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Employees: 4,239
Size DFS Furniture (DFS.L) is a United Kingdom Consumer Discretionary company (Home Furnishings) with a market value of $420M, the 315th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £135.00 on 6 Nov 2026.
Performance Over six months the shares gained 12.0%, against -26.5% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — 3rd highest of 20 in its peer set.
Growth Revenue grew 2.6% over the last twelve months (peer median -3.6%); the operating margin is 7.4% (peer median 0.4%).
Valuation It trades at 9.0× forward earnings against a peer median of 29.8× (2nd cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is -2 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.3 points below its cost of capital (10.0% WACC).
Next results Next results expected around 16 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | £1.06B | £1.06B | £1.03B | £987M | £1.09B |
| Revenue growth | — | +3% | +4% | -9% | — |
| Gross profit | £526M | £526M | £498M | £459M | £500M |
| EBITDA | £166M | £166M | £156M | £143M | £156M |
| Net income | £34.9M | £34.9M | £24.2M | -£4.70M | £26.2M |
| Free cash flow | £141M | £141M | £158M | £85.9M | £91.0M |
| Capital expenditure | £27.6M | £27.6M | £20.9M | £21.6M | £34.9M |
| Total debt | n/a | £392M | £472M | £592M | £577M |
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 | DFS.L | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -7.5% | -10.0% | 9th highest of 21 |
| 6-month return | +12.0% | -26.5% | 3rd highest of 20 |
| Distance from 52-week high | -33.8% | -43.1% | 8th highest of 21 |
| Revenue growth (TTM) | +2.6% | -3.6% | 9th highest of 21 |
| Operating margin | 7.4% | 0.4% | 7th highest of 21 |
| Forward P/E | 9.0× | 29.8× | 2nd cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -2.5% | 9.0% | 2nd least demanding of 12 |
| Growth delivered (Del g) | -0.1% | +3.3% | 5th lowest of 12 |
| Hurdle (Req g minus delivered) | -2.5 pp | +6.6 pp | 5th least demanding of 12 |
| ROIC minus cost of capital | -1.3 pp | -3.6 pp | 8th highest of 20 |
| EV / EBITDA | 4.2× | 8.8× | cheapest of 7 |
| Net debt / EBITDA | 2.3× | 0.7× | 3rd most indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| DFS Furniture DFS.L | United Kingdom | $420M | +12% | +3% | 7% | 9.0× | -2.5% | -0.1% |
| Guangzhou Shangpin Home Collection 300616.SZ | China | $419M | -30% | -21% | -20% | 238.5× | n/a | n/a |
| Hebei Keli Automobile Equipment 301552.SZ | China | $418M | -29% | -5% | 21% | n/a | 9.0% | +31.2% |
| DO & SHUIHUA 002798.SZ | China | $443M | -35% | -18% | -20% | n/a | 15.8% | -16.3% |
| Zhejiang Zhenshi New Materials 601112.SS | China | $393M | -27% | +62% | 11% | 29.0× | n/a | n/a |
| GWA GWA.AX | Australia | $374M | +2% | +1% | 18% | 11.2× | 1.3% | +0.8% |
| Triumph New Energy 1108.HK | Hong Kong | $473M | -51% | -36% | -76% | n/a | n/a | n/a |
| G-Tech Optoelectronics 3149.TW | Taiwan | $484M | +22% | +8% | -21% | 77.6× | n/a | n/a |
| Zbom Home Collection 603801.SS | China | $363M | -35% | -20% | -4% | n/a | n/a | n/a |
| Xiamen R & T Plumbing Technology 002790.SZ | China | $359M | -23% | -23% | -4% | 156.0× | n/a | n/a |
| Hanssem 009240.KS | South Korea | $496M | -6% | -10% | 2% | 44.5× | 5.4% | -3.3% |
| QuMei Home Furnishings 603818.SS | China | $354M | -7% | -6% | -2% | 34.4× | 11.3% | -4.4% |
| AUPU Intelligent Technology 603551.SS | China | $503M | -27% | +5% | 13% | 14.1× | -5.6% | +3.3% |
| Sleemon Healthy Sleep Technology 603008.SS | China | $505M | -11% | -2% | 1% | 6.3× | 23.5% | +9.4% |
| Ethan Allen Interiors ETD | United States | $506M | -2% | -6% | 8% | 16.4× | 3.3% | -3.3% |
| Zhejiang Zhengte 001238.SZ | China | $506M | -38% | +24% | 0% | 48.3× | 24.6% | +12.9% |
| XMAX XMAX | United States | $346M | n/a | +64% | -21% | n/a | n/a | n/a |
| Koala KOA.AX | Australia | $343M | +78% | +20% | 5% | 20.7× | 10.9% | +22.0% |
| Yangzhou Jinquan Travelling Goods 603307.SS | China | $342M | -20% | +4% | 13% | 28.7× | -2.5% | +7.3% |
| Hunan Mendale Hometextile 002397.SZ | China | $340M | -36% | +6% | 5% | n/a | n/a | n/a |
| Guangdong Piano Customized Furniture 002853.SZ | China | $520M | -30% | -30% | -23% | 30.6× | n/a | n/a |