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Bob's Discount Furniture, Inc. (BOBS) Stock Analysis

Range Bound setup

SellVALUE-TRAP 2/5High Confidence

Consumer Cyclical · Specialty Retail

Sell if holding. Multiple concerning factors at $12.24: Leverage penalty (D/E 7.2): -1.5; Concentration risk — Supplier: Vietnam (63.0%).

Bob's Discount Furniture operates 209 showrooms in 26 US states, selling value-priced home furnishings through an omnichannel model with everyday-low pricing and no reliance on promotions. Imported finished goods represent ~76% of consolidated net revenues for fiscal 2025,... Read more

$12.24+54.7% A.UpsideScore 5.5/10#7 of 18 Specialty Retail
QualityF-score7 / 9FCF yield1.68%
Stop $11.38Target $18.94(analyst − 13%)A.R:R 3.6:1
Analyst target$21.77+77.9%13 analysts
$18.94our TP
$12.24price
$21.77mean
$28

Sell if holding. Multiple concerning factors at $12.24: Leverage penalty (D/E 7.2): -1.5; Concentration risk — Supplier: Vietnam (63.0%). Chart setup: RSI 55 mid-range, Bollinger mid-band. Score 5.5/10, high confidence.

Passes 7/8 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 90d clear, semi cycle peak clear). Suitability: aggressive.

Thesis

Rewards
Attractive valuation
Analyst upside: 55%
Risks
Concentration risk — Supplier: Vietnam (63.0%)
Leverage penalty (D/E 7.2): -1.5
Weak growth

Key Metrics

P/E (TTM)14.4
P/E (Fwd)11.6
Mkt Cap$1.6B
EV/EBITDA12.8
Profit Mgn5.1%
ROE38.8%
Rev Growth8.2%
Beta
DividendNone
Rating analysts19

Quality Signals

Piotroski F7/9MoatNarrow

Options Flow

P/C0.85neutral
IV36%normal
Max Pain$30+145.1% vs spot

Concentration Risks(10-K Item 1A)

  • HIGHSupplierVietnam63%
    10-K Item 1A: 'our primary sourcing markets are Vietnam and the United States, representing approximately 63% and 28% of our product cost volume'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

52w Position
0.4
Support Resistance
3.6
Bollinger
3.8
Gap
4.0

Growth below the gate floor. Component breakdown shows what dragged the score down.static

Earnings Growth
2.2
Revenue Growth
4.5
GatesMomentum 4.8<5.5 (soft — BUY_NOW allowed but watch)Momentum 4.8>=4.5A.R:R 3.6 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 90d clearSEMI CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
55 · Neutral
20D MA 50D MA 200D MASupport $9.73Resistance $13.65

Price Targets

$11
$19
A.Upside+54.7%
A.R:R3.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeCautious

Analyst Consensus

Analysts19
Consensus4.0/5
Avg Target$22

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-12 (90d)

Verdict History

reverse chrono — latest first
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Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BOBS stock a buy right now?

Sell if holding. Multiple concerning factors at $12.24: Leverage penalty (D/E 7.2): -1.5; Concentration risk — Supplier: Vietnam (63.0%). Chart setup: RSI 55 mid-range, Bollinger mid-band. Prior stop was $11.38. Score 5.5/10, high confidence.

What is the BOBS stock price target?

Take-profit target: $18.94 (+54.7% upside). Prior stop was $11.38. Stop-loss: $11.38.

What are the risks of investing in BOBS?

Concentration risk — Supplier: Vietnam (63.0%); Leverage penalty (D/E 7.2): -1.5; Weak growth.

Is BOBS overvalued or undervalued?

Bob's Discount Furniture, Inc. trades at a P/E of 14.4 (forward 11.6). TrendMatrix value score: 8.4/10. Verdict: Sell.

What do analysts say about BOBS?

19 analysts cover BOBS with a consensus score of 4.0/5. Average price target: $22.

What does Bob's Discount Furniture, Inc. do?Bob's Discount Furniture operates 209 showrooms in 26 US states, selling value-priced home furnishings through an...

Bob's Discount Furniture operates 209 showrooms in 26 US states, selling value-priced home furnishings through an omnichannel model with everyday-low pricing and no reliance on promotions. Imported finished goods represent ~76% of consolidated net revenues for fiscal 2025, sourced primarily from Vietnam (~63% of product cost) and the US (~28%). Six distribution centers and 48 third-party depots support delivery-within-days fulfillment.

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