Bob's Discount Furniture, Inc. (BOBS) AI Stock Analysis

Bob's Discount Furniture, Inc. retails home furnishings across the United States. Founded in 1991 and based in Manchester, Connecticut, the company was previously known as BDF Holding Corp. before adopting its current name in October 2025. It completed its initial public offering in 2026 and employs 5,950 people. The retailer offers products across multiple categories, including upholstered living room furniture, bedroom items, dining room sets, mattresses, and home decors. It distributes and sells these furniture products through ecommerce channels alongside its retail network.

Revenue declined 4.6% in FY2023 to $2.01B, recovered by 1.0% to $2.03B in FY2024, and expanded 16.8% to $2.37B in FY2025, delivering a 3-year revenue CAGR of 4.0%. Gross margin rose from 40.5% in FY2022 to 46.8% in FY2024 before finishing at 45.7% in FY2025. Operating margin expanded from 2.8% in FY2022 to 7.1% in FY2025, while net income climbed from $27.6M to $121.7M over the same timeframe. Over the trailing twelve months, revenue reached $2.46B with an operating margin of 12.7% and a profit margin of 5.4%. For the latest quarter ended June 30, 2026, quarterly revenue grew 8.8% year-over-year while quarterly earnings grew 38.7%.

As of June 30, 2026, the company held $32.0M in cash and short-term investments against $821.7M in total debt, resulting in net debt of $789.6M. Shareholders' equity was $531.2M, yielding a debt-to-equity ratio of 1.55, while the current ratio stood at 0.90 against total assets of $1.92B. In FY2025, operating cash flow generated $164.5M and free cash flow was $81.4M. Capital expenditures totaled $83.0M, share buybacks used $1.1M, and dividends paid reached $425.9M.

At a last close of $14.87 on October 16, 2026, the company traded at a market capitalization of $1.94B and an enterprise value of $2.64B. Its trailing P/E ratio of 14.7x and forward P/E of 12.5x both sit below the median of its US-listed Consumer Cyclical peers, which record 18.0x and 14.1x, respectively. The stock's EV-to-EBITDA multiple of 9.5x is lower than the peer median of 11.1x, while its price-to-sales multiple of 0.8x compares to a peer median of 0.7x. The stock has traded between a 52-week low of $9.74 and a 52-week high of $23.49.

Wall Street coverage includes 7 Strong Buy, 4 Buy, and 2 Hold recommendations, with zero Sell or Strong Sell ratings. The mean price target of $22.77 represents an upside of 53.1% compared to the last close of $14.87. For the fiscal year ending December 31, 2026, analysts estimate revenue of $2.61B and EPS of $0.92, representing an EPS decline of 13.1%. For the following fiscal year, 13 analysts project revenue of $2.80B with 7.3% growth and EPS of $1.05. The next earnings date is November 5, 2026.

This page is an AI-written research summary of Bob's Discount Furniture, Inc. (BOBS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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