RH vs Wayfair
Wayfair is the larger business, with $12.46bn of revenue in fiscal 2025 against $3.44bn for RH (3.6 times as much). RH grew faster (8.1% against 5.1%). RH kept more of each dollar of sales as profit: a net margin of 3.6% against -2.5%.
| Latest fiscal year | RHRH, 2026 | WayfairW, 2025 |
|---|---|---|
| Revenue | $3.44bn | $12.46bn |
| Revenue growth | 8.1% | 5.1% |
| Net income | $125m | −$313m |
| Operating margin | — | 0.1% |
| Net margin | 3.6% | -2.5% |
| Return on equity | — | — |
| Free cash flow | $252m | $464m |
| Cash | $41.2m | $1.48bn |
| Total debt | — | $3.27bn |
| Debt to equity | — | — |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | — | — |
| Employees | — | 15,745 |
| Market value | $2.55bn | $14.76bn |
| Price vs our value range | — | — |
| Moat score | 62 (Moderate) | 30 (Weak) |
| Insider trades, 12 months | 3 buys, 33 sales | 0 buys, 142 sales |