BNED
Barnes & Noble Education, Inc.Consumer Cyclical · $375M market cap
Verdict
Share price
$11.71
close of Oct 3, 2026
Fair value
$10.35
Sticker Price
Payback Price
$4.14
buy price
BNED is Overpriced: at $11.71 it trades 13% above its fair value of $10.35. Its buy price (Payback Price) is $4.14, 65% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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Since Jul 1, 2026: no open-market purchases, 10 sales worth $1.2M and 4 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Snagusky Jason
CFO · 2026-07-17
Sold
$63K
Luster Gary
SVP, Chief Accounting Officer · 2026-07-10
Sold
$12K
Neumann Christopher
EVP General Counsel, Secretary · 2026-07-10
Sold
$32K
Snagusky Jason
CFO · 2026-07-10
Sold
$26K
TORO 18 HOLDINGS LLC
director · 2026-07-07
Sold
$20K
Other filings
About Barnes & Noble Education, Inc.
Barnes & Noble Education, Inc. operates bookstores for college and university campuses, and K-12 institutions primarily in the United States. The company sells and rents new and used print textbooks, digital textbooks, and publisher hosted digital courseware through physical and virtual bookstores, as well as directly to students through Textbooks.com. In addition, it offers First Day and First Day Complete access…
Specialty Retail
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works