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CVCO vs HGV

CVCO
Cavco Industries, Inc.
NEUTRAL
Price
$468.67
Market Cap
$3.66B
Sector
Consumer Cyclical
AI Confidence
80%
HGV
Hilton Grand Vacations Inc.
NEUTRAL
Price
$46.41
Market Cap
$3.78B
Sector
Consumer Cyclical
AI Confidence
85%

Valuation

P/E Ratio
CVCO
20.37
HGV
52.15
Forward P/E
CVCO
18.75
HGV
9.73
P/B Ratio
CVCO
3.35
HGV
2.99
P/S Ratio
CVCO
1.66
HGV
0.84
EV/EBITDA
CVCO
13.65
HGV
13.22

Profitability

Gross Margin
CVCO
22.26%
HGV
23.24%
Operating Margin
CVCO
9.89%
HGV
15.77%
Profit Margin
CVCO
8.37%
HGV
1.8%
ROE
CVCO
17.18%
HGV
5.94%
ROA
CVCO
10.06%
HGV
3.05%

Growth

Revenue Growth
CVCO
11.3%
HGV
3.7%
Earnings Growth
CVCO
-19.1%
HGV
187.2%

Financial Health

Debt/Equity
CVCO
0.04
HGV
5.1
Current Ratio
CVCO
2.48
HGV
4.46
Quick Ratio
CVCO
1.18
HGV
2.48

Dividends

Dividend Yield
CVCO
--
HGV
--
Payout Ratio
CVCO
0.0%
HGV
0.0%

AI Verdict

CVCO NEUTRAL

CVCO shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Low debt with D/E ratio of 0.04
Strong ROE of 17.2%
Risks
Premium vs Graham Number ($269.11)
HGV NEUTRAL

HGV exhibits strong operational health with a Piotroski F-Score of 7/9 and excellent short-term liquidity (Current Ratio 4.46), yet it faces significant valuation headwinds. The current price of $46.41 trades at a substantial premium to both the Graham Number ($17.62) and Intrinsic Value ($26.25). While the Forward P/E of 9.73 suggests a potential for earnings recovery, the recent track record is alarming, with 0 out of the last 4 quarters beating estimates and an average surprise of -31.85%. The divergence between analyst optimism and poor recent earnings performance creates a high-risk profile.

Strengths
Strong Piotroski F-Score (7/9) indicating robust financial health
Excellent liquidity with a Current Ratio of 4.46 and Quick Ratio of 2.48
Attractive Forward P/E (9.73) compared to trailing P/E (52.15)
Risks
Severe earnings disappointment with 0/4 recent beats and -31.85% average surprise
High leverage with a Debt/Equity ratio of 5.10
Significant overvaluation relative to Graham Number and Intrinsic Value

Compare Another Pair

CVCO vs HGV: Head-to-Head Comparison

This page compares Cavco Industries, Inc. (CVCO) and Hilton Grand Vacations Inc. (HGV) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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