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CVCO

NEUTRAL
$468.67 Live
Cavco Industries, Inc. · NASDAQ
Target $587.5 (+25.4%)
$393.53 52W Range $713.01

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 08, 2026
Market cap
$3.66B
P/E
20.37
ROE
17.2%
Profit margin
8.4%
Debt/Equity
0.04
Dividend yield
N/A

AI Analysis

AI-powered fundamental assessment

Confidence
80%
CVCO shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Key Strengths

Low debt with D/E ratio of 0.04
Strong ROE of 17.2%

Key Risks

Premium vs Graham Number ($269.11)
AI Fair Value Estimate
Based on comprehensive analysis
$161.07
-65.6% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
43
Moderate
Value
50
Future
50
Past
60
Health
55
Dividend
0
AI Verdict
CVCO shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.
Key drivers: Low debt with D/E ratio of 0.04, Strong ROE of 17.2%, Premium vs Graham Number ($269.11)
Confidence
60%
Value
50/100

Rule-based valuation (P/E + Graham).

Positives
  • Insufficient data for clear positives.
Watchpoints
  • Trades above Graham Number.
Future
50/100

Rule-based growth outlook.

Positives
  • Insufficient data for clear positives.
Watchpoints
No urgent risks highlighted.
Past
60/100

Historical performance + price trend: Shares moved +107.0% over 5Y and +0.5% over 1Y.

Positives
  • ROE sits at 17.2%.
Watchpoints
No urgent risks highlighted.
Health
55/100

Balance sheet & liquidity (Z-Score: N/A).

Positives
  • Low D/E ratio (0.04).
Watchpoints
No urgent risks highlighted.
Dividend
0/100

Dividend policy fallback.

Positives
  • Insufficient data for clear positives.
Watchpoints
  • No regular dividend payments.

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$468.67
Analyst Target
$587.5
Upside/Downside
+25.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for CVCO and closest competitors.

Updated 2026-04-07
CVC
Cavco Industries, Inc.
Primary
5Y
+107.0%
3Y
+65.0%
1Y
+0.5%
6M
-6.9%
1M
-11.0%
1W
-3.2%
CAR
CarGurus, Inc.
Peer
5Y
+41.0%
3Y
+102.4%
1Y
+36.8%
6M
-0.7%
1M
+4.1%
1W
+3.5%
ALH
Alliance Laundry Holdings Inc.
Peer
5Y
-21.4%
3Y
-21.4%
1Y
-21.4%
6M
-21.4%
1M
-13.1%
1W
-1.6%
ASO
Academy Sports and Outdoors, Inc.
Peer
5Y
+105.3%
3Y
-19.2%
1Y
+8.0%
6M
+7.9%
1M
-14.8%
1W
-16.8%
LCI
Lucid Group, Inc.
Peer
5Y
-96.0%
3Y
-88.2%
1Y
-60.6%
6M
-59.9%
1M
-5.0%
1W
-8.0%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
20.37
Forward P/E
18.75
PEG Ratio
N/A
P/B Ratio
3.35
P/S Ratio
1.66
EV/Revenue
1.56
EV/EBITDA
13.65
Market Cap
$3.66B

Profitability

Profit margins and return metrics

Profit Margin 8.37%
Operating Margin 9.89%
Gross Margin 22.26%
ROE 17.18%
ROA 10.06%

Growth

Revenue and earnings growth rates

Revenue Growth +11.3%
Earnings Growth -19.1%
Q/Q Revenue Growth +11.29%
Q/Q Earnings Growth -22.0%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.04
Low debt
Current Ratio
2.48
Strong
Quick Ratio
1.18
Good
Cash/Share
$31.17

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$0.6B
Gross Margin
23.4%
Op. Margin
9.4%
Net Margin
7.6%
Total Assets
$1.5B
Liabilities
$0.4B
Equity
$1.1B
Debt/Equity
0.35x
Operating CF
$0.1B
CapEx
$-0.0B
Free Cash Flow
$0.1B
FCF Yield
87%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-21
$N/A
2026-01-29
$5.58
-7.0% surprise
2025-10-30
$6.55
+8.3% surprise
2025-07-31
$6.42
+20.9% surprise

Consumer Cyclical Sector Comparison

Comparing CVCO against 112 companies in the Consumer Cyclical sector (9 bullish, 50 neutral, 53 bearish)
P/E Ratio
20.37
This Stock
vs
41.97
Sector Avg
-51.5% (Discount)
Return on Equity (ROE)
17.18%
This Stock
vs
5.79%
Sector Avg
+197.0% (Excellent)
Profit Margin
8.37%
This Stock
vs
-0.73%
Sector Avg
-1254.0% (Weaker)
Debt to Equity
0.04
This Stock
vs
1.64
Sector Avg
-97.7% (Less Debt)
Revenue Growth
11.3%
This Stock
vs
5.53%
Sector Avg
+104.5% (Fast Growth)
Current Ratio
2.48
This Stock
vs
1.87
Sector Avg
+33.2% (Stronger)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

BOOR WILLIAM C
Chief Executive Officer
Buy
2026-02-04
1,000 shares · $495,000
GREENBLATT DAVID ALAN
Director
Buy
2026-02-04
500 shares · $234,725
MOSTER STEVEN W
Director
Buy
2026-02-02
300 shares · $136,869
KERLEY RICHARD A
Director
Sell
2025-11-07
500 shares · $284,495
DANIELS LISA LYNN
Director
Stock Award
2025-10-27
102 shares · $60,024
Insider transactions can signal confidence or concerns about company prospects

Past News Coverage

Recent headlines mentioning CVCO from our newsroom.

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