BNEDBarnes & Noble Education, Inc.

$11.93+27% 1Y

Is the price fair?

Good

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.

1 good, 2 without data
What the price assumes~−6% a yearderived · Aug 1, 2026

Priced for a decline (~−6% 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 18.6× earnings against 19.5× for the median Specialty Retail name, cheaper than its own group.

18.6

Trailing P/E · Specialty Retail median 19.5 · cheaper than the typical name in its group

Free cash flow yield
12%

Free cash flow yield · Specialty Retail median 5.8%

Growth the price implies
−6.1%

Growth the price implies · The price pays for −6.1% free cash flow growth a year for a decade; revenue has grown +3.4% a year over the last three.

Details›
EV / EBIToperating margin 2.5%: the multiple describes the denominator
not meaningful
Consumer Cyclical median P/E321 names
17.9
Specialty Retail median P/E25 names
19.5
Free cash flow, trailing twelve months
$49M
Market capitalisation
$409M
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.