Tandy Leather Factory (TLF) Financials: Revenue & Earnings
TLF$2.24-0.04 -1.75%
$18.35M
Market Cap
—
P/E
—
Forward P/E
—
Score
Tandy Leather Factory (TLF) Financials: Revenue & Earnings
TLF price $2.24 -0.04 -1.75%
- Ticker
- TLF
- Price
- $2.24
- Change
- -0.04 -1.75%
- Market cap ?
- $18.35M
- Beta ?
- 0.60
- Sector
- Consumer Cyclical
- Industry
- Specialty Retail
Fair value
TLF fair value $9.09. Price $2.24. Price is 75% below fair value.
Below fair value, and cheaper than usual. A larger discount than on more than 99% of days in the past 5 years.
Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.
Calculated with a 10-year free-cash-flow discount. Starting free cash flow 5.30M. Growth 2.88%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 8.70% (beta 0.8). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 8.19M. Net debt 11.29M. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the stock's own 10-year median P/E, kept between 8 and 40. Fewer than five years of history uses the sector's typical P/E. Fair value is the average of the cash-flow value and the earnings value when both exist. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.
Model uncertainty high for this stock
Earnings
| Date | EPS actual | EPS estimate | Revenue | Revenue estimate |
|---|---|---|---|---|
| 2026-11-16 | — | 0.11 | — | 23.89M |
| 2026-08-11 | 0.05 | 0.11 | 18.04M | 23.89M |
| 2026-05-11 | 0.03 | 0.11 | 19.65M | 23.89M |
| 2026-02-24 | -0.08 | — | 20.80M | — |
| 2025-11-10 | -0.17 | — | 17.50M | 17.26M |
| 2025-08-11 | -0.02 | — | 17.50M | — |
| 2025-05-12 | -0.59 | — | 20.40M | — |
| 2025-02-26 | 0.03 | 0.16 | 22.40M | 21.80M |
| 2024-11-12 | -0.02 | -0.08 | 19.06M | 18.24M |
| 2024-08-07 | 0.01 | 0.08 | 18.40M | 19.12M |
| 2024-05-10 | 0.06 | 0.06 | 20.50M | 19.80M |
| 2024-03-22 | 0.23 | 0.11 | 20.84M | 22.37M |
| 2023-11-08 | 0.08 | — | 17.54M | 22.37M |
| 2023-08-15 | 0.06 | 0.16 | 17.48M | 22.37M |
| 2023-05-16 | 0.08 | -0.08 | 20.36M | 22.37M |
| 2023-04-03 | 0.06 | 0.08 | 22.37M | 21.79M |
| 2022-11-14 | 0.09 | -0.08 | 19.06M | 18.20M |
| 2022-08-15 | -0.07 | 0.08 | 18.41M | 23.89M |
| 2022-05-16 | 0.08 | 0.06 | 20.50M | 19.80M |
| 2022-04-01 | 0.01 | 0.11 | 23.40M | 23.89M |
| 2021-12-20 | -0.00 | 0.11 | 19.28M | 23.89M |
| 2021-09-02 | -0.10 | — | 18.57M | — |
| 2019-05-08 | 0.10 | — | 20.78M | — |
| 2019-03-06 | 0.16 | — | 24.74M | — |
| 2018-11-07 | -0.01 | — | 18.89M | — |
| 2018-08-02 | 0.15 | — | 19.18M | — |
| 2018-05-02 | 0.14 | — | 20.29M | — |
| 2018-03-07 | 0.22 | — | 24.50M | — |
| 2017-11-01 | 0.06 | — | 18.39M | — |
| 2017-08-02 | 0.11 | — | 19.28M | — |
| 2017-05-03 | 0.13 | — | 20.15M | — |
| 2017-03-09 | 0.23 | — | 24.10M | — |
| 2016-11-09 | 0.11 | — | 18.63M | — |
| 2016-08-10 | 0.19 | — | 19.52M | — |
| 2016-05-11 | 0.16 | — | 20.67M | — |
| 2016-03-11 | 0.24 | — | 24.24M | — |
| 2015-11-11 | 0.11 | — | 19.36M | — |
| 2015-08-06 | 0.15 | — | 19.77M | — |
| 2015-05-12 | 0.14 | — | 20.79M | — |
| 2015-03-10 | 0.24 | — | 24.47M | — |
Dividends
Yield 33.48%. Payout ratio 140.02%. Frequency Special.
Safety score 23/100 · At risk. Payout ratio is 140% of earnings, above what earnings cover. Dividends are larger than free cash flow. Dividends were paid in 5 separate years. Yield is 33.5%, which is unusually high.
| Ex-date | Dividend | Record | Payment | Frequency |
|---|---|---|---|---|
| 2026-02-25 | $0.75 | 2026-02-09 | — | Special |
| 2025-02-19 | $1.50 | 2025-02-03 | — | Special |
| 2014-07-02 | $0.25 | 2014-06-25 | 2014-08-01 | Special |
| 2012-02-28 | $0.25 | 2012-03-01 | 2012-04-02 | Special |
| 2010-06-01 | $0.75 | 2010-06-03 | 2010-07-05 | Special |
Insider trades
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-06-09 | Gehre Johnathan Lee | Buy | 4.34K | — | — |
| 2026-06-09 | Gehre Johnathan Lee | Buy | 6.04K | — | — |
| 2026-06-09 | Gehre Johnathan Lee | Sell | 4.34K | — | — |
| 2026-06-09 | Sullivan John Richmond | Buy | 4.34K | — | — |
| 2026-06-09 | Sullivan John Richmond | Buy | 6.04K | — | — |
| 2026-06-09 | Sullivan John Richmond | Sell | 4.34K | — | — |
| 2026-06-09 | Saadeh-Jajeh Diana | Buy | 5.90K | — | — |
| 2026-06-09 | Saadeh-Jajeh Diana | Buy | 6.04K | — | — |
| 2026-06-09 | Saadeh-Jajeh Diana | Sell | 5.90K | — | — |
| 2026-06-09 | CANTRELL VICTORIA MARIE | Buy | 6.71K | — | — |
| 2026-06-09 | CANTRELL VICTORIA MARIE | Buy | 6.04K | — | — |
| 2026-06-09 | CANTRELL VICTORIA MARIE | Sell | 6.71K | — | — |
| 2026-06-08 | CANTRELL VICTORIA MARIE | Buy | 812 | — | — |
| 2026-06-08 | CANTRELL VICTORIA MARIE | Buy | 700 | — | — |
| 2026-06-08 | CANTRELL VICTORIA MARIE | Sell | 812 | — | — |
| 2026-06-08 | CANTRELL VICTORIA MARIE | Sell | 700 | — | — |
| 2026-06-04 | CANTRELL VICTORIA MARIE | Buy | 783 | — | — |
| 2026-06-04 | CANTRELL VICTORIA MARIE | Sell | 783 | — | — |
| 2026-06-04 | Saadeh-Jajeh Diana | Buy | 783 | — | — |
| 2026-06-04 | Saadeh-Jajeh Diana | Sell | 783 | — | — |
| 2026-05-04 | CANTRELL VICTORIA MARIE | Other | 0 | — | — |
| 2026-05-04 | Sullivan John Richmond | Other | 0 | — | — |
| 2026-05-04 | Gehre Johnathan Lee | Other | 0 | — | — |
| 2026-05-04 | Saadeh-Jajeh Diana | Other | 0 | — | — |
| 2026-02-18 | Hedberg Lars Johan | Buy | 100.00K | — | — |
| 2026-02-18 | Hedberg Lars Johan | Sell | 39.35K | — | — |
| 2026-02-18 | Hedberg Lars Johan | Sell | 100.00K | — | — |
| 2022-10-03 | Carr Janet A | Buy | 92.00K | — | — |
| 2022-10-03 | Carr Janet A | Sell | 34.36K | — | — |
| 2022-10-03 | Carr Janet A | Buy | 92.00K | — | — |
| 2020-02-25 | WARREN WILLIAM M | Buy | 4.80K | — | — |
| 2020-02-25 | Patel Sejal Vinu | Buy | 4.80K | — | — |
| 2020-02-25 | Leite Sharon M | Buy | 4.80K | — | — |
| 2020-02-25 | Beshore Brent Cornell | Buy | 4.80K | — | — |
| 2020-02-25 | Pappas James C | Buy | 4.80K | — | — |
| 2020-02-25 | CANTRELL VICTORIA MARIE | Buy | 4.80K | — | — |
| 2020-02-24 | Pappas James C | Buy | 450 | — | — |
| 2020-02-24 | Pappas James C | Sell | 450 | — | — |
| 2019-03-22 | Gramm Jefferson | Buy | 508 | — | — |
| 2019-03-22 | Gramm Jefferson | Buy | 508 | — | — |
| 2019-03-11 | Gramm Jefferson | Buy | 1.33K | $5.51 | 7.32K |
| 2019-03-11 | Gramm Jefferson | Buy | 1.33K | $5.51 | 7.32K |
| 2019-03-01 | WARREN WILLIAM M | Buy | 1.60K | — | — |
| 2019-03-01 | Leite Sharon M | Buy | 5.32K | — | — |
| 2019-03-01 | Patel Sejal Vinu | Buy | 5.32K | — | — |
| 2019-03-01 | Pappas James C | Buy | 5.32K | — | — |
| 2019-02-23 | Gramm Jefferson | Buy | 450 | — | — |
| 2019-02-23 | Gramm Jefferson | Buy | 450 | — | — |
| 2019-02-23 | Pappas James C | Buy | 450 | — | — |
| 2019-02-23 | Pappas James C | Buy | 450 | — | — |
| 2018-12-03 | Pappas James C | Buy | 111.14K | — | — |
| 2018-12-03 | Pappas James C | Sell | 111.14K | — | — |
| 2018-05-17 | Pappas James C | Buy | 20.00K | $7.80 | 156.00K |
| 2018-05-14 | Pappas James C | Buy | 20.00K | $7.88 | 157.69K |
| 2018-05-11 | Pappas James C | Buy | 4.00K | $7.90 | 31.60K |
| 2018-05-09 | Pappas James C | Buy | 11.10K | $7.57 | 83.99K |
| 2018-05-08 | Pappas James C | Buy | 10.00K | $7.39 | 73.91K |
| 2018-05-07 | Pappas James C | Buy | 38.50K | $7.40 | 284.92K |
| 2018-04-10 | WARREN WILLIAM M | Sell | 38.90K | — | — |
| 2018-03-14 | Pappas James C | Buy | 1 | $7.45 | 7 |
| 2018-03-13 | Pappas James C | Buy | 248 | $7.45 | 1.85K |
| 2017-09-15 | Pappas James C | Buy | 793 | $8.30 | 6.58K |
| 2017-08-29 | Pappas James C | Buy | 5.00K | $8.30 | 41.50K |
| 2017-08-28 | Pappas James C | Buy | 1.39K | $8.30 | 11.55K |
| 2017-08-24 | Pappas James C | Buy | 100 | $8.25 | 825 |
| 2017-06-06 | Patel Sejal Vinu | Sell | 0 | — | — |
| 2017-06-06 | Leite Sharon M | Sell | 0 | — | — |
| 2017-06-06 | Pappas James C | Buy | 2 | $8.50 | 17 |
| 2017-06-01 | Pappas James C | Buy | 1.72K | $8.49 | 14.57K |
| 2017-05-31 | Pappas James C | Buy | 5.11K | $8.41 | 42.97K |
| 2017-05-12 | Pappas James C | Buy | 1.60K | $8.50 | 13.60K |
| 2017-05-10 | Pappas James C | Buy | 10.28K | $8.40 | 86.40K |
| 2017-04-07 | Pappas James C | Buy | 744 | $8.20 | 6.10K |
| 2017-04-06 | Pappas James C | Buy | 989 | $8.20 | 8.11K |
| 2017-04-05 | Pappas James C | Buy | 1.49K | $8.20 | 12.19K |
| 2017-04-04 | Pappas James C | Buy | 3.86K | $8.19 | 31.63K |
| 2017-04-03 | Pappas James C | Buy | 4.01K | $8.10 | 32.47K |
| 2017-03-30 | Pappas James C | Buy | 6.81K | $8.19 | 55.75K |
| 2017-03-29 | Pappas James C | Buy | 17.14K | $8.11 | 139.08K |
| 2017-03-28 | Pappas James C | Buy | 11.21K | $8.08 | 90.55K |
| 2017-03-27 | Pappas James C | Buy | 9.34K | $8.00 | 74.68K |
| 2017-03-23 | Pappas James C | Buy | 27.25K | $7.87 | 214.51K |
| 2017-03-22 | Pappas James C | Buy | 11.87K | $7.89 | 93.69K |
| 2017-03-21 | Pappas James C | Buy | 10.72K | $7.80 | 83.62K |
| 2017-03-20 | Pappas James C | Buy | 24.80K | $7.79 | 193.25K |
| 2017-03-15 | Pappas James C | Buy | 7.84K | $7.30 | 57.22K |
| 2017-03-13 | Pappas James C | Buy | 474.57K | $7.25 | 3.44M |
| 2017-02-23 | Gramm Jefferson | Buy | 1.80K | — | — |
| 2017-02-23 | Pappas James C | Buy | 1.80K | — | — |
| 2016-12-13 | Pappas James C | Buy | 6.69K | $7.64 | 51.12K |
| 2016-12-09 | Pappas James C | Buy | 1.93K | $7.58 | 14.61K |
| 2016-12-08 | Pappas James C | Buy | 108.11K | $7.58 | 819.46K |
| 2016-06-07 | Pappas James C | Sell | 0 | — | — |
| 2016-05-03 | Thompson Jon W | Sell | 107 | $7.05 | 755 |
| 2016-03-22 | Gramm Jefferson | Buy | 2.03K | — | — |
| 2016-03-11 | Thompson Jon W | Sell | 5.20K | $7.16 | 37.22K |
| 2016-03-10 | Thompson Jon W | Sell | 18.43K | $7.15 | 131.76K |
| 2016-03-09 | Thompson Jon W | Sell | 1.51K | $7.15 | 10.78K |
| 2016-03-08 | Thompson Jon W | Sell | 2.37K | $7.15 | 16.95K |
| 2016-03-07 | Thompson Jon W | Sell | 1.64K | $7.15 | 11.70K |
Institutional holders
Latest filed quarter: Q2 2026.
Institutions holding: 23, holders +1 vs prior quarter. Ownership 59.14%.
| Holder | Shares | Change | Change % | Value |
|---|---|---|---|---|
| BANDERA PARTNERS LLC | 2.86M | 0 | 0.00% | 6.66M |
| JCP INVESTMENT MANAGEMENT, LLC | 876.06K | 0 | 0.00% | 2.04M |
| FIRST FOUNDATION ADVISORS | 224.34K | 0 | 0.00% | 522.72K |
| BROOKLANDS FUND MANAGEMENT LTD | 215.72K | 10.00K | +4.86% | 498.30K |
| VALUE INVESTMENT PROFESSIONALS, LLC | 183.94K | 0 | 0.00% | 428.58K |
| VANGUARD CAPITAL MANAGEMENT LLC | 144.43K | 13.02K | +9.91% | 336.52K |
| MONEY CONCEPTS CAPITAL CORP | 80.60K | 0 | 0.00% | 187.80K |
| VALUES FIRST ADVISORS, INC. | 57.78K | -13 | -0.02% | 134.62K |
| GEORGE KAISER FAMILY FOUNDATION | 43.44K | 2.30K | +5.59% | 101.22K |
| RENAISSANCE TECHNOLOGIES LLC | 26.91K | 10.21K | +61.15% | 62.70K |
| VANGUARD FIDUCIARY TRUST CO | 25.64K | -2.27K | -8.14% | 59.73K |
| GEODE CAPITAL MANAGEMENT, LLC | 25.18K | 10.59K | +72.54% | 58.70K |
| DIMENSIONAL FUND ADVISORS LP | 21.41K | 3.38K | +18.72% | 49.88K |
| NEWEDGE ADVISORS, LLC | 12.57K | 0 | 0.00% | 29.30K |
| JAMES INVESTMENT RESEARCH, INC. | 12.57K | 0 | 0.00% | 29.30K |
| STATE STREET CORP | 12.06K | 0 | 0.00% | 28.09K |
| TOWER RESEARCH CAPITAL LLC (TRC) | 1.48K | -689 | -31.82% | 3.44K |
| OSAIC HOLDINGS, INC. | 848 | 0 | 0.00% | 1.98K |
| BARCLAYS PLC | 14 | 14 | New | 33 |
| MORGAN STANLEY | 7 | 0 | 0.00% | 18 |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 5 | 5 | New | 12 |
| CALDWELL SUTTER CAPITAL, INC. | 2 | 0 | 0.00% | 5 |
| WELLS FARGO & COMPANY/MN | 1 | 0 | 0.00% | 1 |
| UBS GROUP AG | 0 | -1 | -100.00% | 0 |
Earnings and financials
Tandy Leather Factory, Inc. (TLF) trades at $2.24, with a market cap of $18.35M and a trailing P/E of n/a. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.
Insights · Dividends · Forecast · Financials · Learn