Skip to content
Company Analysis

Barnes & Noble Education, Inc BNED

A comprehensive view of key metrics, scores, and financial health for Barnes & Noble Education, Inc

Overview of Barnes & Noble Education, Inc.

BNED NYQ
Consumer Cyclical Specialty Retail Framework: General Corporate Small Cap
Barnes & Noble Education, Inc. (BNED), is a Small Cap company, in the Specialty Retail industry, last closed at $11.12, about 276.1% undervalued vs fair value, -3.3% 1Y return, ranked 293/539 in sector.
Metrics Rev Growth 2.8% ROE -37.3% Gross Margin 21.0%
USD 11.12
-4.71%
(Delayed)
• Vol 90d: 52.2%
52-Week Range
Market Cap
$371.10M
Enterprise Value
$671.33M
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Good
Valuation
Weak
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Good
Valuation
Weak
Completeness: 82%
Confidence: 53%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.bned.com
HQ Florham Park, NJ
Employees 2,352
Fiscal year Apr 30

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$33
$42
$50
Current: $11.12 +276% vs base

Engine Room Money Flow™

Small Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$1.6B
2.7%%
Gross Profit
$337.8M
-2.1%%
Operating Income
$16.1M
322.5%%
Net Income
$-65.8M
13.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Cash Conversion Ratio
149.3%
Excellent

FCF / Net Income - measures how well earnings convert to cash

Locked Metric
-
Premium
Locked Metric
-
Premium

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
2
Active Leaks
1/2
Improving
0
High Impact
2
Critical
Locked Leak
Upgrade to view details
Premium
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Barnes & Noble Education, Inc's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
41
/100
Developing
Scores based on quantitative metrics and qualitative factors

Upgrade to unlock interactive defense details

Premium access

Unlock full defense analysis

Get key signals, strengths, and risks for every moat dimension.

Upgrade to Premium Unlock all moat defenses and evidence.

Pricing Power

Developing
41
Premium
Unlock full defense details

See key signals plus strengths and risks for this moat dimension.

Upgrade for full defense analysis Premium-only evidence and insights.
For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 88% Coverage
Trade-Off Triangle Visualization A ternary plot showing BNED's balance between Growth (46.0%), Profitability (26.1%), and Safety (27.9%). Growth 46% Safety 28% Profitability 26%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
Upgrade to unlock the full 3-year trend analysis and deltas.

Growth

56th percentile vs peers
56
Key Signals
EPS Growth YoY 91.2% 84p Rev Growth YoY 2.8% 48p Revenue CAGR 3Y 2.5% 43p
Strengths
  • EPS Growth YoY in top 20% of peers (91.2%, 84th percentile)
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

32th percentile vs peers
32
Key Signals
Strengths
Risks
Premium
Unlock full Profitability drilldowns

See the signal-level drivers and insights behind this axis. Upgrade to reveal the full Trade-Off Ledger.

Upgrade Now

Safety

34th percentile vs peers
34
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Barnes & Noble Education, Inc.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
X.X%
X%XX%
X.X%
-XX%XX%
XX.X%
-XX%XX%
Adjust the sliders above to explore different valuation scenarios.
Unlock Premium
Reveal the full Scenario Theatre
See live sliders, narratives, and full Bear/Base/Bull outcomes.
Upgrade Now
Bear
-
- - -
- upside
-
Base
$41.82
- - -
+276.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
Actions & Info
Send Feedback
Please select a category.
0/1000