Is Cavco Industries (CVCO) overvalued or fairly valued?

MarketChacha shows Cavco Industries's valuation in context — a trailing P/E of about 22.6, a forward P/E of about 19.5, a price-to-book of about 4.0 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Cavco Industries's reported profit turn into cash?

Over 4 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (1.22×) from reported figures — education, not a rating.

What is Cavco Industries's revenue?

Cavco Industries reported revenue of $2.2B for FY2026, with net profit of $190.6M, per official filings.

What is the share price of Cavco Industries (CVCO)?

Cavco Industries last traded at $573.97 (-0.0% on the day), as of 7/22/2026 — a delayed quote shown for education, not investment advice.

Cavco Industries

CVCO · NYSE · Consumer Discretionary · United States

$573.97-0.0%

Delayed · as reported by Yahoo Finance · as of Jul 22, 2026, 7:20 PM

Snapshot

TickerCVCO

ExchangeNYSE

SectorConsumer Discretionary

IndustryResidential Construction

CountryUnited States

Employees7,700

HeadquartersPhoenix, United States

Market cap$4.4B

P/E (TTM)22.6

P/B4.0

Volume66.64K

Websitewww.cavcohomes.com

Filings tracked2

About Cavco Industries

Cavco Industries, Inc. designs, produces, and retails factory-built homes primarily in the United States. It operates in two segments: Factory-Built Housing and Financial Services. The company produces 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. It also 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. In addition, the company 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. Further, it offers property and casualty insurance to owners of manufactured housing industry. The company distributes its products through a network of independent and company-owned retailers, planned community operators, and residential developers. The company was founded in 1965 and is headquartered in Phoenix, Arizona.

Profile as reported by Yahoo Finance.

Who owns it

Insiders1.6%
Institutions98.4%
Public & other0.0%

471 institutional holders

As reported by Yahoo Finance.

Top holders

Blackrock Inc.15.55%
Capital World Investors8.00%
State Street Corporation5.21%
Vanguard Capital Management LLC4.52%
Vanguard Portfolio Management LLC4.12%
Boston Partners3.89%
Fiduciary Management, Inc.3.47%
Geode Capital Management, LLC3.12%

Largest institutional holders, as reported by Yahoo Finance (as of 3/31/2026).

Forensic scorecard

Margin has compressed by about 2.7 points over the period — profitability is trending down.

Cash conversion1.22×

Over 4 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend11.2% → 8.5%

Margin has compressed by about 2.7 points over the period — profitability is trending down.

Return on equity17.3%

Latest ROE of 17.3% — capital is generating a healthy return.

Growth qualityrev 2% · PAT -7%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $598.6M · EPS 5.96

Est. earnings growth -9.1%

Next fiscal year

Rev $2.6B · EPS 29.40

Est. earnings growth +22.8%

Analyst consensus estimates — not the company's own guidance. As reported by Yahoo Finance.

$397.3852-wk range$713.01

Delayed · as reported by Yahoo Finance

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Market cap

$4.4B

Day change

-0.0%

P/E (TTM)

22.6

Fwd P/E

19.5

P/B

4.0

Beta

1.28

Revenue (FY2026)

$2.2B

Net margin

8.5%

ROE

17.3%

Revenue CAGR (3y)

+1.6%

Profit CAGR (3y)

-7.5%

EPS (FY2026)

23.98

Net profit (FY2026)

$190.6M

Market figures: Delayed · as reported by Yahoo Finance. Financials as reported in company filings.

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Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2026	$2.2B	$190.6M	23.98	8.5%	17.3%
FY2025	$2.0B	$171.0M	20.71	8.5%	16.1%
FY2024	$1.8B	$157.8M	18.37	8.8%	15.3%
FY2023	$2.1B	$240.6M	26.95	11.2%	24.6%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2025Q4	$581.0M	$44.1M	5.58	7.6%
2025Q3	$556.5M	$52.4M	6.55	9.4%
2025Q2	$556.9M	$51.6M	6.42	9.3%
2024Q4	$522.0M	$56.5M	6.90	10.8%
2024Q3	$507.5M	$43.8M	5.28	8.6%
2024Q2	$477.6M	$34.4M	4.11	7.2%
2023Q4	$446.8M	$36.0M	4.27	8.1%
2023Q3	$452.0M	$41.5M	4.76	9.2%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Results of operations, Other events, Exhibits
SEC5/22/2026material
10-K filing
SEC5/22/2026

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed · as reported by yahoo finance) are delayed and shown for reference only. Verify with the linked sources before acting.