Cavco Industries, Inc. designs and produces factory-built homes primarily distributed through a network of independent and company-owned retailers, planned community operators and residential developers.
The company is one of the largest producers o…
Analysis
Hope premium
Cavco Industries, Inc. is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is expensive. The owner-earnings multiple stands at 25.8×; owner earnings: the cash an owner could take out each year.
Growth is moderate; the safety picture is sturdy. The company scores 12/20 on our value-creation score: creating some value. Analysts lean positive.
Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 202391
79
2023202420252026
All-time high
91
Jan 2023
All-time low
58
Jan 2025
Average rank
76
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
7
21
24
27
Price/Earnings
16
23
34
28
Price/Book
13
14
24
32
Dividend Yield
1
1
1
1
Value (overall)
1
10
11
17
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.