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Tandy Leather Factory, Inc. (TLF) Stock Price & Analysis

Tandy Leather Factory, Inc. (TLF) — MoonshotScore 42/100 (Weak band), calculated Oct 5, 2026. Price $2.55 (+4.08%), as of the Oct 5, 2026 trading session; market cap $20.8M.

Educational signal · not a buy or sell recommendation · How to read this

$2.55 +$0.10 (+4.08%) Market Cap $20.8M

Tandy Leather Factory, Inc. · TLF · NASDAQ

Tandy Leather Factory, Inc. is a specialty retailer and manufacturer of leather and leathercraft-related items, operating primarily in North America and Spain. The company offers a wide range of products catering to both individual crafters and business customers through its retail stores and online platforms.

Price as of Oct 5, 2026

Key Statistics

42 of 100

MoonshotScore v2 · Tandy Leather Factory (TLF)

Weak
Business Quality Average (42)
Financial Safety Sound (74)
Valuation Fair (67)
Growth Durability Flat (42)
Momentum Rising (70)
Why this rating? Method, drivers & history

Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.

  • Business Quality — Is this a genuinely good business?
  • Financial Safety — Could this blow up on me?
  • Valuation — Am I paying a fair price?
  • Growth Durability — Is the growth real and likely to last?
  • Momentum — Is the market already moving on this?
The ten-second read ·

A strong balance sheet, though quality and growth are only middling; the market is already moving on it. Business Quality: Average; Financial Safety: Sound; Valuation: Fair; Growth Durability: Flat; Momentum: Rising.

  • quarterly revenue $18M (Q2 FY2026, quarter ended Jun 2026)
  • EPS beat 2 of 8
  • Altman Z 2.68 · Piotroski F 4

Helping: balance-sheet strength, positive momentum

What has the MoonshotScore done over time?

MoonshotScore snapshots recorded for TLF (30 recorded, newest six shown)
RecordedScoreBand
42Weak
43Weak
43Weak
42Weak
42Weak
42Weak

The score was 42 in the stored Oct 4, 2026 snapshot and remains 42 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability +5 and Momentum +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged.

Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.

Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →

Price & valuation

As of
MeasureValue
Latest provided price$2.55
Change on the day+4.08%
52-week range$2.20 – $3.36
Market capitalisation$20.8M
Price / earnings (trailing)2.14
Shares traded on the day5.0K

Price & events

Other perspectives

Council score for Tandy Leather Factory (TLF): perspectives

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

9-Factor Breakdown

Revenue Growth Neutral
Gross Margin Strong
Operating Leverage Neutral
Cash Runway Neutral
R&D Intensity Neutral
Insider Activity Moderate
Trading Liquidity Neutral
Price Momentum Negative
News Sentiment Neutral

Legends Council

3 lenses, 0 current

AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built

Englander-style lens (simulated) Izzy Englander Unfavorable read
Klarman-style lens (simulated) Seth Klarman Unfavorable read
Moon AI lens (model) Favorable read

Read on: Sep 11, 2026 · older than the 27 hours refresh window; not a current reading

Munger's Mindset

Balance Sheet & Valuation · historical

Financial Health Neutral
Margin of Safety Fairly Valued
Profit Margin Weak
Revenue Growth Weak
Debt/Equity Weak
ROE Negative
Gross Margin Moderate

Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading

How to read these bars and different assessments

Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.

Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.

On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.

Readings on this page are from Oct 6, 2026, except a card that shows its own read date.

Watch the TLF film — every key number, told as a short cinematic story

~2 min · open the film

1 · What is it?

What is Tandy Leather Factory (TLF), and what does it report?

Short answer · as of

A current FMP business description is unavailable; the listing and provider classification below are the available identity facts. Tandy Leather Factory, Inc. (TLF) is listed on NASDAQ. It employs 470 people and is led by Johan Hedberg. In Q2 FY2026 it reported revenue of $18M and net income of $409,000. The market values it at $20.8M.

2 · Latest results

What do the latest results show for Tandy Leather Factory (TLF)?

Short answer · as of

The most recent reported quarter, Q2 FY2026, carried revenue of $18M. Against analyst estimates the company has EPS beat 2 of 8 reports.

Quarterly income statement — 4 quarters
Revenue, net income and earnings per share by quarter
PeriodRevenueNet incomeEPS
Q2 FY2026$18M$409,000$0.05 (diluted)
Q1 FY2026$20M$222,000$0.03 (diluted)
Q4 FY2025$22M-$930,000-$0.11 (diluted)
Q3 FY2025$17M-$1M-$0.17 (diluted)
3 · Financial strengths and risks

What are the financial strengths and risks for Tandy Leather Factory (TLF)?

Short answer

The MoonshotScore pillars rate balance-sheet strength, positive momentum as strengths. The distress and quality screens read Altman Z 2.68 · Piotroski F 4. Trailing ratios: ROE -3.2% · ROA -0.3% · current ratio 4.55.

Data-derived red flags

  • Negative return on equity (-3.2%) — the business is not currently generating profit on shareholder capital.
  • Inconsistent delivery — missed Wall Street EPS estimates in 5 of the last 8 reported quarters.
5 · Peer comparison

How does Tandy Leather Factory compare with its peers?

Short answer

Tandy Leather Factory's score ranks 7th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.

Peer set — price, market value and MoonshotScore
CompanyPriceMarket valueScore
Build-A-Bear Workshop, Inc. (BBW) Same industry, near in market value$26.00 Oct 5, 2026$326M76 5-pillar Oct 5, 2026
Barnes & Noble Education, Inc. (BNED) Same industry, near in market value$11.71 Oct 2, 2026$406M71 5-pillar Oct 5, 2026
Hour Loop, Inc. (HOUR) Same industry, near in market value$1.82 Oct 5, 2026$64.1M51 5-pillar Oct 5, 2026
Lands' End, Inc. (LE) Same industry, near in market value$10.63 Oct 5, 2026$327M48 5-pillar Oct 5, 2026
Sportsman's Warehouse Holdings, Inc. (SPWH) Same industry, near in market value$1.16 Oct 5, 2026$45.3M47 5-pillar Oct 5, 2026
Newegg Commerce, Inc. (NEGG) Same industry, near in market value$11.49 Oct 2, 2026$241M43 5-pillar Oct 5, 2026
Tandy Leather Factory (TLF) — this page$2.55$20.8M42
Baozun Inc. (BZUN) Same industry, near in market value$3.15 Oct 2, 2026$183M39 5-pillar Oct 5, 2026
Texxon Holding Limited (NPT) Same industry, near in market value$2.44 Oct 2, 2026$54.1M37 5-pillar Oct 5, 2026
LightInTheBox Holding Co., Ltd. (LITB) Same industry, near in market value$2.91 Oct 2, 2026$26.6M36 5-pillar Oct 5, 2026
CarParts.com, Inc. (PRTS) Same industry, near in market value$8.52 Oct 5, 2026$69.0M33 5-pillar Oct 5, 2026
ZKH Group Limited (ZKH) Same industry, near in market value$2.47 Oct 5, 2026$400M32 5-pillar Oct 5, 2026
1-800-FLOWERS.COM, Inc. (FLWS) Same industry, near in market value$2.56 Oct 2, 2026$163M31 5-pillar Oct 5, 2026

Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.

The records behind this page

Insider activity

Form 4 records via FMP · Available records within the last 180 days, newest dated Jun 9, 2026 (coverage not recorded)

Transactions
20
Identified insiders
4
Purchases
0
Sales
0
Other transactions
20

Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

What has been published about Tandy Leather Factory (TLF)?

Read these with our analysis →

Investor Questions: TLF Stock

These answers are editorial: 2 of these 9 answers are drawn from the TLF research dossier (written May 8, 2026 by gemini-2.0-flash); the other 7 are question templates that restate figures shown above. Figures in this section are not part of the source register.

What does the MoonshotScore mean for TLF?

TLF carries the MoonshotScore stated above — the Weak band. This is an educational research signal, not a buy or sell recommendation. The number comes from the five-pillar engine (business quality, financial safety, valuation, growth durability, momentum), re-ranked daily against sector peers.

Is TLF a good stock to buy?

Stock Expert AI does not rate TLF buy, sell or hold. Tandy Leather Factory, Inc. carries a MoonshotScore, in the Weak band, a research rating against its peers rather than a forecast. Whether it fits is your call: check what it sells, whether it earns and what the price assumes. This is educational content, not investment advice.

What is the TLF stock price today?

The last price recorded on this page for Tandy Leather Factory, Inc. (TLF) is $2.55, as of the Oct 5, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.

What do analysts say about TLF stock?

Analyst coverage of Tandy Leather Factory, Inc. is limited due to its small market capitalization. Key valuation metrics include its P/E ratio and dividend yield. Investors should conduct their own due diligence and consider their risk tolerance before investing in TLF stock.

What are the main risks for TLF?

The main risks for Tandy Leather Factory, Inc. include its dependence on consumer spending, competition from larger retailers, and potential supply chain disruptions. Economic downturns could reduce demand for its products, while increased competition could erode market share.

What are the key factors to evaluate for TLF?

Tandy Leather Factory, Inc. (TLF) holds a MoonshotScore in the low range. P/E: 2.14x. New Product Development: Tandy Leather can introduce new product lines and expand its offerings to cater to a broader range of customers. Not financial advice.

How frequently does TLF data refresh on this page?

TLF's price is the last quote we recorded, from the Oct 5, 2026 trading session. Pages are served from a cache, so the copy you are reading can lag that quote. The quote is a provider snapshot, not an exchange feed. Fundamentals follow quarterly filings. V2 is recalculated from the most recent completed US trading session; the score's own date shows its last successful run.

What has driven TLF's recent stock price performance?

Tandy Leather Factory, Inc. (TLF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Established brand and reputation. See the News tab for the latest drivers. Past performance does not predict future results.

Should investors consider TLF overvalued or undervalued right now?

Tandy Leather Factory, Inc. (TLF) trades at 2.14x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated May 8, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.

Sources — records for every figure on this page (18 figures)

The 18 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.

"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.

FMP — 10 facts from Financial Modeling Prep endpoint families

FMP facts used on this page
Fact IDFactValue as shownAs ofTierSource
px.lastLatest provided price$2.55FMPFinancial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T17:34:40.206Z.
px.changeChange on the day+4.08%FMPFinancial Modeling Prep (FMP) · quote
px.mcapMarket capitalisation$20.8MFMPFinancial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-05. FMP quote timestamp: 2026-10-05T17:32:39.000Z. Captured from FMP at 2026-10-05T17:34:33.523Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares.
px.change_absChange on the day, in dollars+$0.10FMPFinancial Modeling Prep (FMP) · quote
fin.q_revenueRevenue, Q2 FY2026$18MFMPFinancial Modeling Prep (FMP) · income statement (quarterly)
px.pePrice / earnings (trailing)2.14FMPFinancial Modeling Prep (FMP) · quote
px.volumeShares traded on the day5.0KFMPFinancial Modeling Prep (FMP) · quote
fin.q_incomeNet income, Q2 FY2026$409,000FMPFinancial Modeling Prep (FMP) · income statement (quarterly)
fin.q_tableQuarterly income statement4 quarters through Q2 FY2026FMPFinancial Modeling Prep (FMP) · income statement (quarterly), as filed
own.insidersInsider transactions via FMP20 transactions · 0 purchases, 0 sales, 20 other transactions · 4 identified insiders · available records within the last 180 days, newest dated Jun 9, 2026 (coverage not recorded)FMPFinancial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.

UNRECORDED — 6 facts from stored observations whose source was not recorded

UNRECORDED facts used on this page
Fact IDFactValue as shownAs ofTierSource
earn.historyReported versus estimated, recent quartersEPS beat 2 of 8UNRECORDEDStored earnings-history observation — Captured 2026-09-12 · Expired observation
fin.scoresDistress and quality screensAltman Z 2.68 · Piotroski F 4UNRECORDEDStored financial-scores observation — Captured 2026-10-03 · Expired observation
px.range5252-week range$2.20 – $3.36UNRECORDEDStored company-profile observation — Captured 2026-10-05
id.employeesEmployees470UNRECORDEDStored company-profile observation — Captured 2026-10-05
id.ceoChief executiveJohan HedbergUNRECORDEDStored company-profile observation — Captured 2026-10-05
fin.ratiosReturn and yield ratios (trailing twelve months)ROE -3.2% · ROA -0.3% · current ratio 4.55—UNRECORDEDStored key metrics — Date unknown

OURS — 2 facts from Stock Expert AI's own score and rank

OURS facts used on this page
Fact IDFactValue as shownAs ofTierSource
ours.moonshotMoonshotScore v242 of 100 · Weak · pillars 42 / 74 / 67 / 42 / 70OURSStock Expert AI MoonshotScore v2 engine
ours.moonshot_changeMoonshotScore movement42 (stored snapshot Oct 4, 2026) → 42 (current publication computed Oct 5, 2026) (0)OURSStock Expert AI current score publication and immutable score snapshots
Published
Research standards
Methodology · Editorial policy · Corrections
Data Sources & Methodology
Figures come from Financial Modeling Prep (FMP). If FMP has no figure for a ticker, a price or fundamental may come from a Yahoo Finance fallback, or a price from an Alpaca fallback. SEC EDGAR is used only for filing links and company identity details (legal name, address), never for figures. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.