Flanigan's Enterprises Inc (BDL)
AMEXConsumer DiscretionaryRestaurantsSnapshot 2026-09-09
$46.00+4.00%
Close 2026-09-09 · 1-day change
AMEXConsumer DiscretionaryRestaurantsSnapshot 2026-09-09
Intact: The reason to own it still holds.
Flanigan's trades cheap with a PE of 13.75 versus peers at 20.07. Analysts expect 12% revenue growth next year. The company has stable management and solid cash flow yield near 7%.
The company lost its COO recently, which may hurt operations. The sector faces headwinds that could slow growth. The stock has elevated risk and could stay cheap.
The price is about 24% below our fair value near $57. Analysts expect 12% revenue growth, which the market fairly prices.
Breaks if: Free cash flow yield falls below 5% next year
Breaks if: Additional key executive departures occur within 12 months
Breaks if: YoY revenue growth falls below 12% next year
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment is characterized as a durable compounder with a stable management team. The current thesis state remains intact, supported by robust earnings quality and strong recent financial performance.
The market currently prices BDL as cheap compared to its peers, with a low expectations gap. There is a justified valuation, indicating that investors do not expect significant fragility in the near term.
Fundamentals are likely to remain strong in the near term, given the recent financial performance. However, elevated risk factors and sector headwinds could impact future growth.
The thesis hinges on the performance of sector bellwethers like MCD, SBUX, and CMG. If these companies continue to perform well, it could support BDL's momentum; however, any negative shifts could pose risks.
The most important moves since the prior daily snapshot.
Our read on the company is unchanged since the prior snapshot.
as of 2026-09-09
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: PE ratio stays below 13.75 over next 12 months
In the next 1 to 3 years, BDL's performance will depend on broader sector trends and inflation dynamics. Not investment advice.