BBW
Build-A-Bear Workshop, Inc.
BBW has the edge over F overall, supported by stronger valuation and stronger modeled upside.
F
Ford Motor Company
F's outlook is improving, though it still trails on the overall score.
BBW Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Strong |
BBW's profitability and balance sheet are currently healthy, and its revenue and cash flow are stable.
F Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Under pressure | |
| Strong |
F's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are under pressure.
BBW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.4x | $25.92 | -8.8% |
| Current | 7.1x | $28.41 | — |
| Forward | 7.7x | $28.41 | — |
| Fair | 8.2x | $33.17 | +17% |
| Expensive | 12x | $49.33 | +74% |
Historical ranges are pointers, not guarantees.
BBW's PE is in its cheap range at 7.0x. On analysts' estimates for next year's earnings, today's price would be 7.7x, in its fair range.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
BBW Forward outlook
| Metric | Outlook |
|---|---|
| Deteriorating | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect BBW's earnings to grow and its profitability to improve, with its revenue holding steady.
F Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect F's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
BBW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.70 | -8.3% |
| Q3 2026 | $4.03 | -9.4% |
| Q2 2026 | $4.27 | +2.9% |
| Q1 2026 | $3.99 | +5% |
| Q4 2025 | $4.34 | +15% |
| Q3 2025 | $4.45 | +25% |
| Q2 2025 | $4.15 | +19% |
| Q1 2025 | $3.80 | +4.1% |
| Q4 2024 | $3.76 | +9% |
BBW has the edge over F on earnings quality, reporting a profit while its opponent remains loss making.
F Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.78 | — |
| Q3 2026 | -$1.97 | -270% |
| Q2 2026 | -$1.87 | -340% |
| Q1 2026 | -$1.55 | -224% |
| Q4 2025 | -$2.06 | -241% |
| Q3 2025 | $1.16 | +32% |
| Q2 2025 | $0.78 | -19% |
| Q1 2025 | $1.25 | +29% |
| Q4 2024 | $1.46 | +35% |
F has swung to a loss: it lost $1.97 per share over the past year, after a profit the year before.
BBW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $115.3M | -7.2% |
| Q2 2026 | $125.3M | -2.4% |
| Q1 2026 | $154.5M | +2.7% |
| Q4 2025 | $122.7M | +2.7% |
| Q3 2025 | $124.2M | +11% |
| Q2 2025 | $128.4M | +12% |
| Q1 2025 | $150.4M | +0.8% |
| Q4 2024 | $119.4M | +11% |
BBW has the edge over F on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 10% | -2.2 points |
| Q2 2026 | 19% | +3.8 points |
| Q1 2026 | 14% | -4.3 points |
| Q4 2025 | 8.8% | -2.2 points |
| Q3 2025 | 12% | +2 points |
| Q2 2025 | 15% | +2.2 points |
| Q1 2025 | 18% | +0.8 points |
| Q4 2024 | 11% | +1.3 points |
BBW has the edge over F on profitability, with a higher operating margin.
F Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $49.5B | -2% |
| Q2 2026 | $48.3B | -3.8% |
| Q1 2026 | $43.3B | +6.4% |
| Q4 2025 | $45.9B | -4.8% |
| Q3 2025 | $50.5B | +9.4% |
| Q2 2025 | $50.2B | +5% |
| Q1 2025 | $40.7B | -5% |
| Q4 2024 | $48.2B | +4.9% |
F's revenue grew through 2023 and has held roughly level since: $49.5B last quarter, down 2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.9% | -0.1 points |
| Q2 2026 | 1.3% | +0.3 points |
| Q1 2026 | 5.4% | +4.6 points |
| Q4 2025 | -25% | -28 points |
| Q3 2025 | 3.1% | +1.2 points |
| Q2 2025 | 1% | -2.9 points |
| Q1 2025 | 0.8% | -2.1 points |
| Q4 2024 | 2.5% | +3.1 points |
F's operating margin was 2.9% last quarter, about level with the same quarter a year ago.
BBW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$3.6M | -528% |
| Q2 2026 | $14.4M | -42% |
| Q1 2026 | $12.1M | +24% |
| Q4 2025 | $1.7M | -85% |
| Q3 2025 | $849K | +$2.1M |
| Q2 2025 | $24.9M | +214% |
| Q1 2025 | $9.8M | -60% |
| Q4 2024 | $11.3M | +$15.4M |
BBW usually generates cash, though not every quarter: the latest was −$4M, but it generated $25M over the past year.
F Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.1B | -40% |
| Q2 2026 | $2B | -54% |
| Q1 2026 | -$1.1B | -157% |
| Q4 2025 | $1.1B | +108% |
| Q3 2025 | $5.3B | +50% |
| Q2 2025 | $4.2B | +24% |
| Q1 2025 | $1.9B | +$2.6B |
| Q4 2024 | $530M | +169% |
F has the edge over BBW on cash flow, with more consistent year-over-year improvement.
BBW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.6% | -207K shares |
| 1 year | -5.4% | -708K shares |
| 3 years | -14% | -2.1M shares |
| 5 years | -23% | -3.7M shares |
| Available history | -16% | -2.3M shares |
BBW has the edge over F on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5.6M |
| Q2 2026 | $11.5M |
| Q1 2026 | $10.2M |
| Q4 2025 | $10.2M |
| Q3 2025 | $3.1M |
| Q2 2025 | $4.2M |
| Q1 2025 | $8.1M |
| Q4 2024 | $4.8M |
BBW spent $38M buying back its own shares over the past year, up 86% from the year before.
F Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.2% | +89M shares |
| 1 year | +0.7% | +28M shares |
| 3 years | +0.6% | +26M shares |
| 5 years | +1% | +40M shares |
| Available history | +1.8% | +72M shares |
F has 4.1B diluted shares, up 0.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $311M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $150M |
F spent $311M buying back its own shares over the past year, up 107% from the year before.
BBW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.3x | Net Cash |
| Q1 2026 | -0.3x | Net Cash |
| Q4 2025 | -0.3x | Net Cash |
| Q3 2025 | -0.4x | Net Cash |
| Q2 2025 | -0.5x | Net Cash |
| Q1 2025 | -0.3x | Net Cash |
| Q4 2024 | -0.4x | Net Cash |
BBW has more cash than debt.
F Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.5x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -2.0x | Net Cash |
| Q4 2025 | -3.4x | Net Cash |
| Q3 2025 | -2.4x | Net Cash |
| Q2 2025 | -2.2x | Net Cash |
| Q1 2025 | -1.8x | Net Cash |
| Q4 2024 | -1.8x | Net Cash |
F has the edge over BBW on leverage, with a lower net debt burden relative to earnings.
BBW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.9 | Neutral |
| Stochastic | 31.7 | Neutral |
BBW's weekly RSI is 43 (neutral) and its Stochastic is 32 (neutral).
F Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 19.6 | Oversold |
F's weekly RSI is 41 (neutral) and its Stochastic is 20 (oversold).
BBW PE vs Consumer Cyclical Sector
| Metric | BBW | Sector median | Relative |
|---|---|---|---|
| PE | 7.1x | 18x | 61% below |
| PE % | 26 | 47 | 21 pts below |
BBW is trading at 7.0x earnings, a 61% discount to the Consumer Cyclical sector's median of 18x.
F PE vs Consumer Cyclical Sector
| Metric | F | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
F has no meaningful PE right now: it lost money over the past year.
BBW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $26.4 | 7.5% above |
| 20 week MA | $30.2 | 6% below |
| 50 week MA | $39.6 | 28% below |
| 100 week MA | $44.0 | 35% below |
| 200 week MA | $35.3 | 19% below |
BBW has the edge over F on trend strength, trading above more of its moving averages.
F Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.2 | 2.5% below |
| 20 week MA | $13.3 | 11% below |
| 50 week MA | $13.4 | 11% below |
| 100 week MA | $12.1 | 2% below |
| 200 week MA | $12.1 | 1.4% below |
F is in a downtrend: it's below all five of its weekly moving averages, and 1.4% below its 200-week average.
BBW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $3.22 | $3.96 | +23% |
| 2021 | $3.96 | $17.3 | +337% |
| 2022 | $17.3 | $23.2 | +34% |
| 2023 | $23.2 | $23.0 | -1% |
| 2024 | $23.0 | $46.7 | +103% |
| 2025 | $46.7 | $62.3 | +34% |
| 2026 YTD | $62.3 | $28.4 | -54% |
BBW is down 54% so far in 2026, after finishing higher in five of the previous six years.
F Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.36 | $8.86 | -5.3% |
| 2021 | $8.86 | $20.3 | +129% |
| 2022 | $20.3 | $11.4 | -44% |
| 2023 | $11.4 | $12.2 | +7.3% |
| 2024 | $12.2 | $10.0 | -18% |
| 2025 | $10.0 | $13.3 | +33% |
| 2026 YTD | $13.3 | $11.9 | -11% |
F has the edge over BBW on returns for 2026, with the stronger performance.