Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$2.5B
19M shares
52-week range
$106.30 – $248.44
13% from low
Sector
RETAIL-FURNITURE STORES
Exchange
NYSE
CS
P/S (TTM)
0.7
EV / FCF (TTM)
26.0
RH is a luxury furniture and lifestyle retailer primarily operating in the $136 billion domestic furniture and home furnishing industry. The firm offers merchandise across many categories, including furniture, lighting, textiles, bath, decor, and is growing the presence of its hospitality business with 26 restaurant locations, including RH Guesthouse. RH innovates, curates, and integrates products, categories, services, and businesses across channels and brand extensions (RH Estates and Waterworks, for example). RH is fully integrated across channels and is positioned to broaden its addressable market over the next decade via expanding abroad, its World of RH digital platform (highlighting offerings outside of home furnishings), and offerings in architecture, media, and more.
www.rh.comNo one on the platform currently holds RH.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 99,800 | $14.0M |
No one on the platform has traded RH yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 7.3% | 17.5% | 13.8% | — | — | — |
| Rev. Growth % | 8.1% | 3.8% | ||||
| Profit Margin % | 3.6% | 8.6% | 6.7% | |||
| Free Cash Flow Margin % | 7.3% | 3.5% | 6.2% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +34.3% on the P/E track.
At today's price, your expected annual return is +41.5% on the P/E track.
At today's price, your expected annual return is +47.8% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $3.6B | +4.8% | $4.98 | $3.98–$6.22 | 25.1× | 10 |
| 2028 | $4.0B | +9.4% | $9.03 | $7.51–$10.70 | 13.8× | 11 |
| 2029 | $4.3B | +8.7% | $13.27 | $6.59–$16.85 | 9.4× | 3 |
| 2030 | $4.9B | +13.1% | $21.02 | $20.38–$21.76 | 5.9× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 3 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-09-10 | $0.38 | $2.70 | +612.4% |
| 2026-06-11 | $-2.12 | $-1.97 | +7.1% |
| 2026-03-31 | $2.21 | $1.53 | -30.8% |
| 2025-12-11 | $2.12 | $1.71 | -19.3% |
| 2025-09-11 | $3.19 | $2.93 | -8.2% |
| 2025-06-12 | $-0.09 | $0.13 | +243.1% |
| 2025-04-02 | $1.91 | $1.58 | -17.3% |
| 2024-12-12 | $2.66 |
| $2.48 |
| -6.8% |
| $3.1B |
| — |
| CARGCarGurus, Inc. | $35.00 | +0.20% | $3.4B | — |
| HOGHarley-Davidson, Inc. | $27.57 | -0.07% | $2.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$RH the CEO flew up people from Connecticut just to serve him in NYC recently. They don't give a shit about the stock price right now.
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$RH I was looking at he company and thinking of busing some shares until I saw the debt in this company! WTF why this 4x leverage ?? The only think I’m used to with a company with this high debt is construction company’s!
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$RH Tariff refunds are going right back into the company. $HD and $LOW have said the same. https://www.pressdemocrat.com/2026/09/14/marin-rh-restoration-hardware-luxury-furniture-retail-tariff-refund-higher-costs/
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$RH so Jeremy Lefebvre has decided to start adding this stock to his public account and plan to build a position over the next 6 months following the earning results. I was looking for a possible entry Friday but it rejected the top of the new accumulation at 140.7$ so I now have it on my watch list for now. The mid zone = 131.8$ and if it cant hold this level over the next week, it will likely break down from this level. I have two catalysts of interest to start building a position: daily close above 140.7$, or a move down to 115.5$ max move down.
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$RH selling options contracts here (both CC and CSP) has been consistent income. IV is high so the premiums really been. Been pretty awesome. This company is wildly successful and growing. Not to mention finding high end furniture is pretty hard so not worried about holding shares here
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$RH Disappointing! Anything real estate related for past several years is toxic. However, it will change. Real estate is too important to our country.
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$RH https://anachart.com/wp-content/uploads/2026/09/1789156911_soc-img.jpg
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$RH Reported $2.70 adjusted against a $0.39 estimate. Seven times consensus, and the stock rose 11%. Techdamentals IV Calculator 👇 https://techdamentals.com/v/RH Educational, not advice.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.