Update shared on 02 Nov 2025
Fair value Increased 6.99%Narrative Update on Cavco Industries: Analyst Price Target Revision
Analysts have revised their fair value estimate for Cavco Industries upwards by $38.33 to $586.67, citing improved revenue growth expectations despite a slight decrease in projected profit margins.
What's in the News
- The company completed the repurchase of 156,539 shares, representing 1.95 percent, for $72.26 million under the buyback announced on October 31, 2024 (Key Developments).
- No shares were repurchased from May 20, 2025 to June 28, 2025 under the buyback announced on May 22, 2025 (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has increased from $548.33 to $586.67. This reflects a higher fair value estimate.
- Discount Rate has remained effectively unchanged at approximately 8.19 percent.
- Revenue Growth assumptions have risen from 5.77 percent to 9.27 percent. This indicates more optimistic sales forecasts.
- Net Profit Margin expectations have decreased from 9.28 percent to 8.48 percent. This suggests lower projected profitability.
- Future P/E Ratio has moved up slightly from 21.13x to 21.94x. This implies modestly higher valuation multiples.
Disclaimer
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