Bob's Discount Furniture, Inc. (BOBS) vs National Vision Holdings, Inc. (EYE)

Bob's Discount Furniture, Inc. and National Vision Holdings, Inc. are both Specialty Retail companies. Bob's Discount Furniture, Inc. is the larger, with a market value of $2.2B against $1.3B — 1.6× the size. Bob's Discount Furniture, Inc. trades at the lower P/E: 14.4× against 26.4×. Bob's Discount Furniture, Inc. has the higher net margin (5.65% vs 2.47%) and the higher return on invested capital (88.4% vs 4.71%). Across the 19 metrics below, Bob's Discount Furniture, Inc. leads on 13 and National Vision Holdings, Inc. on 6.

Valuation

Metric BOBS EYE Specialty Retail median
P/E 14.37 26.38 18.57
P/S 0.89 0.65 0.53
P/B 4.06 1.47 2.02
Price to free cash flow 17.26 26.94 14.00
EV/EBITDA 2.58 8.17 7.83
EV/Sales 0.91 0.75 0.69
Earnings yield 6.96% 3.79% 4.07%
Free cash flow yield 5.79% 3.71% 3.32%

Profitability

Metric BOBS EYE Specialty Retail median
Gross margin 61.62% 58.62% 36.12%
Operating margin 32.83% 4.07% 4.14%
Net margin 5.65% 2.47% 2.47%
Free cash flow margin 5.17% 2.41% 2.61%
Return on equity 0.00% 5.75% 4.15%
Return on assets 14.20% 2.54% 0.92%
Return on invested capital 88.37% 4.71% 3.49%

Growth

Metric BOBS EYE Specialty Retail median
Revenue growth (TTM) — 7.84% 3.45%
EPS growth (last fiscal year) 37.16% 202.78% 21.08%
Revenue growth, 5-year CAGR — 3.03% 3.91%
Net income growth, 5-year CAGR — (3.99%) 0.00%

Health

Metric BOBS EYE Specialty Retail median
Debt to equity 0.14 0.27 0.26
Current ratio 0.90 0.59 1.35
Net debt to EBITDA 1.34 1.30 0.35

Dividend

Metric BOBS EYE Specialty Retail median
Dividend yield — — 1.42%
Payout ratio — — 0.28

Size

Metric BOBS EYE Specialty Retail median
Market cap 2.15b 1.32b 440.94m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack