Business Description
Cavco Industries Inc
NAICS : 321991
SIC : 2451
ISIN : US1495681074
Share Class Description:
CVCO: Ordinary SharesTotal Employee Number:
7,700Description
Cavco Industries Inc designs and produces factory-built homes distributed through a network of independent and company-owned retailers, planned community operators and residential developers. It is also a producer of park model RVs, vacation cabins and Factory-built commercial structures. It operates principally in two segments: factory-built housing, which includes wholesale and retail factory-built housing operations and Financial services, which include manufactured housing consumer finance and insurance. The factory-built housing segment generates the majority of revenue from building and selling manufactured and modular homes to both wholesale customers and end consumers through company owned retail stores.
Financial Strength
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 7.75 | |||||
Equity-to-Asset | 0.72 | |||||
Debt-to-Equity | 0.03 | |||||
Debt-to-EBITDA | 0.13 | |||||
Interest Coverage | 434.12 | |||||
Piotroski F-Score | 5/9 | |||||
Altman Z-Score | 9.32 | |||||
Beneish M-Score | -2.74 | |||||
WACC vs ROIC | ||||||
Growth Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 5.6 | |||||
3-Year EBITDA Growth Rate | -2.4 | |||||
3-Year EPS without NRI Growth Rate | -3.8 | |||||
3-Year FCF Growth Rate | 7.2 | |||||
3-Year Book Growth Rate | 8.2 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 12.87 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 8 |
Momentum Rank
8/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 36.69 | |||||
9-Day RSI | 35.77 | |||||
14-Day RSI | 38.41 | |||||
3-1 Month Momentum % | 2.38 | |||||
6-1 Month Momentum % | 18.58 | |||||
12-1 Month Momentum % | 8.94 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 2.23 | |||||
Quick Ratio | 1.41 | |||||
Cash Ratio | 0.7 | |||||
Days Inventory | 58.37 | |||||
Days Sales Outstanding | 17.86 | |||||
Days Payable | 8.76 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Average Share Buyback Ratio | 3.7 | |||||
Shareholder Yield % | 3.42 |
Profitability Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 23.15 | |||||
Operating Margin % | 9.62 | |||||
Net Margin % | 7.89 | |||||
EBITDA Margin % | 11.33 | |||||
FCF Margin % | 10.21 | |||||
OCF Margin % | 12.47 | |||||
ROE % | 16.61 | |||||
ROA % | 12.29 | |||||
ROIC % | 17.61 | |||||
3-Year ROIIC % | -30.34 | |||||
ROC (Joel Greenblatt) % | 52.4 | |||||
ROCE % | 20.68 | |||||
Years of Profitability over Past 10-Year | 10 | |||||
Moat Score | 5 | |||||
Tariff Resilience Score | 6 |
GF Value Rank
9/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
PE Ratio | 23.33 | |||||
Forward PE Ratio | 23.77 | |||||
PE Ratio without NRI | 23.52 | |||||
Shiller PE Ratio | 31.1 | |||||
Price-to-Owner-Earnings | 546.73 | |||||
PEG Ratio | 1.35 | |||||
PS Ratio | 1.83 | |||||
PB Ratio | 3.72 | |||||
Price-to-Tangible-Book | 4.72 | |||||
Price-to-Free-Cash-Flow | 17.97 | |||||
Price-to-Operating-Cash-Flow | 14.81 | |||||
EV-to-EBIT | 16.53 | |||||
EV-to-EBITDA | 14.97 | |||||
EV-to-Revenue | 1.7 | |||||
EV-to-FCF | 16.61 | |||||
Price-to-GF-Value | 0.93 | |||||
Price-to-Projected-FCF | 1.21 | |||||
Price-to-DCF (Earnings Based) | 0.75 | |||||
Price-to-DCF (FCF Based) | 0.58 | |||||
Price-to-Median-PS-Value | 1.06 | |||||
Price-to-Peter-Lynch-Fair-Value | 2.32 | |||||
Price-to-Graham-Number | 2.21 | |||||
| Price-to-Net-Current-Asset-Value | 10.16 | |||||
Earnings Yield (Greenblatt) % | 6.05 | |||||
FCF Yield % | 5.69 | |||||
Forward Rate of Return (Yacktman) % | 14.19 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
Dividend
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Annualized Return % Â
Total Annual Return % Â
Cavco Industries Inc Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 2,297.607 | ||
| EPS (TTM) ($) | 22.984 | ||
| Beta | 1.1374 | ||
| 3-Year Sharpe Ratio | 0.65 | ||
| 3-Year Sortino Ratio | 1.24 | ||
| Volatility % | 40.96 | ||
| 14-Day RSI | 38.41 | ||
| 14-Day ATR ($) | 17.621823 | ||
| 20-Day SMA ($) | 556.63125 | ||
| 12-1 Month Momentum % | 8.94 | ||
| 52-Week Range ($) | 443.335 - 713.005 | ||
| Shares Outstanding (Mil) | 7.69 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 5 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Cavco Industries Inc Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Cavco Industries Inc Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Third quarter earnings conference call for 2027 | 2027-01-29 13:00 | In 134 days | ||
| Third quarter earnings results for 2027 | 2027-01-29 | In 133 days | ||
| Second quarter earnings conference call for 2027 | 2026-10-30 13:00 | In 43 days | ||
| Second quarter earnings results for 2027 | 2026-10-30 | In 42 days | ||
| First quarter earnings conference call for 2027 | 2026-07-31 13:00 | 562.40 (-1.33%) | ||
| First quarter earnings results for 2027 | 2026-07-30 | 565.24 (-1.95%) | ||
| General meeting for 2026 | 2026-07-28 09:00 | 579.05 (-0.35%) | ||
| Fourth quarter earnings conference call for 2026 | 2026-05-22 13:00 | 491.49 (+1.01%) | ||
| Annual report for 2026 | 2026-05-22 | 491.49 (+1.01%) | ||
| Fourth quarter earnings results for 2026 | 2026-05-21 | 495.11 (+6.17%) |
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Cavco Industries Inc Frequently Asked Questions
What is Cavco Industries Inc(CVCO)'s stock price today?
The current price of CVCO is $535.22. The 52 week high of CVCO is $713.01 and 52 week low is $443.34.
When is next earnings date of Cavco Industries Inc(CVCO)?
The next earnings date of Cavco Industries Inc(CVCO) is 2026-10-30 Est..
Does Cavco Industries Inc(CVCO) pay dividends? If so, how much?
Cavco Industries Inc(CVCO) does not pay dividend.
Guru Commentaries on NAS:CVCO
Brasada Focused Equity Strategy
Bullish
2026 Q2
q22026
BRASADA CAPITAL MANAGEMENT, LP
· 152 holdings
What the manager wrote
Cavco Industries is one of the largest producers of manufactured and modular homes, serving as a critical supplier of affordable housing solutions across the U.S. The company operates within a highly consolidated oligopoly, with the top three manufacturers controlling over 86% of total industry production, creating significant barriers to entry for new competitors. Recent legislative tailwinds, particularly the bipartisan 21st Century ROAD to Housing Act, are poised to benefit Cavco by streamlining regulations and expanding access to manufactured housing. Additionally, the structural national housing shortage guarantees a sustained need for affordable housing, positioning Cavco for long-term growth.
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