Added to YB: 2025-12-18
Pitch date: 2025-12-15
RH [neutral]
RH
+3.1%
current return
Author Info
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Company Info
RH, together with its subsidiaries, operates as a retailer and lifestyle brand in the home furnishings market in the United States, Canada, the United Kingdom, Germany, Belgium, and Spain.
Market Cap
$3.1B
Pitch Price
$165.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.04
P/E
29.64
EV/Sales
2.05
Sector
Specialty Retail
Category
growth
RH: 3Q25 Business Recap
RH (earnings): +9% y/y rev growth to $884M, gaining market share vs peers; opened $1M/month Palm Desert design office; Paris gallery traffic +62% in recent 6wks; targeting $5-6B NA revenues + international expansion; 17x mature earnings at current $3.4B rev, 7x at $6B target with 20% margins; risks: $3.75B debt load, tariff headwinds
Read full article (8 min)