Arhaus vs Janus International

This page compares Arhaus and Janus International, examining their business models, financial performance, and market context in a clear, neutral manner for readers. Educational content, not financial advice.

This page compares Arhaus and Janus International, examining their business models, financial performance, and market context in a clear, neutral manner for readers. Educational content, not financial...

Comparison Snapshot

Key Financial Metrics

ARHS

Metric

JBI

$1.44B

Market Cap

$952.34M

6.98%

Potential Profit

61.74%

Buy

Analyst Rating

Buy

Investment Analysis

Arhaus

ARHS

Pros

Arhaus reported a record third-quarter net revenue of $345 million in 2025, up 8% year-over-year, reflecting strong top-line growth.
The company has a strong cash position with $262 million in cash and no debt, supporting financial stability and flexibility.
Arhaus displayed operational efficiency with adjusted EBITDA growth of 35.2% to $31.2 million and net income growth of 23.1% in Q3 2025.

Considerations

Despite strong earnings, the stock price declined by 3.74% post-earnings, indicating investor concerns or mixed market sentiment.
There is reported softness in demand and tariff impacts weighing on Arhaus's future sales outlook, creating potential headwinds.
Profit margins remain modest with a net profit margin around 5.33% and other expenses close to gross profit levels, limiting profitability.

Janus International

JBI

Pros

Janus International is a specialized manufacturer and supplier of turnkey solutions for self-storage and commercial building sectors, providing niche product offerings.
The company operates internationally with segments in North America, Europe, and Australia, offering geographical diversification.
Janus trades at a relatively low price-to-earnings ratio of approximately 13.2x, below the sector average, indicating potential valuation support.

Considerations

Janus has no dividend yield, which may deter income-focused investors seeking regular returns.
The company's price-to-book ratio of 1.8x is higher than the sector average, suggesting possibly rich valuation relative to book value.
Limited recent analyst coverage and data transparency create higher uncertainty about Janus's near-term performance and strategic direction.

About The Companies

Arhaus (ARHS)

Arhaus, Inc. (NASDAQ: ARHS) is a US-based designer and retailer of premium home furnishings and décor. The company operates a hybrid model combining e‑commerce with a network of branded showrooms and design studios, targeting design-conscious, higher‑end customers. Revenue is driven by furniture, lighting, rugs and accessories, with custom pieces and delivery services adding to margins. Investors should note sensitivity to discretionary consumer spending, housing trends and interest rates, which can affect demand for big‑ticket items. Supply‑chain dynamics, commodity and shipping costs influence margins and inventory management is important. With a market capitalisation near $1.49bn, Arhaus is relatively small compared with larger furniture chains, offering potential growth alongside greater volatility. This is general educational information, not personal advice: values can rise or fall and returns are not guaranteed. Consider your investment goals and risk tolerance before making decisions.

Janus International (JBI)

Janus International Group is a leading global manufacturer and supplier of building solutions, primarily for the self-storage industry. The company designs, builds, and installs everything from roll-up doors and interior hallway systems to relocatable storage units and access control technology. It's deeply integrated with its customers, supporting them from the initial facility design through to construction and ongoing maintenance. A key part of its business is the 'R3' (Restoration, Rebuilding, and Replacement) programme, which focuses on upgrading existing facilities. With a significant presence in North America, Europe, the UK, and Australia, Janus has a broad operational footprint. For potential investors, it’s a company focused on a specific but growing niche. As with any stock, it's important to consider that market conditions can change, and the value of investments can fall as well as rise.

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Comparison Snapshot