Stocks · Consumer Cyclical · Specialty Retail

Build-A-Bear Workshop, Inc. BBW

$25.56 +0.59% Close, Oct 2, 2026 · NYSE · Market cap $320.5M

Weak trendInexpensive vs sector

Next earnings report: Dec 3, 2026

Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.

Three things to know

  1. Earnings beat analyst estimates in each of the last 9 quarters (average surprise over the last four: +14.8%).
  2. Over the past year the stock returned -59.6%, behind the S&P 500 by 74.6 percentage points.
  3. The stock is 64% below its highest close of the past year.

PromtFinance scores

Each score is a percentile within the Consumer Cyclical sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.

Growth16Very weak

How fast revenue, earnings and cash flow are growing.

  • Revenue growth (TTM, YoY)Bottom 28%
  • EPS growth (TTM, YoY)Bottom 39%
  • FCF growth (TTM, YoY)Bottom 18%
  • Revenue growth, 3-year CAGRTop 39%
  • Revenue growth accelerationBottom 10%
Quality74Positive

Returns on capital, margins, earnings quality and balance-sheet strength.

  • Return on invested capitalTop 14%
  • Gross marginTop 14%
  • Operating marginTop 24%
  • Cash conversion (OCF / net income)Bottom 20%
  • Accruals (lower is better)Bottom 22%
  • Net debt / EBITDA (lower is better)Top 32%
Value95Exceptional

How cheap the shares are relative to earnings, cash flow and their own history.

  • Earnings yieldTop 3%
  • Free-cash-flow yieldTop 36%
  • EBITDA / enterprise valueTop 5%
  • Sales / enterprise valueTop 35%
  • P/E vs own 5-year history (lower is better)Top 23%
Momentum5Very weak

Strength and persistence of the price trend, including versus the S&P 500.

  • 12-month return excluding last monthBottom 5%
  • 6-month returnBottom 8%
  • 1-year return vs S&P 500Bottom 5%
  • Distance from 52-week highBottom 7%
  • Trend checklist (0–4)Bottom 18%
Revisions94Exceptional

Earnings surprises and analyst sentiment (estimate-revision history is being collected).

  • Average EPS surprise, last 4 quartersTop 41%
  • Consecutive EPS beatsTop 13%
  • Share of analysts rating BuyTop 17%
  • Upside to consensus price targetTop 28%
Stability35Weak

Low volatility, shallow drawdowns, low market sensitivity and modest leverage.

  • Volatility, 60 days (lower is better)Bottom 7%
  • Maximum drawdown, 3 yearsBottom 28%
  • Beta vs S&P 500 (lower is better)Top 46%
  • Net debt / EBITDA (lower is better)Top 32%

What changed

Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).

MeasureBeforeNow
Revenue growth (YoY)3.3%-0.9%↓
EPS growth (YoY)2.6%-9.6%↓
Gross margin56.3%56.7%↑
Operating margin14.3%12.9%↓
FCF margin8.9%4.7%↓

Fundamental momentum

MeasureNow (TTM)Year / quarter beforeSector rank
Revenue growth (TTM, YoY)-0.9%3.3%↓Bottom 28%
EPS growth (TTM, YoY)-9.6%2.6%↓Bottom 39%
Gross margin56.7%56.3%↑Top 14%
Operating margin12.9%14.3%↓Top 24%
Net margin10.0%11.3%↓—
Free-cash-flow margin4.7%8.9%↓—
Return on invested capital17.8%—Top 14%
Revenue growth, 3-year CAGR4.2%—Top 39%

Quality of earnings and balance sheet

Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
1.15×
Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
-2.3%
Stock-based compensation / revenueA cost to shareholders through dilution.
0.3%
Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
+22.0 pp
Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
1.52×

Shareholder returns

Dividend yield (dividends paid, TTM)
3.58%
Net buyback yield (TTM)
11.89%
Shareholder yield
15.47%
Share count change, 1 year
-5.4%
Share count change, 3-year CAGR
-5.0%

Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.

Based on the four quarters through Aug 1, 2026 (filed Sep 10, 2026).

Earnings and expectations

Earnings momentum

Consecutive EPS beats
9
Beats in the last 8 reports
8 of 8
Average EPS surprise, last 4
+14.8%
Average 2-day reaction, last 8
+1.7%
Positive 20 days after report
5 of 8

Analysts

Consensus price target
$38.50
Target vs current price
+50.6%
Analysts with a rating
11
Share rating Buy or Strong Buy
73%
Consensus rating
Buy

How the stock reacted to recent reports

Report dateEPS surprise2 days5 days20 days60 days
Aug 27, 2026+8.5%-27.3%-23.0%-35.8%—
May 28, 2026+35.5%+2.9%-6.7%-15.3%+2.9%
Mar 12, 2026+2.4%-4.4%-9.3%-13.0%-21.9%
Dec 4, 2025+12.7%-15.5%-7.9%+6.3%-19.0%
Aug 28, 2025+40.3%+14.4%+4.0%+23.7%-19.5%
May 29, 2025+36.0%+21.6%+7.9%+22.5%+32.3%
Mar 13, 2025+4.6%-0.4%+4.6%+10.8%+34.8%
Dec 5, 2024+12.3%+22.6%+12.1%+19.9%+8.2%

Returns from the close before each report. Past reactions do not determine future ones.

Earnings history

Report dateEPSEstimateSurpriseRevenue
Aug 27, 2026$0.70$0.65+8.5%$115.3M
May 28, 2026$1.03$0.76+35.5%$125.3M
Mar 12, 2026$1.26$1.23+2.4%$154.5M
Dec 4, 2025$0.62$0.55+12.7%$122.7M
Aug 28, 2025$0.94$0.67+40.3%$124.2M
May 29, 2025$1.17$0.86+36.0%$128.4M
Mar 13, 2025$1.59$1.52+4.6%$150.4M
Dec 5, 2024$0.73$0.65+12.3%$119.4M

Valuation in context

MultipleNow5-year median5-year percentileSector rank (cheapness)
P/E (trailing)6.3×7.9×14thTop 3%
P/E (forward)7.3×———
EV / EBITDA5.4×——Top 5%
EV / Sales0.86×——Top 35%
Free-cash-flow yield7.66%——Top 36%
Earnings yield15.77%——Top 3%

P/E over the past five years

Range 4.2× – 16.7× since Jul 31, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.

What moved the stock over the past year

Price return, 1 year
-59.6%
Earnings per share growth (TTM)
-9.6%
Change in P/E multiple
-58.2%

Most of the move came from a change in the valuation multiple.

Technical state

Trend checklist

  • ✗ Price above 20-day average
  • ✗ Price above 50-day average
  • ✗ Price above 200-day average
  • ✗ 50-day average above 200-day
  • ✓ MACD histogram positive

Trend quality

Days above the 50-day average
0
Days above the 200-day average
0
50-day average slope (20 days)
-7.2%
200-day average slope (20 days)
-5.7%
Distance from 50-day average
-19.3%
Distance from 200-day average
-37.5%
RSI (14)
37.5
Relative volume
0.44×

Risk and drawdowns

Volatility, 60 days (annualized)
79.6%
Volatility vs own 5-year history
98th percentile · High for this stock
Beta vs S&P 500 (2 years, weekly)
1.00
Correlation with S&P 500
0.29
Current drawdown from 1-year high
-64.0%
Maximum drawdown, 3 years
-67.8%

Largest declines in the past six years

From peakTo lowDeclineLengthRecovery
Sep 15, 2025Sep 18, 2026-67.8%254 daysNot yet recovered
Dec 2, 2021Sep 6, 2022-44.0%190 days60 days (Nov 30, 2022)
Dec 14, 2022May 31, 2023-31.3%114 days63 days (Aug 30, 2023)
Dec 26, 2024Apr 23, 2025-30.8%79 days25 days (May 29, 2025)
Jun 25, 2021Aug 19, 2021-28.1%38 days72 days (Dec 1, 2021)

Declines of 10% or more from a closing high, measured on daily closes.

Financial statements

Market cap
$320.5M
P/E (TTM)
6.3
EPS, diluted (TTM)
$4.03
Revenue (TTM)
$517.8M
Dividend yield
3.56%
52-week range
$24.15 – $72.19
FY 2021FY 2022FY 2023FY 2024FY 2025
Revenue$411.5M$467.9M$486.1M$496.4M$529.8M
Gross profit$218.0M$245.9M$264.4M$272.5M$295.6M
Operating income$38.4M$49.5M$65.4M$66.3M$64.6M
Net income$47.3M$48.0M$52.8M$51.8M$52.2M
EPS (diluted)$2.93$3.15$3.65$3.80$3.99
Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Revenue$119.4M$150.4M$128.4M$124.2M$122.7M$154.5M$125.3M$115.3M
Net income$9.9M$21.7M$15.3M$12.4M$8.1M$16.4M$18.3M$8.8M
EPS (diluted)$0.73$1.62$1.17$0.94$0.62$1.26$1.45$0.70
FY 2021FY 2022FY 2023FY 2024FY 2025
Operating cash flow$28.1M$47.3M$64.3M$47.1M$65.1M
Capital expenditure-$8.1M-$13.6M-$18.3M-$19.3M-$25.5M
Free cash flow$19.9M$33.6M$46.0M$27.8M$39.5M
Dividends paid$0-$292,000-$48,000-$11.0M-$11.5M
Net share buybacks-$4.4M-$24.2M-$20.5M-$31.3M-$29.1M

Cash outflows are shown as negative numbers.

Cash and short-term investments
$0
Total assets
$334.1M
Total liabilities
$175.1M
Total debt
$125.5M
Net debt
$125.5M
Shareholders’ equity
$159.0M

As of Aug 1, 2026 (filed Sep 10, 2026).

Dividends

Ex-dateAmountPaid
Sep 24, 2026$0.23Oct 8, 2026
Jun 25, 2026$0.23Jul 9, 2026
Mar 26, 2026$0.23Apr 9, 2026
Nov 26, 2025$0.22Jan 8, 2026
Sep 25, 2025$0.22Oct 9, 2025
Jun 26, 2025$0.22Jul 10, 2025
Mar 27, 2025$0.22Apr 10, 2025
Nov 27, 2024$0.20Jan 9, 2025

Short interest

Shares sold short
2,896,174
Days to cover
4.59
Change vs previous report
+6.5%

FINRA short interest, settlement date Sep 15, 2026.