Added to YB: 2026-08-14
Pitch date: 2026-08-12
DFS.L [neutral]
DFS Furniture plc
+2.25%
current return
Author Info
The Oak Bloke shares analysis of the UK stock market, particularly overlooked small caps. Sign up for the newsletter.
Company Info
DFS Furniture plc designs, manufactures, delivers, installs, and retails upholstered furniture in the United Kingdom and the Republic of Ireland.
Market Cap
GBP 358.8M
Pitch Price
GBP 1.55
Price Target
N/A
Dividend
1.29%
EV/EBITDA
5.05
P/E
10.49
EV/Sales
0.71
Sector
Specialty Retail
Category
N/A
Takeover Ideas: DFS
DFS.L (pass): UK settee market leader w/ 40% share. £355m mcap; 35% premium = £450m takeout for brand + going concern. Near-zero net tangible assets (mostly intangibles/RoU leases). 17x P/E on £15m avg net profit. No 2026 UK consumer recovery visible. Author passes.
Read full article (1 min)