CVCO

Cavco Industries, Inc.

Consumer Cyclical · $4.3B market cap

Verdict

Share price

$585.13

close of Oct 3, 2026

Fair value

$323.97

Sticker Price

Payback Price

$129.59

buy price

Overpriced

CVCO is Overpriced: at $585.13 it trades 81% above its fair value of $323.97. Its buy price (Payback Price) is $129.59, 78% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.

How we valued it

Free Cash Flow. Sales grew 2% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.

Business quality

5 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth23.1% a year✓
Equity per share growth12.3% a year✓
Sales growth12.8% a year✓
Free cash flow growth21.6% a year✓
Return on invested capital14.1%✓

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Insider activity

Since Jun 12, 2026: no open-market purchases, 4 sales worth $1.9M and 11 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Other filings

About Cavco Industries, Inc.

Cavco Industries, Inc. (CVCO) is a prominent American enterprise primarily focused on the manufacturing, marketing, and retail sale of prefabricated residential dwellings. Its operations are structured into two core divisions: Factory-Built Housing, which handles construction, and Financial Services. The company offers its extensive range of manufactured homes under numerous recognized brand names, including Cavco…

Residential Construction

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works