Tandy Leather Factory Inc.
Factors that could cause or contribute to such differences include, but are not limited to, those discussed below and elsewhere in this Form 10-K and particularly in Item 1A.
$2.28
-$0.05 (-2.15%)
EOD Oct 23, 2026
The business is unprofitable at the operating level (-0.50% margin). The case rests on reaching sustained profitability.
Revenue growth slowed to 2.6% in the fiscal year ended Dec 2025, essentially flat. Margins also contracted 2.1pp.
Free cash flow declined 617% in the fiscal year ended Dec 2025 versus the year before, cash generation momentum has weakened. Negative free cash flow of -$2M. The business is consuming cash, not generating it.
Price History
Valuation & Multiples
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$77M
▲ +2.6% YoY
Net Income (TTM)
-$2M
▲ +1000.6% YoY
Op. Margin
-0.50%
▼ -2.1pp YoY
ROIC
-0.39%
▼ -1.6pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
-$2M
▼ -617.1% YoY
Op. Cash Flow (TTM)
$1M
▼ -112.2% YoY
Net Debt
$22M
Cash & Equiv.
$6M
5Y CAGR: +3.6%
Continue Research
SourceComputed from the 10-Q filed 11 Aug 2026, covering the period ending 30 Jun 2026, as reported to the SEC. Data last refreshed 3 Oct 2026. How this is calculated.
Price from market data, last close as of 23 Oct 2026. Fiscal year ends Dec. Sector medians are approximate S&P 500 benchmarks and update periodically.
Is Tandy Leather Factory (TLF) overvalued?
Tandy Leather Factory (TLF)'s valuation is best read against its own history, its peers, and the growth its price implies. 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, Tandy Leather Factory scores 10/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 32.4%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.
Frequently asked
Is Tandy Leather Factory a high-quality business?+
Tandy Leather Factory scores 10 out of 100 on Intrinsiqq's quality score, a weighted blend of 6 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. Recent fundamentals include a -0.5% operating margin and a -0.4% 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.
Does Tandy Leather Factory (TLF) pay a dividend, and how much?+
Yes, Tandy Leather Factory pays a regular dividend of about $0.74 per share per year (typically in quarterly installments), a yield of roughly 32.4% at the current price. Tandy Leather Factory has grown the dividend at roughly 13.5% a year over the past few years. 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 TLF's full payout history, growth streak and dividend-safety score, see the dividends tab.
Is Tandy Leather Factory a good stock to buy right now?+
That depends on valuation and quality together, not either alone. you should weigh TLF's valuation and scores 10/100 on quality (lower-quality). It also yields about 32.4%. 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.
Related stocks: Leather & Leather Products
Spot a number that looks wrong? Check it in TLF's SEC filings or
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Data 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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