Bob's Discount Furniture, Inc.
Bob's Discount Furniture, Inc. is a U.S. home furnishings retailer that offers value-oriented furniture and mattresses for living rooms, bedrooms, dining areas, and home offices. The company operates through a mix of showrooms and e-commerce channels, supported by distribution and logistics capabilities that help it serve customers across multiple regions in the United States. Its assortment includes upholstered seating, case goods, bedding, home accents, and other household furnishings designed to cover core furnishing needs for everyday homes. Bob's Discount Furniture, Inc. focuses on retailing stylish, functional products at accessible price points, positioning itself as a national omnichannel player in the consumer discretionary sector.
$14.87
+$0.09 (+0.61%)
EOD Oct 16, 2026
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.
14.7x earnings, 17.3x FCF. The multiple is below average. Either the market is pricing in deterioration you should investigate, or there's genuine value here.
Price History
Valuation & Multiples
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$2.46B
▲ +16.8% YoY
Net Income (TTM)
$134M
▲ +38.4% YoY
Op. Margin
8.79%
▲ +1.8pp YoY
ROIC
10.98%
▲ +2.7pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$116M
▼ -1.8% YoY
Op. Cash Flow (TTM)
$221M
▼ -2.2% YoY
Net Debt
$1.12B
Cash & Equiv.
$53M
3Y CAGR: +4.0%
3Y CAGR: +424.0%
Continue Research
Is Bob's Discount Furniture (BOBS) overvalued?
At a P/E of 14.7 and a price-to-free-cash-flow of 17.3, Bob's Discount Furniture (BOBS) trades below a two-stage DCF intrinsic value of about $35.06 per share, so at $14.87 the stock looks undervalued (135.8% 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 69/100 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 21.1%; see dividend safety for coverage and history. All figures are computed from company filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.
Frequently asked
What is Bob's Discount Furniture's fair value?+
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $35.06 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 $26.29. At today's $14.87, that puts the stock about 135.8% 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.
Is Bob's Discount Furniture a high-quality business?+
Bob's Discount Furniture scores 69 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 8.8% 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 company filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Does Bob's Discount Furniture (BOBS) pay a dividend, and how much?+
Yes, Bob's Discount Furniture pays a regular dividend of about $3.14 per share per year (typically in quarterly installments), a yield of roughly 21.1% at the current price. That is a payout ratio of about 318.6% of earnings, so the dividend is stretched at this level. 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.
Is Bob's Discount Furniture a good stock to buy right now?+
That depends on valuation and quality together, not either alone. BOBS currently trades below its estimated intrinsic value and scores 69/100 on quality (solid). It also yields about 21.1%. 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 company filings, not investment advice.
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Data sourced from company filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.