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CVCO Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
610.780
Open
597.800
VWAP
602.76
Vol
218.55K
Mkt Cap
4.64B
Low
596.000
Amount
131.74M
EV/EBITDA(TTM)
17.21
Total Shares
7.71M
EV
4.39B
EV/OCF(TTM)
16.41
P/S(TTM)
2.13
Cavco Industries, Inc. designs and produces factory-built homes primarily distributed through a network of retailers, planned community operators and residential developers. The Company produces park model recreation vehicles, vacation cabins and factory-built commercial structures. It produces a variety of modular homes, which include single and multisection ranch, split-level and Cape Cod style homes, as well as two and three-story homes, multifamily units and commercial modular structures, including apartment buildings, condominiums, hotels, workforce housing, schools and housing for the United States military troops. It produces residential homes in a variety of floor plans. Its homes are single-story and generally range in size from approximately 500 to 3,300 square feet. It contains living room, dining area, kitchen, one to five bedrooms and one or more bathrooms and is equipped with central heating and hot water systems, kitchen appliances, floor coverings and window treatments.
Show More

Events Timeline

(ET)
2026-05-21
16:20:00
Cavco Reports Q4 Revenue of $550.13 Million
select
2026-01-30 (ET)
2026-01-30
10:10:00
Cavco Industries Stock Drops 17.8% to $507.56
select
2026-01-29 (ET)
2026-01-29
16:10:00
Q4 Revenue $580.99M, CEO Outlook Remains Optimistic
select
2025-12-09 (ET)
2025-12-09
16:20:00
La-Z-Boy Appoints Cavco CEO William Boor to Board of Directors
select
2025-10-30 (ET)
2025-10-30
16:35:54
Cavco Industries Announces Q2 Earnings Per Share of $6.55, Exceeding Consensus Estimate of $6.05
select
2025-10-06 (ET)
2025-10-06
12:00:17
Cavco Industries Experiences a 7.3% Decline
select
2025-09-30 (ET)
2025-09-30
09:27:39
Cavco Industries finalizes purchase of American Homestar
select
2025-07-31 (ET)
2025-07-31
16:18:51
Cavco Industries reports Q1 EPS $6.42 vs $4.11 last year
select

News

seekingalpha
6.0
06-07seekingalpha
UBS Initiates Buy Ratings on Champion Homes and Cavco Industries
  • Supply-Demand Imbalance: UBS estimates a shortage of approximately 7.5 million homes in the U.S. housing market, suggesting that this structural undersupply will drive growth for Champion Homes and Cavco Industries, particularly as consumer demand remains robust amid economic uncertainty.
  • Price Target Setting: Analyst John Lovallo set a price target of $93 for Champion Homes, implying a potential upside of about 25%, while Cavco Industries has a target of $700, indicating a potential gain of approximately 27%.
  • Appeal of Manufactured Housing: With manufactured homes costing about $285,000 less than comparable site-built homes, UBS expects this affordability advantage to enable a larger market share, especially as newer products gain acceptance and potential regulatory changes expand the market.
  • Industry Growth Expectations: UBS projects that shipments in the manufactured housing industry will grow at an annual rate of about 3%, supported by modest growth in single-family housing starts and market share gains, indicating a positive outlook through 2028.
CNBC
6.0
06-05CNBC
Latest Ratings and Outlook from Wall Street
  • Qualcomm Investor Day: Qualcomm is set to host its highly anticipated Investor Day on June 24, discussing growth and diversification strategies in the rapidly evolving AI landscape; JPMorgan maintains a neutral rating but remains optimistic about future performance.
  • Nvidia Buy Reiteration: Bank of America reiterates its buy rating on Nvidia after a meeting with management, highlighting the stock's strong performance across the board, particularly following the positive outlook shared during the GTC Taipei conference.
  • Tesla Rating Upgrade: JPMorgan upgrades Tesla from underperform to neutral, citing its unique vertical integration across hardware and software products, which positions the company favorably for scaling in the industry.
  • Disney Price Target Increase: Rosenblatt raises Disney's price target from $121 to $126, based on optimistic projections for its movie slate, particularly with the upcoming release of Toy Story 5, which is expected to drive earnings growth.
Newsfilter
8.5
06-02Newsfilter
Cavco Industries Hosts Signing of Virginia Housing Bills to Expand Manufactured Home Placement
  • Legislative Reform: Virginia's House Bill 655 and Senate Bill 346, signed today, will take effect on July 1, 2026, aiming to reduce zoning barriers for manufactured housing placement, thereby addressing the state's estimated 200,000 affordable housing shortage.
  • Policy Impact: The new legislation allows qualifying manufactured homes to be placed in areas where site-built homes are permitted and prevents local governments from imposing stricter zoning rules on manufactured homes, facilitating pathways to affordable homeownership for families.
  • Industry Support: Cavco Industries actively supports affordable housing policies at both state and federal levels, hosting the signing ceremony at its Rocky Mount facility, which underscores the company's leadership in advocating for housing policy reform.
  • Community Engagement: The signing event featured Virginia's governor and various local officials, highlighting Cavco's collaboration with local governments and reinforcing its influence in the manufactured housing sector.
Yahoo Finance
9.5
05-23Yahoo Finance
Cavco Industries Reports Strong Earnings Growth Amid Challenges
  • Revenue Growth: Cavco Industries reported revenue of $550.1 million, an 8.2% increase from $508.4 million last year, with the Factory-Built Housing segment contributing $528 million, indicating strong market performance despite a slight decline in overall industry shipments.
  • Net Income Increase: The company's net income rose to $42.5 million, up 15.9% from $36.3 million in the same quarter last year, reflecting effective strategies in cost control and revenue growth, which bolstered investor confidence.
  • Operational Efficiency: Although sequential revenue and operating income fell by 5% and 6% respectively, the successful integration of American Homestar yielded over $10 million in cost synergies, showcasing the company's competitive edge in market consolidation.
  • Future Outlook: Cavco's groundbreaking of a new high-capacity plant in Phoenix indicates confidence in future growth, with plans to increase production rates to meet rising order demands, further solidifying its market position.
NASDAQ.COM
2.0
05-22NASDAQ.COM
Cavco (CVCO) Q4 2026 Earnings Transcript
NASDAQ.COM
9.5
05-22NASDAQ.COM
Cavco Industries Reports Increased Q4 Profit
  • Profit Growth: Cavco Industries reported a fourth-quarter profit of $42.46 million, translating to earnings per share of $5.42, which is a significant increase from last year's $36.33 million and $4.47 per share, indicating robust performance in the market.
  • Revenue Increase: The company's revenue rose by 8.2% in the fourth quarter to $550.13 million, up from $508.36 million last year, demonstrating sustained strong demand for its products and contributing to overall performance improvement.
  • Market Performance: The growth in Cavco Industries' earnings and revenue not only boosts investor confidence but may also attract more investor interest, potentially driving stock prices higher and enhancing market competitiveness in the future.
  • Financial Health: With the dual growth in earnings and revenue, the company's financial condition has improved, and it is expected to achieve higher growth potential through ongoing business expansion and market penetration.
Wall Street analysts forecast CVCO stock price to rise
1 Analyst Rating
Wall Street analysts forecast CVCO stock price to rise
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
575.00
Averages
575.00
High
575.00
Current: 0.000
sliders
Low
575.00
Averages
575.00
High
575.00
UBS
Buy
initiated
$700
AI Analysis
2026-06-05
Reason
UBS
Price Target
$700
AI Analysis
2026-06-05
initiated
Buy
Reason
UBS initiated coverage of Cavco Industries with a Buy rating and $700 price target. The firm sees the company as a potential beneficiary of an \"affordability-challenged and underbuilt\" housing market/ The market appears to be bottoming and is poised to reaccelerate, the analyst tells investors in a research note. UBS expects 2026 to be a better year for housing for several key reasons, including stabilizing inventory and homebuying intent staying above the historical averages.
Zelman
Neutral -> Outperform
upgrade
$514.50
2026-02-05
Reason
Zelman
Price Target
$514.50
2026-02-05
upgrade
Neutral -> Outperform
Reason
Zelman upgraded Cavco Industries to Outperform from Neutral with a $514.50 price target.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for CVCO
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Valuation Metrics

The current forward P/E ratio for Cavco Industries Inc (CVCO.O) is 29.50, compared to its 5-year average forward P/E of 17.71. For a more detailed relative valuation and DCF analysis to assess Cavco Industries Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
17.71
Current PE
29.50
Overvalued PE
24.16
Undervalued PE
11.25

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
11.29
Current EV/EBITDA
17.54
Overvalued EV/EBITDA
14.59
Undervalued EV/EBITDA
7.99

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.49
Current PS
1.76
Overvalued PS
1.82
Undervalued PS
1.16

Financials

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Whales Holding CVCO

G
GW&K Investment Management, LLC
Holding
CVCO
+18.13%
3M Return
P
Punch & Associates Investment Management, Inc.
Holding
CVCO
+14.44%
3M Return
J
Junto Capital Management LP
Holding
CVCO
+14.01%
3M Return
S
Samlyn Capital, LLC
Holding
CVCO
+12.72%
3M Return
B
Boston Trust Walden Company
Holding
CVCO
+8.58%
3M Return
F
Fiduciary Management, Inc.
Holding
CVCO
+7.88%
3M Return

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Frequently Asked Questions

What is Cavco Industries Inc (CVCO) stock price today?

The current price of CVCO is 601.51 USD — it has increased 2.64

What is Cavco Industries Inc (CVCO)'s business?

Cavco Industries, Inc. designs and produces factory-built homes primarily distributed through a network of retailers, planned community operators and residential developers. The Company produces park model recreation vehicles, vacation cabins and factory-built commercial structures. It produces a variety of modular homes, which include single and multisection ranch, split-level and Cape Cod style homes, as well as two and three-story homes, multifamily units and commercial modular structures, including apartment buildings, condominiums, hotels, workforce housing, schools and housing for the United States military troops. It produces residential homes in a variety of floor plans. Its homes are single-story and generally range in size from approximately 500 to 3,300 square feet. It contains living room, dining area, kitchen, one to five bedrooms and one or more bathrooms and is equipped with central heating and hot water systems, kitchen appliances, floor coverings and window treatments.

What is the price predicton of CVCO Stock?

Wall Street analysts forecast CVCO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CVCO is575.00 USD with a low forecast of 575.00 USD and a high forecast of 575.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Cavco Industries Inc (CVCO)'s revenue for the last quarter?

Cavco Industries Inc revenue for the last quarter amounts to 550.13M USD, increased 8.22

What is Cavco Industries Inc (CVCO)'s earnings per share (EPS) for the last quarter?

Cavco Industries Inc. EPS for the last quarter amounts to 5.42 USD, increased 21.80

How many employees does Cavco Industries Inc (CVCO). have?

Cavco Industries Inc (CVCO) has 7700 emplpoyees as of June 20 2026.

What is Cavco Industries Inc (CVCO) market cap?

Today CVCO has the market capitalization of 4.64B USD.