Added to YB: 2025-04-16
Pitch date: 2025-04-14
TLF [neutral]
Tandy Leather Factory, Inc.
-5%
current return
Author Info
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Company Info
Tandy Leather Factory, Inc., together with its subsidiaries, retails leather and leathercraft-related items in the United States, Canada, and Spain.
Market Cap
$23.8M
Pitch Price
$2.80
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.42
P/E
2.51
EV/Sales
0.49
Sector
Specialty Retail
Category
value
US Net-Nets, US Stocks Still Expensive - Tandy Leather Factory, Inc.
TLF (quick overview): Specialty leather retailer trading at 0.74x NCAV, 0.43x P/B, 31.78x P/E. 100+ year history as industry leader. Inventory-heavy but stable SKUs. Previously achieved 15%+ ROIC before inventory tracking issues led to 2019 delisting. Chairman Jeff Gramm is known value investor. Long-term business not liquidation play.
Read full article (2 min)