BOBS Bob's Discount Furniture, Inc. Common Stock

NYSE · Retail · View on SEC EDGAR ↗
$18.88
Price · Aug 19, 2026
Fundamentals as of Aug 6, 2026
52W Range
$10–$23
66% of range
Analyst Rating
BUY
19 analysts
Price Target
$23
+21% upside
P/E (TTM)
—
ROE
—
Net Profit Margin
—

BOBS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$18.88
Market Cap
—
P/E (TTM)
—
EPS (TTM)
—
Revenue (TTM)
—
Div Yield
—
ROE
—
Debt/Equity
—
52W Range
$10 – $23

BOBS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS —
Free Cash Flow —
Margins —

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
BOBS
Peer Median

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
BOBS
Peer Median

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
BOBS
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
BOBS
Peer Median

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
BOBS
Peer Median

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
BOBS
Peer Median

BOBS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 19 analysts
  • Strong Buy 3 15.8%
  • Buy 13 68.4%
  • Hold 3 15.8%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

13 analysts · 2026-08-13
Median target $22.00 +16.6%
Mean target $22.92 +21.4%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.04%
Period EPS Actual EPS Est Surprise
June 30, 2026 $0.20 $0.20 -0.00%
March 31, 2026 $0.09 $0.06 0.03%
Dec. 31, 2025 $0.35 $0.26 0.09%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
BOBS — — — — — —
WSM $24.31B 23.2 1.2% 13.9% 51.4% 46.2%
W $13.05B -41.2 5.1% -2.5% 11.4% 30.2%
RH $3.74B 31.5 8.1% 3.6% 1266.9% 44.1%
ARHS — 23.4 8.5% 4.9% 16.7% 38.9%
HVT $716M 20.1 5.0% 2.6% 6.4% 60.7%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Balance Sheet 24
Annual Balance Sheet data for BOBS
Metric Trend 2025
Cash & Equivalents $53M
Receivables $18M
Inventory $350M
Prepaid Expense $41M
Current Assets $471M
Goodwill $182M
Intangibles $179M
Other Non-current Assets $5M
Total Assets $1.81B
Accounts Payable $261M
Accrued Liabilities $66M
Current Liabilities $543M
Capital Leases $679M
Deferred Tax $43M
Other Non-current Liabilities $1M
Total Liabilities $1.65B
Long-term Debt $339M
Common Stock $11.0K
Paid-in Capital $200M
Retained Earnings $31M
Treasury Stock $67M
Stockholders' Equity $164M
Liabilities + Equity $1.81B
Shares Outstanding 110,530,029

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Latest News Recent headlines mentioning this company

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Institutional owners (13F) 107 filers · $1.9B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
51 24 22 23 —

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair. Change vs prior quarter not shown: filer coverage differs too much between these two quarters for a reliable comparison.

Institution Value Shares % of tracked 13F Type
Bain Capital Investors LLC $1,508,765,281 95,370,751 78.62% Shares
FMR LLC $69,393,465 4,386,439 3.62% Shares
Sunriver Management LLC $25,574,454 1,616,590 1.33% Shares
EMERALD ADVISERS, LLC $25,423,816 1,607,068 1.32% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $20,775,220 1,313,225 1.08% Shares
Hood River Capital Management LLC $18,200,847 1,150,496 0.95% Shares
EMERALD MUTUAL FUND ADVISERS TRUST $16,605,431 1,049,648 0.87% Shares
Alyeska Investment Group, L.P. $16,599,088 1,049,247 0.86% Shares
Balyasny Asset Management L.P. $15,680,151 991,160 0.82% Shares
CHILTON INVESTMENT CO INC. $14,332,256 905,958 0.75% Shares
VANGUARD CAPITAL MANAGEMENT LLC $13,893,820 878,244 0.72% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $13,707,524 866,468 0.71% Shares
Hook Mill Capital Partners, LP $12,182,318 770,058 0.63% Shares
UBS Group AG $8,270,443 522,784 0.43% Shares
Western Standard LLC $7,957,413 502,997 0.41% Shares
Point72 Asset Management, L.P. $7,814,605 493,970 0.41% Shares
GEODE CAPITAL MANAGEMENT, LLC $6,444,401 407,214 0.34% Shares
JANUS HENDERSON GROUP PLC $6,390,367 543,861 0.33% Shares
KETTLE HILL CAPITAL MANAGEMENT, LLC $6,230,928 393,864 0.32% Shares
LAZARD ASSET MANAGEMENT LLC $4,886,482 308,880 0.25% Shares
Laurion Capital Management LP $4,746,000 300,000 0.25% Shares
Ghisallo Capital Management LLC $4,746,000 300,000 0.25% Shares
STATE STREET CORP $4,682,657 295,996 0.24% Shares
FIL Ltd $4,120,778 260,479 0.21% Shares
Burkehill Global Management, LP $3,955,000 250,000 0.21% Shares
HBK INVESTMENTS L P $3,955,000 250,000 0.21% Shares
Portolan Capital Management, LLC $3,953,513 249,906 0.21% Shares
Pembroke Management, LTD $3,935,889 248,792 0.21% Shares
Archon Capital Management LLC $3,674,306 232,257 0.19% Shares
BOOTHBAY FUND MANAGEMENT, LLC $3,507,073 221,686 0.18% Shares
Lisanti Capital Growth, LLC $3,180,057 201,015 0.17% Shares
Beaumont Financial Advisors, LLC $2,962,137 187,240 0.15% Shares
BARINGS LLC $2,847,600 180,000 0.15% Shares
XTX Topco Ltd $2,761,903 174,583 0.14% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $2,661,509 168,237 0.14% Shares
SEVEN GRAND MANAGERS, LLC $2,373,000 150,000 0.12% Shares
Divisadero Street Capital Management, LP $2,284,266 144,391 0.12% Shares
VANGUARD FIDUCIARY TRUST CO $2,127,885 134,506 0.11% Shares
DIMENSION CAPITAL MANAGEMENT LLC $2,097,859 132,608 0.11% Shares
RENAISSANCE TECHNOLOGIES LLC $2,074,935 131,159 0.11% Shares
Concentric Capital Strategies, LP $1,947,695 123,116 0.10% Shares
Tabor Asset Management, LP $1,857,252 117,399 0.10% Shares
AMERICAN CENTURY COMPANIES INC $1,843,774 116,547 0.10% Shares
Longaeva Partners L.P. $1,819,300 115,000 0.09% Shares
GOLDMAN SACHS GROUP INC $1,669,279 105,517 0.09% Shares
Cinctive Capital Management LP $1,649,662 104,277 0.09% Shares
NORGES BANK $1,609,369 101,730 0.08% Shares
BW Gestao de Investimentos Ltda. $1,582,000 100,000 0.08% Shares
Wealthspire Advisors, LLC $1,272,687 80,448 0.07% Shares
Universal- Beteiligungs- und Servicegesellschaft mbH $1,232,948 77,936 0.06% Shares
Verition Fund Management LLC $1,200,564 75,889 0.06% Shares
BANK OF AMERICA CORP /DE/ $1,196,292 75,619 0.06% Shares
Polar Asset Management Partners Inc. $1,186,500 75,000 0.06% Shares
Hound Partners, LLC $1,139,040 72,000 0.06% Shares
Y-Intercept (Hong Kong) Ltd $1,043,978 65,991 0.05% Shares
BlackRock, Inc. $1,020,184 64,487 0.05% Shares
Swiss National Bank $765,688 48,400 0.04% Shares
Chicago Capital, LLC $764,059 48,297 0.04% Shares
Walleye Capital LLC $685,765 43,348 0.04% Shares
RAYMOND JAMES FINANCIAL INC $603,327 38,137 0.03% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $526,806 33,300 0.03% Call option
SEI INVESTMENTS CO $511,350 32,323 0.03% Shares
CIBC WORLD MARKET INC. $476,973 30,150 0.02% Shares
MORGAN STANLEY $433,215 27,384 0.02% Shares
Penn Capital Management Company, LLC $423,454 26,767 0.02% Shares
RHUMBLINE ADVISERS $372,651 23,556 0.02% Shares
CITADEL ADVISORS LLC $370,188 23,400 0.02% Put option
CITIGROUP INC $315,103 19,918 0.02% Shares
WELLS FARGO & COMPANY/MN $285,235 18,030 0.01% Shares
VANGUARD ASSET MANAGEMENT, Ltd $274,572 17,356 0.01% Shares
Atom Investors LP $265,301 16,770 0.01% Shares
Nuveen, LLC $255,572 16,155 0.01% Shares
ALLIANCEBERNSTEIN L.P. $253,120 16,000 0.01% Shares
READYSTATE ASSET MANAGEMENT LP $237,300 15,000 0.01% Shares
CITADEL ADVISORS LLC $216,734 13,700 0.01% Call option
Bank of New York Mellon Corp $210,849 13,328 0.01% Shares
MetLife Investment Management, LLC $192,118 12,144 0.01% Shares
CITADEL ADVISORS LLC $191,343 12,095 0.01% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $142,380 9,000 0.01% Shares
JPMORGAN CHASE & CO $133,772 8,137 0.01% Shares
Zurcher Kantonalbank (Zurich Cantonalbank) $128,886 8,147 0.01% Shares
Invesco Ltd. $123,823 7,827 0.01% Shares
NEW YORK STATE COMMON RETIREMENT FUND $109,158 6,900 0.01% Shares
OSAIC HOLDINGS, INC. $98,335 6,216 0.01% Shares
Vanguard Global Advisers, LLC $97,641 6,172 0.01% Shares
Police & Firemen's Retirement System of New Jersey $91,582 5,789 0.00% Shares
KLP KAPITALFORVALTNING AS $87,010 5,500 0.00% Shares
STRS OHIO $60,116 3,800 0.00% Shares
NORTHERN TRUST CORP $48,773 3,083 0.00% Shares
BNP PARIBAS FINANCIAL MARKETS $47,950 3,031 0.00% Shares
BARCLAYS PLC $45,040 2,847 0.00% Shares
Legal & General Group Plc $30,121 1,904 0.00% Shares
Ameritas Investment Partners, Inc. $28,175 1,781 0.00% Shares
Russell Investments Group, Ltd. $24,821 1,569 0.00% Shares
Tower Research Capital LLC (TRC) $18,320 1,158 0.00% Shares
Park Place Capital Corp $13,843 875 0.00% Shares
ROYAL BANK OF CANADA $11,000 694 0.00% Shares
MERCER GLOBAL ADVISORS INC /ADV $7,910 500 0.00% Shares
Costello Asset Management, INC $7,910 500 0.00% Shares
Rockefeller Capital Management L.P. $6,328 400 0.00% Shares

Company insiders 2 insiders · 0 officers · 2 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jennifer Lynn Davis Director Feb. 13, 2026 S 95,370,751 0 1 $-46,504,950
John Thomas Kilgallon Director Feb. 13, 2026 S 95,370,751 0 1 $-46,504,950

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 18 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
SCHA · SCHWAB STRATEGIC TRUST 0.01% 92,769 NS May 31, 2026 N-PORT
FBCG · FIDELITY COVINGTON TRUST 0.00% 6,230 NS April 30, 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 13,961 NS May 31, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VB · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VBR · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VTI · VANGUARD INDEX FUNDS — — July 15, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTWG · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS — — July 15, 2026 Daily
IWN · iShares Trust — — Aug. 17, 2026 Daily
IWO · iShares Trust — — Aug. 18, 2026 Daily
IWM · iShares Trust — — Aug. 18, 2026 Daily
OMFS · Invesco Exchange-Traded Self-Indexe… — — July 13, 2026 Daily
ISCB · iShares Trust — — July 20, 2026 Daily
ISCV · iShares Trust — — July 20, 2026 Daily
WSML · iShares Trust — — July 20, 2026 Daily