CAVCO INDUSTRIES INC (CVCO)
Consumer Discretionary · Manufactured housing / factory-built homes · NASDAQ
Cavco is the largest US manufacturer of factory-built homes with integrated financing and insurance, targeting affordable housing for entry-level and 55+ buyers.
What CAVCO INDUSTRIES INC does
Cavco Industries designs and manufactures factory-built homes (manufactured homes), park model RVs, vacation cabins, and commercial structures through an assembly-line production process, distributing via independent retailers and 92 company-owned retail stores primarily in the US. The company operates CountryPlace, a mortgage finance subsidiary offering conforming and non-conforming mortgages to factory-built home purchasers, and Standard Casualty, an insurance subsidiary providing property and casualty coverage to manufactured homeowners. As one of the largest US manufactured home producers by wholesale shipments, Cavco serves entry-level, move-up buyers, and seniors aged 55+, alongside community operators and developers.
Themes: ["Manufactured housing / factory-built homes"]
Fundamentals
- Price$567.96 as of 2026-07-09 close
- Market cap$4.4B as of 2026-07-10
- 1-year return+24.5% as of 2026-07-09 close
- P/E23.14 as of 2026-07-10
- Net margin+8.5% as of 2026-07-10
- Gross margin+23.5% as of 2026-07-10
- ROE+17.5% as of 2026-07-10
- Debt / equity0.01 as of 2026-07-10
- Revenue growth (YoY)+11.4% as of 2026-07-10
- Revenue CAGR (3y)+1.6% SEC XBRL
- Beta1.28 as of 2026-07-10
Key risks (from latest filing)
["Dependence on manufactured housing market demand and demographic shifts; sensitivity to interest rates affecting home affordability and mortgage origination volumes"]
Competitors & peers
- Skyline Champion Corporation
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.