybacks

PAYOUT SAFETY SPEEDOMETER

88/100 • REINVESTING IN GROWTH + BUYBACKS

FREE CASH FLOW PAYOUT RATIO

0% (100% Reinvested)

8 consecutive years of payout growth

INTERACTIVE DRIP & SHAREHOLDER-YIELD COMPOUNDER (6.5% EST. ANNUAL)

$10,000 Compounded Over 10 Years → $18,771

Est. Year-10 Shareholder Yield: $342/yr

Starting Investment: $10,000

Compounding Horizon: 10 Years

$10.7K

Yr 1

$11.3K

Yr 2

$12.1K

Yr 3

$12.9K

Yr 4

$13.7K

Yr 5

$14.6K

Yr 6

$15.5K

Yr 7

$16.5K

Yr 8

$17.6K

Yr 9

$18.8K

Yr 10

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Cash-Flow & Quality Compounder Desk

Cash-Fortress Compounders: Auditing Free Cash Flow & Yield Safety in ARHS & A-Rated Leaders

✓12-month Bull/Base/Bear fair-value walkthrough on ARHS and its top sector peer
✓Top Roarable A-Rated cash compounders with verified executive & 13F accumulation
✓Includes nightly RQD rating-change & forensic signal email alerts

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

ARHS // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +71.76%▲ RESISTANCE BREAKOUT

2026-10-30O $12.74H $12.84L $12.26C $12.71VOL 1.81M

RES: $12.58SUP: $7.66SMA50: $9.51SMA200: $8.32

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ARHS Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 ARHS Butterfly Map → + Track ARHS →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

20.4%/yr Implied 5Y Growth

vs. +8.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on ARHS today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for ARHS. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for ARHS today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (ARHS)

Consumer Discretionary Rank #50 of 1011 ⚔️ EZPW vs ARHS Full Matrix →

1. Head-to-Head Consumer Discretionary Peer Comparison (ARHS vs. EZPW, SBH, BOBS, SVV)

Industry: Other Specialty Stores (42 Tracked Issuers)

Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Arhaus Inc. (Class A) (ARHS) ranks #50 by composite RQD confidence (78/100, grade B+) and #429 by equity capitalization ($1.80B). Within this direct 5-issuer industry benchmark cohort, SBH leads on earnings valuation at 8.7x trailing P/E, while ARHS leads on capital efficiency and profitability with 42.6% ROIC and 38.9% gross margin. SBH currently holds the highest overall quantitative score in the immediate peer group at 79/100 (B+) compared with ARHS at 78/100 (B+).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
ARHS ACTIVE Arhaus Inc. (Class A)	B+	78/100	26.8x	38.9%	42.6%	+10.33%	$1.80B	Benchmark Subject
EZPW EZCORP Inc. Class A Non Voting	B	73/100	16.3x	58.5%	10.5%	-1.99%	$1.79B	/ezpw-vs-arhs →
SBH Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.)	B+	79/100	8.7x	51.6%	38.9%	+4.71%	$1.71B	/sbh-vs-arhs →
BOBS Bob's Discount Furniture Inc.	D+	57/100	—	—	—	+2.95%	$2.15B	/bobs-vs-arhs →
SVV Savers Value Village Inc.	D+	55/100	64.5x	—	9.3%	+5.70%	$1.46B	/svv-vs-arhs →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001875444

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Arhaus Inc. (Class A) (ARHS) reported GAAP revenue of $1.38B (+8.5% vs. FY2024 revenue of $1.27B , and +7.1% cumulative change since FY2023) , GAAP net income of $67.3M, operating cash flow of $136.8M, and free cash flow of $59.0M (+48.4% YoY). On the balance sheet, ARHS closed FY2025 with $1.39B in total assets against $0 in total debt (Altman Z-Score: 2.66, Piotroski F-Score: 7/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$1.38B	$67.3M	$136.8M	$59.0M	$1.39B	—
FY2024 (FY)	2024-12-31	$1.27B	$68.5M	$147.1M	$39.7M	$1.21B	—
FY2023 (FY)	2023-12-31	$1.29B	$125.2M	$168.7M	$168.7M	—	—

3. ARHS Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is ARHS stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Arhaus Inc. (Class A) (NASDAQ: ARHS) is rated B+ (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 78/100 at a spot price of $12.71 (+10.33% 1D, market cap $1.80B). Pillar breakdown: Fundamental Cash Engine 18/20, Institutional 13F & Options Flow 16/20, Executive Insider Alignment 14/20, FRED Macro Regime Fit 15/20, and SEC Balance-Sheet Forensics 15/20. Across 1011 tracked Consumer Discretionary issuers, ARHS ranks #50 in composite RQD confidence.

How does ARHS compare to EZPW and SBH in the Consumer Discretionary sector?

Within the Consumer Discretionary sector (Other Specialty Stores), ARHS carries a Roarable B+ (78/100 RQD), trailing P/E of 26.8x, gross margin of 38.9%, and ROIC of 42.6%. By comparison, EZPW (EZCORP Inc. Class A Non Voting) holds a B grade (73/100 RQD, P/E 16.3x, ROIC 10.5%, cap $1.79B) and SBH (Sally Beauty Holdings Inc. (Name to be changed from Sally Holdings Inc.)) posts a B+ grade (79/100 RQD, P/E 8.7x, ROIC 38.9%, cap $1.71B). Among the 5-stock peer group, SBH leads on earnings multiple (8.7x) while ARHS leads on capital efficiency (42.6% ROIC).

What are the biggest fundamental strengths and SEC risk factors for ARHS?

Per ARHS's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001875444), Arhaus Inc. (Class A) generated $1.38B in revenue (+8.5% YoY), $67.3M in net income, and $59.0M in free cash flow against $1.39B in total assets and $0 in total debt. Key quantitative strengths: Strong cash generator (39% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is ARHS trading relative to its 50-day, 200-day, and 52-week technical levels?

ARHS last traded at $12.71 (+10.33% on volume of 3,630,714 shares), positioning the stock +33.65% above its 50-day simple moving average ($9.51) and +52.76% above its 200-day simple moving average ($8.32). Across its 52-week range of $5.57 to $12.84, ARHS sits at the 98.2% percentile with a 14-day RSI of 73.5 (OVERBOUGHT (>70)) and an implied next-earnings move of ±9.7% ($11.48 to $13.94).

ARHS Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Does ARHS pay a dividend and is it safe?

Arhaus Inc. (Class A) (ARHS) offers a 0.02% cash dividend yield ($0.00 annualized) and 1.82% total shareholder yield including buybacks. Roarable rates its payout coverage as REINVESTING IN GROWTH + BUYBACKS.

Direct Sub-Reports: ARHS RQD Cockpit ARHS 12M Forecast ARHS Earnings & Move ARHS Dividends & DRIP ARHS Insiders & 13F ARHS Whale Options ARHS Profit Sankey ARHS News & Why