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Bassett Furniture Industries, Incorporated (BSET)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0702031040

CUSIP

070203104

IPO Date

Jan 1, 1987

Highlights

Market Cap

$155.54M

EPS (TTM)

-$0.76

PEG Ratio

1.33

Total Revenue (TTM)

$325.53M

Gross Profit (TTM)

$178.38M

EBITDA (TTM)

-$143.00K

Year Range

$11.60 - $19.67

Target Price

$19.00

Short %

0.84%

Short Ratio

2.58

Share Price Chart


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Compare to other instruments

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Popular comparisons:
BSET vs. SCHD
Popular comparisons:

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Bassett Furniture Industries, Incorporated, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


500.00%1,000.00%1,500.00%2,000.00%December2025FebruaryMarchAprilMay
301.32%
2,184.96%
BSET (Bassett Furniture Industries, Incorporated)
Benchmark (^GSPC)

Returns By Period

Bassett Furniture Industries, Incorporated (BSET) returned 27.17% year-to-date (YTD) and 29.32% over the past 12 months. Over the past 10 years, BSET returned -0.40% annually, underperforming the S&P 500 benchmark at 10.31%.


BSET

YTD

27.17%

1M

12.74%

6M

19.54%

1Y

29.32%

5Y*

30.05%

10Y*

-0.40%

^GSPC (Benchmark)

YTD

-4.26%

1M

11.24%

6M

-5.02%

1Y

8.55%

5Y*

14.02%

10Y*

10.31%

*Annualized

Monthly Returns

The table below presents the monthly returns of BSET, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.28%10.00%-3.48%15.74%-1.70%27.17%
2024-6.63%1.17%-4.77%-5.28%8.75%-5.33%-7.53%9.47%2.05%-0.42%7.25%-9.19%-12.12%
202311.39%-3.37%-4.04%-19.38%-4.77%11.33%17.02%-12.45%-3.93%5.05%8.62%0.48%-0.38%
202210.67%-4.69%1.83%0.00%-0.81%11.30%26.66%-16.31%-17.73%15.94%5.35%-8.48%15.61%
2021-3.49%9.65%14.86%41.33%-11.33%-19.61%-6.45%-5.12%-15.73%-6.74%-9.07%10.04%-14.53%
2020-26.68%-18.39%-44.78%25.50%-6.43%14.84%19.32%44.94%8.57%7.89%7.27%29.58%25.48%
2019-4.84%4.26%-16.91%8.23%-16.68%3.81%-16.20%-3.73%25.62%-0.33%0.59%9.59%-14.06%
2018-9.71%-4.84%-5.75%-4.28%-4.44%-0.36%-9.26%-6.10%-8.99%-7.06%7.15%-4.71%-45.69%
2017-7.24%-2.64%-1.65%11.71%-0.85%27.78%-1.98%-3.34%5.16%2.92%0.17%-2.08%26.44%
201619.26%3.91%2.84%-7.38%-5.13%-14.22%7.89%-3.77%-6.10%-1.29%28.40%4.65%24.22%
201513.89%16.07%10.93%-1.05%0.79%0.18%15.42%-11.25%-4.03%14.76%-1.59%-19.51%30.92%
2014-7.72%6.69%-0.87%-7.14%-1.18%-3.02%10.79%4.54%-9.89%27.23%13.27%0.61%31.43%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 77, BSET is among the top 23% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BSET is 7777
Overall Rank
The Sharpe Ratio Rank of BSET is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of BSET is 7676
Sortino Ratio Rank
The Omega Ratio Rank of BSET is 7373
Omega Ratio Rank
The Calmar Ratio Rank of BSET is 7373
Calmar Ratio Rank
The Martin Ratio Rank of BSET is 8484
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Bassett Furniture Industries, Incorporated (BSET) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The current Bassett Furniture Industries, Incorporated Sharpe ratio is 0.88. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Bassett Furniture Industries, Incorporated with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.88
0.51
BSET (Bassett Furniture Industries, Incorporated)
Benchmark (^GSPC)

Dividends

Dividend History

Bassett Furniture Industries, Incorporated provided a 4.50% dividend yield over the last twelve months, with an annual payout of $0.78 per share.


2.00%4.00%6.00%8.00%10.00%12.00%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.78$0.76$0.68$2.10$0.53$0.58$0.50$0.47$0.77$0.68$0.54$0.48

Dividend yield

4.50%5.50%4.10%12.08%3.16%2.89%3.00%2.35%2.05%2.24%2.15%2.46%

Monthly Dividends

The table displays the monthly dividend distributions for Bassett Furniture Industries, Incorporated. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.20$0.00$0.00$0.00$0.20
2024$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.76
2023$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.68
2022$0.00$0.14$1.50$0.00$0.14$0.00$0.00$0.16$0.00$0.00$0.16$0.00$2.10
2021$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.14$0.00$0.00$0.14$0.00$0.53
2020$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.13$0.25$0.58
2019$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.50
2018$0.00$0.11$0.00$0.00$0.11$0.00$0.00$0.13$0.00$0.00$0.13$0.00$0.47
2017$0.00$0.10$0.00$0.00$0.10$0.00$0.00$0.11$0.00$0.00$0.46$0.00$0.77
2016$0.00$0.09$0.00$0.00$0.09$0.00$0.00$0.10$0.00$0.00$0.40$0.00$0.68
2015$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.09$0.00$0.00$0.09$0.20$0.54
2014$0.06$0.00$0.00$0.06$0.00$0.00$0.08$0.00$0.00$0.08$0.20$0.48

Dividend Yield & Payout


Dividend Yield

Bassett Furniture Industries, Incorporated has a dividend yield of 4.50%, which is quite average when compared to the overall market.

Payout Ratio

Bassett Furniture Industries, Incorporated has a payout ratio of 90.41%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-40.63%
-8.35%
BSET (Bassett Furniture Industries, Incorporated)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Bassett Furniture Industries, Incorporated. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Bassett Furniture Industries, Incorporated was 96.07%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.

The current Bassett Furniture Industries, Incorporated drawdown is 40.63%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-96.07%Mar 15, 19934025Mar 9, 20091087Jul 3, 20135112
-88.66%Sep 28, 2017630Apr 1, 2020
-42.09%Sep 8, 1987785Oct 12, 1990371Apr 2, 19921156
-38.8%Jul 15, 2015332Nov 3, 2016164Jun 30, 2017496
-28.88%Jul 15, 2013238Jun 23, 201484Oct 21, 2014322

Volatility

Volatility Chart

The current Bassett Furniture Industries, Incorporated volatility is 18.07%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
18.07%
11.43%
BSET (Bassett Furniture Industries, Incorporated)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Bassett Furniture Industries, Incorporated over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Bassett Furniture Industries, Incorporated, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 740.0% positive surprise.


-1.00-0.500.000.501.0020212022202320242025
0.21
0.03
Actual
Estimate

Valuation

The Valuation section provides an overview of how Bassett Furniture Industries, Incorporated is priced in the market compared to other companies in the Furnishings, Fixtures & Appliances industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for BSET compared to other companies in the Furnishings, Fixtures & Appliances industry. BSET currently has a PEG ratio of 1.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BSET relative to other companies in the Furnishings, Fixtures & Appliances industry. Currently, BSET has a P/S ratio of 0.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BSET in comparison with other companies in the Furnishings, Fixtures & Appliances industry. Currently, BSET has a P/B value of 1.0. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items