Профиль компании · Consumer Cyclical

Cavco Industries Inc

CVCO · США
Отрасль
Homebuilding
Биржа
США
Страна / Регион
USA
Дата IPO
1 июля 2003 г.
Сотрудники
7 700
Сайт
www.cavcohomes.com
Текущая цена
$576.27
В реальном времени · 5 октября 2026 г.
Цена покупки
≤ $345
Вход с запасом прочности
Балл роста Baillie
38/100
Слабоватый
Buffett Score
74/100
Сильный
Внутренняя стоимость · три уровня Текущая цена $576.27 Онлайн · В пределах справедливого диапазона внутренней стоимости

Сводный диапазон оценки · консервативный $310–$345 / справедливый $475–$620 / оптимистичный $750–$825. При $576.27, В пределах справедливого диапазона внутренней стоимости.

На момент публикации $543.21 (25 сентября 2026 г.)

Финансовый обзор
Капитализация4,5 млрд $
Выручка (TTM)2,3 млрд $
EBITDA252,83 млн $
Чистая маржа7,89 %
ROE16,66 %
P/E (TTM)25,12
Прогнозный P/E29,5
PEG45,77
Прибыль на акцию23,29 $
Диапазон за 52 недели443,34 $ – 713,01 $
Целевая цена аналитиков665,00 $
Рейтинг аналитиков4.8 / 5

Данные EODHD, показаны в валюте отчётности; только для справки, не является инвестиционной рекомендацией.

О компании

Cavco Industries, Inc. designs, produces, and retails factory-built homes primarily in the United States. It operates in two segments: Factory-Built Housing and Financial Services. The company produces park model RVs; vacation cabins; and factory-built commercial structures, including apartment buildings, condominiums, hotels, workforce housing, schools, and housing for the United States military troops. It also produces various modular homes, which include single and multi-section ranch, split-level, and Cape Cod style homes, as well as two- and three-story homes, and multi-family units. In addition, the company provides conforming and non-conforming mortgages and home-only loans to purchasers of various brands of factory-built homes sold by company-owned retail stores, as well as various independent distributors, builders, communities, and developers. Further, it offers property and casualty insurance to owners of manufactured housing industry. The company distributes its products through a network of independent and company-owned retailers, planned community operators, and residential developers. The company was founded in 1965 and is headquartered in Phoenix, Arizona.

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Аналитика по этой бумаге
38/100 Держать Cavco Industries: Q1 Revenue Was Flat Against the American Homestar Pro Forma While Comparable EPS Fell 22.5%, and $543.21 Sits 26–39% Above the $390–430 Conservative Value Cavco Industries is a top-three U.S. factory-built-home producer that also owns 92 retail stores and a small financial-services segment providing mortgages, chattel lending and manufactured-home insurance; factory-built housing supplied $2.16 billion of FY2026's $2.24 billion revenue. Q1 FY2027 revenue grew 9.5% as reported to $610.0 million but was flat against the $610.3 million pro forma including American Homestar, comparable diluted EPS fell 22.5% from $7.01 to $5.43, and housing gross margin slid to 20.8% from 22.6% even as backlog rose more than 50% from March to $298 million. Rating Hold: $543.21 sits almost exactly in the $520–575 base-value range, but it stands roughly 26–39% above the $390–430 conservative value, so the margin of safety is zero and the ideal buy range is $310–345. Cavco Industries, Inc.CVCO · СШАHomebuilding25 сентября 2026 г.