← Russell 3000 cross-section

BNED Barnes & Noble Education, Inc.

Trailing twelve months to 2026-05-02 · as filed 2026-07-09, not restated
Consumer Disc

Scale

Market cap
$439m
Revenue TTM
$1.6bn
Net income TTM
$17m
Free cash flow
$34m
Composite score
46.6
Sector rank
#2457

Valuation

P / E
26.0
EV / EBITDA
EV / sales
0.3
FCF yield
7.71%
Earnings yield vs 10-yr
-0.88pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
1.1%
EBITDA margin
ROE
5.7%
ROIC
10.2%
Revenue growth
-3.1%

Insider activity, last 90 days

Net open-market
$-1.03m
Buyers
0
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The restatement corrected errors primarily related to the accounting for cost of digital sales and lease arrangements associated with the Company’s store operating agreements. These programs have allowed us to reverse historical long-term trends in course materials revenue declines, which has been observed at those schools where such programs have been adopted, and improve predictability of our future results. The First Day Complete model drives substantially greater unit sales and sell-through for the bookstore. • First Day is adopted by a faculty member for a single course, and students receive primarily digital course materials through their school's learning management system (“LMS”). …Barnes & Noble Education, Inc., 10-Q, period ended 2026-01-31, filed 2026-03-10

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