Comprehensive Stock Comparison
Compare The Brand House Collective, Inc. (TBHC) vs Wayfair Inc. (W) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | W | 5.1% revenue growth vs TBHC's -5.8% |
| Quality / Margins | W | -2.7% net margin vs TBHC's -7.6% |
| Stability / Safety | TBHC | Beta 1.17 vs W's 2.51 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | W | +93.0% vs TBHC's -21.2% |
| Efficiency (ROA) | W | -10.4% ROA vs TBHC's -14.3% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
The Brand House Collective operates as a specialty retailer of home décor and furnishings through both physical stores and e-commerce. It generates revenue primarily from direct-to-consumer sales of holiday décor, furniture, textiles, and decorative accessories — with its e-commerce channel representing a growing portion of sales. The company's competitive advantage lies in its established brand recognition in the home décor space and its multi-channel retail strategy that combines physical stores with online shopping.
Wayfair is an online retailer specializing in home goods — furniture, décor, and housewares — sold through its family of branded websites. It generates revenue primarily from direct retail sales to consumers, with additional income from advertising and services to suppliers. The company's key advantage is its massive online selection — over 33 million products — and proprietary logistics network that connects customers with thousands of suppliers.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
W leads in 3 of 6 categories (Financial Metrics, Profitability & Efficiency). TBHC leads in 1 (Analyst Outlook). 2 tied.
Financial Metrics (TTM)
W is the larger business by revenue, generating $12.2B annually — 29.1x TBHC's $421M. Profitability is closely matched — net margins range from -2.7% (W) to -7.6% (TBHC). On growth, W holds the edge at +8.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | TBHCThe Brand House C… | WWayfair Inc. |
|---|---|---|
| RevenueTrailing 12 months | $421M | $12.2B |
| EBITDAEarnings before interest/tax | -$14M | $140M |
| Net IncomeAfter-tax profit | -$32M | -$325M |
| Free Cash FlowCash after capex | -$5M | $389M |
| Gross MarginGross profit ÷ Revenue | +26.1% | +30.2% |
| Operating MarginEBIT ÷ Revenue | -5.3% | -1.5% |
| Net MarginNet income ÷ Revenue | -7.6% | -2.7% |
| FCF MarginFCF ÷ Revenue | -1.2% | +3.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -12.2% | +8.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +18.9% | -26.7% |
Valuation Metrics
| Metric | TBHCThe Brand House C… | WWayfair Inc. |
|---|---|---|
| Market CapShares × price | $24M | $9.9B |
| Enterprise ValueMkt cap + debt − cash | $214M | $12.5B |
| Trailing P/EPrice ÷ TTM EPS | -0.61x | -31.54x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 26.19x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 38.87x |
| Price / SalesMarket cap ÷ Revenue | 0.06x | 0.80x |
| Price / BookPrice ÷ Book value/share | — | — |
| Price / FCFMarket cap ÷ FCF | — | 21.39x |
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), W scores 7/9 vs TBHC's 3/9, reflecting strong financial health.
| Metric | TBHCThe Brand House C… | WWayfair Inc. |
|---|---|---|
| ROE (TTM)Return on equity | — | — |
| ROA (TTM)Return on assets | -14.3% | -10.4% |
| ROICReturn on invested capital | -6.1% | — |
| ROCEReturn on capital employed | -12.2% | +1.4% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 7 |
| Debt / EquityFinancial leverage | — | — |
| Net DebtTotal debt minus cash | $190M | $2.6B |
| Cash & Equiv.Liquid assets | $4M | $1.5B |
| Total DebtShort + long-term debt | $194M | $4.1B |
| Interest CoverageEBIT ÷ Interest expense | -4.09x | -2.26x |
Total Returns (with DRIP)
A $10,000 investment in W five years ago would be worth $2,274 today (with dividends reinvested), compared to $370 for TBHC. Over the past 12 months, W leads with a +93.0% total return vs TBHC's -21.2%. The 3-year compound annual growth rate (CAGR) favors W at 23.5% vs TBHC's -30.7% — a key indicator of consistent wealth creation.
| Metric | TBHCThe Brand House C… | WWayfair Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -8.5% | -28.4% |
| 1-Year ReturnPast 12 months | -21.2% | +93.0% |
| 3-Year ReturnCumulative with dividends | -66.7% | +88.5% |
| 5-Year ReturnCumulative with dividends | -96.3% | -77.3% |
| 10-Year ReturnCumulative with dividends | -92.4% | +95.9% |
| CAGR (3Y)Annualised 3-year return | -30.7% | +23.5% |
Risk & Volatility
TBHC is the less volatile stock with a 1.17 beta — it tends to amplify market swings less than W's 2.51 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. W currently trades 63.6% from its 52-week high vs TBHC's 45.0% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | TBHCThe Brand House C… | WWayfair Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.17x | 2.51x |
| 52-Week HighHighest price in past year | $2.40 | $119.98 |
| 52-Week LowLowest price in past year | $0.99 | $20.41 |
| % of 52W HighCurrent price vs 52-week peak | +45.0% | +63.6% |
| RSI (14)Momentum oscillator 0–100 | 49.1 | 37.7 |
| Avg Volume (50D)Average daily shares traded | 81K | 2.7M |
Analyst Outlook
| Metric | TBHCThe Brand House C… | WWayfair Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $107.50 |
| # AnalystsCovering analysts | — | 57 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 3 | 1 |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| The Brand House Col… (TBHC) | 100 | 103.39 | +3.4% |
| Wayfair Inc. (W) | 100 | 169.53 | +69.5% |
Wayfair Inc. (W) returned -77% over 5 years vs The Brand House Col… (TBHC)'s -96%.
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| The Brand House Col… (TBHC) | $594M | $441M | -25.7% |
| Wayfair Inc. (W) | $3.4B | $12.5B | +268.5% |
Wayfair Inc.'s revenue grew from $3.4B (2016) to $12.5B (2025) — a 15.6% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| The Brand House Col… (TBHC) | 1.9% | -5.2% | -382.0% |
| Wayfair Inc. (W) | -5.8% | -2.5% | +56.3% |
Wayfair Inc.'s net margin went from -6% (2016) to -3% (2025).
Chart 4P/E Ratio History — 4 Years
| Stock | 2017 | 2021 | Change |
|---|---|---|---|
| The Brand House Col… (TBHC) | 36.3 | 9.9 | -72.7% |
The Brand House Collective, Inc. has traded in a 10x–40x P/E range over 4 years; current trailing P/E is ~-1x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| The Brand House Col… (TBHC) | 0.68 | -1.77 | -360.3% |
| Wayfair Inc. (W) | -2.29 | -2.42 | -5.7% |
Wayfair Inc.'s EPS grew from $-2.29 (2016) to $-2.42 (2025).
Chart 6Free Cash Flow — 5 Years
The Brand House Collective, Inc. generated $-22M FCF in 2024 (+43% vs 2021). Wayfair Inc. generated $464M FCF in 2025 (+257% vs 2021).
TBHC vs W: Frequently Asked Questions
7 questions · data-driven answers · updated daily
01Is TBHC or W a better buy right now?
Analysts rate Wayfair Inc. (W) a "Buy" — based on 57 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — TBHC or W?
Over the past 5 years, Wayfair Inc. (W) delivered a total return of -77.3%, compared to -96.3% for The Brand House Collective, Inc. (TBHC). A $10,000 investment in W five years ago would be worth approximately $2K today (assuming dividends reinvested). Over 10 years, the gap is even starker: W returned +95.9% versus TBHC's -92.4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — TBHC or W?
By beta (market sensitivity over 5 years), The Brand House Collective, Inc. (TBHC) is the lower-risk stock at 1.17β versus Wayfair Inc.'s 2.51β — meaning W is approximately 115% more volatile than TBHC relative to the S&P 500.
04Which has better profit margins — TBHC or W?
Wayfair Inc. (W) is the more profitable company, earning -2.5% net margin versus -5.2% for The Brand House Collective, Inc. — meaning it keeps -2.5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: W leads at 0.1% versus -3.2% for TBHC. At the gross margin level — before operating expenses — W leads at 30.2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
05Which pays a better dividend — TBHC or W?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
06Is TBHC or W better for a retirement portfolio?
For long-horizon retirement investors, The Brand House Collective, Inc. (TBHC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.17)). Wayfair Inc. (W) carries a higher beta of 2.51 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (TBHC: -92.4%, W: +95.9%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
07What are the main differences between TBHC and W?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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