Crown Crafts, Inc. (CRWS) valuation at a glance
- Price
- $2.55
- Forward P/E
- 3.4×
- Market cap
- $27M
- P/S (TTM)
- 0.3×
CompaniesCRWS
CRWS
Crown Crafts, Inc.
Consumer Cyclicalinfant productsmicro-capdividendcustomer concentration
Overview
$2.55+0.4%
Market Cap
$27M
SEC filings
P/E (TTM)
5.5×
SEC filings
Rev Growth YoY
–
SEC filings
Gross Margin
29.4%
SEC filings
FCF Yield
27.7%
Calculated from SEC filings
Fair Value
Not established
yfinance
Conviction
1/5Statistically cheap infant-products micro-cap with a live dividend, but Walmart is 44% of gross sales, a live concentration kill-check.
Research Depth
ScreeningDeep ResearchFull Model
Updated 1d ago
Quality Snowflake
Overall 75/100
Value4/4
Future1/1
Past4/4
Health3/4
Dividend0/1
Each axis scores the checks for which data is available (filled = pass, hollow = no data). Computed from the sourced metrics on this page, not a third-party rating.
Thesis
Crown Crafts designs and imports infant and toddler bedding, bibs, diaper bags, toys and disposable feeding products under brands such as NoJo, Sassy, Baby Boom and Manhattan Toy, sold mainly through US mass-market and e-commerce retailers. It screens as deep value because the FY2025 net loss came from a 13.766M USD non-cash goodwill impairment rather than operating distress, and the quarter ended 2026-06-28 swung to 2.060M USD net income on 16.766M USD net sales (up 8.3%), while the 0.08 USD quarterly dividend continued. The record carries a live kill-check: the Q1 FY2027 10-Q shows Walmart at 44% of gross sales, Amazon 14% and Target 10%, so 68% of sales sit with three customers, and daily trading volume is thin. Part of the Q1 profit also came from one-time tariff-refund income. Confirmation would require two or more quarters of profitable, organic sales growth with a stable customer table and no renewed intangible impairment on the Baby Boom and Manhattan Toy purchase price.
Bull Case
ValuationBook equity was 40.215M USD at 2026-06-28 against a market value near 27M USD, with only 9.59M USD of total debt (Q1 FY2027 10-Q).
TurnaroundNet income for the quarter ended 2026-06-28 was 2.060M USD versus a 1.104M USD loss a year earlier, on net sales up 8.3% (Q1 FY2027 10-Q).
Capital returnCash dividends of 825K USD were paid in Q1 FY2027 and the 0.32 USD annualized rate was declared again, per the equity statement in the 10-Q.
Bear Case
ConcentrationWalmart was 44% of gross sales and the top three customers 68% in the quarter ended 2026-06-28, so one retailer's ordering decision governs the income statement.
GrowthFY2026 net sales of 82.266M USD were down 5.7% from FY2025, and part of the Q1 FY2027 rebound reflects one-time IEEPA tariff-refund recognition.
LiquidityCash was only 194K USD at 2026-06-28 with the business funded through a revolving line of credit, and the shares trade roughly 235K USD a day.
Key Metrics
Market Cap
$27M
SEC filings
Enterprise Value
$47M
Calculated from SEC filings
Revenue (TTM)
$84M
SEC filings
P/E (TTM)
5.5×
SEC filings
Forward P/E
3.4×
yfinance
P/S (TTM)
0.3×
SEC filings
P/B
0.7×
SEC filings
EV/EBITDA
4.5×
Calculated from SEC filings
PEG
–
Calculated from SEC filings
Revenue Growth
–
SEC filings
Gross Margin
29.4%
SEC filings
Operating Margin
6.1%
SEC filings
Net Margin
6.0%
SEC filings
Free Cash Flow
$8M
SEC filings
FCF Yield
27.7%
Calculated from SEC filings
Debt / Equity
0.5×
SEC filings
Current Ratio
3.2×
SEC filings
Short Interest
0.3%
SEC filings
Institutional Own.
30.2%
SEC filings
Insider Own.
12.5%
SEC filings
Shares Out.
10.8M
SEC filings
Float
9.4M
SEC filings
Valuation
Price vs Fair Value
Now $2.55
DCF Summary
DCF awaiting Phase 2+
Discounted cash-flow model is built once research reaches the deep-research stage.
Historical Multiples
Multiple history pending
This section is being deepened.
Peer Comparison
| Ticker | Mkt Cap | P/E | P/S | EV/EBITDA | Rev Growth | Gross Mgn | Net Mgn |
|---|---|---|---|---|---|---|---|
| CRWS | $28M | 5.7× | 0.3× | 6.7× | +8.0% | 29.0% | 6.0% |
| HAS | $12.69B | 16.0× | 2.6× | 11.6× | +16.0% | 64.0% | 16.0% |
| MAT | $3.79B | 9.9× | 0.7× | 9.2× | +10.0% | 48.0% | 8.0% |
| JAKK | $281M | 17.4× | 0.5× | 10.0× | +17.0% | 34.0% | 3.0% |
Financials
Income statement pending
Awaiting source-linked statement data.
Balance sheet pending
Awaiting source-linked statement data.
Cash flow pending
Awaiting source-linked statement data.
USD; fiscal year ends late March (FY2026 ended 2026-03-29); figures from the FY2026 10-K and the Q1 FY2027 10-Q for the quarter ended 2026-06-28. Source: 10-Q ↗
Catalysts
Q2 FY2027 10-Q, historically mid-November
Earningshigh relevance
Second quarter FY2027 results
Tests whether the Q1 profit swing holds without tariff-refund income and whether the Walmart share of sales moves.
With the Q2 10-Q
Corporate
Quarterly dividend declaration
The 0.08 USD per quarter payout was declared in the June 2026 quarter; continuation is a signal on board confidence in cash flow.
FY2027 10-K, late June 2027
Earnings
Annual impairment test on acquired intangibles
FY2025 carried a 13.766M USD goodwill impairment; a clean FY2027 test would remove a recurring overhang.
Risks
| Risk | Category | Severity | Probability | Impact on Thesis |
|---|---|---|---|---|
| Walmart (44% of gross sales) reduces orders, delists a SKU line or tightens terms | Operational | High | Medium | Revenue and cash flow fall with no diversification cushion; dividend capacity shrinks. |
| Tariff escalation on China-sourced product without offsetting refunds | Market/Macro | Medium | Medium | Gross margin compression on a low-margin importer. |
| Renewed goodwill or intangible impairment on Baby Boom and Manhattan Toy | Financial | Medium | Medium | Book value and reported earnings fall, as in FY2025. |
| Thin trading liquidity | Liquidity | Medium | High | Wide spreads and difficulty transacting in size; price can gap on small volume. |
| Covenant breach or dividend cut under the revolver and term loan | Financial | Medium | Low | Loss of the income component of the case. |
Technical Snapshot
52-Week Range
–$2.55–
RSI (14)
n/a
insufficient history
50-Day MA
–
insufficient history
200-Day MA
–
insufficient history
Avg Vol (30d)
vs average
Support Levels
Resistance Levels
Technical inputs: SEC filings. See the record-specific source notes for measurement basis.
Ownership & Insider Activity
Institutional Holdersvia Source-linked
Institutional holder details unavailable
This research record does not include a holder-level table.
Insider Activity
No controlling shareholder; directors and officers as a group hold about 12.3% per the DEF 14A filed 2026-06-26, with CEO Olivia Elliott the largest individual insider at about 3.5%. The four Form 4s in the 90 days to 2026-09-17 were routine director equity grants and one gift (codes A and G), with no open-market purchases or sales. No buyback program is disclosed.
| Name | Title | Action | Shares | Price | Date | Value |
|---|---|---|---|---|---|---|
| Ratajczak Donald R | Director | Buy | 5K | $2.70 | 2025-11-19 | $13.5K |
| Ratajczak Donald R | Director | Buy | 10K | $2.75 | 2025-11-13 | $27.4K |
| Ratajczak Donald R | Director | Buy | 10K | $2.69 | 2025-11-14 | $26.9K |
| Ratajczak Donald R | Director | Buy | 10K | $2.80 | 2025-11-17 | $28K |
Peer Comparison
| Ticker | Mkt Cap | P/E | P/S | EV/EBITDA | Rev Growth | Gross Mgn | Net Mgn |
|---|---|---|---|---|---|---|---|
| CRWS | $28M | 5.7× | 0.3× | 6.7× | +8.0% | 29.0% | 6.0% |
| HAS | $12.69B | 16.0× | 2.6× | 11.6× | +16.0% | 64.0% | 16.0% |
| MAT | $3.79B | 9.9× | 0.7× | 9.2× | +10.0% | 48.0% | 8.0% |
| JAKK | $281M | 17.4× | 0.5× | 10.0× | +17.0% | 34.0% | 3.0% |
Recognizable sector comparables. Source basis: SEC filings; lowest multiple in each column highlighted. Loss-making peers show no P/E.
Research Notes
2026-09-17SEC 10-Q
Q1 FY2027 customer concentration table
The 10-Q for the quarter ended 2026-06-28 lists Walmart at 44% of gross sales (45% a year earlier), Amazon at 14% and Target at 10%. This is above the 30% single-customer threshold and is treated as a live kill-check.
2026-09-17Research
Valuation snapshot
On TTM figures through Q1 FY2027 the research file computes a P/E near 5.5x, EV/EBITDA near 5.6x, price to book near 0.68x and a gross dividend yield above 12% at a 2.55 USD price. These ratios are largely explained by the concentration and liquidity discount rather than a clean mispricing.
Sources
Crown Crafts, Inc. valuation questions
What is Crown Crafts, Inc.'s forward P/E ratio?
Crown Crafts, Inc. (CRWS) trades at a forward P/E of 3.4×, and 0.3× trailing sales.
What is Crown Crafts, Inc.'s market cap?
Crown Crafts, Inc. (CRWS) has a market capitalization (its market value, often searched as "net worth") of $27M, and an enterprise value of $47M.