Arhaus vs Wayfair
Wayfair is the larger business, with $12.46bn of revenue in fiscal 2025 against $1.38bn for Arhaus (9.0 times as much). Arhaus grew faster (8.5% against 5.1%). Arhaus kept more of each dollar of sales as profit: a net margin of 4.9% against -2.5%.
| Latest fiscal year | ArhausARHS, 2025 | WayfairW, 2025 |
|---|---|---|
| Revenue | $1.38bn | $12.46bn |
| Revenue growth | 8.5% | 5.1% |
| Net income | $67.3m | −$313m |
| Operating margin | — | 0.1% |
| Net margin | 4.9% | -2.5% |
| Return on equity | 17.7% | — |
| Free cash flow | $59.0m | $464m |
| Cash | $253m | $1.48bn |
| Total debt | $0 | $3.27bn |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | 2.8% | — |
| Share buybacks | — | — |
| Employees | 2,800 | 15,745 |
| Market value | $1.70bn | $14.76bn |
| Price vs our value range | Above our value range | — |
| Moat score | 53 (Moderate) | 30 (Weak) |
| Insider trades, 12 months | 0 buys, 1 sales | 0 buys, 142 sales |