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Floor & Decor Holdings, Inc. (FND) Stock Fundamental Analysis & AI Rating 2026

FND NYSE Retail-Lumber & Other Building Materials Dealers DE CIK: 0001507079
Recently Updated • Analysis: May 6, 2026 • SEC Data: 2026-03-26
Combined AI Rating
SELL
78% Confidence
AGREEMENT
SELL
78% Conf
HOLD
77% Conf

📊 FND Key Takeaways

Revenue: $1.2B
Net Margin: 3.4%
Free Cash Flow: $45.8M
Current Ratio: 1.15x
Debt/Equity: 0.08x
EPS: $0.37
AI Rating: SELL with 78% confidence
Floor & Decor Holdings, Inc. (FND) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.2B, net profit margin of 3.4%, and return on equity (ROE) of 1.6%, Floor & Decor Holdings, Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete FND stock analysis for 2026.

Is Floor & Decor Holdings, Inc. (FND) a Good Investment?

Claude

Floor & Decor exhibits fundamental operational weakness despite revenue growth, with net income increasing only 1.3% against 5.1% revenue growth, signaling margin compression. Critically low returns on equity (1.6%) and assets (0.7%) indicate severe capital inefficiency, while the 0.33x quick ratio combined with 4.5% operating margins creates vulnerability to working capital stress.

ChatGPT

Floor & Decor shows solid underlying business quality through healthy gross margins, steady revenue growth, and a very conservative balance sheet with minimal leverage. However, earnings growth is lagging revenue growth, operating margins remain thin for a cyclical retail business, and free cash flow generation is weak after heavy capital spending. The fundamentals support resilience, but not enough profitability expansion or cash conversion to justify a more aggressive rating.

Why Buy Floor & Decor Holdings, Inc. Stock? FND Key Strengths

Claude
  • + Low leverage with 0.08x debt-to-equity ratio providing financial flexibility for growth investment
  • + Positive free cash flow generation of $45.8M with 4.0% FCF margin offsetting thin net margins
  • + 44% gross margin demonstrates reasonable pricing power and product mix efficiency in building materials retail
ChatGPT
  • + Strong gross margin of 43.6% indicates solid merchandising economics and pricing discipline
  • + Very low leverage with 0.08x debt-to-equity and 103.2x interest coverage supports financial flexibility
  • + Positive revenue, net income, and EPS growth shows the business is still expanding despite margin pressure

FND Stock Risks: Floor & Decor Holdings, Inc. Investment Risks

Claude
  • ! Severely depressed ROE of 1.6% and ROA of 0.7% indicate fundamental capital misallocation and poor operational returns
  • ! Net income growth of 1.3% YoY significantly lags revenue growth of 5.1%, suggesting operational deleverage and uncontrolled cost structure
  • ! Quick ratio of 0.33x combined with 1.15x current ratio and 4.5% operating margin creates acute vulnerability to inventory/working capital stress
ChatGPT
  • ! Operating margin of 5.8% and net margin of 4.5% leave limited cushion if demand weakens or costs rise
  • ! Free cash flow is only $64.07M on $4.68B of revenue, showing weak cash conversion due to heavy capital expenditure
  • ! Quick ratio of 0.34x suggests liquidity depends heavily on inventory turnover and steady retail demand

Key Metrics to Watch

Claude
  • * Operating expense ratio trend (SG&A as % of revenue) to diagnose margin compression source
  • * Return on Equity trajectory and quarterly profit growth acceleration
  • * Inventory turnover and days payable outstanding to assess working capital management
ChatGPT
  • * Operating margin trend and SG&A leverage
  • * Free cash flow improvement relative to capital expenditures

Floor & Decor Holdings, Inc. (FND) Financial Metrics & Key Ratios

Revenue
$1.2B
Net Income
$39.7M
EPS (Diluted)
$0.37
Free Cash Flow
$45.8M
Total Assets
$5.6B
Cash Position
$293.6M

💡 AI Analyst Insight

The relatively thin 4.0% FCF margin may limit capital allocation flexibility.

FND Profit Margin, ROE & Profitability Analysis

Gross Margin 44.0%
Operating Margin 4.5%
Net Margin 3.4%
ROE 1.6%
ROA 0.7%
FCF Margin 4.0%

FND vs Consumer Sector: How Floor & Decor Holdings, Inc. Compares

How Floor & Decor Holdings, Inc. compares to Consumer sector averages

Net Margin
FND 3.4%
vs
Sector Avg 8.0%
FND Sector
ROE
FND 1.6%
vs
Sector Avg 18.0%
FND Sector
Current Ratio
FND 1.2x
vs
Sector Avg 1.5x
FND Sector
Debt/Equity
FND 0.1x
vs
Sector Avg 0.8x
FND Sector

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

Is Floor & Decor Holdings, Inc. Stock Overvalued? FND Valuation Analysis 2026

Based on fundamental analysis, Floor & Decor Holdings, Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
1.6%
Sector avg: 18%
Net Profit Margin
3.4%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.08x
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.

Floor & Decor Holdings, Inc. Balance Sheet: FND Debt, Cash & Liquidity

Current Ratio
1.15x
Quick Ratio
0.33x
Debt/Equity
0.08x
Debt/Assets
55.9%
Interest Coverage
20.01x
Long-term Debt
$196.1M

FND Revenue & Earnings Growth: 5-Year Financial Trend

FND 5-year financial data: Year 2021: Revenue $3.4B, Net Income $150.6M, EPS $1.44. Year 2022: Revenue $4.3B, Net Income $195.0M, EPS $1.84. Year 2023: Revenue $4.4B, Net Income $283.2M, EPS $2.64. Year 2024: Revenue $4.5B, Net Income $298.2M, EPS $2.78. Year 2025: Revenue $4.7B, Net Income $246.0M, EPS $2.28.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Floor & Decor Holdings, Inc.'s revenue has grown significantly by 36% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.28 reflects profitable operations.

FND 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
4.0%
Free cash flow / Revenue

FND Quarterly Earnings & Performance

Quarterly financial performance data for Floor & Decor Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $1.2B $39.7M $0.37
Q3 2025 $1.1B $48.9M $0.48
Q2 2025 $1.1B $48.9M $0.52
Q1 2025 $1.1B $48.9M $0.45
Q3 2024 $1.1B $50.0M $0.48
Q2 2024 $1.1B $50.0M $0.52
Q1 2024 $1.1B $50.0M $0.46
Q3 2023 $1.1B $65.9M $0.61

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

Floor & Decor Holdings, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$109.2M
Cash generated from operations
Capital Expenditures
$63.4M
Investment in assets
Dividends Paid
$225.0M
Returned to shareholders

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

Access official SEC EDGAR filings for Floor & Decor Holdings, Inc. (CIK: 0001507079)

📋 Recent SEC Filings

Date Form Document Action
May 7, 2026 8-K fnd-20260506.htm View →
May 7, 2026 4 xslF345X06/wk-form4_1778156630.xml View →
May 4, 2026 4 xslF345X06/wk-form4_1777933681.xml View →
May 4, 2026 4 xslF345X06/wk-form4_1777933221.xml View →
May 4, 2026 4 xslF345X06/wk-form4_1777930977.xml View →

Frequently Asked Questions about FND

What is the AI rating for FND?

Floor & Decor Holdings, Inc. (FND) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are FND's key strengths?

Claude: Low leverage with 0.08x debt-to-equity ratio providing financial flexibility for growth investment. Positive free cash flow generation of $45.8M with 4.0% FCF margin offsetting thin net margins. ChatGPT: Strong gross margin of 43.6% indicates solid merchandising economics and pricing discipline. Very low leverage with 0.08x debt-to-equity and 103.2x interest coverage supports financial flexibility.

What are the risks of investing in FND?

Claude: Severely depressed ROE of 1.6% and ROA of 0.7% indicate fundamental capital misallocation and poor operational returns. Net income growth of 1.3% YoY significantly lags revenue growth of 5.1%, suggesting operational deleverage and uncontrolled cost structure. ChatGPT: Operating margin of 5.8% and net margin of 4.5% leave limited cushion if demand weakens or costs rise. Free cash flow is only $64.07M on $4.68B of revenue, showing weak cash conversion due to heavy capital expenditure.

What is FND's revenue and growth?

Floor & Decor Holdings, Inc. reported revenue of $1.2B.

Does FND pay dividends?

Floor & Decor Holdings, Inc. pays dividends, with $225.0M distributed to shareholders in the trailing twelve months.

Where can I find FND SEC filings?

Official SEC filings for Floor & Decor Holdings, Inc. (CIK: 0001507079) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is FND's EPS?

Floor & Decor Holdings, Inc. has a diluted EPS of $0.37.

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 FND a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Floor & Decor Holdings, Inc. has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is FND stock overvalued or undervalued?

Valuation metrics for FND: ROE of 1.6% (sector avg: 18%), net margin of 3.4% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy FND stock in 2026?

Our dual AI analysis gives Floor & Decor Holdings, Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is FND's free cash flow?

Floor & Decor Holdings, Inc.'s operating cash flow is $109.2M, with capital expenditures of $63.4M. FCF margin is 4.0%.

How does FND compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 3.4% (avg: 8%), ROE 1.6% (avg: 18%), current ratio 1.15 (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: May 6, 2026 | Data as of: 2026-03-26 | Powered by Claude AI