BNEDBarnes & Noble Education, Inc.
Is the price fair?
Modest expectations priced in. That is the only one of 3 checks this filer's data supports, so take it as a single data point rather than a settled answer.
Priced for a decline (~−4% a year). The price demands less than its three-year revenue growth of 3% a year, expectations look modest.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What BNED's price assumes
Barnes & Noble Education, Inc. trades at 21.2× earnings against 22.8× for the median Specialty Retail name, cheaper than its own group.
Trailing P/E · Specialty Retail median 22.8 · cheaper than the typical name in its group
- Price / sales
- 0.25
Price / sales · as of 2026-Q3
- Free cash flow yield
- 10%
Free cash flow yield · Specialty Retail median 5.5%
- Growth the price implies
- −4.2%
Growth the price implies · The price pays for −4.2% free cash flow growth a year for a decade; revenue has grown 3.4% a year over the last three.
Details›
- Price / bookas of 2026-Q3
- 1.54
- EV / EBIToperating margin 2.5%: the multiple describes the denominator
- not meaningful
- EV / salesas of 2026-Q3
- 0.32
- Consumer Cyclical median P/E317 names
- 18.0
- Specialty Retail median P/E25 names
- 22.8
- Free cash flow, trailing twelve months
- $49M
- Market capitalisation34.7 million shares, counted Sep 3, 2026
- $470M
- 3-year revenue growth
- +3.4%
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
What is it worth?
Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.
Against its own past
Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.