Cavco Industries, Inc. (CVCO) Valuation — DCF, Graham & Comparables

Cavco Industries, Inc. (CVCO) — Price $619.00 (closing price, October 30, 2026) — Consumer Cyclical — Residential Construction — NASDAQ

Latest reported results:

Valuation dashboard for Cavco Industries, Inc. (CVCO) with P/E 26.23, P/B 4.18, EV/EBITDA 17.03 and dividend yield 0.00%. DCF, Graham Number, EPS growth, peer multiples and dividend discount models plus sector comparison against other Consumer Cyclical companies.

Cavco Industries, Inc. (CVCO) is a prominent American enterprise primarily focused on the manufacturing, marketing, and retail sale of prefabricated residential dwellings. Its operations are structured into two core divisions: Factory-Built Housing, which handles construction, and Financial Services.

Analysis Summary

Cavco Industries, Inc. reported revenue of $2.24B in the most recent fiscal year, growing at a 5-year CAGR of 15.2%. Net income reached $190.6M, with a 20.0% 5-year CAGR.

Trailing-twelve-month margins: gross margin 22.7%, operating margin 9.5%, net margin 7.7%.

At $619.00 (closing price, October 30, 2026), CVCO trades at a P/E of 26.23 and an ROE of 16.60%. Market capitalisation stands at $4.8B.

Balance sheet quality for CVCO: current ratio of 2.5. A debt-to-equity below 1.0 typically signals conservative capital structure, while a current ratio above 1.5 indicates comfortable short-term liquidity.

Valuation Ratios

P/E Ratio26.23
Price / Book4.18
EV / EBITDA17.03
Dividend Yield0.00%

Valuation Models

DCF Fair Value$349.13
vs Current Price-43.6%

Peer Comparison

SymbolCompanyMarket CapP/EP/BROE
CVCOCavco Industries, Inc.$4.8B26.234.1816.6%
PATKPatrick Industries, Inc.$2.5B20.232.1411.5%
SKYChampion Homes, Inc.$4.6B24.772.9612.1%
DHID.R. Horton, Inc.$40.8B14.431.7512.2%
0I6K.LD.R. Horton, Inc.$39.1B14.011.7812.8%
PHMPulteGroup, Inc.$23.8B13.401.7813.8%
0KS6.LPulteGroup, Inc.$21.3B12.891.7313.8%
LENLennar Corporation$20.7B16.430.966.0%

Price

Price$619.00 (closing price, October 30, 2026)
Market Cap$4.8B
ExchangeNASDAQ
CountryUS

Profitability

Return on Equity16.60%
Return on Invested Capital14.66%
Return on Assets11.43%
Gross Margin22.74%
Operating Margin9.54%
Net Margin7.68%

Related companies: PATK · SKY · DHI · 0I6K.L · PHM · 0KS6.L · LEN · 0JU0.L

Explore sector: Consumer Cyclical · Residential Construction

More sections of CVCO: Overview · Financials · Statistics · Estimates · Technical · Ownership · News · Events

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