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Rh (RH) Fundamental Analysis & AI Grade 2026

RH NYSE Retail-Furniture Stores DE CIK: 0001528849
Updated This Month • Analysis: Jun 13, 2026 • SEC Data: 2026-05-02
Combined AI Grade
C
80% Confidence
NEUTRAL
D
88% Conf
B
73% Conf

📊 RH Key Takeaways

Revenue: $800.3M
Net Margin: -1.7%
Free Cash Flow: $13.3M
Current Ratio: 1.13x
Debt/Equity: 42.55x
EPS: $-0.73
AI Grade: D with 88% confidence
Rh (RH) receives a C fundamental grade with 80% confidence from our AI analysis based on SEC 10-K filings. With revenue of $800.3M, net profit margin of -1.7%, and return on equity (ROE) of -24.1%, Rh demonstrates mixed fundamentals in the Consumer sector. Below is our complete RH stock analysis for 2026.

Is Rh (RH) a Good Investment?

Claude

RH is in financial distress with extreme leverage (42.55x debt-to-equity), minimal equity cushion ($56.9M vs $4.9B liabilities), and critically low interest coverage (0.2x), indicating inability to service $2.4B in debt from operating income. While revenue grows 8.1% and profitability is improving, the capital structure is near-insolvency and leaves no margin for error.

ChatGPT

RH delivers robust gross and operating margins with mid‑single‑digit revenue growth and solid free cash flow generation. However, a highly levered balance sheet, minimal equity cushion, and thin interest coverage suppress net profitability and raise downside risk if demand or rates worsen.

Rh Key Strengths (RH)

Claude
  • + Revenue growing 8.1% YoY with 41.4% gross margin showing core business viability
  • + Net income loss narrowing significantly (+72.3% YoY) trending toward breakeven
  • + Positive free cash flow ($13.3M) generated despite GAAP losses
ChatGPT
  • + High gross margin (44.1%) and solid operating margin (11.3%)
  • + Consistent free cash flow generation (7.3% FCF margin)
  • + Revenue growth of 8.1% YoY despite a challenging category

RH Stock Risks: Rh Investment Risks

Claude
  • ! Extreme leverage with debt-to-equity of 42.55x and stockholders equity only $56.9M
  • ! Interest coverage of 0.2x—company cannot cover interest expense from operating income, indicating debt service vulnerability
  • ! Negative returns (ROE -24.1%, ROA -0.3%) and unprofitable (net margin -1.7%) with minimal operating margin (4.3%)
  • ! Working capital severely constrained with current ratio of 1.13x, providing almost no liquidity buffer
  • ! Thin free cash flow margin (1.7%) leaves negligible flexibility for unexpected shocks
ChatGPT
  • ! Very high leverage with low interest coverage (2.2x) and minimal equity
  • ! Low cash balance versus long-term debt ($41M vs $2.42B)
  • ! EPS growth appears driven by buybacks despite flat net income

Key Metrics to Watch

Claude
  • * Interest coverage ratio—must improve above 1.5x to demonstrate debt serviceability
  • * Operating margin expansion—critical to reach 8-10%+ for sustainable profitability
  • * Debt-to-EBITDA and total debt outstanding—deleveraging velocity essential
  • * Free cash flow generation and retention to rebuild depleted equity base
  • * Current ratio and working capital trends—liquidity stress indicators
ChatGPT
  • * Interest coverage
  • * Free cash flow margin

Rh (RH) Financial Metrics & Key Ratios

Revenue
$800.3M
Net Income
$-13.7M
EPS (Diluted)
$-0.73
Free Cash Flow
$13.3M
Total Assets
$4.9B
Cash Position
$53.8M

💡 AI Analyst Insight

The relatively thin 1.7% FCF margin may limit capital allocation flexibility.

RH Profit Margin, ROE & Profitability Analysis

Gross Margin 41.4%
Operating Margin 4.3%
Net Margin -1.7%
ROE -24.1%
ROA -0.3%
FCF Margin 1.7%

RH vs Consumer Sector: How Rh Compares

How Rh compares to Consumer sector averages

Net Margin
RH -1.7%
vs
Sector Avg 8.0%
RH Sector
ROE
RH -24.1%
vs
Sector Avg 18.0%
RH Sector
Current Ratio
RH 1.1x
vs
Sector Avg 1.5x
RH Sector
Debt/Equity
RH 42.6x
vs
Sector Avg 0.8x
RH Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Rh Stock Overvalued? RH Valuation Analysis 2026

Based on fundamental analysis, Rh shows some fundamental concerns relative to the Consumer sector in 2026.

Return on Equity
-24.1%
Sector avg: 18%
Net Profit Margin
-1.7%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
42.55x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Rh Balance Sheet: RH Debt, Cash & Liquidity

Current Ratio
1.13x
Quick Ratio
1.13x
Debt/Equity
42.55x
Debt/Assets
98.8%
Interest Coverage
0.20x
Long-term Debt
$2.4B

RH Revenue & Earnings Growth: 5-Year Financial Trend

RH 5-year financial data: Year 2020: Revenue $2.8B, Net Income $135.7M, EPS $5.12. Year 2021: Revenue $3.8B, Net Income $220.4M, EPS $9.07. Year 2023: Revenue $3.8B, Net Income $271.8M, EPS $9.96. Year 2024: Revenue $3.8B, Net Income $688.5M, EPS $22.13. Year 2025: Revenue $3.4B, Net Income $127.6M, EPS $5.91.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Rh's revenue has grown significantly by 21% over the 5-year period, indicating strong business expansion. The most recent EPS of $5.91 reflects profitable operations.

RH Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
1.7%
Free cash flow / Revenue

RH Quarterly Earnings & Performance

Quarterly financial performance data for Rh including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $800.3M $8.0M $0.40
Q3 2025 $811.7M $33.2M $1.66
Q2 2025 $829.7M $25.3M $1.27
Q1 2025 $727.0M -$3.6M $-0.20
Q3 2024 $751.2M -$2.2M $-0.12
Q2 2024 $800.5M $25.3M $1.27
Q1 2024 $727.0M -$3.6M $-0.20
Q3 2023 $751.2M -$2.2M $-0.12

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Rh Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$52.5M
Cash generated from operations
Stock Buybacks
$12.0M
Shares repurchased (TTM)
Capital Expenditures
$39.2M
Investment in assets
Dividends
None
No dividend program

RH SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Rh (CIK: 0001528849)

📋 Recent SEC Filings

Date Form Document Action
Jun 25, 2026 8-K rh-20260618x8k.htm View →
Jun 22, 2026 4 xslF345X06/form4-06222026_080601.xml View →
Jun 18, 2026 4 xslF345X06/form4-06182026_080610.xml View →
Jun 18, 2026 4 xslF345X06/form4-06182026_080608.xml View →
Jun 18, 2026 4 xslF345X06/form4-06182026_080606.xml View →

Frequently Asked Questions about RH

What is the AI rating for RH?

Rh (RH) has a Combined AI Grade of C from Claude (D) and ChatGPT (B) with 80% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are RH's key strengths?

Claude: Revenue growing 8.1% YoY with 41.4% gross margin showing core business viability. Net income loss narrowing significantly (+72.3% YoY) trending toward breakeven. ChatGPT: High gross margin (44.1%) and solid operating margin (11.3%). Consistent free cash flow generation (7.3% FCF margin).

What are the risks of investing in RH?

Claude: Extreme leverage with debt-to-equity of 42.55x and stockholders equity only $56.9M. Interest coverage of 0.2x—company cannot cover interest expense from operating income, indicating debt service vulnerability. ChatGPT: Very high leverage with low interest coverage (2.2x) and minimal equity. Low cash balance versus long-term debt ($41M vs $2.42B).

What is RH's revenue and growth?

Rh reported revenue of $800.3M.

Does RH pay dividends?

Rh does not currently pay dividends.

Where can I find RH SEC filings?

Official SEC filings for Rh (CIK: 0001528849) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RH's EPS?

Rh has a diluted EPS of $-0.73.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is RH's fundamental grade?

Based on our AI fundamental analysis in June 2026, Rh has a C grade with 80% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is RH stock overvalued or undervalued?

Valuation metrics for RH: ROE of -24.1% (sector avg: 18%), net margin of -1.7% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

What is RH's AI grade for 2026?

Our dual AI analysis gives Rh a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is RH's free cash flow?

Rh's operating cash flow is $52.5M, with capital expenditures of $39.2M. FCF margin is 1.7%.

How does RH compare to other Consumer stocks?

Vs Consumer sector averages: Net margin -1.7% (avg: 8%), ROE -24.1% (avg: 18%), current ratio 1.13 (avg: 1.5).

Is Rh carrying too much debt?

RH has a debt-to-equity ratio of 42.55x, which is above the Consumer sector average of 0.8x. However, the current ratio of 1.13 suggests adequate short-term liquidity.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Jun 13, 2026 | Data as of: 2026-05-02 | Powered by Claude AI