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Upturn AI SWOT - About
CVCO 
Cavco Industries Inc (CVCO)
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Upturn Advisory Summary
08/28/2025: CVCO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
3 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $548.33
1 Year Target Price $548.33
| 1 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -7.19% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.20B USD | Price to earnings Ratio 23.04 | 1Y Target Price 548.33 |
Price to earnings Ratio 23.04 | 1Y Target Price 548.33 | ||
Volume (30-day avg) 3 | Beta 1.15 | 52 Weeks Range 390.46 - 549.99 | Updated Date 08/29/2025 |
52 Weeks Range 390.46 - 549.99 | Updated Date 08/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 23.02 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-07-30 | When After Market | Estimate 5.92 | Actual 6.42 |
Profitability
Profit Margin 8.99% | Operating Margin (TTM) 10.84% |
Management Effectiveness
Return on Assets (TTM) 9.91% | Return on Equity (TTM) 17.9% |
Valuation
Trailing PE 23.04 | Forward PE - | Enterprise Value 3867102615 | Price to Sales(TTM) 2 |
Enterprise Value 3867102615 | Price to Sales(TTM) 2 | ||
Enterprise Value to Revenue 1.85 | Enterprise Value to EBITDA 15.3 | Shares Outstanding 7917650 | Shares Floating 7438392 |
Shares Outstanding 7917650 | Shares Floating 7438392 | ||
Percent Insiders 6.08 | Percent Institutions 97.65 |
Upturn AI SWOT
Cavco Industries Inc
Company Overview
History and Background
Cavco Industries, Inc. was founded in 1965. Initially, it focused on manufactured homes. Over time, it expanded through acquisitions and organic growth to include retail, financing, and insurance services related to the manufactured housing industry.
Core Business Areas
- Factory-Built Housing: Designs, produces, and sells manufactured homes, modular homes, park model RVs, and vacation homes.
- Financial Services: Provides mortgage loan origination and servicing, as well as insurance products, to purchasers of factory-built homes.
- Retail Operations: Sells homes directly to customers through company-owned retail locations.
Leadership and Structure
Daniel M. Brigham is the Chairman of the Board and President. The company has a typical corporate structure with various departments handling manufacturing, finance, sales, and marketing.
Top Products and Market Share
Key Offerings
- Manufactured Homes: Cavco's core product; single and multi-section homes built in a factory. Market share estimated to be around 14-16%. Competitors include Skyline Champion (SKY), and Clayton Homes (BRK.A).
- Modular Homes: Site-built homes, that are assembled inside factories. Revenue figures are not typically disclosed separately. Competitors include Skyline Champion (SKY), and Clayton Homes (BRK.A).
- Park Model RVs: Cavco's core product; Single and multi section homes built in a factory. Market share estimated to be around 25%. Competitors include Skyline Champion (SKY), and Clayton Homes (BRK.A).
Market Dynamics
Industry Overview
The manufactured housing industry is driven by demand for affordable housing, demographic trends, and government regulations. The industry is consolidating with larger players gaining market share.
Positioning
Cavco is one of the largest manufacturers of manufactured homes in the United States. Competitive advantages include vertical integration, strong brand recognition, and a diversified product portfolio.
Total Addressable Market (TAM)
Estimated to be over $20 billion annually in the US. Cavco is well positioned to capture an increasing share of this TAM.
Upturn SWOT Analysis
Strengths
- Vertical Integration
- Strong Brand Recognition
- Diversified Product Portfolio
- Experienced Management Team
- Extensive Retail Network
Weaknesses
- Sensitivity to Economic Cycles
- Dependence on Financing Availability
- Regulatory Risks
- Labor availability can impact production
Opportunities
- Increasing Demand for Affordable Housing
- Expansion into New Geographic Markets
- Technological Advancements in Manufacturing
- Acquisitions of Smaller Competitors
- Partnerships with Land Developers
Threats
- Economic Downturns
- Rising Interest Rates
- Increased Competition
- Changes in Government Regulations
- Material Cost Inflation
Competitors and Market Share
Key Competitors
- SKY
- BRK.A
Competitive Landscape
Cavco is a smaller player as compared to the major players mentioned. This is due to the fragmented manufactured home market.
Major Acquisitions
Commodore Corporation
- Year: 2021
- Acquisition Price (USD millions): 230
- Strategic Rationale: Expanded Cavco's manufacturing footprint and product offerings in the Northeast and Midwest.
Growth Trajectory and Initiatives
Historical Growth: Cavco Industries has experienced steady growth in revenue and profitability over the past decade, driven by both organic growth and strategic acquisitions.
Future Projections: Analysts predict continued growth in the next few years, driven by the increasing demand for affordable housing and the company's strong market position.
Recent Initiatives: Recent initiatives include expanding production capacity, investing in technology to improve efficiency, and acquiring smaller competitors to increase market share.
Summary
Cavco Industries is a strong company in the manufactured housing industry, benefiting from increasing demand for affordable housing. Its vertical integration and diversified product portfolio provide a competitive advantage. However, it is sensitive to economic cycles and rising interest rates. Strategic acquisitions and investments in technology should drive future growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10K, 10Q), Investor Presentations, Analyst Reports
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share estimates are approximate and based on publicly available data. Financial data is rounded for simplicity.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Cavco Industries Inc
Exchange NASDAQ | Headquaters Phoenix, AZ, United States | ||
IPO Launch date 2003-07-01 | President, CEO & Director Mr. William C. Boor C.F.A. | ||
Sector Consumer Cyclical | Industry Residential Construction | Full time employees 7000 | Website https://www.cavcohomes.com |
Full time employees 7000 | Website https://www.cavcohomes.com | ||
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 homes. 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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