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Value-priced furniture and mattress retailer operating showrooms across the eastern and central US.
Value-priced furniture and mattress retailer operating showrooms across the eastern and central US.
Earns its money on furniture and mattresses sold at low prices through its own showrooms, relying on its own designs, sourcing and delivery network to keep costs down. Living room and bedroom sets carry most sales, and opening new showrooms is the main route to growth.
Moat: narrow (brand, cost advantage). Low-price positioning and a vertically-run supply chain differentiate it from higher-end furniture retailers.
Headquarters: Manchester, Connecticut, US · Founded: 1991 · Employees: 5,950
Size Bob's Discount Furniture (BOBS) is a United States Consumer Discretionary company (Specialty Stores) with a market value of $2.54B, the 1647th largest of 3,117 United States companies the cockpit tracks. Shares closed at $19.42 on 6 Nov 2026.
Performance Over six months the shares gained 42.4%, against -2.2% for the median peer and -1.1% for the United States market (cap-weighted) — 3rd highest of 20 in its peer set.
Growth Revenue grew 16.8% over the last twelve months (peer median +7.0%); the operating margin is 8.8% (peer median 7.3%).
Valuation It trades at 20.2× forward earnings against a peer median of 16.5× (6th most expensive of 20).
Price implies For today's price to make sense, revenue must grow about 13% a year for seven years (Req g). Recent delivered growth is +4%, so the hurdle is +9 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 1.4 points above its cost of capital (11.0% WACC).
Short interest Short interest is 6.8% of the free float (15 Oct 2026).
Next results Next results expected around 23 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $2.46B | $2.37B | $2.03B | $2.01B | $2.11B |
| Revenue growth | — | +17% | +1% | -5% | — |
| Gross profit | $1.16B | $1.08B | $948M | $935M | $853M |
| EBITDA | $292M | $253M | $200M | $191M | $120M |
| Net income | $134M | $122M | $87.9M | $78.1M | $27.6M |
| Free cash flow | $116M | $81.4M | $82.9M | $167M | $566,000 |
| Capital expenditure | $105M | $83.0M | $78.2M | $29.8M | $51.4M |
| Total debt | $894M | $1.18B | $691M | $713M | n/a |
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.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Bob's Discount Furniture BOBS | $2.54B | +42% | +17% | 9% | 20.2× | 13.4% |
| La-Z-Boy LZB | $1.27B | -11% | 0% | 7% | 12.7× | 4.2% |
| Wayfair W | $15.3B | +69% | +8% | 2% | 29.6× | 47.7% |
| Haverty Furniture Companies HVT | $391M | +13% | +6% | 4% | 14.0× | 9.8% |
| Somnigroup International SGI | $14.8B | -7% | +27% | 14% | 18.3× | 15.0% |
| Ethan Allen Interiors ETD | $506M | -2% | -6% | 8% | 16.4× | 3.3% |
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 | BOBS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +36.1% | +9.5% | highest of 21 |
| 6-month return | +42.4% | -2.2% | 3rd highest of 20 |
| Distance from 52-week high | -17.3% | -22.7% | 5th highest of 21 |
| Revenue growth (TTM) | +16.8% | +7.0% | 8th highest of 21 |
| Operating margin | 8.8% | 7.3% | 10th highest of 21 |
| Forward P/E | 20.2× | 16.5× | 6th most expensive of 20 |
| Growth the price implies (Req g, 7 yrs) | 13.4% | 4.0% | 4th most demanding of 17 |
| Growth delivered (Del g) | +4.0% | +10.0% | 6th lowest of 17 |
| Hurdle (Req g minus delivered) | +9.4 pp | -4.7 pp | 2nd most demanding of 17 |
| ROIC minus cost of capital | +1.4 pp | +1.6 pp | 11th highest of 21 |
| EV / EBITDA | 11.6× | 10.6× | 9th cheapest of 17 |
| Net debt / EBITDA | 2.9× | 1.7× | 7th most indebted of 18 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Bob's Discount Furniture BOBS | United States | $2.54B | +42% | +17% | 9% | 20.2× | 13.4% | +4.0% |
| RH RH | United States | $2.48B | -2% | +3% | 10% | 20.2× | 11.4% | +3.8% |
| Dunelm DNLM.L | United Kingdom | $2.44B | +24% | +3% | 12% | 11.7× | 2.4% | +6.4% |
| Shanghai Yuyuan Tourist Mart 600655.SS | China | $2.70B | -6% | -21% | -3% | 77.3× | 15.9% | -4.4% |
| POYA International 5904.TWO | Taiwan | $2.38B | +65% | +13% | 17% | 18.7× | 0.7% | +7.6% |
| Advance Auto Parts AAP | United States | $2.75B | -19% | -1% | 4% | 19.2× | 5.6% | -3.2% |
| Watches of Switzerland WOSG.L | United Kingdom | $2.34B | +43% | +11% | 10% | 14.1× | 14.5% | +15.1% |
| Lalithaa Jewellery Mart LALITHAA.NS | India | $2.21B | n/a | +48% | 6% | n/a | n/a | n/a |
| Lovisa LOV.AX | Australia | $2.18B | +32% | +18% | 18% | 27.8× | 21.9% | +26.7% |
| Super Retail SUL.AX | Australia | $2.14B | +22% | +3% | 9% | 13.8× | 6.7% | +4.0% |
| TRIAL Holdings.Inc 141A.T | Japan | $3.12B | +2% | +69% | 2% | 43.1× | 11.0% | +53.9% |
| Group 1 Automotive GPI | United States | $3.12B | -27% | -3% | 5% | 7.1× | -6.1% | +16.3% |
| Warby Parker WRBY | United States | $3.15B | -14% | +11% | 0% | 57.8× | n/a | n/a |
| Eagers Automotive APE.AX | Australia | $3.18B | -31% | +19% | 4% | 16.5× | 5.9% | +8.3% |
| North West NWC.TO | Canada | $2.02B | +17% | +1% | 8% | 17.1× | -2.8% | +1.9% |
| MTG 7806.T | Japan | $1.96B | +36% | +44% | 11% | 27.4× | n/a | n/a |
| Sonic Automotive SAH | United States | $1.95B | -24% | +2% | 3% | 9.3× | n/a | n/a |
| MINISO 9896.HK | Hong Kong | $3.34B | -25% | +31% | 13% | 9.9× | 1.5% | +18.5% |
| Chow Tai Seng Jewelry 002867.SZ | China | $1.88B | -12% | -22% | 14% | 13.1× | 1.3% | +11.7% |
| Asbury Automotive ABG | United States | $3.64B | +1% | -1% | 5% | 7.6× | -2.4% | +20.3% |
| Beijing Caishikou Department Store 605599.SS | China | $1.71B | -23% | +37% | 4% | 13.3× | -17.2% | +32.7% |