Bob's Discount Furniture, Inc (BOBS) Fair Value & Analysis
Consumer Cyclical · US · Market cap $1.8B
Bob's Discount Furniture, Inc
BOBS · US
Fair value as of: Jul 15, 2026
From 24 valuation models · updated 26 days ago
Share price +22.4% over the past month.
A solid business, but screening 31% overvalued on our models.
What matters now
- The model range is unusually wide ($6.67 to $20.82). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (67/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (6 months)
White line = price, green steps = our fair value per fiscal year. As of Jul 15, 2026.
How to read this chart
6‑month range $9.85 – $22.53 · fair‑value band $6.67 – $20.82 · the $17.87 price screens above the $12.34 fair value. As of Jul 15, 2026.
Analysis
Bob's Discount Furniture, Inc (BOBS) currently trades at $17.87, while our model-based Fair Value estimate is $12.34, implying the stock looks roughly 31.0% overvalued today. The Quality Score stands at 67/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Bob's Discount Furniture, Inc generated revenue of $2.4B at a net margin of 4.6%. Revenue grew 8.5% year over year. It earns a return on equity of 38.8%. Net debt stands at $345M. Fundamentals as of Jul 15, 2026
Our scenario range runs from $6.67 (bear case) to $20.82 (bull case); at $17.87, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 24% below its 52-week high and 83% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -24% fair-value upside, at -31%, BOBS screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 24 models by family
Widest divergence: Growth Earnings ($16.02) versus Asset-Based ($0.8400). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 63 · Market factors (momentum, volatility) 45
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
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. The company was formerly known as BDF Holding Corp.
Full company description
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. The company was formerly known as BDF Holding Corp. and changed its name to Bob's Discount Furniture, Inc. in October 2025. The company was founded in 1991 and is based in Manchester, Connecticut.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2025 · reported fiscal years
Bob's Discount Furniture, Inc reported revenue of $2.4B in FY2025 versus $2.1B in FY2022, a compound +4.0%/yr. Reported net income was $122M in FY2025, compounding +63.9%/yr from FY2022.
BOBS screens 31% overvalued. Compare with Casey's General Stores, Inc →
Peer Group
Specialty Retail · 221 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Specialty Retail median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 44/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Specialty Retail stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Casey's General Stores, Inc CASY | $827.04 | $405.44 | -51% |
| Williams-Sonoma, Inc WSM | $222.84 | $164.16 | -26% |
| Ulta Beauty, Inc ULTA | $479.57 | $488.39 | +2% |
| DICK'S Sporting Goods, Inc DKS | $208.89 | $181.10 | -13% |
| Best Buy Co BBY | $83.98 | $109.12 | +30% |
| China Tourism Group 601888 | ¥52.90 | ¥40.40 | -24% |
| Tractor Supply Company TSCO | $31.01 | $35.52 | +15% |
| Murphy USA Inc MUSA | $618.57 | $423.35 | -32% |
| Five Below, Inc FIVE | $197.71 | $117.29 | -41% |
| Taiwan Mobile Co 3045 | 110.50 TWD | 80.98 TWD | -27% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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