CVCO
Cavco Industries, Inc. NASDAQ Listed Jul 1, 2003$601.51
+2.64%
vs $586.05
Mkt Cap $4.6B
52w Low $395.34
64.9% of range
52w High $713.01
50d MA $525.04
200d MA $553.49
P/E (TTM)
29.0x
EV/EBITDA
19.9x
P/B
4.6x
Debt/Equity
0.0x
ROE
14.6%
P/FCF
31.6x
RSI (14)
71.80
ATR (14)
$22.16
Beta
1.33
50d MA
$525.04
200d MA
$553.49
Avg Volume
141.6K
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.
3636 North Central Avenue · Phoenix, AZ 85012 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 21, 2026 | AMC | 5.30 | 5.42 | +2.3% | 491.49 | -1.5% | +3.6% | +3.9% | +3.3% | -1.4% | -0.4% | — |
| Jan 29, 2026 | AMC | 6.00 | 5.58 | -7.0% | 617.50 | -11.2% | -20.3% | -5.3% | +3.6% | +4.7% | +3.5% | — |
| Oct 30, 2025 | AMC | 6.09 | 6.55 | +7.6% | 504.00 | +10.3% | +5.1% | +1.1% | -0.9% | +5.5% | +2.5% | — |
| Jul 31, 2025 | AMC | 5.81 | 6.42 | +10.5% | 403.67 | +6.4% | +4.7% | +4.1% | +1.4% | +1.0% | +0.2% | — |
| May 22, 2025 | AMC | 4.87 | 5.40 | +10.9% | 499.23 | -1.5% | -5.3% | -3.4% | -4.7% | -0.1% | -0.2% | — |
| Jan 30, 2025 | AMC | 4.89 | 6.90 | +41.1% | 476.82 | +0.0% | +6.7% | +2.1% | -0.7% | +3.5% | +0.6% | — |
| Oct 31, 2024 | AMC | 4.76 | 5.28 | +10.9% | 409.80 | +7.9% | +9.0% | -0.6% | +3.0% | +1.2% | -0.9% | — |
| Aug 1, 2024 | AMC | 4.70 | 4.11 | -12.6% | 401.37 | -6.5% | -4.6% | -5.0% | +0.0% | -0.1% | +0.8% | — |
| May 23, 2024 | AMC | 4.51 | 4.03 | -10.6% | 354.47 | -0.8% | -1.9% | +0.3% | -2.0% | +3.6% | +0.9% | — |
| Feb 1, 2024 | AMC | 4.27 | 4.27 | +0.0% | 337.15 | -0.1% | +1.8% | +2.2% | +0.7% | -1.1% | +1.4% | — |
| Nov 2, 2023 | AMC | 5.27 | 4.76 | -9.7% | 256.09 | -0.5% | +5.7% | -4.2% | +1.1% | -1.5% | -2.3% | — |
| Aug 3, 2023 | AMC | 5.82 | 5.29 | -9.1% | 278.76 | +0.4% | +4.0% | -0.9% | +3.5% | -0.6% | -1.8% | — |
| May 18, 2023 | AMC | 5.10 | 5.39 | +5.7% | 293.39 | -2.1% | -6.1% | +3.1% | -1.1% | -1.2% | -2.4% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 5 | UBS | Initiates | Buy | $700 | $550.29 | $553.61 | +0.6% | -0.1% | +2.4% | +2.7% | -2.4% | +6.1% |
| May 27 | Wedbush | Maintains | Neutral → Neutral | — | $472.79 | $471.56 | -0.3% | -3.4% | -4.7% | -0.1% | -0.2% | -2.3% |
| Feb 3 | Wedbush | Maintains | Neutral → Neutral | — | $508.64 | $509.11 | +0.1% | +2.1% | -0.7% | +3.5% | +0.6% | -1.6% |
| Dec 3 | Wedbush | Downgrade | Outperform → Neutral | — | $519.43 | $512.12 | -1.4% | -1.5% | -1.1% | -1.6% | +0.5% | +0.6% |
| Nov 4 | Craig-Hallum | Maintains | Buy → Buy | — | $446.72 | $446.64 | -0.0% | -0.6% | +3.0% | +1.2% | -0.9% | +3.7% |
| Oct 11 | Wedbush | Maintains | Outperform → Outperform | — | $417.91 | $420.00 | +0.5% | +1.0% | +3.1% | +1.0% | +2.4% | -1.0% |
| Aug 5 | Craig-Hallum | Maintains | Buy → Buy | — | $382.97 | $351.28 | -8.3% | -5.0% | +0.0% | -0.1% | +0.8% | +0.5% |
| Aug 2 | Wedbush | Maintains | Outperform → Outperform | — | $401.37 | $375.20 | -6.5% | -4.6% | -5.0% | +0.0% | -0.1% | +0.8% |
| May 24 | Wedbush | Maintains | Outperform → Outperform | — | $354.47 | $351.54 | -0.8% | -1.9% | +0.3% | -2.0% | +3.6% | +0.9% |
| May 20 | Wedbush | Maintains | Outperform → Outperform | — | $374.21 | $377.14 | +0.8% | +0.1% | -3.3% | -2.4% | +0.2% | -1.9% |
| Nov 7 | Wedbush | Maintains | Outperform → Outperform | — | $259.12 | $256.43 | -1.0% | +1.1% | -1.5% | -2.3% | +2.6% | +0.5% |
| Nov 3 | Wedbush | Maintains | Outperform → Outperform | — | $256.09 | $254.89 | -0.5% | +5.7% | -4.2% | +1.1% | -1.5% | -2.3% |
| May 22 | Craig-Hallum | Maintains | Buy → Buy | — | $275.52 | $280.19 | +1.7% | +3.1% | -1.1% | -1.2% | -2.4% | +0.1% |
| May 22 | Wedbush | Maintains | Outperform → Outperform | — | $275.52 | $280.19 | +1.7% | +3.1% | -1.1% | -1.2% | -2.4% | +0.1% |
| May 19 | Wedbush | Maintains | Outperform → Outperform | — | $293.39 | $287.20 | -2.1% | -6.1% | +3.1% | -1.1% | -1.2% | -2.4% |
| Apr 24 | Craig-Hallum | Maintains | Buy → Buy | — | $308.13 | $309.53 | +0.5% | +0.5% | -4.2% | -3.0% | +0.6% | +3.7% |
| Feb 6 | Wedbush | Maintains | Outperform → Outperform | — | $274.02 | $274.00 | -0.0% | -1.6% | +7.8% | -0.3% | +0.2% | -2.1% |
| Aug 5 | Wedbush | Upgrade | Neutral → Outperform | — | $255.72 | $260.00 | +1.7% | +7.3% | +2.3% | -1.7% | +0.8% | +0.1% |
| May 31 | Craig-Hallum | Maintains | Buy → Buy | — | $219.20 | $220.52 | +0.6% | +1.4% | -2.8% | +3.1% | -2.9% | +1.4% |
| Feb 7 | Wedbush | Maintains | Neutral → Neutral | — | $290.72 | $292.73 | +0.7% | +0.6% | +0.5% | +1.2% | -2.9% | -1.9% |
| Aug 9 | Craig-Hallum | Maintains | Buy → Buy | — | $248.18 | $245.66 | -1.0% | -1.0% | +2.5% | +3.1% | -2.0% | +0.0% |
| Feb 1 | Craig-Hallum | Maintains | Buy → Buy | — | $188.66 | $193.65 | +2.6% | +2.8% | +5.2% | -1.0% | +0.2% | +1.9% |
| Sep 23 | Craig-Hallum | Upgrade | Hold → Buy | — | $172.35 | $176.69 | +2.5% | +1.5% | +0.9% | -1.3% | +5.9% | -3.0% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| Jun 12, 2026 | ADEN ALLISONOff | EVP, CFO & Treasurer | Sell | 1,208 | $600.00 | $725K | 10,647 | +2.02% | — |
| Jun 9, 2026 | KERLEY RICHARD ADir | — | Sell | 500 | $588.76 | $294K | 6,169 | -1.03% | +2.64% |
| May 28, 2026 | BIGBEE PAULOff | Chief Accounting Officer | Sell | 200 | $537.75 | $108K | 1,105 | +2.06% | +2.37% |
| May 22, 2026 | CIRA BRIAN ROff | President,Manufactured Housing | Sell | 31 | $509.17 | $16K | 4,290 | -1.43% | -0.27% |
| May 15, 2026 | ADEN ALLISONOff | EVP, CFO & Treasurer | Sell | 129 | $455.76 | $59K | 8,806 | +6.54% | +3.26% |
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Capital World Investors | 616,579 | $299M | Reduced | Mar 2026 |
| 2 | Vanguard Capital Management Llc | 348,123 | $169M | New | Mar 2026 |
| 3 | Vanguard Portfolio Management Llc | 317,722 | $154M | New | Mar 2026 |
| 4 | Boston Partners | 299,660 | $145M | Reduced | Mar 2026 |
| 5 | Fiduciary Management Inc /wi/ | 267,514 | $130M | Added | Mar 2026 |
| 6 | Invesco Ltd. | 181,785 | $88M | Added | Mar 2026 |
| 7 | Fmr Llc | 167,381 | $81M | Reduced | Mar 2026 |
| 8 | Morgan Stanley | 126,212 | $75M | Added | Dec 2025 |
| 9 | Boston Trust Walden Corp | 139,783 | $68M | Reduced | Mar 2026 |
| 10 | Schroder Investment Management Group | 130,081 | $61M | Added | Mar 2026 |
| 11 | Point72 Asset Management | 102,715 | $50M | Added | Mar 2026 |
| 12 | Ubs Group Ag | 82,123 | $40M | Added | Mar 2026 |
| 13 | Northern Trust Corp | 81,664 | $40M | Added | Mar 2026 |
| 14 | Victory Capital Management Inc | 79,243 | $38M | Added | Mar 2026 |
| 15 | Samlyn Capital, Llc | 69,484 | $34M | Reduced | Mar 2026 |
| 16 | Janus Henderson Group Plc | 68,741 | $33M | New | Mar 2026 |
| 17 | Principal Financial Group Inc | 51,563 | $30M | Added | Dec 2025 |
| 18 | Franklin Resources Inc | 58,410 | $28M | Added | Mar 2026 |
| 19 | Neumeier Poma Investment Counsel Llc | 54,097 | $26M | Reduced | Mar 2026 |
| 20 | Millennium Management | 47,744 | $23M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$4.62B
Enterprise Value
$4.59B
P/E (TTM)
29.04x
Forward P/E
23.42x
PEG Ratio
1.88x
P/B
4.61x
P/S
2.47x
P/FCF
31.63x
EV/EBITDA
19.90x
Shares Out
8.3M
Financials (TTM)
Revenue
$2.02B
Net Income
$171.0M
EBITDA
$230.8M
Free Cash Flow
$157.1M
Op Cash Flow
$178.5M
EPS Basic
$20.97
EPS Diluted
$20.71
EPS Forward
$25.69
Gross Margin
23.1%
Op Margin
9.4%
Net Margin
8.5%
Balance Sheet
Total Assets
$1.41B
Total Liab.
$342.1M
Total Equity
$1.06B
Cash
$376.1M
LT Debt
$1.4M
Book Value/Sh
$130.50
Debt/Equity
0.04x
Current Ratio
3.00
Quick Ratio
2.17
Returns & Growth
ROE
14.6%
ROA
10.8%
ROIC
13.9%
Rev Growth YoY
+12.3%
EPS Growth YoY
+13.1%
Price Returns
2W
+12.6%
1M
+5.8%
3M
-7.1%
6M
-9.9%
12M
+23.7%
Technicals
52W High
$713.01
52W Low
$395.34
50d MA
$525.04
200d MA
$553.49
RSI (14)
71.80
ATR (14)
$22.16
Beta
1.33
Avg Volume
142K
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$475.00
High
$495.00
Low
$455.00
Median
$475.00
Data updated apr 25, 2026 4:02am
· Source: financialmodelingprep.com