Tandy Leather Factory, Inc.: stock overview

TLFNASDAQBasic materials · Leather & Leather Products

Price

$2.26

November 13, 2026Market cap $18M

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  • The full history: 17 fiscal years, from 2009
  • The estimated fair value, with its range and its certainty
  • The full analysis, 18 a month
  • More questions to the chat on its filings
  • Excel with every year
  • An email when it reports, changes its dividend or an officer buys

Sign in with a free account to see the last 5 fiscal years.

Notes on these figures

  • Most of the reported profit is a tax credit, not money earned from customers. We leave out the P/E and the earnings growth, which would not compare with a company that paid tax.

In short

Tandy Leather Factory had revenue of $78M over the last 12 months and net income of $174.0K, a net margin of 0.2%. Revenue grew by 3.6% a year on average over the last 5 years. It holds more cash than debt, by $5.7M. It pays no dividend.

From its SEC filings (latest fiscal year to December 31, 2025) and the price of November 13, 2026.

Its SEC filings
Market cap
$18M
8.07M shares
P/E
–
median of 5 years: 28.3
Revenue, 12 months
$78M
+3.6% a year over 5 years
Net margin
0.2%

Worth knowing

What a holder would want to hear from the company's SEC filings of the last three years. Each with its filing, without comment.

3 fiscal years in figures

Each fiscal year's figures as the company filed them, and the share price at its end.

2023–2025 fiscal years

+0.1% a year over 2 years

Fiscal years in figures

TLF's revenue, profit, cash flow and dividend with each year-end price, from 2009 to 2022, 14 more fiscal years

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Key figures

The company's current figures in five groups. Each term is explained behind its ⓘ.

Valuation

Market cap 3-year median: $36M
$18M
Enterprise value 
$13M
P/E 3-year median: 9.5
–
EV / EBIT 
14.7
EV / Revenue 
0.2
P/B 3-year median: 0.6
0.4
FCF yield 3-year median: 3.8%
–
Earnings yield 3-year median: 10.6%
–

Profitability

Gross margin 
60.3%
Operating margin 
1.1%
Net margin 3-year median: 4.9%
0.2%
ROIC 
1.4%
ROIC, 5-year average 
2.3%
ROE 
0.4%

Growth

Revenue, yearly change 
+2.6%
EPS, yearly change 
–
FCF, yearly change 
-617.1%
Revenue, average a year 
+3.6%

The yearly change compares FY2025 with FY2024.

Balance sheet

Cash 
$5.7M
Total debt 
$28M
Of which operating leases 
$28M
Net cash 
$5.7M
Net debt / EBITDA 
-3.3x
Interest cover 
–
Current ratio 
4.69

Balance sheet of September 30, 2026.

Returns to shareholders

Dividend yield 
0.00%
Buybacks 
7.47%
Total returned 
7.47%
Shares, yearly change 
-5.0%
Valuation against its own pastEach fiscal year's P/E, P/FCF and P/B beside today's, and the DCF calculator for the company.Valuation

Against its industry

Where its margins and returns stood in fiscal 2025 among the SEC filers of its industry (SIC code 31).

Gross margin

57.0%

Above 75% of all companies (its industry has too few to compare).

Operating margin

-1.3%

Above 32% of all companies (its industry has too few to compare).

Net margin

11.9%

Above 69% of all companies (its industry has too few to compare).

ROE

17.3%

Above 80% of all companies (its industry has too few to compare).

ROA

10.5%

Above 88% of all companies (its industry has too few to compare).

Revenue growth

2.6%

Above 37% of all companies (its industry has too few to compare).

From the yearly figures every company files with the SEC, for those with revenue of at least $25 million. The industry is the first two digits of the SIC code.

The company at the SEC

How it is registered and when its fiscal year ends.

Name at the SEC
TANDY LEATHER FACTORY INC
CIK
909724
Exchange
NASDAQ
Industry (SIC)
3100 · Leather & Leather Products
Fiscal year ends
December 31
Latest annual report
December 31, 2025
Reporting currency
USD
Shares
8.07M

Other companies: Basic materials

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The full analysis

What do Tandy Leather Factory's filings show?

These are Tandy Leather Factory's figures. The full Ploutos AI analysis reads everything the company has filed and shows what stands behind it, with a source for every figure.

  • A fair value range built from the filings
  • Earnings quality, debt and red flags
  • Insider and institutional moves
  • The case for and the case against

Questions about TLF

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What is TLF's market cap?

Tandy Leather Factory, Inc.'s market cap is $18M, at a price of $2.26 on November 13, 2026 and 8.07M shares.

How much revenue does TLF have?

Tandy Leather Factory had revenue of $78M over the last 12 months. Over the last 5 years it changed by +3.6% a year on average.

Does TLF pay a dividend?

No. Tandy Leather Factory paid no regular dividend over the last 12 months.

Where do the figures come from?

From Tandy Leather Factory, Inc.'s SEC filings (10-K and 10-Q) and the share price. They hold no analyst estimates and no score, and they are not a recommendation.

Related pages

The other pages on US stocks, free to read. On the company pages, the last three fiscal years are open to everyone, five with a free account, and every year with Ploutos Investor.

US stocksThe market today, the sectors, the largest companies and the week's results.The market's sectorsThe 11 sectors side by side: returns, share of the market, median P/E and dividend.Compare stocksTwo companies side by side: price over up to ten years, with and without dividends, and every figure.US dividend stocksEach dividend's yield next to whether the company's cash covers it and whether it was ever cut.

The figures come from the company's SEC filings and the share price, and describe what it has reported. They are not a score or a fair value.