Stock AnalizCavco Industries, Inc. CVCO
Homebuilding · data as of November 13, 2026
Cavco Industries, Inc. (CVCO) is a consumer discretionary company listed in the US with a market value of about $4.9B. In the twelve months to September 26, 2026 it had revenue of $2.4B and net income of $184M, a net margin of 7.7%.
Its overall Stock Analiz score is 3.0 out of 5 (average). The strongest part is track record (5/5); the weakest is value (1/5).
Key numbers: a P/E of 27.3, a price to free cash flow of 21.1, 5-year revenue growth of 15% a year, a 5-year average ROIC of 18%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 12% below the current price.
Score: 3.0 / 5
Checks passed
- PEG below 1.5
- Revenue growth above 10% last year
- 5-year EPS growth above 10% a year
- 5-year revenue growth above 8% a year
- 5-year average ROIC above 12%
- Profitable 5 years in a row
- ROE above 15%
- More cash than debt, or low debt to equity
Checks not passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- Price below intrinsic value (DCF, moderate assumptions)
- 3-year revenue growth above 10% a year
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.4B | $2.2B | $2.0B | $1.8B | $2.1B | $1.6B | $1.1B | $1.1B | $963M | $871M | $774M |
| Net income | $184M | $191M | $171M | $158M | $241M | $198M | $77M | $75M | $69M | $62M | $38M |
| Free cash flow | $233M | $232M | $157M | $207M | $212M | $126M | $88M | $87M | $25M | $51M | $40M |
| EPS (diluted) | $23.61 | $23.98 | $20.71 | $18.37 | $26.95 | $21.34 | $8.25 | $8.10 | $7.40 | $6.68 | $4.17 |
| Net margin | 7.7% | 8.5% | 8.5% | 8.8% | 11.2% | 12.2% | 6.9% | 7.1% | 7.1% | 7.1% | 4.9% |
| ROIC | — | 15.6% | 14.0% | 13.2% | 23.2% | 22.0% | 9.9% | 10.8% | 11.9% | 11.8% | 8.8% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 5 analysts is $725.60, 13% above the current price; targets range from $670.00 to $773.00; the consensus rating is “Strong buy”; expected EPS is $24.83 for the fiscal year ending March 31, 2027.
Frequently asked questions
What is Cavco Industries’s P/E ratio?
About 27.3, based on the last twelve months of diluted earnings per share (forward P/E about 23.8).
Is Cavco Industries stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 12% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Cavco Industries pay a dividend?
Not currently.
Is Cavco Industries a good stock to buy?
We do not give buy or sell advice. Cavco Industries scores 3.0 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.