Added to YB: 2026-06-30
Pitch date: 2026-06-27
BNED [bullish]
Barnes & Noble Education, Inc.
-11.73%
current return
Author Info
No bio for this author
Company Info
Barnes & Noble Education, Inc. operates bookstores for college and university campuses, and K-12 institutions primarily in the United States.
Market Cap
$435.5M
Pitch Price
$13.87
Price Target
N/A
Dividend
2.55%
EV/EBITDA
2.47
P/E
25.65
EV/Sales
0.38
Sector
Specialty Retail
Category
value
BNED: Nobody Was Watching. Now They Are.
BNED (holding update): #1 US college bookstore operator (~30% share), shifting to FCF-focused recurring revenue. Up 50% since Jan. FY27 guide: $85-92M EBITDA (+16%), ~$45M FCF (~10% yield). Net debt/EBITDA <1x, first $0.08 dividend (2.5%). FDC only 36% penetrated, 4x runway. Trades ~5.5x EBITDA vs LOPE/ARMK 11-14x. PSU hurdles $10/15/20.
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