CAVCO INDUSTRIES, INC. · Mobile Homes

CVCO

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The short version

A profitable company with steady sales.

Going well

Profitable every year for 10 years
Sales up 11% last year
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions cut 1% from their holdings in the quarter ending June 2026 (195 bought, 147 sold)
Held by Stanley Druckenmiller (Duquesne)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$531.42-0.6% that day

Company value: $4.1B; Share price times all shares
Price vs profit (P/E): 23.1x; You pay about $23 for each $1 of yearly profit
Price vs sales: 1.8x; Company value is 1.8 times a year of sales
Cash vs value: 6%; Cash as a share of company value

From CVCO's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$610.0M+9.5% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $2.3B, up 9.7% from the 12 months before. Over 5 years, sales grew about 15% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of CVCO. Starting points are the company's recent numbers.

Sales growth+10% a yearRecently: +9.7% a yearProfit margin8%Last 12 months: 7.9%P/E at the end23xToday: 23.1x. Many steady companies trade at 12x to 25xShare count change-4% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$3.7B

Profit in 5 years$296M

Price these guesses point to$1,085.95+104% vs $531.42 todayAbout +15% a year, before dividends

What today's price needs: with a 8% margin and a 23x P/E, sales could shrink about 4.7% a year for 5 years and still match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

5/7Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.17.8%
PassDebt under half of equityNot relying on borrowed money.No debt reported
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.8.5%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$232.1M
PassShare count not growingNot diluting owners. Falling means buybacks.-11.0% in 3 years
MissGross margin 40%+Pricing power: sells for well above what it costs to make.23.5%

Revenue: $2.2B; +11.4% vs prior year
5-year growth: +15.2%/yr; revenue, per year
Total debt: None; 0.00x equity
Current ratio: 2.49x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.