Global bedding manufacturer and retailer (mattresses, pillows) formed when Tempur Sealy renamed after acquiring Mattress Firm.
Sells mattresses through retail partners such as furniture and department stores, its own Mattress Firm stores and company websites. The Mattress Firm purchase, completed in 2025, brought the retailer in house, so it now earns both the factory margin and the store margin on mattresses sold there.
Products and services
Mattresses (Tempur-Pedic, Sealy)
Mattress Firm retail stores
Pillows/bedding accessories
Customers
Consumers (direct retail & wholesale partners)
Where it sits in the supply chain
Consumer discretionary / home…
Mattress & bedding manufacturing
Branded retail distribution (Mattress…
What could go right
Cross-sell of owned brands through Mattress Firm stores
Housing turnover driving mattress replacement
What could go wrong
Antitrust/regulatory scrutiny of Mattress Firm merger
Discretionary spending sensitivity to housing/economy
Moat: narrow (brand, distribution, scale). Owning both leading mattress brands and the largest US mattress retail chain gives distribution control rivals lack.
Headquarters: Lexington, Kentucky, US · Founded: 1950 · Employees: 20,000
Named competitors
Sleep Number private or unlisted
Purple Innovation private or unlisted
Serta Simmons (private) private or unlisted
Casper (private) private or unlisted
Somnigroup International at a glance
SizeSomnigroup International (SGI) is a United States Consumer Discretionary company (Home Furnishings) with a market value of $14.8B, the 605th largest of 3,117 United States companies the cockpit tracks. Shares closed at $64.17 on 6 Nov 2026.
Performance Over six months the shares fell 7.4%, against +2.6% for the median peer and -1.1% for the United States market (cap-weighted) — lowest of 5 in its peer set.
Growth Revenue grew 27.1% over the last twelve months (peer median +13.7%); the operating margin is 13.5% (peer median 19.6%).
Valuation It trades at 18.3× forward earnings against a peer median of 26.5× (3rd cheapest of 5).
Price implies For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -0 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.0 points below its cost of capital (9.6% WACC).
Credit Somnigroup International has 2 bonds outstanding ($1.60B), rated BB+ by the agencies and trading like BB+ at a weighted spread of 132 bp.
Short interest Short interest is 8.4% of the free float (15 Oct 2026).
Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).
Relative performance
Six months, rebased to 100: Somnigroup International against the median of its 4 peers (local-currency closes).
Somnigroup International financials
Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
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.
Performance: 6-month against 1-month return
Up and to the right = strong over both horizons. Somnigroup International is the large dot.
Fundamentals: revenue growth against valuation
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Somnigroup International is the large dot.
Capital: growth delivered against growth the price implies
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Somnigroup International is the large dot.
Somnigroup International competitors and peer comparison
How Somnigroup International compares with its peers
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.
Somnigroup International against its 4 peers (data as of 6 Nov 2026)
Measure
SGI
Peer median
Rank in peer set
1-month return
+2.9%
-18.3%
2nd highest of 5
6-month return
-7.4%
+2.6%
lowest of 5
Distance from 52-week high
-34.9%
-44.1%
3rd highest of 5
Revenue growth (TTM)
+27.1%
+13.7%
2nd highest of 5
Operating margin
13.5%
19.6%
2nd lowest of 5
Forward P/E
18.3×
26.5×
3rd cheapest of 5
Growth the price implies (Req g, 7 yrs)
15.0%
n/a
—
Growth delivered (Del g)
+15.3%
n/a
—
Hurdle (Req g minus delivered)
-0.3 pp
n/a
—
ROIC minus cost of capital
-1.0 pp
+4.4 pp
2nd lowest of 5
EV / EBITDA
16.3×
n/a
—
Net debt / EBITDA
4.9×
n/a
—
Bond spread
132 bp
n/a
—
Peer table
Peer set: Industry: the same industry and sector in any market, nearest in size
Somnigroup International has 2 bonds outstanding with $1.60B face value. The agencies rate it BB+; its bonds trade like BB+. Weighted yield 5.95%, a spread of 132 bp over government bonds.
Who are Somnigroup International's main competitors?
Named competitors: Sleep Number (private or unlisted), Purple Innovation (private or unlisted), Serta Simmons (private) (private or unlisted), Casper (private) (private or unlisted). The cockpit's measured peer set (industry) also includes Chongqing Polycomp International (301526.SZ), Lens Technology (300433.SZ), Fuyao Glass Industry (600660.SS), Guangdong Songfa Ceramics (603268.SS).
Is Somnigroup International expensive compared with its peers?
On forward p/e it trades at 18.3× against a peer median of 26.5×, 3rd cheapest of 5 in its peer set. For today's price to make sense, revenue must grow about 15% a year for seven years (Req g). Recent delivered growth is +15%, so the hurdle is -0 pp: the price already allows for a slowdown.
How has Somnigroup International stock performed?
Over six months to 6 Nov 2026 the shares returned -7.4% against +2.6% for the median peer; over one year -19.4%.