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Employees: 3,613
Size Barnes & Noble Education (BNED) is a United States Consumer Discretionary company (Specialty Stores) with a market value of $436M, the 2790th largest of 3,117 United States companies the cockpit tracks. Shares closed at $12.58 on 6 Nov 2026.
Performance Over six months the shares gained 19.6%, against +7.2% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 19 in its peer set.
Growth Revenue grew 5.0% over the last twelve months (peer median +7.1%); the operating margin is 2.8% (peer median 3.1%).
Valuation It trades at 13.2× forward earnings against a peer median of 15.6× (5th cheapest of 13).
Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +4 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 2.4 points below its cost of capital (9.5% WACC).
Short interest Short interest is 5.2% of the free float (15 Oct 2026).
Next results Next results expected around 9 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $1.72B | $1.71B | $1.61B | $1.57B | $1.54B |
| Revenue growth | — | +6% | +3% | +2% | — |
| Gross profit | $336M | $333M | $300M | $304M | $307M |
| EBITDA | $79.8M | $77.6M | $54.0M | $33.3M | -$8.15M |
| Net income | $22.2M | $16.9M | -$65.8M | -$79.3M | -$102M |
| Free cash flow | $48.8M | $33.9M | -$98.3M | -$19.2M | $66.6M |
| Capital expenditure | $16.0M | $16.2M | $12.9M | $14.1M | $25.1M |
| Total debt | $273M | $224M | $283M | $414M | $467M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | BNED | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +5.4% | -0.9% | 4th highest of 21 |
| 6-month return | +19.6% | +7.2% | 7th highest of 19 |
| Distance from 52-week high | -14.7% | -26.6% | 7th highest of 21 |
| Revenue growth (TTM) | +5.0% | +7.1% | 9th lowest of 20 |
| Operating margin | 2.8% | 3.1% | 10th lowest of 20 |
| Forward P/E | 13.2× | 15.6× | 5th cheapest of 13 |
| Growth the price implies (Req g, 7 yrs) | 7.6% | 4.7% | 7th most demanding of 14 |
| Growth delivered (Del g) | +3.6% | +5.8% | 6th lowest of 13 |
| Hurdle (Req g minus delivered) | +3.9 pp | +2.1 pp | 7th least demanding of 13 |
| ROIC minus cost of capital | -2.4 pp | -3.2 pp | 10th highest of 20 |
| Net debt / EBITDA | 3.1× | 1.8× | 5th most indebted of 15 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Barnes & Noble Education BNED | United States | $436M | +20% | +5% | 3% | 13.2× | 7.6% | +3.6% |
| Tokmanni TOKMAN.HE | Finland | $431M | +5% | +4% | 3% | 10.6× | 4.7% | +10.0% |
| Bohus BOHUS.OL | Norway | $426M | n/a | n/a | n/a | n/a | n/a | n/a |
| BHG BHG.ST | Sweden | $450M | +8% | +7% | 3% | 17.2× | 7.6% | +3.4% |
| Beijing Bashi Media 600386.SS | China | $415M | -17% | -27% | 1% | n/a | -2.9% | -2.9% |
| Star Plus Legend 6683.HK | Hong Kong | $460M | -30% | -48% | -52% | n/a | n/a | n/a |
| ZXZN Qi-House 8395.HK | Hong Kong | $408M | +169% | +41% | -7% | n/a | 57.6% | +3.0% |
| D. P. Abhushan DPABHUSHAN.NS | India | $468M | +79% | +31% | 8% | n/a | n/a | n/a |
| AutoCanada ACQ.TO | Canada | $468M | +26% | 0% | 2% | 13.9× | n/a | n/a |
| Camping World CWH | United States | $474M | -39% | -6% | 2% | 25.8× | 19.5% | +3.2% |
| Outlet OUTLT.OL | Norway | $481M | n/a | +12% | 15% | n/a | -5.1% | n/a |
| MCLON Jewellery 300945.SZ | China | $395M | -35% | -19% | 6% | 18.6× | n/a | n/a |
| Wakefit Innovations WAKEFIT.NS | India | $484M | +4% | +17% | 6% | 40.9× | 31.0% | +22.4% |
| Haverty Furniture Companies HVT | United States | $391M | +13% | +6% | 4% | 14.0× | 9.8% | +0.3% |
| Card Factory CARD.L | United Kingdom | $389M | +35% | +7% | 11% | 7.0× | -1.6% | +15.4% |
| G-7 7508.T | Japan | $389M | +8% | +8% | 3% | 10.2× | -6.9% | +7.3% |
| Temple & Webster TPW.AX | Australia | $494M | +23% | +11% | 1% | 44.3× | 48.2% | +15.3% |
| BYBON 300736.SZ | China | $495M | -4% | -36% | -8% | n/a | n/a | n/a |
| MoneyMax Financial Services 5WJ.SI | Singapore | $499M | -56% | +39% | 26% | 6.3× | n/a | n/a |
| Honest HNST | United States | $501M | +41% | -12% | -2% | 75.7× | 3.8% | +4.3% |
| Cortina C41.SI | Singapore | $519M | +6% | +9% | 10% | n/a | -16.5% | +17.5% |