Bassett Furniture Industries logo

Bassett Furniture Industries(BSET)

upturn advisory logo
ADVISORIES YOU CAN VERIFY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$17.46
09/16/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close

Advisory Performance History (Simulated)Advisory Performance History info

Upturn Advisory & Investor View for BSET

09/16/2026: BSET (2-star) is currently NOT-A-BUY. Pass it for now.

Bassett Furniture Industries is a long-standing, vertically integrated retailer and manufacturer of residential furniture. The company’s primary strength lies in its branded retail network and custom-order capabilities, which help differentiate it in a fragmented, cyclical market. Its main investment story centers on operational efficiency and leveraging its store footprint to capture housing-related demand. However, investors must consider risks related to significant sensitivity to housing market cycles, competition from lower-cost digital retailers, and potential volatility in discretionary spending. The stock may best suit dividend-oriented investors seeking exposure to the home goods sector, provided they monitor housing data and consumer spending trends closely.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorWeak fitThe company operates in a mature, cyclical industry with limited high-growth potential.
Momentum investorWeak fitThe stock often lacks the sustained upward volume and price trends required for momentum strategies.
Value investorMixed fitThe stock may present value opportunities during cyclical troughs, though earnings can be volatile.
Dividend investorStrong fit while signal remains positiveThe company has a consistent history of paying dividends, which is attractive for income-focused portfolios.
Low-risk investorMixed fitWhile established, the company's exposure to cyclical economic downturns introduces inherent volatility.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highThe stock price is highly sensitive to macroeconomic shifts and housing data.
Valuation riskMediumInvestors must weigh the current share price against cyclical earnings potential.
Competition riskHighIntense rivalry from online-first retailers and low-cost importers threatens market share.
Business qualityMediumThe vertically integrated model is a strength but creates high fixed-cost exposure.
Dividend incomeMediumDividends depend on board discretion and can be cut during severe economic downturns.
Execution riskMediumSuccess relies on managing complex supply chains and maintaining retail store productivity.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit 20.31%
Avg. Invested days 50
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 3.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 09/16/2026

Upturn Scorecard

Upturn Star Rating

BSET receives a 3-star rating, supported by solid company fundamentals. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

BSET has solid overall fundamentals (4 stars), with moderate financial health, solid growth momentum, and strong ownership. In FY2025 versus FY2024, strong earnings growth (+162.9%) is partially offset by soft cash generation (FCF margin 2.7%), moderate revenue growth (+1.6%), soft profitability (net margin 1.8%).

Financial Health Rating

BSET's financial health is supported by solid cash strength, including free-cash-flow generation (2.7% of revenue). Profitability is moderate (3 stars), which helps explain the 3-star overall score.

Growth Momentum Score

Free-cash-flow growth is BSET's strongest growth driver at +871.8% FY2025 versus FY2024 (strong, 5 stars). By comparison, earnings growth (+162.9%, strong) is also strong, while revenue growth (+1.6%, moderate) holds the profile back, so recent growth is not broad-based across the business.

Ownership

Institutional ownership is 55.9% and approximately 88.3% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 16.73% supports management-shareholder alignment.

Top 5 Institutional Investors

Dimensional Fund Advisors, Inc. 7.74%
Aegis Financial Corporation 6.36%
Gamco Investors, Inc. Et Al 6.26%
BlackRock Inc 6.21%
Vanguard Capital Management, LLC 4.70%

Unit Economics (Per $1K Revenue)

BSET generates approximately $563 of gross profit, $23 of operating income, and $27 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Strong cash conversion and healthy margins support the rating, although capital efficiency remains below the highest tier.

Economic Dimensions

Effective Tax Rate: 30.37%

Quantitative Style Profile

BSET has a liquid, relatively low-volatility profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedLow VolatilitySmall / Mid Cap RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 149.70M USD
Price to earnings Ratio 27.02
1Y Target Price 23
Price to earnings Ratio 27.02
1Y Target Price 23
Volume (30-day avg) 22.1K shares
Beta 0.73
52 Weeks Range 12.86 - 22.03
Updated Date 09/16/2026
52 Weeks Range 12.86 - 22.03
Updated Date 09/16/2026
Dividends yield (FY) 4.49%
Basic EPS (TTM) 0.64

How Company Makes Money

Business areaWhat it includesRetail investor read
Retail SegmentRevenue from sales at company-owned Bassett Home Furnishings stores.This is the direct consumer-facing portion of the business where brand equity is built.
Wholesale SegmentSales of furniture products to licensee-operated stores and other independent dealers.This provides broad market reach beyond company-owned physical locations.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Advertisement

Valuation

Trailing PE 27.02
Forward PE 10.99
Enterprise Value 188.05M
Price to Sales(TTM) 0.45
Enterprise Value 188.05M
Price to Sales(TTM) 0.45
Enterprise Value to Revenue 0.56
Enterprise Value to EBITDA 11.28
Shares Outstanding 8.66M
Shares Floating 7.65M
Shares Outstanding 8.66M
Shares Floating 7.65M
Percent Insiders 16.73
Percent Institutions 55.94

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI Summary

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

About Bassett Furniture Industries

Exchange NASDAQ
Headquarters Bassett, VA, United States
IPO Launch date 1987-01-01
President, CEO & Chairman Mr. Robert H. Spilman Jr.
Sector Consumer Cyclical
Industry Furnishings, Fixtures & Appliances
Full time employees 1194
Full time employees 1194

Bassett Furniture Industries, Incorporated, together with its subsidiaries, designs, manufactures, sources, distributes, and retails home furnishings and furniture products in the United States. It operates through two segments, Wholesale and Retail"Company-Owned Stores. The company offers sofas, chairs, reclining furniture, ottomans and benches, and leather furniture; tables and cabinets; dining and outdoor furniture; beds, dressers and chests, nightstands and bedside tables, mattresses and bases, duvet covers and inserts, quilts and coverlets, sheets and pillowcases, shams and pillow inserts, accent pillows, and throws; office chairs, desks, and storages; home decor products, lighting, wall decor, mirrors, cabinet hardware, and cutting boards; and rugs. It is also involved in wood and upholstery operations. The company sells its products through a network of company-owned and licensee-owned stores under the Bassett Home Furnishings name; and independent retailers; multi-line furniture stores, including Bassett galleries or design centers; and online. Bassett Furniture Industries, Incorporated was founded in 1902 and is based in Bassett, Virginia.