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TLF Tandy Leather Factory, Inc.

NASDAQ Capital Market · Specialty Retail · Consumer Cyclical

$2.56
+0.05 (+1.99%)

Tandy Leather Factory, Inc., along with its subsidiaries, operates as a specialized retail provider of leather and various leathercrafting supplies. The company's operations extend across North America and into Spain. It furnishes customers with a broad range of products, including raw leather, specialized hand tools, essential hardware, crafting kits, liquid treatments, instructional materials, a…

Market Cap: $20.85Mwww.tandyleather.com

Price (90d)

No price history yet — the daily price refresh runs once a day.

Signal Score (90d)

100
100
Aug 11Aug 11

Quote

Day Range
$2.52 – $2.56
52-Week Range
$2.20 – $3.44
Volume
$27.0K
Market Cap
$20.85M
50-Day Avg
$2.38
200-Day Avg
$2.56
Prev Close
$2.51
Open
$2.55

Valuation & Ratios

P/E Ratio
2.47
EPS
$1.11
P/B Ratio
0.43
P/S Ratio
0.30
Debt/Equity
0.52
Current Ratio
5.16
Dividend Yield
+56.5%
Gross Margin
+57.0%

Returns & Efficiency

Return on Equity
+17.3%
Return on Assets
+10.5%
FCF Yield
-35.9%
EV/EBITDA
1.83

Revenue & Net Income (Annual)

Fiscal YearRevenueNet IncomeEPS
2025$76.32M$9.10M$1.11
2024$74.39M$827.0K$0.10
2023$76.23M$3.77M$0.45
2022$80.33M$1.23M$0.15
2021$82.66M$1.35M$0.16

Social Signal Score

50
5d
50
1 mentions
30d
50
1 mentions
60d
50
1 mentions
90d
50
1 mentions
news: 1

Earnings

Mon, Nov 16(in 3 months)

Consensus estimate $0.11 per share

0of 3 quarters beat consensus

Typical surprise -72.7% (median, so one quarter with a near-zero estimate can't distort it)

  • Tue, Aug 11$0.05 vs $0.11miss
  • Mon, May 11$0.03 vs $0.11miss
  • Wed, Feb 26$0.03 vs $0.16miss

Estimates and results for TLF via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.

Valuation

Project earnings forward and see what return today's price implies.

Seeded from TLF's reported EPS growth of 62.3% a year over 4 years. Historical EPS growth of 62% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.

EPS in 5 years
$4.10
Implied price
$73.87
Return from $2.56
95.9% a year

To earn 15.0% a year on these assumptions you'd need to buy at $36.73 — today's price is already 93.0% below that.

How sensitive is that answer?

Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.

growth \ P/E1215182124
20.0%66.7%74.4%80.8%86.5%91.5%
25.0%73.7%81.6%88.4%94.3%99.5%
30.0%80.6%88.9%95.9%102.0%107.5%
35.0%87.6%96.2%103.4%109.8%115.5%
40.0%94.5%103.4%111.0%117.6%123.5%

This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.

Mentions (1)

  • Newsglobenewswire.com·3d ago·Neutral

    Tandy Leather Factory Reports Second Quarter 2026 Results BENBROOK, Texas, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Tandy Leather Factory, Inc. (Nasdaq: TLF) today announced the Company's financial results for the second fiscal quarter of 2026. Highlights from second quarter 2026: Revenues were $18.0 million, up 1.5% from 2025 Generated operating income of $0.5 million up 722.9% from 2025 Net income of $0.4 million versus net loss of ($0.2) million in 2025 Gross margins of 64.8%, up from 59.5% in 2025

    View source ↗