TLF logo

TANDY LEATHER FACTORY INC

TLFNASDAQ
πŸ† #4774 by market capEarnings Nov 16US Equity
$2.54β–Ό $0.04 (βˆ’1.74%)
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24hβ–Ό 1.7%
7dβ–Ό 2.5%
14dβ–Ό 2.9%
30dβ–Ό 3.2%
ytdβ–Ό 5.8%
1yβ–Ό 18.0%
🏦Market Cap
$21M
Small Cap
πŸ“ˆRevenue Growth (YoY)
+2.6%
Slowing
πŸ“ŠGross Margin
57.3%
Healthy
πŸ’΅FCF Margin
-3.0%
Thin
βš–οΈP/S Ratio
0.3x
Cheap
Otter Score
72
Fair

Trading Snapshot

Day Range
$2.50 – $2.57
52-Week Range
$2.20 – $3.36
Volume
$2.48B
Avg Volume
$2.89B
Shares Outstanding
8.1M
Next Earnings
Dec 8, 2026

Fundamentals Snapshot

Annual Revenue
$76M
Last Q Revenue
$18M
P/E Ratio
-12.3
P/S Ratio
0.3x
EPS (TTM)
$-0.20
Dividend Yield
28.96%
Dilution (1yr)
βˆ’2.7%

Why Investors Own TLF

  • βœ“High-growth profile β€” revenue up +10.0% YoY with expanding US Equity exposure.
  • βœ“Healthy economics β€” 58% gross margin and 26% free-cash-flow margin.
  • βœ“New products and segments could unlock additional revenue streams.
⚠️ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

TLF logo

TANDY LEATHER FACTORY INC

TLF
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$76Mβ–² +2.6% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
57.0%β–² +1.5% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
βˆ’$963Kβ–Ό βˆ’253.3% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
βˆ’$8Mβ–Ό βˆ’617.1% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
8.3Mβ–Ό βˆ’2.7% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
βˆ’$11Mβ–Ό βˆ’$14M YoY
StockOtter Β· stockotter.space

About TANDY LEATHER FACTORY INC

Tandy Leather Factory, Inc., along with its subsidiaries, operates as a specialized retail provider of leather and various leathercrafting supplies. The company's operations extend across North America and into Spain. It furnishes customers with a broad range of products, including raw leather, specialized hand tools, essential hardware, crafting kits, liquid treatments, instructional materials, access to open workbenches, machinery, and a wide selection of related accessories and components. Beyond retail, Tandy Leather also manufactures its own line of products, such as leather laces, pre-cut leather pieces, DIY project kits, thread laces, belt blanks and straps, and Craftaids. Additionally, the company offers industrial services, including cutting, splitting, and assembly, catering specifically to business clients. Its merchandise is sold under several proprietary brand names, including Tandy Leather, Eco-Flo, Craftool, CraftoolPro, Dr. Jackson's, and TandyPro. Sales are conducted through a network of 106 company-owned retail stores – comprising 95 locations in the United States, ten in Canada, and one in Spain – as well as via online platforms such as tandyleather.com, tandyleather.ca, tandyleather.eu, and tandyleather.com.au. Founded in 1919, the company initially operated as The Leather Factory, Inc., changing its name to Tandy Leather Factory, Inc. in 2005. Its corporate base is situated in Fort Worth, Texas.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5β˜… and equally weighted (20%), averaged to a 0–100 score:πŸ’Ž Quality β€” gross marginπŸš€ Growth β€” revenue YoYβš–οΈ Valuation β€” P/S ratio⚑ Momentum β€” 30-day price changeπŸ’§ Dilution β€” 1-yr share issuance (buybacks score higher)
πŸ’ŽQualityβ˜…β˜…β˜…β˜…β˜…
πŸš€Growthβ˜…β˜…β˜…β˜…β˜…
βš–οΈValuationβ˜…β˜…β˜…β˜…β˜…
⚑Momentumβ˜…β˜…β˜…β˜…β˜…
πŸ’§Dilutionβ˜…β˜…β˜…β˜…β˜…
Overall Score
Fair
72/100

Analyst Price Target

β“˜
Average Target
$2.75
β–² +8.4% Upside
High Target$3.37
Low Target$2.16
Based on 25 analysts

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