Ethan Allen Interiors, Inc. (ETD)
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-10-30
NYSEConsumer DiscretionaryFurnishings, Fixtures & AppliancesSnapshot 2026-10-30
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Put ETD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Home Furnishings: structurally weak cohort (structural / late-cycle), so the cyclical early-warning is suppressed.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue is contracting — down about 6% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskEthan Allen's expanding North American design centers need to support a recovery in revenue. Fiscal fourth-quarter revenue fell 8.5% year over year, despite an earnings beat. ETD trades at 14× P/E versus a 15× peer median and 14× its own history. The price reflects less growth than our forecast, despite falling revenue. The next-quarter miss probability is 28%, and management is behind on a stated commitment. The activist proxy fight also challenges leadership continuity and capital discipline. Peer multiples imply a price about 4% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. ETD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering ETD (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ETD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Home Furnishings — fair value, gap to price, and forward P/E.
Compare the value case
Put ETD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Maintain strong cash flow and capital discipline
Proxy adviser backing raises governance and capital-allocation pressure, though the board outcome remains uncertain.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Proxy fight may disrupt CEO succession and leadership continuity.

Advances: Expand retail design centers in North America
New design center aligns with growth expansion objective.

Advances: Maintain strong cash flow and capital discipline
Special dividend enhances cash flow management and capital discipline.

Advances: Maintain strong cash flow and capital discipline
Debt-free status supports strong cash flow and capital allocation.
