TANDY LEATHER FACTORY INC(TLF)Stock Analysis
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Rank #2,583 of 2,962 stocks
View Consumer Discretionary peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in TLF
Events flagged as statistical outliers against TLF's own multi-year baseline — not fixed dollar thresholds.
- Score shock2026-08-11
TLF quality score dropped 19 points (49→30) on a new filing
View source filing →
TLF Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for TANDY LEATHER FACTORY INC (TLF), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores TLF at 27.5/100 on a 32-signal composite quality model, placing it at rank #2,583 of 2,962 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue scale (12.5) and free cash flow (22.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), TANDY LEATHER FACTORY INC reports quarterly revenue of $18.0M, net income of $409.0K, an operating margin of 3.0%. Top institutional holders of TLF by reported 13-F value include Bandera Partners, JCP Investment Management, FIRST FOUNDATION ADVISORS, based on the most recent SEC filings. TLF trades on the Nasdaq exchange and files with the SEC under CIK 909724. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TLF daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TANDY LEATHER FACTORY INC directly from SEC EDGAR. TANDY LEATHER FACTORY INC's 13F Pro composite quality score has ranged between 21 and 51 since 2021, currently 27.5 — a stable long-term trajectory across 67 quarterly and live scoring snapshots.
Revenue
Q2 2026
$18.0M
Net Income
Q2 2026
$409.0K
Free Cash Flow
Q2 2026
$-3.7M
Operating Margin
Q2 2026
3.0%
ROIC
Q2 2026
4.6%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+2.6% YoYNet Income
+1000.6% YoYOperating Income
-253.3% YoYEPS (Diluted)
+1122.2% YoYTotal Assets
+15.6% YoYTotal Debt
Op. Cash Flow
-112.2% YoYFree Cash Flow
-617.1% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $76.3M +2.6% | $74.4M -2.4% | $76.2M -5.1% | $80.3M -2.8% | $82.7M +29.0% | $64.1M |
| Net Income | $9.1M +1000.6% | $827.0K -78.1% | $3.8M +207.1% | $1.2M -9.4% | $1.4M +127.6% | $-4.9M |
| Operating Income | $-963.0K -253.3% | $628.0K -85.8% | $4.4M +217.7% | $1.4M -39.7% | $2.3M +136.2% | $-6.3M |
| EPS (Diluted) | $1.10 +1122.2% | $0.09 -80.0% | $0.45 +200.0% | $0.15 -6.3% | $0.16 +129.6% | $-0.54 |
| Total Assets | $86.6M +15.6% | $74.9M +3.9% | $72.1M +5.2% | $68.6M -6.2% | $73.1M -3.4% | $75.7M |
| Total Debt | — | — | — | $0.00 -100.0% | $415.0K -7.0% | $446.0K |
| Operating Cash Flow | $-556.0K -112.2% | $4.5M +0.2% | $4.5M +293.2% | $1.2M -68.9% | $3.7M +129.7% | $-12.5M |
| Free Cash Flow | $-8.1M -617.1% | $1.6M -60.5% | $4.0M +663.2% | $519.0K -80.9% | $2.7M +119.6% | $-13.8M |
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Available Research
13F Pro tracks comprehensive data for TANDY LEATHER FACTORY INC including:
Top Institutional Holders of TLF
Bandera Partners LLC
$6.7M2,857,936 shJCP Investment Management, LLC
$2.0M876,059 shFIRST FOUNDATION ADVISORS
$522.7K224,345 shBrooklands Fund Management Ltd
$498.3K215,717 shValue Investment Professionals, LLC
$428.6K183,939 shVANGUARD CAPITAL MANAGEMENT LLC
$336.5K144,428 shMONEY CONCEPTS CAPITAL CORP
$187.8K80,599 shValues First Advisors, Inc.
$134.6K57,779 shGEORGE KAISER FAMILY FOUNDATION
$101.2K43,443 shRENAISSANCE TECHNOLOGIES LLC
$62.7K26,912 sh
| Fund | Value | Shares |
|---|---|---|
| Bandera Partners LLC | $6.7M | 2,857,936 |
| JCP Investment Management, LLC | $2.0M | 876,059 |
| FIRST FOUNDATION ADVISORS | $522.7K | 224,345 |
| Brooklands Fund Management Ltd | $498.3K | 215,717 |
| Value Investment Professionals, LLC | $428.6K | 183,939 |
| VANGUARD CAPITAL MANAGEMENT LLC | $336.5K | 144,428 |
| MONEY CONCEPTS CAPITAL CORP | $187.8K | 80,599 |
| Values First Advisors, Inc. | $134.6K | 57,779 |
| GEORGE KAISER FAMILY FOUNDATION | $101.2K | 43,443 |
| RENAISSANCE TECHNOLOGIES LLC | $62.7K | 26,912 |
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Popular Research
Is TLF a good stock to buy?
13F Pro's AI-powered analysis of TANDY LEATHER FACTORY INC (TLF) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TLF are available on the TLF stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. TLF is classified as a small company.
Which hedge funds own TLF?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TLF. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TANDY LEATHER FACTORY INC's investment landscape.