Consumer Cyclical
Cavco Industries Inc(CVCO)
Live Price
Offline$606.98
-0.76% today
1Y Change
+37.93%
Window
Jun 26, 2025 β Jun 17, 2026
- Market Cap
- $3.75B
- Revenue Growth
- +12.3%
- EPS Growth
- +13.0%
- Dividend Yield
- 0.0%
Coverage: 245 bars Β· Jun 26, 2025 β Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Cavco Industries Inc (CVCO) is a Consumer Cyclical stock with a market cap of $3.75B and listed on NASDAQ. The stock last traded around $606.98 and up 37.9% across the available one-year price window (Jun 26, 2025 β Jun 17, 2026). Baseline metrics include revenue growth of +12.3%, EPS growth of +13.0%, a dividend yield of 0.0%. What stands out right now is revenue +12.3%, EPS +13.0%, free cash flow -24.2% with operating margin 9.8% and ROIC 14.9%. Valuation is more restrained than many high-expectation growth names at P/E 20.7 and price/sales 1.7. Stock Foundry combines CVCO price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+12.3% vs +7.5% peer median
Operating Margin
Near sector median
+9.8% vs +8.4% peer median
P/E
Above sector median
20.7 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 28, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +12.3% and EPS at +13.0%, with operating margin around 9.8%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +0.3% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 28, 2026 | β | -0.4% | +2.2% | β |
2026 Jan 29, 2026 | -7.0% | -20.3% | -15.3% | -6.5% |
2025 Oct 30, 2025 | +7.5% | +5.1% | +13.9% | +18.2% |
Benchmark Edge
CVCO vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
CVCO
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
CVCO Max Drawdown
-34.68%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for CVCO and SPY.
Company Overview
Cavco Industries Inc
NASDAQ
Cavco Industries Inc. is a prominent player in the American housing market, specializing in the design and production of factory-built homes. Serving primarily the United States, Cavco provides a diverse range of manufactured home options, appealing to various consumer needs from economical housing solutions to luxury designs. This asset is integral to sectors like real estate and construction, significantly influencing affordable housing trends. Moreover, Cavco Industries accommodates a wide array of home services that include custom home design, mortgage financing, insurance, and installation assistance, effectively supporting consumers throughout the home purchasing process. The company's expansive network of retail sites and distribution channels ensures broad market reach and consumer accessibility. As a cornerstone of the manufactured housing industry, Cavco Industries plays a crucial role in addressing the affordable housing crisis, bringing innovative housing solutions to potential homeowners across diverse geographic and demographic segments.
- Leadership
- Mr. William C. Boor C.F.A.
- Employees
- 7.0k
- Street Address
- 3636 North Central Avenue, Suite 1200
- Mailing
- Phoenix, AZ, 85012
- Region
- Phoenix, AZ, United States
- Last Updated
- May 9, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 20.7
- EV/EBITDA
- 15.0
- Price/Sales
- 1.7
- Price/Book
- 3.5
Growth
- Revenue
- +12.3%
- EPS
- +13.0%
- Free Cash Flow
- -24.2%
Profitability
- Gross Margin
- 23.4%
- Operating Margin
- 9.8%
- Net Margin
- 8.4%
- ROE
- 17.1%
- ROIC
- 14.9%
Balance Sheet
- Debt/Equity
- 0.06
- Current Ratio
- 2.49
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.