CVCO vs ELS
CVCO: Cavco is the largest US manufacturer of factory-built homes with integrated financing and insurance, targeting affordable housing for entry-level and 55+ buyers. ELS: A REIT owning and leasing 173,000+ sites across 453 manufactured home communities, RV parks, and marinas that generate recurring revenue from land leases and ancillary services.
Side-by-side fundamentals
| Metric | CVCO | ELS | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $570.05 | $65.48 | |
| Market cap as of 2026-07-23 | $4.4B | $12.7B | |
| P/E as of 2026-07-23 | 23.30 | 32.87 | CVCO lower |
| PEG as of 2026-07-23 | 1.54 | 6.89 | CVCO lower |
| Net margin as of 2026-07-23 | +8.5% | +25.1% | ELS higher |
| Gross margin as of 2026-07-23 | +23.5% | +53.0% | ELS higher |
| Operating margin as of 2026-07-23 | +10.2% | +33.9% | ELS higher |
| ROE as of 2026-07-23 | +17.5% | +22.0% | ELS higher |
| ROA as of 2026-07-23 | +13.1% | +6.7% | CVCO higher |
| Debt / equity as of 2026-07-23 | 0.01 | 1.87 | CVCO lower |
| Revenue growth (YoY) as of 2026-07-23 | +11.4% | +0.9% | CVCO higher |
| Revenue CAGR (3y) SEC XBRL | +1.6% | +1.9% | ELS higher |
| Dividend yield as of 2026-07-23 | n/a | +3.3% | |
| Dividend streak (yrs) SEC XBRL | n/a | 2 | |
| Beta as of 2026-07-23 | 1.28 | 0.67 | |
| 1-year return as of 2026-07-22 close | +38.0% | +5.2% | CVCO higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.