DFS Furniture plc (DFS) Fair Value & Analysis
Consumer Cyclical · GB · Market cap 325M GBX
Fair value as of: Jul 15, 2026
From 25 valuation models · updated 26 days ago
Share price +12.5% over the past month.
A solid business, screening 62% undervalued on our models.
What matters now
- The price is below even our cautious bear case (£1.72). The market is more pessimistic than our downside scenario.
- Solid quality (65/100) at a price below fair value, the discount is the argument here, not the business quality.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.
How to read this chart
60‑month range £0.8544 – £2.25 · fair‑value band £1.72 – £2.87 · the £1.42 price screens below the £2.30 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.
Analysis
DFS Furniture plc (DFS) currently trades at £1.42, while our model-based Fair Value estimate is £2.30, implying the stock looks roughly 62.0% undervalued today. The Quality Score stands at 65/100 (solid quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.
Over the trailing twelve months, DFS Furniture plc generated revenue of £1.1B at a net margin of 3.3%. Revenue grew 8.6% year over year. It earns a return on equity of 13.4%. Net debt stands at £458M. Fundamentals as of Jul 15, 2026
Our scenario range runs from £1.72 (bear case) to £2.87 (bull case); at £1.42, the current price sits below 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. For context, the median of 10 Consumer Cyclical peers we cover trades at -24% fair-value upside, at 62%, DFS screens cheaper 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 25 models by family
Widest divergence: Growth DCF (£5.23) versus Dividend Discount (£0.4400). Highest evidence: Growth DCF (80).
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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 64 · Market factors (momentum, volatility) 39
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
DFS Furniture plc designs, manufactures, delivers, installs, and retails upholstered furniture in the United Kingdom and the Republic of Ireland. The company retails sofas under the DFS and Sofology brand names. It engages in contract logistics; and the provision of after-sales services. The company sells its products through stores and its website.
Full company description
DFS Furniture plc designs, manufactures, delivers, installs, and retails upholstered furniture in the United Kingdom and the Republic of Ireland. The company retails sofas under the DFS and Sofology brand names. It engages in contract logistics; and the provision of after-sales services. The company sells its products through stores and its website. The company was founded in 1969 and is based in Doncaster, the United Kingdom.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
DFS Furniture plc reported revenue of £1.0B in FY2025 versus £1.1B in FY2021, a compound −0.7%/yr. Reported net income was £24.2M in FY2025, compounding −27.7%/yr from FY2021.
of which total revenue +4.5 pp · buybacks/dilution −4.6 pp
Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).
Watch DFS: get an alert when its fair value changes →
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.
Insider activity: 35/100
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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Price, fair value, quality and upside side by side.
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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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