vs
Side-by-side financial comparison of Artisan Partners Asset Management Inc. (APAM) and Arhaus, Inc. (ARHS). Click either name above to swap in a different company.
Arhaus, Inc. is the larger business by last-quarter revenue ($364.8M vs $335.5M, roughly 1.1× Artisan Partners Asset Management Inc.). Artisan Partners Asset Management Inc. runs the higher net margin — 35.2% vs 4.1%, a 31.1% gap on every dollar of revenue. On growth, Artisan Partners Asset Management Inc. posted the faster year-over-year revenue change (12.9% vs 5.1%). Artisan Partners Asset Management Inc. produced more free cash flow last quarter ($171.6M vs $-8.8M). Over the past eight quarters, Artisan Partners Asset Management Inc.'s revenue compounded faster (12.7% CAGR vs 11.2%).
Artisan Partners is an American asset management company headquartered in Milwaukee, Wisconsin. Outside the United States, the company has offices in Dublin, Hong Kong, London, Singapore and Sydney.
Arhaus, Inc.ARHSEarnings & Financial Report
Arhaus, Inc. is an upscale American home furnishings company headquartered in Boston Heights, Ohio. Founded in 1986 with a focus on sustainability and artisanship in product quality, Arhaus provides a diversified assortment of specialty goods and services addressing omnichannel direct-to-consumer and business-to-business residential and commercial operations.
APAM vs ARHS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $335.5M | $364.8M |
| Net Profit | $118.1M | $15.1M |
| Gross Margin | — | 38.1% |
| Operating Margin | 39.2% | 5.6% |
| Net Margin | 35.2% | 4.1% |
| Revenue YoY | 12.9% | 5.1% |
| Net Profit YoY | 34.9% | -29.1% |
| EPS (diluted) | $1.36 | $0.11 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $335.5M | $364.8M | ||
| Q3 25 | $301.3M | $344.6M | ||
| Q2 25 | $282.7M | $358.4M | ||
| Q1 25 | $277.1M | $311.4M | ||
| Q4 24 | $297.1M | $347.0M | ||
| Q3 24 | $279.6M | $319.1M | ||
| Q2 24 | $270.8M | $309.8M | ||
| Q1 24 | $264.4M | $295.2M |
| Q4 25 | $118.1M | $15.1M | ||
| Q3 25 | $66.8M | $12.2M | ||
| Q2 25 | $67.6M | $35.1M | ||
| Q1 25 | $61.1M | $4.9M | ||
| Q4 24 | $87.5M | $21.3M | ||
| Q3 24 | $73.0M | $9.9M | ||
| Q2 24 | $57.6M | $22.2M | ||
| Q1 24 | $59.5M | $15.1M |
| Q4 25 | — | 38.1% | ||
| Q3 25 | — | 38.7% | ||
| Q2 25 | — | 41.4% | ||
| Q1 25 | — | 37.1% | ||
| Q4 24 | — | 40.0% | ||
| Q3 24 | — | 38.6% | ||
| Q2 24 | — | 40.1% | ||
| Q1 24 | — | 39.0% |
| Q4 25 | 39.2% | 5.6% | ||
| Q3 25 | 33.8% | 4.8% | ||
| Q2 25 | 28.2% | 13.0% | ||
| Q1 25 | 31.2% | 1.7% | ||
| Q4 24 | 36.7% | 8.2% | ||
| Q3 24 | 33.3% | 3.3% | ||
| Q2 24 | 32.0% | 9.5% | ||
| Q1 24 | 29.4% | 6.2% |
| Q4 25 | 35.2% | 4.1% | ||
| Q3 25 | 22.2% | 3.5% | ||
| Q2 25 | 23.9% | 9.8% | ||
| Q1 25 | 22.1% | 1.6% | ||
| Q4 24 | 29.5% | 6.1% | ||
| Q3 24 | 26.1% | 3.1% | ||
| Q2 24 | 21.3% | 7.2% | ||
| Q1 24 | 22.5% | 5.1% |
| Q4 25 | $1.36 | $0.11 | ||
| Q3 25 | $0.93 | $0.09 | ||
| Q2 25 | $0.94 | $0.25 | ||
| Q1 25 | $0.82 | $0.03 | ||
| Q4 24 | $0.99 | $0.15 | ||
| Q3 24 | $1.03 | $0.07 | ||
| Q2 24 | $0.80 | $0.16 | ||
| Q1 24 | $0.84 | $0.11 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $253.4M |
| Total DebtLower is stronger | $190.0M | — |
| Stockholders' EquityBook value | $438.8M | $418.2M |
| Total Assets | $1.6B | $1.4B |
| Debt / EquityLower = less leverage | 0.43× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $253.4M | ||
| Q3 25 | — | $262.2M | ||
| Q2 25 | — | $234.8M | ||
| Q1 25 | — | $214.4M | ||
| Q4 24 | — | $197.5M | ||
| Q3 24 | — | $177.7M | ||
| Q2 24 | — | $174.2M | ||
| Q1 24 | — | $233.2M |
| Q4 25 | $190.0M | — | ||
| Q3 25 | $190.0M | — | ||
| Q2 25 | $200.0M | — | ||
| Q1 25 | $200.0M | — | ||
| Q4 24 | $200.0M | — | ||
| Q3 24 | $200.0M | — | ||
| Q2 24 | $200.0M | — | ||
| Q1 24 | $200.0M | — |
| Q4 25 | $438.8M | $418.2M | ||
| Q3 25 | $402.1M | $400.4M | ||
| Q2 25 | $381.8M | $385.6M | ||
| Q1 25 | $356.5M | $348.8M | ||
| Q4 24 | $388.9M | $343.7M | ||
| Q3 24 | $372.1M | $320.6M | ||
| Q2 24 | $341.2M | $309.3M | ||
| Q1 24 | $320.3M | $285.6M |
| Q4 25 | $1.6B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.4B | $1.3B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B | ||
| Q1 24 | $1.5B | $1.2B |
| Q4 25 | 0.43× | — | ||
| Q3 25 | 0.47× | — | ||
| Q2 25 | 0.52× | — | ||
| Q1 25 | 0.56× | — | ||
| Q4 24 | 0.51× | — | ||
| Q3 24 | 0.54× | — | ||
| Q2 24 | 0.59× | — | ||
| Q1 24 | 0.62× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $172.0M | $9.3M |
| Free Cash FlowOCF − Capex | $171.6M | $-8.8M |
| FCF MarginFCF / Revenue | 51.2% | -2.4% |
| Capex IntensityCapex / Revenue | 0.1% | 5.0% |
| Cash ConversionOCF / Net Profit | 1.46× | 0.62× |
| TTM Free Cash FlowTrailing 4 quarters | $420.6M | $59.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $172.0M | $9.3M | ||
| Q3 25 | $40.4M | $46.1M | ||
| Q2 25 | $50.9M | $34.9M | ||
| Q1 25 | $157.9M | $46.5M | ||
| Q4 24 | $372.8M | $31.7M | ||
| Q3 24 | $112.8M | $31.1M | ||
| Q2 24 | $75.9M | $47.5M | ||
| Q1 24 | $147.0M | $36.8M |
| Q4 25 | $171.6M | $-8.8M | ||
| Q3 25 | $40.4M | $28.0M | ||
| Q2 25 | $50.9M | $20.9M | ||
| Q1 25 | $157.7M | $18.9M | ||
| Q4 24 | $371.3M | $13.0M | ||
| Q3 24 | $112.4M | $4.6M | ||
| Q2 24 | $75.2M | $11.3M | ||
| Q1 24 | $146.9M | $10.9M |
| Q4 25 | 51.2% | -2.4% | ||
| Q3 25 | 13.4% | 8.1% | ||
| Q2 25 | 18.0% | 5.8% | ||
| Q1 25 | 56.9% | 6.1% | ||
| Q4 24 | 125.0% | 3.7% | ||
| Q3 24 | 40.2% | 1.4% | ||
| Q2 24 | 27.8% | 3.6% | ||
| Q1 24 | 55.6% | 3.7% |
| Q4 25 | 0.1% | 5.0% | ||
| Q3 25 | 0.0% | 5.3% | ||
| Q2 25 | 0.0% | 3.9% | ||
| Q1 25 | 0.1% | 8.9% | ||
| Q4 24 | 0.5% | 5.4% | ||
| Q3 24 | 0.1% | 8.3% | ||
| Q2 24 | 0.2% | 11.7% | ||
| Q1 24 | 0.0% | 8.8% |
| Q4 25 | 1.46× | 0.62× | ||
| Q3 25 | 0.60× | 3.77× | ||
| Q2 25 | 0.75× | 1.00× | ||
| Q1 25 | 2.58× | 9.53× | ||
| Q4 24 | 4.26× | 1.49× | ||
| Q3 24 | 1.54× | 3.14× | ||
| Q2 24 | 1.32× | 2.14× | ||
| Q1 24 | 2.47× | 2.44× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
APAM
Segment breakdown not available.
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
