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Bob's Discount Furniture, Inc.NYSE:BOBS Stock Report

Market Cap US$1.5b
Share Price
US$11.55
US$23.62
51.1% undervalued intrinsic discount
1Yn/a
7D-2.5%
1D
Portfolio Value
View

Bob's Discount Furniture, Inc.

NYSE:BOBS Stock Report

Market Cap: US$1.5b

Bob's Discount Furniture (BOBS) Stock Overview

Engages in retailing home furnishings furnishings in the United States. More details

BOBS fundamental analysis
Snowflake Score
Valuation3/6
Future Growth2/6
Past Performance4/6
Financial Health3/6
Dividends0/6

BOBS Community Fair Values

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Bob's Discount Furniture, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Bob's Discount Furniture
Historical stock prices
Current Share PriceUS$11.55
52 Week HighUS$23.49
52 Week LowUS$9.74
Beta0
1 Month Change-2.12%
3 Month Change-48.74%
1 Year Changen/a
3 Year Changen/a
5 Year Changen/a
Change since IPO-32.14%

Recent News & Updates

New Narrative Apr 27

Rapid Store Expansion And Omnichannel Risks Will Eventually Support A Modest Upside Potential

Catalysts About Bob's Discount Furniture Bob's Discount Furniture is a value-focused furniture retailer with an omnichannel model and more than 200 showrooms across the United States. What are the underlying business or industry changes driving this perspective?

Recent updates

New Narrative Apr 27

Rapid Store Expansion And Omnichannel Risks Will Eventually Support A Modest Upside Potential

Catalysts About Bob's Discount Furniture Bob's Discount Furniture is a value-focused furniture retailer with an omnichannel model and more than 200 showrooms across the United States. What are the underlying business or industry changes driving this perspective?
New Narrative Apr 11

Store Expansion And Omnichannel Integration Will Support Long Term Furniture Demand

Catalysts About Bob's Discount Furniture Bob's Discount Furniture is a U.S. furniture retailer focused on offering high quality, stylish home furnishings at everyday low prices through a nationwide showroom and omnichannel model. What are the underlying business or industry changes driving this perspective?
Seeking Alpha Apr 02

Bob's Discount Furniture: A Compelling 'Buy' After Post-IPO Crash

Summary Bob’s Discount Furniture trades at a compelling valuation after a 30% post-IPO decline, and is now rated a "Buy." BOBS targets national expansion, planning 20 new stores in 2026, and sees potential for over 500 U.S. locations. FY26 guidance calls for 1.5%-2.5% comp sales growth, 10% total revenue growth, and $255-$265 million adjusted EBITDA at a 5.7x EV/EBITDA multiple. Risks include lockup expiration, Bain’s 75% ownership, and macro/tariff headwinds, but these risks are priced in at the stock's current valuation lows. Read the full article on Seeking Alpha
New Narrative Mar 27

Nationwide Store Expansion And Omnichannel Execution Will Reshape This Furniture Retailer’s Long-Term Potential

Catalysts About Bob's Discount Furniture Bob's Discount Furniture is a value-focused furniture retailer with a nationwide showroom footprint and an omnichannel sales model. What are the underlying business or industry changes driving this perspective?

Shareholder Returns

BOBSUS Specialty RetailUS Market
7D-2.5%5.5%1.1%
1Yn/a2.6%28.7%

Return vs Industry: Insufficient data to determine how BOBS performed against the US Specialty Retail industry.

Return vs Market: Insufficient data to determine how BOBS performed against the US Market.

Price Volatility

Is BOBS's price volatile compared to industry and market?
BOBS volatility
BOBS Average Weekly Movement13.1%
Specialty Retail Industry Average Movement7.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.1%

Stable Share Price: BOBS's share price has been volatile over the past 3 months compared to the US market.

Volatility Over Time: Insufficient data to determine BOBS's volatility change over the past year.

About the Company

FoundedEmployeesCEOWebsite
19915,950Bill Bartonwww.mybobs.com

Bob's Discount Furniture, Inc. engages in retailing home furnishings furnishings in the United States. It provides products in several categories including upholstered living room furniture, bedroom, dining room, mattresses, and home decors. It sells its products through ecommerce channels.

Bob's Discount Furniture, Inc. Fundamentals Summary

How do Bob's Discount Furniture's earnings and revenue compare to its market cap?
BOBS fundamental statistics
Market capUS$1.51b
Earnings (TTM)US$111.10m
Revenue (TTM)US$2.41b
13.6x
P/E Ratio
0.6x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BOBS income statement (TTM)
RevenueUS$2.41b
Cost of RevenueUS$1.31b
Gross ProfitUS$1.10b
Other ExpensesUS$990.11m
EarningsUS$111.10m

Last Reported Earnings

Mar 29, 2026

Next Earnings Date

n/a

Earnings per share (EPS)0.85
Gross Margin45.63%
Net Profit Margin4.60%
Debt/Equity Ratio5.3%

How did BOBS perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/25 21:01
End of Day Share Price 2026/05/22 00:00
Earnings2026/03/29
Annual Earnings2025/12/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Bob's Discount Furniture, Inc. is covered by 14 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Peter BenedictBaird
Robert OhmesBofA Global Research
Jeremy HamblinCraig-Hallum Capital Group LLC