These 4 Measures Indicate That Cavco Industries (NASDAQ:CVCO) Is Using Debt Reasonably Well
Nov 21
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U.S. Consumer Durables Industry Analysis
UpdatedNov 21, 2024
DataAggregated Company Financials
Companies88
- 7D-0.9%
- 3M-1.3%
- 1Y37.0%
- YTD18.4%
The Consumer Durables industry has been flat over the last week, but Garmin has lost 3.5%. As for the the longer term, the industry is up 37% over the past 12 months. Looking forward, earnings are forecast to grow by 9.0% annually.
Industry Valuation and Performance
Has the U.S. Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | US$332.8b | US$249.5b | US$22.9b | 11.2x | 14.5x | 1.3x |
| Sat, 19 Oct 2024 | US$356.6b | US$247.9b | US$21.9b | 12.4x | 16.3x | 1.4x |
| Mon, 16 Sep 2024 | US$353.4b | US$247.2b | US$21.8b | 12.5x | 16.2x | 1.4x |
| Wed, 14 Aug 2024 | US$319.4b | US$247.1b | US$21.9b | 11.5x | 14.6x | 1.3x |
| Fri, 12 Jul 2024 | US$286.1b | US$245.3b | US$21.8b | 10.4x | 13.1x | 1.2x |
| Sun, 09 Jun 2024 | US$295.6b | US$249.5b | US$21.9b | 10.8x | 13.5x | 1.2x |
| Tue, 07 May 2024 | US$310.5b | US$249.1b | US$22.0b | 12.1x | 14.1x | 1.2x |
| Thu, 04 Apr 2024 | US$319.5b | US$251.8b | US$21.7b | 12.9x | 14.7x | 1.3x |
| Sat, 02 Mar 2024 | US$306.2b | US$251.4b | US$21.7b | 11.8x | 14.1x | 1.2x |
| Mon, 29 Jan 2024 | US$278.7b | US$248.9b | US$19.5b | 11.1x | 14.3x | 1.1x |
| Wed, 27 Dec 2023 | US$284.6b | US$248.0b | US$19.4b | 12.2x | 14.7x | 1.1x |
| Fri, 24 Nov 2023 | US$240.9b | US$243.3b | US$19.2b | 9.2x | 12.5x | 1x |
| Sun, 22 Oct 2023 | US$205.2b | US$244.0b | US$19.9b | 7.7x | 10.3x | 0.8x |
| Tue, 19 Sep 2023 | US$230.0b | US$244.3b | US$20.0b | 8.2x | 11.5x | 0.9x |
| Thu, 17 Aug 2023 | US$241.6b | US$244.6b | US$20.2b | 8.9x | 11.9x | 1x |
| Sat, 15 Jul 2023 | US$249.5b | US$242.0b | US$20.8b | 8.7x | 12x | 1x |
| Mon, 12 Jun 2023 | US$223.9b | US$242.4b | US$21.3b | 7.5x | 10.5x | 0.9x |
| Wed, 10 May 2023 | US$218.4b | US$243.6b | US$21.5b | 7.6x | 10.1x | 0.9x |
| Fri, 07 Apr 2023 | US$198.9b | US$244.9b | US$23.4b | 7.5x | 8.5x | 0.8x |
| Sun, 05 Mar 2023 | US$200.9b | US$244.4b | US$23.4b | 7.8x | 8.6x | 0.8x |
| Tue, 31 Jan 2023 | US$197.7b | US$243.9b | US$25.7b | 6.8x | 7.7x | 0.8x |
| Thu, 29 Dec 2022 | US$175.1b | US$243.6b | US$25.8b | 6.1x | 6.8x | 0.7x |
| Sat, 26 Nov 2022 | US$176.0b | US$241.0b | US$25.4b | 6.7x | 6.9x | 0.7x |
| Mon, 24 Oct 2022 | US$159.4b | US$236.9b | US$25.9b | 6.1x | 6.1x | 0.7x |
| Wed, 21 Sep 2022 | US$165.8b | US$235.2b | US$26.1b | 6.9x | 6.3x | 0.7x |
| Fri, 19 Aug 2022 | US$190.1b | US$234.9b | US$26.1b | 8.1x | 7.3x | 0.8x |
| Sun, 17 Jul 2022 | US$179.9b | US$230.6b | US$25.9b | 7.5x | 6.9x | 0.8x |
| Tue, 14 Jun 2022 | US$170.6b | US$228.3b | US$25.4b | 7.7x | 6.7x | 0.7x |
| Thu, 12 May 2022 | US$177.6b | US$227.2b | US$25.7b | 8.3x | 6.9x | 0.8x |
| Sat, 09 Apr 2022 | US$194.5b | US$228.1b | US$25.1b | 8.8x | 7.8x | 0.9x |
| Mon, 07 Mar 2022 | US$223.8b | US$226.4b | US$25.5b | 9.4x | 8.8x | 1x |
| Wed, 02 Feb 2022 | US$243.9b | US$220.8b | US$24.6b | 9.8x | 9.9x | 1.1x |
| Fri, 31 Dec 2021 | US$279.7b | US$220.2b | US$24.8b | 10.1x | 11.3x | 1.3x |
| Sun, 28 Nov 2021 | US$267.4b | US$215.2b | US$23.7b | 10.8x | 11.3x | 1.2x |
Price to Earnings Ratio
11.3x
Current Industry PE
- Investors are optimistic on the American Consumer Durables industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 14.5x which is higher than its 3-year average PE of 10.8x.
- The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 5.0% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the U.S. Consumer Discretionary industry?
| US Market | -1.04% | |
| Consumer Discretionary | -1.96% | |
| Consumer Durables | -0.91% | |
| Homebuilding | 0.34% | |
| Housewares and Specialties | -2.71% | |
| Home Furnishings | -3.28% | |
| Consumer Electronics | -3.40% | |
| Household Appliances | -5.19% | |
Industry PE
- Investors are most optimistic about the Home Furnishings industry which is trading above its 3-year average PE ratio of 19.2x.
- Analysts are expecting annual earnings growth of 20.6%, which is higher than its past year's earnings decline of 8.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 73% over the next 5 years.
- In contrast, the Homebuilding industry is expected to see its earnings grow by 4.2% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| LEN Lennar | US$168.23 | 1.1% +US$515.4m | 32.0% | PE11x | |
| DHI D.R. Horton | US$163.12 | 1.2% +US$178.6m | 28.4% | PE11x | |
| PHM PulteGroup | US$128.06 | 0.5% +US$118.9m | 45.6% | PE9.1x | |
| SKY Champion Homes | US$98.14 | 1.7% +US$93.0m | 64.0% | PE37.5x | |
| CVCO Cavco Industries | US$475.41 | 2.0% +US$74.8m | 70.7% | PE26x |
