PARK AEROSPACE CORP

PKEdata completeness 88%17 fiscal years on file
The thesis, from the filings

PARK AEROSPACE CORP earns about 10% on invested capital, barely covering its ~9% cost of capital, and has bought back 2% of its shares over 5 years. The estimate methods put fair value between $4.36 and $6.62 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$53.6M1$54.1M2$56M3$62M3$73.3M3
Net income$8.46M4$10.7M5$7.47M6$5.88M6$11.3M6
Operating cash flow$8.2M7$6.49M8$4.41M9$4.72M9$11.5M9
Capital expenditure$4.37M10$1.05M11$645,00012$889,00012$2.04M12
Free cash flow (derived)$3.83M7$5.44M8$3.76M9$3.83M9$9.46M9
Total debt
Cash & equivalents$12.8M13$4.24M14$6.57M15$21.6M16$78.5M16
Diluted shares20.6M20.5M20.4M20.2M20.1M

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
$64.6
your share of equity
Profit it earned you last year
$5.6
Free cash flow it threw off
$4.7
Debt you’d be carrying

10 shares is a claim on $64.6 of net worth that earned you $5.6 and generated $4.7 of cash last year.

iii. Is this a good business?
Moat signal · return on invested capital
10% avg · 5y
FY22 7%FY23 10%FY24 7%FY25 7%FY26 22%

It earned about 10% on invested capital against a ~9% cost of capital — roughly what it costs to fund the business, so the numbers show no clear edge.

seeing a moat in the numbers →
Management signal · capital allocation
−2% shares · 5y

Share count is down 2% over 5 years — management has been buying back stock, quietly handing owners a bigger slice.

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 $4.36 and $6.62 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
$6.42
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth0.0%
  • fcfBase$3.83M
DCF · Growth Exit 5Y
$6.62
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth0.0%
  • fcfBase$3.83M
Earnings Power Value
$4.36
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$8.46M
  • growthAssumed0.0%
Graham Number
$9.02
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 $6.62
The three cases
Bear0.0%$6.62
Base0.0%$6.62
Bull5.0%$7.28

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 2022-02-27 · accession 0001437749-24-019951 (RevenueFromContractWithCustomerIncludingAssessedTax)
  2. 10-K · period ending 2023-02-26 · accession 0001437749-25-019023 (RevenueFromContractWithCustomerIncludingAssessedTax)
  3. 10-K · period ending 2024-03-03 · accession 0001437749-26-018900 (RevenueFromContractWithCustomerIncludingAssessedTax)
  4. 10-K · period ending 2022-02-27 · accession 0001437749-24-019951 (NetIncomeLoss)
  5. 10-K · period ending 2023-02-26 · accession 0001437749-25-019023 (NetIncomeLoss)
  6. 10-K · period ending 2024-03-03 · accession 0001437749-26-018900 (NetIncomeLoss)
  7. 10-K · period ending 2022-02-27 · accession 0001437749-24-019951 (NetCashProvidedByUsedInOperatingActivities)
  8. 10-K · period ending 2023-02-26 · accession 0001437749-25-019023 (NetCashProvidedByUsedInOperatingActivities)
  9. 10-K · period ending 2024-03-03 · accession 0001437749-26-018900 (NetCashProvidedByUsedInOperatingActivities)
  10. 10-K · period ending 2022-02-27 · accession 0001437749-24-019951 (PaymentsToAcquirePropertyPlantAndEquipment)
  11. 10-K · period ending 2023-02-26 · accession 0001437749-25-019023 (PaymentsToAcquirePropertyPlantAndEquipment)
  12. 10-K · period ending 2024-03-03 · accession 0001437749-26-018900 (PaymentsToAcquirePropertyPlantAndEquipment)
  13. 10-K · period ending 2022-02-27 · accession 0001437749-23-014178 (CashAndCashEquivalentsAtCarryingValue)
  14. 10-K · period ending 2023-02-26 · accession 0001437749-24-019951 (CashAndCashEquivalentsAtCarryingValue)
  15. 10-K · period ending 2024-03-03 · accession 0001437749-25-019023 (CashAndCashEquivalentsAtCarryingValue)
  16. 10-K · period ending 2025-03-02 · accession 0001437749-26-018900 (CashAndCashEquivalentsAtCarryingValue)