WORLD ACCEPTANCE CORP

WRLDdata completeness 100%17 fiscal years on file
The thesis, from the filings

WORLD ACCEPTANCE CORP earns about 10% on invested capital, barely covering its ~9% cost of capital, and has bought back 21% of its shares over 5 years. The estimate methods put fair value between $111.18 and $610.66 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$585.2M1$616.5M2$572.8M3$564.2M3$585.2M3
Net income$53.9M4$21.2M5$77M6$89.2M6$34.6M6
Operating cash flow$272.4M7$291.6M8$265.8M9$254.2M9$259.4M9
Capital expenditure$6.07M10$5.83M11$5.93M12$3.68M12$3.88M12
Free cash flow (derived)$266.4M7$285.7M8$259.9M9$250.5M9$255.5M9
Total debt$697M13$598.8M14$498.4M15$447.9M16$587.2M17
Cash & equivalents$19.2M18$16.5M19$5.17M20$4.71M20$6.07M20
Diluted shares6.4M5.9M5.9M5.5M5.0M

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
$698.41
your share of equity
Profit it earned you last year
$68.82
Free cash flow it threw off
$508.33
Debt you’d be carrying
$1,168.43

10 shares is a claim on $698.41 of net worth that earned you $68.82 and generated $508.33 of cash last year, against $1,168.43 of debt.

iii. Is this a good business?
Moat signal · return on invested capital
10% avg · 5y
FY22 8%FY23 6%FY24 13%FY25 14%FY26 8%

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
−21% shares · 5y

Share count is down 21% over 5 years — management has been buying back stock, quietly handing owners a bigger slice. Total debt has fallen 16% — deleveraging.

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 $111.18 and $610.66 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
$555.97
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth0.0%
  • fcfBase$255.5M
DCF · Growth Exit 5Y
$610.66
assumptions (10)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth0.0%
  • fcfBase$255.5M
Earnings Power Value
$111.18
assumptions (8)
  • riskFreeRate4.7%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$53.9M
  • growthAssumed0.0%
Graham Number
$103.98
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 $610.66
The three cases
Bear0.0%$610.66
Base0.0%$610.66
Bull5.0%$786.45

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 2022-03-31 · accession 0000108385-24-000024 (Revenues)
  2. 10-K · period ending 2023-03-31 · accession 0000108385-25-000041 (Revenues)
  3. 10-K · period ending 2024-03-31 · accession 0000108385-26-000014 (Revenues)
  4. 10-K · period ending 2022-03-31 · accession 0000108385-24-000024 (NetIncomeLoss)
  5. 10-K · period ending 2023-03-31 · accession 0000108385-25-000041 (NetIncomeLoss)
  6. 10-K · period ending 2024-03-31 · accession 0000108385-26-000014 (NetIncomeLoss)
  7. 10-K · period ending 2022-03-31 · accession 0000108385-24-000024 (NetCashProvidedByUsedInOperatingActivities)
  8. 10-K · period ending 2023-03-31 · accession 0000108385-25-000041 (NetCashProvidedByUsedInOperatingActivities)
  9. 10-K · period ending 2024-03-31 · accession 0000108385-26-000014 (NetCashProvidedByUsedInOperatingActivities)
  10. 10-K · period ending 2022-03-31 · accession 0000108385-24-000024 (PaymentsToAcquirePropertyPlantAndEquipment)
  11. 10-K · period ending 2023-03-31 · accession 0000108385-25-000041 (PaymentsToAcquirePropertyPlantAndEquipment)
  12. 10-K · period ending 2024-03-31 · accession 0000108385-26-000014 (PaymentsToAcquirePropertyPlantAndEquipment)
  13. 10-K · period ending 2022-03-31 · accession 0000108385-22-000022 (LongTermDebt)
  14. 10-K · period ending 2023-03-31 · accession 0000108385-23-000022 (LongTermDebt)
  15. 10-K · period ending 2024-03-31 · accession 0000108385-24-000024 (LongTermDebt)
  16. 10-K · period ending 2025-03-31 · accession 0000108385-25-000041 (LongTermDebt)
  17. 10-K · period ending 2026-03-31 · accession 0000108385-26-000014 (LongTermDebt)
  18. 10-K · period ending 2022-03-31 · accession 0000108385-23-000022 (CashAndCashEquivalentsAtCarryingValue)
  19. 10-K · period ending 2023-03-31 · accession 0000108385-24-000024 (CashAndCashEquivalentsAtCarryingValue)
  20. 10-K · period ending 2024-03-31 · accession 0000108385-26-000014 (CashAndCashEquivalentsAtCarryingValue)