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Build-A-Bear Workshop Inc. (BBW) Stock Fundamental Analysis & AI Rating 2026

BBW NYSE Retail-Hobby, Toy & Game Shops DE CIK: 0001113809
Updated This Month • Analysis: Mar 20, 2026 • SEC Data: 2025-11-01
Combined AI Rating
BUY
75% Confidence
STRONG AGREEMENT
BUY
72% Conf
BUY
78% Conf

📊 BBW Key Takeaways

Revenue: $375.3M
Net Margin: 9.5%
Free Cash Flow: $27.4M
Current Ratio: 1.65x
Debt/Equity: 0.00x
EPS: $2.73
AI Rating: BUY with 72% confidence
Build-A-Bear Workshop Inc. (BBW) receives a BUY rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $375.3M, net profit margin of 9.5%, and return on equity (ROE) of 23.8%, Build-A-Bear Workshop Inc. demonstrates strong fundamentals in the Consumer sector. Below is our complete BBW stock analysis for 2026.

Is Build-A-Bear Workshop Inc. (BBW) a Good Investment?

Claude

Build-A-Bear Workshop demonstrates solid fundamental health with strong profitability metrics (56% gross margin, 23.8% ROE) and positive free cash flow generation of $27.4M. The company maintains a healthy balance sheet with 1.65x current ratio and zero long-term debt, though modest revenue growth of 2.1% YoY and flat net income growth warrant cautious optimism.

ChatGPT

Build-A-Bear Workshop shows strong core fundamentals, with high gross margins, double-digit operating margins, solid returns on equity and assets, and consistent free cash flow generation. Growth is modest rather than rapid, but the combination of profitability, a debt-free balance sheet, and stable earnings quality supports a favorable fundamental view.

Why Buy Build-A-Bear Workshop Inc. Stock? BBW Key Strengths

Claude
  • + Exceptional gross margin of 56% indicates strong pricing power and cost control in retail operations
  • + High return on equity of 23.8% and ROA of 11.0% demonstrate efficient capital deployment
  • + Robust free cash flow of $27.4M with 7.3% FCF margin provides flexibility for operations and shareholder returns
  • + Conservative capital structure with zero debt and solid liquidity position (1.65x current ratio)
  • + Positive EPS growth of 4.1% YoY outpacing net income growth suggests effective share management
ChatGPT
  • + High profitability, including 56.0% gross margin, 12.2% operating margin, and 9.5% net margin
  • + Strong financial health with 0.00x debt-to-equity, positive cash balance, and a 1.65x current ratio
  • + Healthy cash generation, with $40.26M operating cash flow and $27.39M free cash flow

BBW Stock Risks: Build-A-Bear Workshop Inc. Investment Risks

Claude
  • ! Muted revenue growth of only 2.1% YoY indicates limited organic growth momentum in a competitive retail environment
  • ! Net income essentially flat YoY despite revenue growth suggests margin pressure or operational headwinds
  • ! Quick ratio of 0.66x is below 1.0x, indicating potential liquidity constraints if inventory cannot be quickly converted
  • ! Minimal insider activity (1 Form 4 filing in 90 days) provides limited confidence signal from company leadership
  • ! Single-brand experiential retail concept faces structural headwinds from changing consumer preferences and e-commerce disruption
ChatGPT
  • ! Revenue growth is modest at 2.1% YoY, which may limit operating leverage upside
  • ! Net income was essentially flat YoY, suggesting margin expansion may be harder going forward
  • ! Quick ratio of 0.66x indicates reliance on inventory conversion and working capital management

Key Metrics to Watch

Claude
  • * Quarterly revenue trends and same-store sales growth to assess demand stability
  • * Gross margin sustainability amid potential inflationary cost pressures
  • * Free cash flow conversion and capital allocation priorities including debt reduction opportunities
  • * Inventory turns and working capital efficiency to strengthen the quick ratio
ChatGPT
  • * Comparable revenue growth and operating margin trends
  • * Free cash flow conversion and liquidity, especially quick ratio/cash levels

Build-A-Bear Workshop Inc. (BBW) Financial Metrics & Key Ratios

Revenue
$375.3M
Net Income
$35.8M
EPS (Diluted)
$2.73
Free Cash Flow
$27.4M
Total Assets
$326.5M
Cash Position
$27.7M

💡 AI Analyst Insight

Build-A-Bear Workshop Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

BBW Profit Margin, ROE & Profitability Analysis

Gross Margin 56.0%
Operating Margin 12.2%
Net Margin 9.5%
ROE 23.8%
ROA 11.0%
FCF Margin 7.3%

BBW vs Consumer Sector: How Build-A-Bear Workshop Inc. Compares

How Build-A-Bear Workshop Inc. compares to Consumer sector averages

Net Margin
BBW 9.5%
vs
Sector Avg 8.0%
BBW Sector
ROE
BBW 23.8%
vs
Sector Avg 18.0%
BBW Sector
Current Ratio
BBW 1.7x
vs
Sector Avg 1.5x
BBW Sector
Debt/Equity
BBW 0.0x
vs
Sector Avg 0.8x
BBW Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Build-A-Bear Workshop Inc. Stock Overvalued? BBW Valuation Analysis 2026

Based on fundamental analysis, Build-A-Bear Workshop Inc. appears fundamentally strong relative to the Consumer sector in 2026.

Return on Equity
23.8%
Sector avg: 18%
Net Profit Margin
9.5%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Build-A-Bear Workshop Inc. Balance Sheet: BBW Debt, Cash & Liquidity

Current Ratio
1.65x
Quick Ratio
0.66x
Debt/Equity
0.00x
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
N/A

BBW Revenue & Earnings Growth: 5-Year Financial Trend

BBW 5-year financial data: Year 2020: Revenue $338.5M, Net Income -$17.9M, EPS $-1.23. Year 2021: Revenue $411.5M, Net Income -$23.0M, EPS $-1.54. Year 2022: Revenue $467.9M, Net Income $47.3M, EPS $2.93. Year 2023: Revenue $486.1M, Net Income $48.0M, EPS $3.15. Year 2024: Revenue $496.4M, Net Income $48.0M, EPS $3.15.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Build-A-Bear Workshop Inc.'s revenue has grown significantly by 47% over the 5-year period, indicating strong business expansion. The most recent EPS of $3.15 reflects profitable operations.

BBW Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
7.3%
Free cash flow / Revenue

BBW Quarterly Earnings & Performance

Quarterly financial performance data for Build-A-Bear Workshop Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $119.4M $8.1M $0.62
Q2 2025 $111.8M $8.8M $0.64
Q1 2025 $114.7M $11.5M $0.82
Q3 2024 $107.6M $7.6M $0.53
Q2 2024 $109.2M $8.3M $0.57
Q1 2024 $114.7M $11.5M $0.82
Q3 2023 $104.5M $7.5M $0.51
Q2 2023 $100.7M $5.8M $0.38

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Build-A-Bear Workshop Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$40.3M
Cash generated from operations
Stock Buybacks
$17.5M
Shares repurchased (TTM)
Capital Expenditures
$12.9M
Investment in assets
Dividends Paid
$8.7M
Returned to shareholders

BBW SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Build-A-Bear Workshop Inc. (CIK: 0001113809)

📋 Recent SEC Filings

Date Form Document Action
Apr 13, 2026 4 xslF345X06/form4.xml View →
Mar 12, 2026 8-K bbw20260311c_8k.htm View →
Mar 12, 2026 8-K bbw20260312_8k.htm View →
Mar 11, 2026 8-K bbw20260311_8k.htm View →
Feb 10, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about BBW

What is the AI rating for BBW?

Build-A-Bear Workshop Inc. (BBW) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 75% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BBW's key strengths?

Claude: Exceptional gross margin of 56% indicates strong pricing power and cost control in retail operations. High return on equity of 23.8% and ROA of 11.0% demonstrate efficient capital deployment. ChatGPT: High profitability, including 56.0% gross margin, 12.2% operating margin, and 9.5% net margin. Strong financial health with 0.00x debt-to-equity, positive cash balance, and a 1.65x current ratio.

What are the risks of investing in BBW?

Claude: Muted revenue growth of only 2.1% YoY indicates limited organic growth momentum in a competitive retail environment. Net income essentially flat YoY despite revenue growth suggests margin pressure or operational headwinds. ChatGPT: Revenue growth is modest at 2.1% YoY, which may limit operating leverage upside. Net income was essentially flat YoY, suggesting margin expansion may be harder going forward.

What is BBW's revenue and growth?

Build-A-Bear Workshop Inc. reported revenue of $375.3M.

Does BBW pay dividends?

Build-A-Bear Workshop Inc. pays dividends, with $8.7M distributed to shareholders in the trailing twelve months.

Where can I find BBW SEC filings?

Official SEC filings for Build-A-Bear Workshop Inc. (CIK: 0001113809) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BBW's EPS?

Build-A-Bear Workshop Inc. has a diluted EPS of $2.73.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is BBW a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Build-A-Bear Workshop Inc. has a BUY rating with 75% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is BBW stock overvalued or undervalued?

Valuation metrics for BBW: ROE of 23.8% (sector avg: 18%), net margin of 9.5% (sector avg: 8%). Higher ROE suggests strong returns relative to peers.

Should I buy BBW stock in 2026?

Our dual AI analysis gives Build-A-Bear Workshop Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is BBW's free cash flow?

Build-A-Bear Workshop Inc.'s operating cash flow is $40.3M, with capital expenditures of $12.9M. FCF margin is 7.3%.

How does BBW compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 9.5% (avg: 8%), ROE 23.8% (avg: 18%), current ratio 1.65 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-11-01 | Powered by Claude AI