Arhaus Inc. (Class A) (ARHS) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$12.71 +10.33% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)

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.

ROARABLE B+ • BUY Cap $1.80B
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RQD QUANT TACHOMETERBUY • B+
025507510078
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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
Cash (18)Whales (16)SEC (14)Macro (15)CEO (15)
Each axis scored 0–20
12M PRICE TARGET CONE+9% Base Target
$16 Bull$14 Base$10 Bear
📬 FREE ARHS RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for ARHS)Realized 20D OHLCV Swing Band: ±9.7%
SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

ARHS Smart-Money Thermometer: HEAVY INSIDER & 13F ACCUMULATION

Explore All 13F & Congress Whales →
▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (ARHS)

No recent open-market Form 4 cluster sales or emergency dumps flagged on ARHS. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

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Scheduled RQD Strong Buys & Whale Accumulation Briefing (ARHS Tape Review)

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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
$13.35$11.24$9.13$7.02$4.92RES $12.58SUP $7.66$12.712026-04-302026-06-152026-07-312026-09-162026-10-30
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

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

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

Are ARHS insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies ARHS leadership and institutional positioning as: HEAVY INSIDER & 13F ACCUMULATION.

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