Added to YB: 2025-12-17
Pitch date: 2025-12-13
FND [bullish]
Floor & Decor Holdings, Inc.
+0.13%
current return
Author Info
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Company Info
Floor & Decor Holdings, Inc., together with its subsidiaries, operates as a multi-channel specialty retailer of hard surface flooring and related accessories, and commercial surfaces seller in the United States.
Market Cap
$6.6B
Pitch Price
$61.36
Price Target
80.00 (+30%)
Dividend
N/A
EV/EBITDA
9.96
P/E
30.58
EV/Sales
1.80
Sector
Specialty Retail
Category
growth
The Costco of Flooring ($FND)
FND: Hard surface flooring specialist w/ 262 stores targeting 500 by 2032. Scale economies shared model vs fragmented competition. 49% pro customers, 73% foreign sourcing (tariff risk). Declining LFL sales -7.1% but gaining market share through expansion. Strong balance sheet funds growth internally. Trading below fair value estimates of $64-80 vs mid-$50s entry price.
Read full article (12 min)