Loading stockData sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
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Loading stockData sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Not financial advice. Analytical data for research only.
Intrinsiqq is a Netherlands-based company operating in Rotterdam, KvK 73238007.
Bob's Discount Furniture, Inc. is a leading American furniture retail chain specializing in value home furnishings. Founded in 1991 in Newington, Connecticut, by Bob Kaufman and Gene Rosenberg, the company has grown into a nationally established omnichannel retailer with over 210 showrooms across 25 U.S. states, primarily in the Northeast, Mid-Atlantic, Midwest, and West Coast regions. It offers a wide array of products including living room sets, bedrooms, mattresses, dining rooms, occasional tables, lamps, outdoor furniture, and accessories, sold through physical stores and its website www.mybobs.com. Guided by 'The Bob’s Way,' a culture emphasizing honesty, integrity, transparency, and fun, the retailer aims to deliver quality, stylish furniture at everyday low prices, helping customers transform their spaces into cherished homes. Headquartered in Manchester, Connecticut, under CEO William Barton, Bob's Discount Furniture recently went public via an IPO in February 2026, achieving a market capitalization around $2.2 billion with trailing twelve-month revenue of $2.32 billion and net income of $119 million. Known for its prolific, quirky advertising featuring 'Little Bob' and sports sponsorships, the company ranks among the top U.S. furniture stores and supports communities through charitable initiatives donating millions annually.
$17.85
$0.21 (-1.19%)
Live · 03:56 PM
Operating margin is thin at 7.66%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue grew 16.8%, still solid.
Net debt of $1.12B represents 13.8x FCF, leverage limits flexibility.
19.0x earnings, 28.1x FCF. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (FY)
$2.37B
▲ +16.8% YoY
Net Income (FY)
$122M
▲ +38.4% YoY
Op. Margin
7.66%
▲ +1.8pp YoY
ROIC
10.98%
▲ +2.7pp YoY
Cash Flow & Balance Sheet
FCF (FY)
$81M
▼ -1.8% YoY
Op. Cash Flow (FY)
$164M
▼ -2.2% YoY
Net Debt
$1.12B
Cash & Equiv.
$53M
3Y CAGR: +4.0%
3Y CAGR: +424.0%
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At a P/E of 19.0 and a price-to-free-cash-flow of 28.1, Bob's Discount Furniture (BOBS) trades around a two-stage DCF intrinsic value of about $23.30 per share, so at $17.85 the stock looks around fair value (30.6% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Bob's Discount Furniture scores 70/100 on Intrinsiqq's quality scorecard (a solid business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 18.6%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $23.30 per share for BOBS, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $17.48. At today's $17.85, that puts the stock about 30.6% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Bob's Discount Furniture scores 70 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a solid business on these measures. Recent fundamentals include a 7.7% operating margin and a 11.0% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, Bob's Discount Furniture pays a regular dividend of about $3.32 per share per year (typically in quarterly installments), a yield of roughly 18.6% at the current price. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For BOBS's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. BOBS currently trades around its estimated intrinsic value and scores 70/100 on quality (solid). It also yields about 18.6%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.