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Side-by-side financial comparison of Arhaus, Inc. (ARHS) and Zeta Global Holdings Corp. (ZETA). Click either name above to swap in a different company.
Zeta Global Holdings Corp. is the larger business by last-quarter revenue ($394.6M vs $364.8M, roughly 1.1× Arhaus, Inc.). Arhaus, Inc. runs the higher net margin — 4.1% vs 1.7%, a 2.5% gap on every dollar of revenue. On growth, Zeta Global Holdings Corp. posted the faster year-over-year revenue change (25.4% vs 5.1%). Zeta Global Holdings Corp. produced more free cash flow last quarter ($60.9M vs $-8.8M). Over the past eight quarters, Zeta Global Holdings Corp.'s revenue compounded faster (42.3% CAGR vs 11.2%).
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.
Zeta Global Holdings Corp. is an American marketing technology company which was founded in 2007. Zeta offers companies a suite of multichannel marketing tools focused on creating, maintaining, and monetizing customer relationships. The company went public on the New York Stock Exchange on June 10, 2021, at a US$1.7 billion valuation.
ARHS vs ZETA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $364.8M | $394.6M |
| Net Profit | $15.1M | $6.5M |
| Gross Margin | 38.1% | 59.5% |
| Operating Margin | 5.6% | 4.5% |
| Net Margin | 4.1% | 1.7% |
| Revenue YoY | 5.1% | 25.4% |
| Net Profit YoY | -29.1% | -57.1% |
| EPS (diluted) | $0.11 | $0.04 |
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 | $364.8M | $394.6M | ||
| Q3 25 | $344.6M | $337.2M | ||
| Q2 25 | $358.4M | $308.4M | ||
| Q1 25 | $311.4M | $264.4M | ||
| Q4 24 | $347.0M | $314.7M | ||
| Q3 24 | $319.1M | $268.3M | ||
| Q2 24 | $309.8M | $227.8M | ||
| Q1 24 | $295.2M | $194.9M |
| Q4 25 | $15.1M | $6.5M | ||
| Q3 25 | $12.2M | $-3.6M | ||
| Q2 25 | $35.1M | $-12.8M | ||
| Q1 25 | $4.9M | $-21.6M | ||
| Q4 24 | $21.3M | $15.2M | ||
| Q3 24 | $9.9M | $-17.4M | ||
| Q2 24 | $22.2M | $-28.1M | ||
| Q1 24 | $15.1M | $-39.6M |
| Q4 25 | 38.1% | 59.5% | ||
| Q3 25 | 38.7% | 60.5% | ||
| Q2 25 | 41.4% | 62.1% | ||
| Q1 25 | 37.1% | 60.9% | ||
| Q4 24 | 40.0% | 60.0% | ||
| Q3 24 | 38.6% | 60.6% | ||
| Q2 24 | 40.1% | 60.0% | ||
| Q1 24 | 39.0% | 60.6% |
| Q4 25 | 5.6% | 4.5% | ||
| Q3 25 | 4.8% | 2.6% | ||
| Q2 25 | 13.0% | -1.7% | ||
| Q1 25 | 1.7% | -6.1% | ||
| Q4 24 | 8.2% | 2.2% | ||
| Q3 24 | 3.3% | -4.6% | ||
| Q2 24 | 9.5% | -11.7% | ||
| Q1 24 | 6.2% | -18.4% |
| Q4 25 | 4.1% | 1.7% | ||
| Q3 25 | 3.5% | -1.1% | ||
| Q2 25 | 9.8% | -4.2% | ||
| Q1 25 | 1.6% | -8.2% | ||
| Q4 24 | 6.1% | 4.8% | ||
| Q3 24 | 3.1% | -6.5% | ||
| Q2 24 | 7.2% | -12.3% | ||
| Q1 24 | 5.1% | -20.3% |
| Q4 25 | $0.11 | $0.04 | ||
| Q3 25 | $0.09 | $-0.02 | ||
| Q2 25 | $0.25 | $-0.06 | ||
| Q1 25 | $0.03 | $-0.10 | ||
| Q4 24 | $0.15 | $0.10 | ||
| Q3 24 | $0.07 | $-0.09 | ||
| Q2 24 | $0.16 | $-0.16 | ||
| Q1 24 | $0.11 | $-0.23 |
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 | $319.8M |
| Total DebtLower is stronger | — | $197.1M |
| Stockholders' EquityBook value | $418.2M | $804.6M |
| Total Assets | $1.4B | $1.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $253.4M | $319.8M | ||
| Q3 25 | $262.2M | $385.2M | ||
| Q2 25 | $234.8M | $365.3M | ||
| Q1 25 | $214.4M | $364.4M | ||
| Q4 24 | $197.5M | $366.2M | ||
| Q3 24 | $177.7M | $418.5M | ||
| Q2 24 | $174.2M | $154.7M | ||
| Q1 24 | $233.2M | $141.6M |
| Q4 25 | — | $197.1M | ||
| Q3 25 | — | $196.9M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | — | $196.5M | ||
| Q4 24 | — | $196.3M | ||
| Q3 24 | — | $196.1M | ||
| Q2 24 | — | $184.4M | ||
| Q1 24 | — | $184.2M |
| Q4 25 | $418.2M | $804.6M | ||
| Q3 25 | $400.4M | $689.2M | ||
| Q2 25 | $385.6M | $673.3M | ||
| Q1 25 | $348.8M | $676.6M | ||
| Q4 24 | $343.7M | $676.8M | ||
| Q3 24 | $320.6M | $474.9M | ||
| Q2 24 | $309.3M | $217.0M | ||
| Q1 24 | $285.6M | $191.6M |
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.3B | $1.1B | ||
| Q4 24 | $1.2B | $1.1B | ||
| Q3 24 | $1.2B | $869.1M | ||
| Q2 24 | $1.2B | $583.9M | ||
| Q1 24 | $1.2B | $550.3M |
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.29× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.85× | ||
| Q1 24 | — | 0.96× |
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 | $64.1M |
| Free Cash FlowOCF − Capex | $-8.8M | $60.9M |
| FCF MarginFCF / Revenue | -2.4% | 15.4% |
| Capex IntensityCapex / Revenue | 5.0% | 0.8% |
| Cash ConversionOCF / Net Profit | 0.62× | 9.81× |
| TTM Free Cash FlowTrailing 4 quarters | $59.0M | $185.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $9.3M | $64.1M | ||
| Q3 25 | $46.1M | $57.9M | ||
| Q2 25 | $34.9M | $42.0M | ||
| Q1 25 | $46.5M | $34.8M | ||
| Q4 24 | $31.7M | $43.7M | ||
| Q3 24 | $31.1M | $34.4M | ||
| Q2 24 | $47.5M | $31.1M | ||
| Q1 24 | $36.8M | $24.7M |
| Q4 25 | $-8.8M | $60.9M | ||
| Q3 25 | $28.0M | $52.4M | ||
| Q2 25 | $20.9M | $39.7M | ||
| Q1 25 | $18.9M | $32.1M | ||
| Q4 24 | $13.0M | $35.4M | ||
| Q3 24 | $4.6M | $29.5M | ||
| Q2 24 | $11.3M | $24.4M | ||
| Q1 24 | $10.9M | $18.9M |
| Q4 25 | -2.4% | 15.4% | ||
| Q3 25 | 8.1% | 15.6% | ||
| Q2 25 | 5.8% | 12.9% | ||
| Q1 25 | 6.1% | 12.1% | ||
| Q4 24 | 3.7% | 11.3% | ||
| Q3 24 | 1.4% | 11.0% | ||
| Q2 24 | 3.6% | 10.7% | ||
| Q1 24 | 3.7% | 9.7% |
| Q4 25 | 5.0% | 0.8% | ||
| Q3 25 | 5.3% | 1.6% | ||
| Q2 25 | 3.9% | 0.8% | ||
| Q1 25 | 8.9% | 1.0% | ||
| Q4 24 | 5.4% | 2.6% | ||
| Q3 24 | 8.3% | 1.8% | ||
| Q2 24 | 11.7% | 3.0% | ||
| Q1 24 | 8.8% | 3.0% |
| Q4 25 | 0.62× | 9.81× | ||
| Q3 25 | 3.77× | — | ||
| Q2 25 | 1.00× | — | ||
| Q1 25 | 9.53× | — | ||
| Q4 24 | 1.49× | 2.87× | ||
| Q3 24 | 3.14× | — | ||
| Q2 24 | 2.14× | — | ||
| Q1 24 | 2.44× | — |
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% |
ZETA
Segment breakdown not available.
