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RH · NYSE · STOCK

RH Stock Analysis

Consumer Cyclical Updated August 18, 2026
$175.89
52W $106.30 – $257.00
51/100
$3.44B
33.1
1.87
AI Committee Verdict
Watch
51/100
Conviction: Contested · 50% agreement · 6 analysts
+22.0%
-8.4%
2.63:1
Contested

Is RH Bullish or Bearish?

Mixed. Innellis AI committee rates RH (RH) Watch with a composite score of 51/100 , based on 6 analysts with 50% agreement. Last updated August 18, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.57 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.43 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — high leverage (debt-to-equity 52.05) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 127.4% shows genuine earnings power backing the valuation — Value
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
  • P/E of 33.3 is moderate-to-rich — Value
  • Price-to-book of 60.6x prices in significant intangible value — Value
  • Debt-to-equity of 52.05 adds balance-sheet risk to the value case — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • High leverage (debt-to-equity 52.05) amplifies downside in a stress scenario — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 18, 2026
Overall Committee Score
51/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 93%
of 178 Consumer Cyclical peers
Value Analyst neutral
45 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 127.4% shows genuine earnings power backing the valuation
− P/E of 33.3 is moderate-to-rich
Growth Analyst bearish
38 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
54 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 52.05) amplifies downside in a stress scenario
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2963.04)
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Investment Thesis Evolution

Committee score moved marginally from 51.4 to 51.4.

Comparing 2026-08-17 to 2026-08-18 (1 day apart).

Technical Analysis

RSI (14)
50.4
Neutral
MACD Histogram
-0.952
Bearish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Hh Hl
Support
$166.31
Resistance
$221.45
Bollinger %B
0.55
Inside Bands
Price vs Moving Averages
EMA 9
$182.21 Below
EMA 21
$179.20 Below
EMA 50
$169.72 Above
EMA 200
$170.91 Above

Fundamental Analysis

Valuation
33
Growth
22
Profitability
50
Financial Health
14
Cash Flow
70
Valuation
P/E Ratio 33.1×
P/B Ratio 60.17×
PEG Ratio 1.58
Dividend Yield 0.00%
52W High $257.00
52W Low $106.30
Quality & Growth
ROE 20591.9%
ROA 258.0%
Gross Margin 4354.1%
Operating Margin 1079.9%
Revenue Growth YoY
Debt / Equity 67.57
AI Fundamental Assessment
P/E ratio of 33.1 (rich relative to a 15-40x range); Price-to-book of 60.2x; PEG ratio of 1.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 205.9%; Return on assets of 2.6%; Net margin of 3.0%; Gross margin of 43.5%; Current ratio of 1.13 (tight short-term liquidity); Debt-to-equity of 67.57; Free cash flow per share is positive (11.72); Most recent quarter beat estimates by 9.4%; EPS growth decelerating (-10.5% -> -228.8% QoQ); Analyst estimates falling over recent quarters
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Explore RH Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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