CAVCO INDUSTRIES, INC. CVCO

Latest FY: 2026 Consumer Cyclical Residential Construction
Market Price $605.10
Market Cap $4.67B
P/E Ratio 25.23
Quick Peer Compare (Consumer Cyclical):
Revenue (FY 2026) ↑11.4% YoY
$2.24B
3-Yr CAGR: 1.6%
Net Income ↑11.4% YoY
$190.55M
Net Margin: 8.5%
Free Cash Flow ↑47.8% YoY
$232.09M
FCF Yield: 4.97%
EPS (Diluted) ↑15.8% YoY
$23.98
Basic: $24.26
Return on Equity Efficiency
17.3%
ROA: 266.0%

📊 Multi-Year Historical Performance & Trends

Financial Performance History Revenue, Net Income & Free Cash Flow
Margins Trend (%) Gross, Operating & Net Margins
Balance Sheet Strength Cash, Debt & Equity
Cash Flow Generation Operating Cash Flow vs CapEx vs FCF

📈 Year-over-Year (YoY) Growth History (CVCO)

All monetary values in millions ($M)
Fiscal Year Revenue Revenue YoY Gross Profit Net Income Net Inc YoY Diluted EPS EPS YoY Op. Cash Flow Free Cash Flow FCF YoY
FY 2017 $773.8M $158.0M $38.0M $4.17 $44.8M $39.5M
FY 2018 $871.2M +12.6% $180.7M $61.5M +62.0% $6.68 +60.2% $58.8M $50.4M +27.6%
FY 2019 $962.7M +10.5% $205.7M $68.6M +11.6% $7.40 +10.8% $32.8M $25.2M -50.0%
FY 2020 $1,061.8M +10.3% $230.5M $75.1M +9.4% $8.10 +9.5% $101.7M $87.4M +246.8%
FY 2021 $1,108.1M +4.4% $239.0M $76.6M +2.1% $8.25 +1.9% $114.0M $88.5M +1.3%
FY 2022 $1,627.2M +46.8% $408.7M $197.7M +157.9% $21.34 +158.7% $144.2M $125.6M +41.9%
FY 2023 $2,142.7M +31.7% $554.9M $240.6M +21.7% $26.95 +26.3% $255.7M $211.6M +68.5%
FY 2024 $1,794.8M -16.2% $426.9M $157.8M -34.4% $18.37 -31.8% $224.7M $207.3M -2.0%
FY 2025 $2,015.5M +12.3% $465.6M $171.0M +8.4% $20.71 +12.7% $178.5M $157.1M -24.2%
FY 2026 $2,244.5M +11.4% $526.9M $190.6M +11.4% $23.98 +15.8% $267.5M $232.1M +47.8%
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Valuation

Market Price $605.10
Market Cap $4.67B
Enterprise Value N/A
P/E Ratio 25.23
P/B Ratio 4.21
FCF Yield 4.97%
Dividend Yield N/A
Shares Outstanding 7,684,000
%

Profitability & Margins

Gross Margin 23.47%
Operating Margin 10.18%
Net Margin 8.49%
Return on Equity (ROE) 17.27%
Return on Assets (ROA) 266.02%
Asset Turnover 31.33x
Revenue 3-Yr CAGR 1.56%
🛡️

Financial Health & Liquidity

Current Ratio 0.25
Cash Ratio 0.81
Debt / Equity N/A
Debt / Assets N/A
Cash & Equivalents $236.72M
Total Debt N/A
Book Value / Share $143.57
💧

Cash Flow Efficiency

Operating Cash Flow $267.49M
Capital Expenditures (CapEx) $35.41M
Free Cash Flow $232.09M
OCF / Revenue 11.92%
FCF / Revenue 10.34%
FCF 3-Yr CAGR 3.13%
🏷️

Per Share Metrics

EPS (Diluted) $23.98
EPS (Basic) $24.26
Dividends / Share N/A
Book Value / Share $143.57
EPS YoY Growth 15.79%
🏛️

Balance Sheet (FY 2026)

Total Assets $71.63M
Total Liabilities $291.23M
Stockholders' Equity $1.10B
Current Assets $71.63M
Current Liabilities $291.23M