Cavco Industries, Inc.

Report azionario NasdaqGS:CVCO

Capitalizzazione di mercato: US$3.9b

Cavco Industries Crescita futura

Criteri Future verificati 1/6

Si prevede che Cavco Industries aumenterà gli utili e i ricavi rispettivamente del 8.1% e 7.7% all'anno, mentre si prevede che l'EPS crescerà del 10.6% all'anno.

Informazioni chiave

8.1%

Tasso di crescita degli utili

10.58%

Tasso di crescita dell'EPS

Consumer Durables crescita degli utili7.7%
Tasso di crescita dei ricavi7.7%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento02 Feb 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi Aug 07

Cavco Industries, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

NasdaqGS:CVCO 1 Year Share Price vs Fair Value Explore Cavco Industries's Fair Values from the Community and select...
Articolo di analisi Feb 05

Cavco Industries, Inc. Just Beat EPS By 41%: Here's What Analysts Think Will Happen Next

Cavco Industries, Inc. ( NASDAQ:CVCO ) defied analyst predictions to release its quarterly results, which were ahead of...

Recent updates

Aggiornamento dell'analisi May 01

CVCO: Outperform Upgrade And Earnings Framework Will Support Future Upside

Analysts have adjusted their price target for Cavco Industries to $587.50, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E, and supported by recent research that upgraded the stock to Outperform from Neutral. Analyst Commentary Recent research that moved Cavco Industries to an Outperform rating has sparked fresh discussion around how the current valuation lines up with the company’s earnings profile, execution track record and potential growth runway.
Aggiornamento dell'analisi Apr 11

CVCO: Outperform Upgrade And Active Buybacks Will Support Future Upside

Analysts have maintained their $587.50 price target for Cavco Industries while slightly updating key inputs such as the discount rate and assumed future P/E. This reflects refreshed views following a recent upgrade to Outperform.
Aggiornamento dell'analisi Mar 27

CVCO: Outperform Upgrade And Buybacks Will Support Future Upside Conviction

Analysts have kept their price target for Cavco Industries steady at $587.50, and a recent upgrade to Outperform supports the view that current assumptions around discount rate, revenue growth, profit margin, and future P/E remain appropriate. Analyst Commentary Bullish Takeaways Bullish analysts see the Outperform rating as aligned with the existing price target, suggesting they view current assumptions on discount rate, revenue growth, profit margins, and future P/E as reasonable for the risk profile.
Aggiornamento dell'analisi Mar 11

CVCO: Outperform Upgrade And Buybacks Will Support Constructive Upside Conviction

Analysts have fine tuned their outlook on Cavco Industries, keeping the fair value estimate steady at $587.50 while modestly adjusting underlying inputs such as the discount rate and assumed future P/E, citing the recent upgrade to Outperform as support for a more constructive view on the shares. Analyst Commentary Bullish Takeaways Bullish analysts point to the recent upgrade to Outperform as support for the view that current pricing does not fully reflect their fair value estimate of $587.50, even with updated discount rate and P/E assumptions.
Aggiornamento dell'analisi Feb 25

CVCO: Outperform Upgrade And Buybacks Will Likely Support Balanced Risk Reward Profile

Analysts have kept their fair value estimate for Cavco Industries steady at $587.50 while making only minimal tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions. This reflects refreshed models following a recent upgrade to Outperform by Street research.
Aggiornamento dell'analisi Feb 09

CVCO: Outperform Upgrade And Buybacks Will Likely Sustain Fairly Balanced Risk Profile

Analysts have reset their price target on Cavco Industries from US$605 to about US$587.50, reflecting updated assumptions for revenue growth, profit margins, and a modestly higher future P/E. Recent research support also includes a move to an Outperform rating.
Seeking Alpha Feb 02

Cavco Industries: Providing Shelter, For Homeowners And Investors

Summary Cavco Industries benefits from strong long-term demand for affordable factory-built homes, but near-term earnings softness tempers enthusiasm. Cavco´s acquisition of American Homestar is highly accretive, adding 8% unit growth and targeted $10M in synergies, yet organic volume growth has slowed. Shares have been volatile, recently pulling back to $492 after a soft Q3, with operating margins and utilization rates declining. I remain on the sidelines, seeking a better earnings yield and entry below current levels, despite favorable industry trends. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Jan 26

CVCO: Ongoing Buybacks Will Likely Sustain Risk Of Future Multiple Compression

Analysts have kept their price target for Cavco Industries broadly in line with prior estimates, with only minor model tweaks to the discount rate, revenue growth, profit margin and future P/E feeding into a refreshed fair value view of about $605 per share. What's in the News Completed a buyback tranche between June 29, 2025 and September 27, 2025, repurchasing 15,133 shares, or 0.19% of shares, for $8.32 million under the program announced on May 22, 2025 (Key Developments).
Articolo di analisi Jan 21

Cavco Industries, Inc.'s (NASDAQ:CVCO) Popularity With Investors Is Under Threat From Overpricing

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...
Aggiornamento dell'analisi Jan 11

CVCO: Share Repurchases Will Likely Leave Shares Vulnerable To Future Multiple Compression

Analysts have lifted their price target for Cavco Industries from about $587 to $605, citing updated assumptions around revenue growth, discount rates and future P/E that modestly shift their view of the company’s long term earnings profile and valuation. What's in the News Cavco Industries completed a share repurchase of 15,133 shares, about 0.19% of the company, for US$8.32 million under the buyback announced on May 22, 2025 (Key Developments).
Aggiornamento dell'analisi Dec 15

CVCO: Share Repurchases And Stable Margins Will Likely Support A Fair Outlook

Analysts have modestly raised their price target on Cavco Industries to approximately 587 dollars per share. This reflects slightly lower discount rate assumptions and a marginally reduced forward price to earnings multiple, while keeping long term growth and margin expectations intact.
Aggiornamento dell'analisi Nov 30

CVCO: Share Repurchase Activity And Margin Stability Will Likely Maintain a Steady Outlook

Analysts have reiterated their price target for Cavco Industries at $586.67, citing minimal changes in key valuation inputs and maintaining confidence in the company's outlook. What's in the News From June 29, 2025 to September 27, 2025, Cavco Industries completed the repurchase of 15,133 shares, representing 0.19 percent for $8.32 million, as part of the buyback announced on May 22, 2025 (Key Developments).
Aggiornamento dell'analisi Nov 16

CVCO: Share Repurchases And Improved Margins Will Likely Support Steady Outlook

Analysts have modestly raised their price target for Cavco Industries to $586.67, citing improving revenue growth and profit margin projections as key factors for the positive revision. What's in the News Cavco Industries completed the repurchase of 15,133 shares, representing 0.19% of the company, for $8.32 million as part of the buyback announced on May 22, 2025 (Key Developments).
Aggiornamento dell'analisi Nov 02

CVCO: Revenue Strength Will Offset Margin Pressure And Support Steady Performance

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).
Articolo di analisi Oct 28

Cavco Industries (NASDAQ:CVCO) Is Very Good At Capital Allocation

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Articolo di analisi Sep 17

Should You Investigate Cavco Industries, Inc. (NASDAQ:CVCO) At US$560?

While Cavco Industries, Inc. ( NASDAQ:CVCO ) might not have the largest market cap around , it saw a significant share...
Articolo di analisi Aug 28

Cavco Industries, Inc.'s (NASDAQ:CVCO) 28% Share Price Surge Not Quite Adding Up

Cavco Industries, Inc. ( NASDAQ:CVCO ) shares have had a really impressive month, gaining 28% after a shaky period...
Articolo di analisi Aug 07

Cavco Industries, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

NasdaqGS:CVCO 1 Year Share Price vs Fair Value Explore Cavco Industries's Fair Values from the Community and select...
Articolo di analisi Jul 31

Is Cavco Industries (NASDAQ:CVCO) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Jun 29

Cavco Industries' (NASDAQ:CVCO) Returns On Capital Are Heading Higher

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Articolo di analisi Jun 13

Should You Investigate Cavco Industries, Inc. (NASDAQ:CVCO) At US$416?

While Cavco Industries, Inc. ( NASDAQ:CVCO ) might not have the largest market cap around , it saw significant share...
Articolo di analisi May 11

Cavco Industries, Inc.'s (NASDAQ:CVCO) P/E Is On The Mark

With a price-to-earnings (or "P/E") ratio of 24.9x Cavco Industries, Inc. ( NASDAQ:CVCO ) may be sending bearish...
Seeking Alpha Apr 19

Cavco Industries: Affordability Remains A Clear Competitive Edge

Summary Cavco Industries has reported very strong earnings despite lingering uncertainty in the housing market. Improved capacity utilization has raised margins. The housing market has further uncertainty ahead. Mortgage rates have remained high, and tariffs could add material expense pressure. Cavco is still well positioned for industry headwinds. As Cavco's stock has appreciated, the stock is now quite expensive. I estimate a fair value of $424. Read the full article on Seeking Alpha
Articolo di analisi Mar 26

Is Cavco Industries (NASDAQ:CVCO) Using Too Much Debt?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Mar 11

At US$511, Is It Time To Put Cavco Industries, Inc. (NASDAQ:CVCO) On Your Watch List?

Cavco Industries, Inc. ( NASDAQ:CVCO ), might not be a large cap stock, but it saw a decent share price growth of 19...
Articolo di analisi Feb 24

The Returns At Cavco Industries (NASDAQ:CVCO) Aren't Growing

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Articolo di analisi Feb 05

Cavco Industries, Inc. Just Beat EPS By 41%: Here's What Analysts Think Will Happen Next

Cavco Industries, Inc. ( NASDAQ:CVCO ) defied analyst predictions to release its quarterly results, which were ahead of...
Seeking Alpha Feb 03

After Cavco Industries' Earnings Pop, I'm Waiting For A Better Entry

Summary Cavco Industries, Inc. excels in factory-built homes, with strong stock performance and a robust balance sheet, but faces valuation concerns. The company’s growth is driven by rising demand for affordable housing, though declining revenue per home and inflationary pressures pose risks. Financial services show improvement, but gains are fragile due to weather-related insurance claims and increased customer charges. Despite operational efficiency and digital initiatives, Cavco’s high valuation and economic vulnerabilities suggest holding CVCO stock rather than buying at current levels. Read the full article on Seeking Alpha
Articolo di analisi Feb 01

Unpleasant Surprises Could Be In Store For Cavco Industries, Inc.'s (NASDAQ:CVCO) Shares

With a price-to-earnings (or "P/E") ratio of 24.3x Cavco Industries, Inc. ( NASDAQ:CVCO ) may be sending bearish...
Articolo di analisi Dec 09

Should You Investigate Cavco Industries, Inc. (NASDAQ:CVCO) At US$501?

Cavco Industries, Inc. ( NASDAQ:CVCO ), might not be a large cap stock, but it received a lot of attention from a...
Articolo di analisi Nov 21

These 4 Measures Indicate That Cavco Industries (NASDAQ:CVCO) Is Using Debt Reasonably Well

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Nov 02

Return Trends At Cavco Industries (NASDAQ:CVCO) Aren't Appealing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Articolo di analisi Oct 15

Cavco Industries, Inc.'s (NASDAQ:CVCO) Popularity With Investors Is Under Threat From Overpricing

Cavco Industries, Inc.'s ( NASDAQ:CVCO ) price-to-earnings (or "P/E") ratio of 24.6x might make it look like a sell...
Seeking Alpha Sep 20

Cavco Industries Isn't AI... It's About AH (Affordable Housing), The Other Big A

Summary AI is widely assumed to be big, but AH (Affordable Housing) is a more critical need and is becoming a vital growth investment theme in its own right. That’s why shares of Cavco, in particular, and homebuilders, in general, have been performing better than interest rate trends alone might lead one to expect. Investors are looking beyond today’s soft company earnings toward gains many expect as society tackles affordability obstacles. I expect eventually less-shocking home sticker-prices to boost demand and homebuilder activity, even if mortgage rates don’t retreat to recent lows. Manufactured-housing company Cavco is well positioned to capitalize on the more affordable direction in which the industry is going. Read the full article on Seeking Alpha
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Nuova analisi Sep 04

Factory-Built Housing's Surge And Decisive Moves Promise Revitalized Earnings Growth

Strong demand for factory-built housing and effective management of insurance operations indicate potential for increased revenue and improved financial margins.
Articolo di analisi Aug 19

We Think Cavco Industries (NASDAQ:CVCO) Can Stay On Top Of Its Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Aug 01

Return Trends At Cavco Industries (NASDAQ:CVCO) Aren't Appealing

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Seeking Alpha Jul 30

Cavco Industries Remains A 'Buy' Due To Favorable Residential Market Dynamics And Consumer Behavior

Summary There are many strong short-term tailwinds Cavco benefits from, including the residential market dynamics and consumers trading down. As the affordable alternative to traditional homebuilders, demand should pick up from struggling consumers. Declining rates will be a huge catalyst for this. Despite Q4 earnings missing expectations, the underlying business is strong, with orders improving sequentially for the sixth straight quarter. Therfore, Cavco deserves a "Buy" rating. Read the full article on Seeking Alpha
Articolo di analisi Jul 15

Does This Valuation Of Cavco Industries, Inc. (NASDAQ:CVCO) Imply Investors Are Overpaying?

Key Insights Cavco Industries' estimated fair value is US$298 based on 2 Stage Free Cash Flow to Equity Current share...
Articolo di analisi Jun 29

Cavco Industries, Inc. (NASDAQ:CVCO) Investors Are Less Pessimistic Than Expected

It's not a stretch to say that Cavco Industries, Inc.'s ( NASDAQ:CVCO ) price-to-earnings (or "P/E") ratio of 18.2x...
Seeking Alpha Jun 26

Cavco Industries: Fair Performance, Fair Valuation (Rating Downgrade)

Summary Cavco Industries reported FY2024 results with falling earnings as the housing market stayed weak with higher interest rates but still continued generating healthy earnings. The performance has been in line with peers over the longer term but has recently trailed peers by a slight margin. The company expects orders to pick back up in FY2025, as orders started to pick back up at the start of calendar year 2024. While an earnings recovery in FY2025 should start to elevate earnings, the valuation has only a very modest remaining upside. Read the full article on Seeking Alpha
Articolo di analisi May 28

Cavco Industries, Inc. (NASDAQ:CVCO) Just Reported Full-Year Earnings: Have Analysts Changed Their Mind On The Stock?

As you might know, Cavco Industries, Inc. ( NASDAQ:CVCO ) last week released its latest full-year, and things did not...
Articolo di analisi May 24

At US$354, Is It Time To Put Cavco Industries, Inc. (NASDAQ:CVCO) On Your Watch List?

While Cavco Industries, Inc. ( NASDAQ:CVCO ) might not have the largest market cap around , it saw significant share...
Articolo di analisi Apr 24

Slowing Rates Of Return At Cavco Industries (NASDAQ:CVCO) Leave Little Room For Excitement

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Seeking Alpha Apr 09

Quarterly Update: Analyzing Cavco's Triumph In Affordable Housing

Summary Cavco Industries is a leading producer of manufactured homes in the US, offering affordable alternatives to traditional homebuilders. CVCO stock is not as cheap compared to 7 months ago as it surged 40% since my initial coverage, but that doesn't mean this story is over. Macroeconomic trends, including a strong economy and declining house affordability, continue to support Cavco's growth prospects. I reiterate my "Buy" rating, as I believe the stock will continue appreciating in the medium term. Read the full article on Seeking Alpha
Articolo di analisi Apr 09

Cavco Industries (NASDAQ:CVCO) Has A Pretty Healthy Balance Sheet

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Mar 25

Some Confidence Is Lacking In Cavco Industries, Inc.'s (NASDAQ:CVCO) P/E

Cavco Industries, Inc.'s ( NASDAQ:CVCO ) price-to-earnings (or "P/E") ratio of 19.2x might make it look like a sell...
Seeking Alpha Mar 20

Cavco Industries: Fantastic Business But Transition Period To Avoid

Summary CVCO’s growth has been impressive (CAGR: +14%), driven by strong execution and industry tailwinds. The housing industry is benefiting from considerable tailwinds, primarily due to a housing shortage and population growth. We expect this to drive growth in the coming years. The business is seeing near-term headwinds, however, due to the current macroeconomic environment. Whilst this is weighing on near-term growth, we see resilience in the market. The company’s growth has considerably outpaced its peers but CVCO is lacking in margins. We believe the gap can close but requires supreme execution. CVCO’s valuation is fair considering the upside potential from growth, while also reflecting the downside risk associated with economic conditions. Read the full article on Seeking Alpha
Articolo di analisi Feb 18

Is Now The Time To Look At Buying Cavco Industries, Inc. (NASDAQ:CVCO)?

While Cavco Industries, Inc. ( NASDAQ:CVCO ) might not have the largest market cap around , it received a lot of...

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:CVCO - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/20282,623224N/AN/A1
3/31/20272,4412012652972
3/31/20262,2651902192542
12/27/20252,203184205239N/A
9/27/20252,144197180210N/A
6/28/20252,095188161187N/A
3/29/20252,015171157178N/A
12/28/20241,927169139158N/A
9/28/20241,852148148167N/A
6/29/20241,797146172190N/A
3/30/20241,795158207225N/A
12/30/20231,851171215232N/A
9/30/20231,905195234253N/A
7/1/20232,030227256280N/A
4/1/20232,143241212256N/A
12/31/20222,172247198248N/A
10/1/20222,103267180227N/A
7/2/20221,885230137178N/A
4/2/20221,627198126144N/A
1/1/20221,428169120148N/A
10/2/20211,28511093120N/A
7/3/20211,1848776103N/A
4/3/20211,1087788114N/A
12/26/20201,05763111125N/A
9/26/20201,04265119133N/A
6/27/20201,05370106121N/A
3/28/20201,0627587102N/A
12/28/20191,048837785N/A
9/28/20191,00876N/A59N/A
6/29/201998070N/A52N/A
3/30/201996369N/A33N/A
12/29/201896471N/A62N/A
9/29/201895279N/A68N/A
6/30/201891169N/A55N/A
3/31/201887162N/A59N/A
12/30/201782750N/A30N/A
9/30/201780841N/A31N/A
7/1/201779544N/A38N/A
4/1/201777438N/A46N/A
12/31/201675334N/A37N/A
10/1/201673230N/A36N/A
7/2/201673629N/A48N/A
4/2/201671229N/A44N/A
12/26/201567628N/A43N/A
9/26/201564226N/A47N/A
6/27/201558923N/A27N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di CVCO ( 8.1% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di CVCO ( 8.1% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.6% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di CVCO cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di CVCO ( 7.7% all'anno) crescerà più lentamente rispetto al mercato US ( 11.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di CVCO ( 7.7% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di CVCO è previsto essere elevato tra 3 anni


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 20:17
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2025/12/27
Utili annuali2025/03/29

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Cavco Industries, Inc. è coperta da 3 analisti. 2 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Daniel MooreCJS Securities, Inc.
Gregory PalmCraig-Hallum Capital Group LLC
Brian HollendenSidoti & Company, LLC