CROWN CRAFTS INC

CRWSdata completeness 100%16 fiscal years on file
The thesis, from the filings

CROWN CRAFTS INC earns about 5% on invested capital, below its ~9% cost of capital, but has diluted owners by 6% over 5 years — no moat visible in the numbers. The estimate methods put fair value between $4.76 and $8.63 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2022FY 2023FY 2024FY 2025FY 2026
Revenue$87.4M1$75.1M2$87.6M3$87.3M4$82.3M4
Net income$9.92M5$5.65M6$4.89M7−$9.36M8$1.84M8
Operating cash flow$8.26M9$7.74M10$7.08M11$9.82M12$8.27M12
Capital expenditure$531,00013$813,00014$786,00015$872,00016$864,00016
Free cash flow (derived)$7.73M9$6.93M10$6.3M11$8.95M12$7.41M12
Total debt$017$12.7M18$8.11M19$18.5M20$14.1M20
Cash & equivalents$1.6M21$1.74M22$829,00023$521,00024$200,00024
Diluted shares10.1M10.1M10.2M10.4M10.7M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$36.43
your share of equity
Profit it earned you last year
$1.73
Free cash flow it threw off
$6.95
Debt you’d be carrying
$13.26

10 shares is a claim on $36.43 of net worth that earned you $1.73 and generated $6.95 of cash last year, against $13.26 of debt.

iii. Is this a good business?
Moat signal · return on invested capital
5% avg · 5y
FY22 22%FY23 9%FY24 8%FY25 -17%FY26 3%

It earned about 5% on invested capital against a ~9% cost of capital — below the cost of funding. The numbers show no moat.

seeing a moat in the numbers →
Management signal · capital allocation
+6% shares · 5y

Share count is up 6% over 5 years — owners have been diluted. Worth asking what they got for it.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.1.0

The 3 estimate methods that apply put fair value between $4.76 and $8.63 a share. They rest on different assumptions, so where they diverge is the story; the Graham Number is a stricter floor, not a target.

DCF · Growth Exit 10Y
$7.88
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth0.0%
  • fcfBase$7.41M
DCF · Growth Exit 5Y
$8.63
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth0.0%
  • fcfBase$7.41M
Earnings Power Value
$4.76
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$4.89M
  • growthAssumed0.0%
Graham Number
$3.73
assumptions (1)
  • grahamMultiplier2250.0%

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years0.0%
Discount rate (WACC)8.93%
Terminal growth2.5%
At your growth, a share is worth $8.63
The three cases
Bear0.0%$8.63
Base0.0%$8.63
Bull5.0%$11.03

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 0.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 10-K · period ending 2022-04-03 · accession 0001437749-23-018305 (RevenueFromContractWithCustomerIncludingAssessedTax)
  2. 10-K · period ending 2023-04-02 · accession 0001437749-24-021478 (RevenueFromContractWithCustomerIncludingAssessedTax)
  3. 10-K · period ending 2024-03-31 · accession 0001437749-25-021205 (RevenueFromContractWithCustomerIncludingAssessedTax)
  4. 10-K · period ending 2025-03-30 · accession 0001437749-26-021496 (RevenueFromContractWithCustomerIncludingAssessedTax)
  5. 10-K · period ending 2022-04-03 · accession 0001437749-23-018305 (NetIncomeLoss)
  6. 10-K · period ending 2023-04-02 · accession 0001437749-24-021478 (NetIncomeLoss)
  7. 10-K · period ending 2024-03-31 · accession 0001437749-25-021205 (NetIncomeLoss)
  8. 10-K · period ending 2025-03-30 · accession 0001437749-26-021496 (NetIncomeLoss)
  9. 10-K · period ending 2022-04-03 · accession 0001437749-23-018305 (NetCashProvidedByUsedInOperatingActivities)
  10. 10-K · period ending 2023-04-02 · accession 0001437749-24-021478 (NetCashProvidedByUsedInOperatingActivities)
  11. 10-K · period ending 2024-03-31 · accession 0001437749-25-021205 (NetCashProvidedByUsedInOperatingActivities)
  12. 10-K · period ending 2025-03-30 · accession 0001437749-26-021496 (NetCashProvidedByUsedInOperatingActivities)
  13. 10-K · period ending 2022-04-03 · accession 0001437749-23-018305 (PaymentsToAcquirePropertyPlantAndEquipment)
  14. 10-K · period ending 2023-04-02 · accession 0001437749-24-021478 (PaymentsToAcquirePropertyPlantAndEquipment)
  15. 10-K · period ending 2024-03-31 · accession 0001437749-25-021205 (PaymentsToAcquirePropertyPlantAndEquipment)
  16. 10-K · period ending 2025-03-30 · accession 0001437749-26-021496 (PaymentsToAcquirePropertyPlantAndEquipment)
  17. 10-K · period ending 2022-04-03 · accession 0001437749-23-018305 (LongTermDebtNoncurrent)
  18. 10-K · period ending 2023-04-02 · accession 0001437749-24-021478 (LongTermDebtNoncurrent)
  19. 10-K · period ending 2024-03-31 · accession 0001437749-25-021205 (LongTermDebtNoncurrent)
  20. 10-K · period ending 2025-03-30 · accession 0001437749-26-021496 (LongTermDebtNoncurrent)
  21. 10-K · period ending 2022-04-03 · accession 0001437749-23-018305 (CashAndCashEquivalentsAtCarryingValue)
  22. 10-K · period ending 2023-04-02 · accession 0001437749-24-021478 (CashAndCashEquivalentsAtCarryingValue)
  23. 10-K · period ending 2024-03-31 · accession 0001437749-25-021205 (CashAndCashEquivalentsAtCarryingValue)
  24. 10-K · period ending 2025-03-30 · accession 0001437749-26-021496 (CashAndCashEquivalentsAtCarryingValue)