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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and PEGASYSTEMS INC (PEGA). Click either name above to swap in a different company.
PEGASYSTEMS INC is the larger business by last-quarter revenue ($430.0M vs $364.8M, roughly 1.2× Arhaus, Inc.). PEGASYSTEMS INC runs the higher net margin — 7.6% vs 4.1%, a 3.5% gap on every dollar of revenue. On growth, Arhaus, Inc. posted the faster year-over-year revenue change (5.1% vs -9.6%). PEGASYSTEMS INC produced more free cash flow last quarter ($206.5M vs $-8.8M). Over the past eight quarters, Arhaus, Inc.'s revenue compounded faster (11.2% CAGR vs 10.7%).
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.
Pegasystems Inc. (Pega) is a global software company based in Waltham, Massachusetts, in the United States, and founded in 1983. The company has been publicly traded since 1996 as PEGA (NASDAQ). Pega is a low-code platform for workflow automation and generative AI-powered decision-making for businesses.
ARHS vs PEGA — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $430.0M |
| Net Profit | $15.1M | $32.8M |
| Gross Margin | 38.1% | 75.2% |
| Operating Margin | 5.6% | 8.6% |
| Net Margin | 4.1% | 7.6% |
| Revenue YoY | 5.1% | -9.6% |
| Net Profit YoY | -29.1% | — |
| EPS (diluted) | $0.11 | $0.18 |
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.
| Q1 26 | — | $430.0M | ||
| Q4 25 | $364.8M | $504.3M | ||
| Q3 25 | $344.6M | $381.4M | ||
| Q2 25 | $358.4M | $384.5M | ||
| Q1 25 | $311.4M | $475.6M | ||
| Q4 24 | $347.0M | $490.8M | ||
| Q3 24 | $319.1M | $325.1M | ||
| Q2 24 | $309.8M | $351.2M |
| Q1 26 | — | $32.8M | ||
| Q4 25 | $15.1M | $234.6M | ||
| Q3 25 | $12.2M | $43.4M | ||
| Q2 25 | $35.1M | $30.1M | ||
| Q1 25 | $4.9M | $85.4M | ||
| Q4 24 | $21.3M | $119.1M | ||
| Q3 24 | $9.9M | $-14.4M | ||
| Q2 24 | $22.2M | $6.6M |
| Q1 26 | — | 75.2% | ||
| Q4 25 | 38.1% | 79.5% | ||
| Q3 25 | 38.7% | 72.2% | ||
| Q2 25 | 41.4% | 71.5% | ||
| Q1 25 | 37.1% | 78.5% | ||
| Q4 24 | 40.0% | 79.1% | ||
| Q3 24 | 38.6% | 70.2% | ||
| Q2 24 | 40.1% | 72.4% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 5.6% | 20.7% | ||
| Q3 25 | 4.8% | 3.8% | ||
| Q2 25 | 13.0% | 4.5% | ||
| Q1 25 | 1.7% | 26.7% | ||
| Q4 24 | 8.2% | 29.1% | ||
| Q3 24 | 3.3% | -3.6% | ||
| Q2 24 | 9.5% | 3.7% |
| Q1 26 | — | 7.6% | ||
| Q4 25 | 4.1% | 46.5% | ||
| Q3 25 | 3.5% | 11.4% | ||
| Q2 25 | 9.8% | 7.8% | ||
| Q1 25 | 1.6% | 18.0% | ||
| Q4 24 | 6.1% | 24.3% | ||
| Q3 24 | 3.1% | -4.4% | ||
| Q2 24 | 7.2% | 1.9% |
| Q1 26 | — | $0.18 | ||
| Q4 25 | $0.11 | $0.81 | ||
| Q3 25 | $0.09 | $0.24 | ||
| Q2 25 | $0.25 | $0.17 | ||
| Q1 25 | $0.03 | $0.91 | ||
| Q4 24 | $0.15 | $1.35 | ||
| Q3 24 | $0.07 | $-0.17 | ||
| Q2 24 | $0.16 | $0.07 |
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 | $270.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $418.2M | $705.9M |
| Total Assets | $1.4B | $1.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $270.0M | ||
| Q4 25 | $253.4M | $425.8M | ||
| Q3 25 | $262.2M | $351.4M | ||
| Q2 25 | $234.8M | $411.6M | ||
| Q1 25 | $214.4M | $371.7M | ||
| Q4 24 | $197.5M | $740.0M | ||
| Q3 24 | $177.7M | $703.0M | ||
| Q2 24 | $174.2M | $665.1M |
| Q1 26 | — | $705.9M | ||
| Q4 25 | $418.2M | $787.4M | ||
| Q3 25 | $400.4M | $596.8M | ||
| Q2 25 | $385.6M | $624.5M | ||
| Q1 25 | $348.8M | $611.3M | ||
| Q4 24 | $343.7M | $585.5M | ||
| Q3 24 | $320.6M | $473.0M | ||
| Q2 24 | $309.3M | $435.4M |
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.4B | $1.6B | ||
| Q3 25 | $1.4B | $1.3B | ||
| Q2 25 | $1.3B | $1.3B | ||
| Q1 25 | $1.3B | $1.3B | ||
| Q4 24 | $1.2B | $1.8B | ||
| Q3 24 | $1.2B | $1.6B | ||
| Q2 24 | $1.2B | $1.5B |
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 | $9.3M | — |
| Free Cash FlowOCF − Capex | $-8.8M | $206.5M |
| FCF MarginFCF / Revenue | -2.4% | 48.0% |
| Capex IntensityCapex / Revenue | 5.0% | — |
| Cash ConversionOCF / Net Profit | 0.62× | — |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $494.9M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $9.3M | $158.4M | ||
| Q3 25 | $46.1M | $56.3M | ||
| Q2 25 | $34.9M | $86.3M | ||
| Q1 25 | $46.5M | $204.2M | ||
| Q4 24 | $31.7M | $95.2M | ||
| Q3 24 | $31.1M | $30.5M | ||
| Q2 24 | $47.5M | $40.1M |
| Q1 26 | — | $206.5M | ||
| Q4 25 | $-8.8M | $152.4M | ||
| Q3 25 | $28.0M | $51.8M | ||
| Q2 25 | $20.9M | $84.1M | ||
| Q1 25 | $18.9M | $202.3M | ||
| Q4 24 | $13.0M | $92.4M | ||
| Q3 24 | $4.6M | $27.4M | ||
| Q2 24 | $11.3M | $38.8M |
| Q1 26 | — | 48.0% | ||
| Q4 25 | -2.4% | 30.2% | ||
| Q3 25 | 8.1% | 13.6% | ||
| Q2 25 | 5.8% | 21.9% | ||
| Q1 25 | 6.1% | 42.5% | ||
| Q4 24 | 3.7% | 18.8% | ||
| Q3 24 | 1.4% | 8.4% | ||
| Q2 24 | 3.6% | 11.1% |
| Q1 26 | — | — | ||
| Q4 25 | 5.0% | 1.2% | ||
| Q3 25 | 5.3% | 1.2% | ||
| Q2 25 | 3.9% | 0.6% | ||
| Q1 25 | 8.9% | 0.4% | ||
| Q4 24 | 5.4% | 0.6% | ||
| Q3 24 | 8.3% | 0.9% | ||
| Q2 24 | 11.7% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.62× | 0.68× | ||
| Q3 25 | 3.77× | 1.30× | ||
| Q2 25 | 1.00× | 2.87× | ||
| Q1 25 | 9.53× | 2.39× | ||
| Q4 24 | 1.49× | 0.80× | ||
| Q3 24 | 3.14× | — | ||
| Q2 24 | 2.14× | 6.06× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARHS
| Sales Channel Retail | $305.7M | 84% |
| Sales Channel E Commerce | $59.2M | 16% |
PEGA
| Pega Cloud | $205.0M | 48% |
| Subscription license | $94.9M | 22% |
| Maintenance | $75.3M | 18% |
| Consulting | $54.8M | 13% |
