Tandy Leather Factory's 4.5% Return Over the Last Year: A Closer Look at the Company's Fundamentals

Tandy Leather Factory's (NASDAQ:TLF) investors have seen a 4.5% return over the last year, despite a 24% drop in share price over 12 months. EPS improved, but the share price does not seem to reflect this. The dividend is healthy, but revenue is flat, and the company may have missed market consensus expectations. The TSR is a more comprehensive measure of return, exceeding the share price return at 4.5% over the last year.

Investors in Tandy Leather Factory (NASDAQ:TLF) have witnessed a 4.5% return on their investments over the past year, despite a significant 24% drop in share price over the same period. This discrepancy raises questions about the company's performance and the market's perception of its value. While earnings per share (EPS) have improved, the share price has not reflected this progress.

The company's dividend remains robust, with a healthy payout ratio. However, revenue has been relatively flat, and there is evidence that Tandy Leather Factory may have missed market consensus expectations. The Total Shareholder Return (TSR), a more comprehensive measure of return, has exceeded the share price return at 4.5% over the last year, suggesting that the market may be undervaluing the company.

Jackson Financial (JXN) provides a useful comparison, as it also offers annuity products and has a strong dividend yield. Despite a challenging second quarter, Jackson Financial reported a non-GAAP EPS of $4.87, beating estimates by $0.23. Its P/E ratio is currently under 5, and it offers a dividend yield of 3.3% Fed Announces Quarter Point Rate Cut as Expected, Sees 2 More Cuts This Yr Totaling 50 bps^[1].

AES Corp. (AES) and Western Union Company (WU) are other high-dividend stocks with low P/E ratios. AES, which operates in 14 countries, reported a 34% increase in adjusted EPS for the second quarter of 2025, and its P/E ratio is 6.0 with a 5.5% dividend yield 3 Undervalued High Dividend Stocks Trading Below a 10 P/E Ratio^[2]. Western Union, the global leader in money transfers, saw a 10% decrease in diluted GAAP earnings per share in the first quarter of 2025, but its P/E ratio is 5.0 with a 11.3% dividend yield 3 Undervalued High Dividend Stocks Trading Below a 10 P/E Ratio^[2].

In conclusion, while Tandy Leather Factory's share price has not reflected its improved EPS, its dividend remains attractive. Investors should consider the company's overall performance and the market's undervaluation of its stock. As with any investment, it is crucial to conduct thorough research and consider the company's specific circumstances before making a decision.