BOBS
Bob's Discount Furniture, Inc.
BOBS's fundamentals are mixed: revenue grew 9%, while its operating margin held steady at 8.5%. Its PE isn't a useful guide right now because of how its recent earnings were reported.
BOBS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Strong |
BOBS's revenue, profitability, cash flow and balance sheet are all currently healthy.
BOBS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 15x | $15.74 | -24% |
| Fair | 17x | $18.59 | -9.9% |
| Expensive | 19x | $20.33 | -1.5% |
| Current | 19x | $20.64 | — |
Historical ranges are pointers, not guarantees.
BOBS's PE is 19x, but its earnings don't support one, so it isn't a reliable read right now.
BOBS Forward outlook
There aren't enough analyst estimates for BOBS to show an outlook.
BOBS Earnings Per Share
BOBS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $680.4M | +10% |
| Q2 2026 | $619.6M | +8.8% |
| Q1 2026 | $578.1M | +8.5% |
| Q4 2025 | $648.8M | +8.2% |
BOBS's revenue has grown year over year every quarter since late 2025: $680M last quarter, up 10% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 8.7% | +0.3 points |
| Q2 2026 | 13% | +4 points |
| Q1 2026 | 3% | -0.9 points |
| Q4 2025 | 9.2% | N/A |
| Q3 2025 | 8.3% | -1 points |
| Q2 2025 | 8.7% | N/A |
| Q1 2025 | 3.9% | N/A |
| Q4 2024 | 9.3% | N/A |
BOBS's operating margin was 8.7% last quarter, about level with the same quarter a year ago.
BOBS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $81.3M | +30% |
| Q2 2026 | $36M | +248% |
| Q1 2026 | -$2.7M | +$9.4M |
| Q4 2025 | $20.7M | -60% |
BOBS generated $135M in free cash flow over the past year, up 21% from the year before.
BOBS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +586K shares |
| 1 year | +4.5% | +5.9M shares |
BOBS has 136M diluted shares, up 4.5% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $50,000 |
| Q4 2025 | $17,000 |
| Q3 2025 | $401,000 |
| Q2 2025 | $626,000 |
| Q1 2025 | $83,000 |
| Q4 2024 | $358,000 |
BOBS has spent almost nothing on buybacks in the past year.
BOBS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.4x | Net Cash |
| Q2 2026 | -0.1x | Net Cash |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | 1.4x | Healthy |
BOBS has more cash than debt.
BOBS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 71.2 | Overbought |
| Stochastic | 78.2 | Neutral |
BOBS's weekly RSI is 71 (overbought) and its Stochastic is 78 (neutral).
BOBS PE vs Consumer Cyclical Sector
| Metric | BOBS | Sector median | Relative |
|---|---|---|---|
| PE | 19x | 18x | 6% above |
| PE % | 95 | 13 | 82 pts above |
BOBS is trading at 19x earnings, in line with the Consumer Cyclical sector's median of 18x, though its earnings don't support one.
BOBS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $16.2 | 27% above |
| 20 week MA | $16.5 | 25% above |
BOBS is in an uptrend: it's above all two of its weekly moving averages, and 25% above its 20-week average.
BOBS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2026 YTD | $16.5 | $20.6 | +25% |
It's up 25% so far in 2026.