BNED
BuyFull HouseAI neutralBarnes & Noble Education, Inc. · Consumer Cyclical · United States · $389M cap · $3.3M/day traded
$12.42 -0.7% · close 12 Oct · scored 14 Oct
StockRank down 3.2 since 13 Oct: Momentum down 3.
Full House: Strong business, sensible price, market agrees. The rare full house.
As of 14 Oct 2026, MoatMap's StockRank for Barnes & Noble Education, Inc. (BNED) is 77/100, ranked against 24,000+ stocks in 35 markets (Quality 55, Value 54, Momentum 63, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
Barnes & Noble Education runs campus bookstores and the First Day Complete course-materials programme, now at 263 campuses covering about 1.43 million students. The inclusive-access model adds recurring revenue, and the company has restarted a dividend and a buyback. The shares fell about 12% on fiscal first-quarter results, insiders have been net sellers over the past 90 days, and the business has only recently come through a heavy recapitalisation.
ABOUT BARNES & NOBLE EDUCATION, INC.
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Barnes & Noble Education, Inc. is a leading operator of campus bookstores and a provider of digital learning materials and services to higher education institutions across the United States. The company maintains a strong competitive position through long-term, exclusive contractual relationships with hundreds of colleges and universities. Its growth strategy is centered on its "First Day" courseware programs, which integrate digital course materials directly into institutional tuition models.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.5B | 1.5B | 1.6B | 1.6B | 1.7B | 3.5% | 1.7B | 1.8B | 3.9% |
| EPS | -2.10 | -2.69 | -2.00 | -2.50 | 0.49 | — | 0.64 | 0.88 | 80.6% |
| Shares | 34.3M | 34.7M | 34.7M | 34.1M | 34.4M | +0.4% | 34.7M | — | — |
| Debt | 542.4M | 466.9M | 413.9M | 283.1M | 223.5M | -19.9% | 273.2M | — | — |
| Equity | 228.4M | 130.8M | 80.4M | 272.2M | 294.4M | 6.6% | — | — | — |
| Op CF | 1.2M | 91.7M | -5.1M | -85.4M | 50.1M | 156.2% | 64.8M | — | — |
| Inv CF | -42.7M | -31.0M | 7.4M | -12.1M | -16.2M | — | — | — | — |
| Fin CF | 45.7M | -49.7M | -5.7M | 97.7M | -34.4M | — | — | — | — |
No clear trend: not near its 52-week low, and not in a steady uptrend.
Swung more than 80% of stocks we rank over the past year (66% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of BNED are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BNED | Barnes & Noble Education, Inc.(you) | $389M | 77 | Buy |
| BBW | Build-A-Bear Workshop, Inc. | $320M | 74 | Buy |
| WOOF | Petco Health and Wellness Company, Inc. | $662M | 52 | Hold |
| HZO | MarineMax, Inc. | $1.2B | 62 | Hold |
| ARHS | Arhaus, Inc. | $1.3B | 64 | Hold |
| BOBS | Bob's Discount Furniture, Inc. | $1.8B | 65 | Hold |
| QVCG | QVC Group Inc. | $751M | 47 | Hold |
| SBH | Sally Beauty Holdings, Inc. | $1.6B | 94 | Strong Buy |
| ONEW | OneWater Marine Inc. | $186M | 43 | Hold |
| WINA | Winmark Corporation | $1.0B | 47 | Hold |
Peer medians: ROE 9.4% · P/E 18.4x · Gross margin 37.5%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.