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Company Analysis

Tandy Leather Factory, Inc. TLF

A comprehensive view of key metrics, scores, and financial health for Tandy Leather Factory, Inc.

Overview of Tandy Leather Factory, Inc.

TLF NCM
Consumer Cyclical Specialty Retail Micro Cap
Tandy Leather Factory, Inc. (TLF), is a Micro Cap company, in the Specialty Retail industry, last closed at $2.32, about 376.7% undervalued vs fair value, -22.7% 1Y return, placing in the top 25% of its sector.
$2.32
-0.43%
As of March 13, 2026
Previous close • Vol 90d: 54.7%
Market Cap
$19.50M
Enterprise Value
$30.79M
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.tandyleather.com
HQ Benbrook, TX
Employees 401
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$9
$11
$13
Current: $2.32 +377% vs base

Engine Room Money Flow™

Micro Cap

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

Flow Steps
Revenue
$76.3M
2.6%%
Gross Profit
$43.5M
4.2%%
Operating Income
$-963.0K
-253.3%%
Net Income
$9.1M
1000.6%%
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
17.2%
Poor

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

Locked Metric
-
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$14.1M
901.5% of FCF

Where It Leaks

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

Competitive Advantage Assessment

Evaluating Tandy Leather Factory, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
59
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
67
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Trade-Off Ledger™

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

Generic Industrial / Default vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing TLF's balance between Growth (25.1%), Profitability (34.6%), and Safety (40.3%). Growth 25% Safety 40% Profitability 35%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

43th percentile vs peers
44
Key Signals
Rev Growth YoY 2.6% 59p Revenue CAGR 3Y -1.7% 47p TSR -9.8% 57p EPS CAGR 3Y -15.4% 31p EPS Growth YoY -79.1% 17p
Strengths
  • Interest Coverage Ratio in top 20% of peers (154.22, 90th percentile)
  • Net Profit Margin in top 20% of peers (11.9%, 88th percentile)
  • Gross Profit Margin in top 20% of peers (57.0%, 84th percentile)
Risks
  • Eps Growth Yoy in bottom 20% of peers (-79.1%)

Profitability

60th percentile vs peers
60
Key Signals
Strengths
Risks
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Safety

70th percentile vs peers
70
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Tandy Leather Factory, Inc..

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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:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$11.06
- - -
+376.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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