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37.44 (1y: +12%)
Market Cap 1.26 B P/E(ttm) 31.60
Enterprise Value 1.5 B P/B 4.70
MFRM- NAS (USA)
Mattress Firm Holding Corp
Not Rated
Top Ranked Predictable Companies
$37.44
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

vs
industry		 vs
history
Cash to Debt 0.058
MFRM's Cash to Debt is ranked lower than
82% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 5.47 vs. MFRM: 0.058 )
MFRM' s 10-Year Cash to Debt Range
Min: 0   Max: 0.21
Current: 0.06
0
0.21
Equity to Asset -0.24
MFRM's Equity to Asset is ranked lower than
98% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 0.53 vs. MFRM: -0.24 )
MFRM' s 10-Year Equity to Asset Range
Min: -0.8   Max: -0.24
Current: -0.24
-0.8
-0.24
Interest Coverage 8.2
MFRM's Interest Coverage is ranked lower than
70% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 10000.00 vs. MFRM: 8.2 )
MFRM' s 10-Year Interest Coverage Range
Min: 1   Max: 8
Current: 8.2
1
8
Z-Score: 3.09
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

vs
industry		 vs
history
Operating margin (%) 7.50
MFRM's Operating margin (%) is ranked higher than
66% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 5.90 vs. MFRM: 7.50 )
MFRM' s 10-Year Operating margin (%) Range
Min: 4.8   Max: 8.5
Current: 7.5
4.8
8.5
Net-margin (%) 3.9
MFRM's Net-margin (%) is ranked higher than
57% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 4.20 vs. MFRM: 3.9 )
MFRM' s 10-Year Net-margin (%) Range
Min: -1.1   Max: 4.8
Current: 3.9
-1.1
4.8
ROE (%) 14.9
MFRM's ROE (%) is ranked higher than
81% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 7.60 vs. MFRM: 14.9 )
MFRM' s 10-Year ROE (%) Range
Min: 14.9   Max: 15.3
Current: 14.9
14.9
15.3
ROA (%) 5.5
MFRM's ROA (%) is ranked higher than
69% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 4.00 vs. MFRM: 5.5 )
MFRM' s 10-Year ROA (%) Range
Min: -1   Max: 5.6
Current: 5.5
-1
5.6
ROC (Joel Greenblatt) (%) 53.10
MFRM's ROC (Joel Greenblatt) (%) is ranked higher than
95% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 12.80 vs. MFRM: 53.10 )
MFRM' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 36.7   Max: 60.9
Current: 53.1
36.7
60.9
» MFRM's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

MFRM Guru Trades in Q2 2012

Jim Simons 68,500 sh (New)
Steven Cohen 42,100 sh (+709.62%)
Ron Baron 1,316,290 sh (+119.38%)
Pioneer Investments 138,053 sh (+114.22%)
Paul Tudor Jones Sold Out
» More
Q3 2012

MFRM Guru Trades in Q3 2012

Paul Tudor Jones 9,200 sh (New)
Pioneer Investments Sold Out
Ron Baron 1,250,000 sh (-5.04%)
Steven Cohen 33,200 sh (-21.14%)
Jim Simons 20,700 sh (-69.78%)
» More
Q4 2012

MFRM Guru Trades in Q4 2012

Alan Fournier 2,039,630 sh (New)
Ron Baron 1,500,000 sh (+20%)
Jim Simons Sold Out
Paul Tudor Jones Sold Out
Steven Cohen 300 sh (-99.1%)
» More
Q1 2013

MFRM Guru Trades in Q1 2013

Steven Cohen 140,446 sh (+46715.3%)
Ron Baron 1,500,000 sh (unchged)
Alan Fournier 2,017,130 sh (-1.1%)
» More
» Details

Insider Trades

Latest Guru Trades with MFRM

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2012-06-30 Add 119.38%0.14%$26.08 - $46.38 $ 37.394%1316290
Ron Baron 2011-12-31 New Buy0.1%$21.59 - $23.48 $ 37.3967%656997
Premium More recent guru trades are included for Premium Members only!!

Guru Investment Theses on Mattress Firm Holding Corp

Baron Funds Comments on Mattress Firm Holding - Feb 06, 2013

The shares of Mattress Firm Holding Corp. (MFRM), the largest domestic retailer of mattresses, fell 12.9% when the company lowered earnings expectations as sales slowed at the end of the year.We still like the stock a bunch, since we think it will continue to benefit from the shift in mattress sales to dedicated mattress retailers and the trend favoring higher priced specialty mattresses. We believe the company can more than double its store base through new store openings and highly accretive acquisitions of competing chains. The stock trades at only 13 times our estimate for the coming year.

From Baron Funds' fourth quarter letter.


Check out Ron Baron latest stock trades

Top Ranked Articles about Mattress Firm Holding Corp

Baron Funds Comments on Mattress Firm Holding
February 6, 2013
The shares of Mattress Firm Holding Corp. (MFRM), the largest domestic retailer of mattresses, fell 12.9% when the company lowered earnings expectations as sales slowed at the end of the year.We still like the stock a bunch, since we think it will continue to benefit from the shift in mattress sales to dedicated mattress retailers and the trend favoring higher priced specialty mattresses. We believe the company can more than double its store base through new store openings and highly accretive acquisitions of competing chains. The stock trades at only 13 times our estimate for the coming year. Read more...
Weekly CFO Sells Highlight: BLOX, MFRM, LNKD, VNR, CAH
October 14, 2012
According to GuruFocus Insider Data, the largest CFO sells during the past week were: Infoblox Inc., Mattress Firm Holding Corp, LinkedIn Corporation, Vanguard Natural Resources, and Cardinal Health Inc. [b] Read more...
Weekly Guru Bargains Highlights: MFRM, SID, DELL, ACI, IGT
August 25, 2012
According to GuruFocus updates, these stocks have declined the most since Gurus have bought. Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 31.60
MFRM's P/E(ttm) is ranked lower than
60% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 19.00 vs. MFRM: 31.60 )
MFRM' s 10-Year P/E(ttm) Range
Min: 15.05   Max: 34.21
Current: 31.6
15.05
34.21
P/B 4.70
MFRM's P/B is ranked lower than
78% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 1.50 vs. MFRM: 4.70 )
MFRM' s 10-Year P/B Range
Min: 3   Max: 6.45
Current: 4.7
3
6.45
P/S 1.30
MFRM's P/S is ranked lower than
62% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 0.70 vs. MFRM: 1.30 )
MFRM' s 10-Year P/S Range
Min: 0.81   Max: 2.64
Current: 1.3
0.81
2.64
PFCF 124.80
MFRM's PFCF is ranked lower than
67% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 16.07 vs. MFRM: 124.80 )
MFRM' s 10-Year PFCF Range
Min: 26.88   Max: 125.23
Current: 124.8
26.88
125.23
EV-to-EBIT 19.6
MFRM's EV-to-EBIT is ranked higher than
51% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 14.19 vs. MFRM: 19.6 )
MFRM' s 10-Year EV-to-EBIT Range
Min: 13.5   Max: 24.4
Current: 19.6
13.5
24.4

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 38.1
MFRM's Price/Net Current Asset Value is ranked lower than
58% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 4.35 vs. MFRM: 38.1 )
MFRM' s 10-Year Price/Net Current Asset Value Range
Min: 20.8   Max: 39.3
Current: 38.1
20.8
39.3
Price/Median PS Value 1.5
MFRM's Price/Median PS Value is ranked lower than
58% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 0.80 vs. MFRM: 1.5 )
MFRM' s 10-Year Price/Median PS Value Range
Min: 0.8   Max: 2
Current: 1.5
0.8
2
Earnings Yield (Greenblatt) 5.10
MFRM's Earnings Yield (Greenblatt) is ranked lower than
62% of the 354 Companies
in the Global Home Furnishings & Fixtures industry.

( Industry Median: 7.60 vs. MFRM: 5.10 )
MFRM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.1   Max: 7.4
Current: 5.1
4.1
7.4

Business Description

Mattress Firm Holding Corp was founded in 1986 in Houston, Texas. It is a specialty retailer of mattresses and related products and accessories in the United States. As of February 1, 2011, its franchisees operated around 592 and 88 stores, respectively, primarily under the Mattress Firm name, in around 49 markets across 23 states. Key highlights that make them a preferred destination and that differentiate their brand and services include: extensive product selection; contemporary, easy-to-navigate store design utilizing its unique comfort by color merchandising approach that organizes mattresses by comfort style; price and comfort satisfaction guarantees; superior customer service by its well-trained and commissioned sales associates; mattress firm red carpet delivery service, which includes a three-hour delivery window; and highly visible and convenient store locations. Its competitive strengths are: distinctive retail format, economies of scale and strong market share positions in key markets, highly attractive new store economic model, efficient fulfillment model with lower working capital requirements & proven track record of managing through severe economic conditions. Its growth strategies are: expand its company-operated store base, Increase sales and profitability within its existing network of stores, selectively expand its franchise network & continue to expand its proprietary product offering and target additional channels of distribution.
Company Website
SEC Reports
Industry: Home Furnishings & Fixtures
Compare:
» More Articles for MFRM

Headlines

Articles On GuruFocus.com
Baron Funds Comments on Mattress Firm Holding Feb 06 2013 
Weekly CEO Sells Highlight: Family Dollar Stores Inc, Infoblox Inc, Mattress Firm Holding Corp, Life Oct 15 2012 
WEEKLY CFO SELLS HIGHLIGHT: BLOX, MFRM, LNKD, VNR, CAH Oct 14 2012 
Weekly Guru Bargains Highlights: MFRM, SID, DELL, ACI, IGT Aug 25 2012 

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