Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.
Patrick IndustriesRH

Patrick Industries vs RH

Patrick Industries and RH are presented here to help readers compare two major U.S. design and manufacturing businesses. This page compares business models, financial performance, and market context t...

Investment Analysis

Pros

  • Patrick Industries delivered strong organic growth, with net sales up 6% year-on-year in Q3 2025, driven by diversified end markets.
  • The company beat earnings expectations, reporting EPS of $1.01 versus a forecast of $0.93, reflecting solid execution and profitability.
  • Recent acquisitions and new product launches have expanded its market reach and supported resilience across recreational vehicle, marine, and housing segments.

Considerations

  • Operating and gross margins declined compared to the prior year, indicating increased cost pressures or less pricing power in competitive markets.
  • Earnings per share were lower than the same period last year, partly due to the dilutive impact of convertible notes and related warrants.
  • Adjusted EBITDA margin fell to 11.5% from 13.2% a year earlier, suggesting some erosion in underlying profitability despite revenue growth.
RH

RH

RH

Pros

  • RH has maintained a premium brand positioning, enabling strong pricing power and high average order values in the luxury home furnishings sector.
  • The company has demonstrated consistent revenue growth through its multi-channel retail strategy and expansion into new product categories.
  • RH continues to invest in experiential retail and digital platforms, supporting customer engagement and long-term brand loyalty.

Considerations

  • RH's business is highly sensitive to changes in consumer spending and macroeconomic conditions, making it vulnerable during economic downturns.
  • The company faces intense competition from both traditional retailers and online players, which could pressure margins and market share.
  • RH carries significant debt, which increases financial risk and limits flexibility in volatile market environments.

Related Market Insights

Tariff Protection: Why American Manufacturers Could Win Big

Invest in US manufacturers benefiting from new tariffs on imports. Explore Nemo's theme targeting domestic companies in pharmaceuticals, trucks, and furniture.

Author avatar

Aimee Silverwood | Financial Analyst

September 28, 2025

Read Insight

America First: The Steel Surge Behind Rising Trade Barriers

Explore the Protectionist Pivot Neme. Invest in US companies benefiting from rising trade barriers, onshoring, and domestic manufacturing. Discover opportunities in steel & more.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

The Open Road Revolution: Why Freedom-Focused Stocks Are Accelerating

Explore Nemo's Open Road Portfolio: Invest in freedom-focused stocks like RVs, powersports, & mobile lifestyle enablers. Capture the accelerating demand for personal independence.

Author avatar

Aimee Silverwood | Financial Analyst

July 25, 2025

Read Insight

Which Baskets Do They Appear In?

Tariff Protected Stocks | Domestic Manufacturing Edge

Tariff Protected Stocks | Domestic Manufacturing Edge

New tariffs on imported pharmaceuticals, trucks, and furnishings create a potential advantage for U.S.-based manufacturers. This theme identifies domestic companies poised to benefit from reduced foreign competition and increased demand for American-made goods.

Published: September 28, 2025

Explore Basket
The Protectionist Pivot

The Protectionist Pivot

A carefully selected group of US companies positioned to benefit from rising trade barriers and tariffs. These stocks represent businesses with strong domestic operations that may gain advantages as protectionist policies reshape global trade.

Published: July 2, 2025

Explore Basket
Open Road Portfolio

Open Road Portfolio

Discover a carefully curated collection of stocks that embody personal freedom and independence. Our analysts have selected companies that not only manufacture the vehicles for your adventures but also provide the financial tools to help you chart your own course in life.

Published: June 17, 2025

Explore Basket

Buy PATK or RH in Nemo

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

Patrick IndustriesM/I Homes

Patrick Industries vs M/I Homes

Patrick Industries vs M/I Homes

Patrick IndustriesGarrett Motion

Patrick Industries vs Garrett Motion

Patrick Industries vs Garrett Motion

Patrick IndustriesGriffon

Patrick Industries vs Griffon

Patrick Industries vs Griffon

Frequently asked questions