Cavco Industries, Inc. (CVCO)
NASDAQ:CVCO
CVCO Stock Chart & Stats
$485.66
$2.89(0.66%)
At close: 4:00 PM EST
$485.66
$2.89(0.66%)
Day’s Range― - ―
52-Week Range$393.53 - $713.01
Previous CloseN/A
Volume8.91K
Average Volume (3M)169.81K
Market Cap
$3.77B
Enterprise Value$3.62B
Total Cash (Recent Filing)$259.16M
Total Debt (Recent Filing)$68.13M
Price to Earnings (P/E)26.9
Beta0.89
Next Earnings
May 21, 2026EPS Estimate
5.26Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)5.58
Shares Outstanding7,761,163
10 Day Avg. Volume159,609
30 Day Avg. Volume169,814
Financial Highlights & Ratios
PEG Ratio1.88
Price to Book (P/B)3.94
Price to Sales (P/S)2.08
P/FCF Ratio26.69
Enterprise Value/Market Cap0.96
Enterprise Value/Revenue1.64
Enterprise Value/Gross Profit7.01
Enterprise Value/Ebitda15.12
Forecast
1Y Price Target
$575.00Price Target Upside18.40% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)28.42
Revenue Forecast (FY)$2.50B
Bulls Say, Bears Say
Bulls Say
Balance Sheet StrengthExceptionally low leverage (debt-to-equity ~0.03) gives Cavco durable financial flexibility. That conservatism supports acquisitions, buybacks, and capex during downcycles, reduces refinancing risk, and preserves investment capacity over the next several quarters.
Cash Generation And Free Cash FlowConsistently strong operating cash and large free cash flow (FCF ≈$205M, ~86% of net income) underpin durable capital allocation choices. High cash conversion funds integration, share repurchases, and working capital needs, supporting resiliency across multi-quarter cycles.
High‑margin Financial ServicesFinancial services deliver outsized, stable margins (65.2%) and modest revenue growth, diversifying income away from cyclical home builds. This high-margin stream bolsters consolidated profitability and cash flow predictability over the medium term.
Bears Say
Factory‑Built Margin CompressionA nearly 2 percentage-point decline in factory-built gross margin signals durable pressure from retail/wholesale price compression and input/tariff costs. Persisting margin erosion reduces operating leverage and limits earnings resilience as volumes fluctuate over coming quarters.
Industry Demand Softness / Volume RiskUnderlying volume weakness and lower HUD shipment trends show cyclical demand risk. Reduced shipments and lower plant utilization can persist for multiple quarters, pressuring revenue, fixed-cost absorption, and production planning across Cavco's dealer and community channels.
Higher SG&A And Acquisition CostsElevated SG&A driven by the Homestar acquisition and transaction expenses raises fixed overhead and compresses near-term margins. If integration-related costs and higher selling/admin spend persist, they will dampen operating leverage and cash flow improvement over subsequent quarters.
Cavco Industries News
CVCO FAQ
What was Cavco Industries, Inc.’s price range in the past 12 months?
Cavco Industries, Inc. lowest stock price was $393.53 and its highest was $713.00 in the past 12 months.
What is Cavco Industries, Inc.’s market cap?
Cavco Industries, Inc.’s market cap is $3.77B.
When is Cavco Industries, Inc.’s upcoming earnings report date?
Cavco Industries, Inc.’s upcoming earnings report date is May 21, 2026 which is in 49 days.
How were Cavco Industries, Inc.’s earnings last quarter?
Cavco Industries, Inc. released its earnings results on Jan 29, 2026. The company reported $5.58 earnings per share for the quarter, missing the consensus estimate of $6.26 by -$0.68.
Is Cavco Industries, Inc. overvalued?
According to Wall Street analysts Cavco Industries, Inc.’s price is currently Undervalued.
Does Cavco Industries, Inc. pay dividends?
Cavco Industries, Inc. does not currently pay dividends.
What is Cavco Industries, Inc.’s EPS estimate?
Cavco Industries, Inc.’s EPS estimate is 5.26.
How many shares outstanding does Cavco Industries, Inc. have?
Cavco Industries, Inc. has 7,761,163 shares outstanding.
What happened to Cavco Industries, Inc.’s price movement after its last earnings report?
Cavco Industries, Inc. reported an EPS of $5.58 in its last earnings report, missing expectations of $6.26. Following the earnings report the stock price went down -20.321%.
Which hedge fund is a major shareholder of Cavco Industries, Inc.?
Currently, no hedge funds are holding shares in CVCO
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Cavco Industries Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$575.00 (18.40% Upside)
$575.00 (18.40% Upside)
Blogger Sentiment
Bullish
CVCO Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 3.6K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Bought Shares
Worth $866.6K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 0.8%
Last 30 Days ▼ 3.0%
Last 30 Days ▼ 3.0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-5.90%
12-Months-Change
Fundamentals
Return on Equity
17.14%
Trailing 12-Months
Asset Growth
6.24%
Trailing 12-Months
Company Description
Cavco Industries, Inc.
Cavco Industries, Inc. designs, produces, and retails manufactured homes primarily in the United States. It operates in two segments, Factory-Built Housing and Financial Services. The company markets its manufactured homes under the Cavco, Fleetwood, Palm Harbor, Nationwide, Fairmont, Friendship, Chariot Eagle, Destiny, Commodore, Colony, Pennwest, R-Anell, Manorwood, and MidCountry brands. It also builds park model RVs; vacation cabins; and factory-built commercial structures, including apartment buildings, condominiums, hotels, workforce housing, schools, and housing for the United States military troops. In addition, the company produces various modular homes, which include single and multi-section ranch, split-level, and Cape Cod style homes, as well as two- and three-story homes, and multi-family units. Further, it provides conforming and non-conforming mortgages and home-only loans to purchasers of various brands of factory-built homes sold by company-owned retail stores, as well as various independent distributors, builders, communities, and developers. Additionally, the company offers property and casualty insurance to owners of manufactured homes. As of April 3, 2022, it operated 45 company-owned retail stores in Oregon, Arizona, Nevada, New Mexico, Texas, Indiana, Oklahoma, Florida, and New York. The company also distributes its homes through a network of independent distribution points in 48 states and Canada; and through planned community operators and residential developers. Cavco Industries, Inc. was founded in 1965 and is headquartered in Phoenix, Arizona.
CVCO Earnings Call
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
The call presented a balanced picture: revenue growth and integration progress from the American Homestar acquisition, meaningful synergy prospects (> $10M annualized) and strong financial services margin expansion were offset by declines in EPS and net income, gross margin compression in factory-built housing, higher SG&A and a higher tax rate driven by acquisition-related and phasing tax-credit effects. Management emphasizes backlog stability, operational readiness for spring demand and ongoing share repurchases, but near-term margin and volume headwinds (including tariffs and industry shipment softness in Oct–Nov) temper the outlook.View all CVCO earnings summariesCVCO Stock 12 Month Forecast
Average Price Target
$575.00
▲(18.40% Upside)
Technical Analysis
Ownership Overview
1.34% Insiders
40.74% Mutual Funds
29.32% Other Institutional Investors
3.09% Public Companies and
Individual Investors
Options Prices
Currently, No data available
---