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Cavco Industries, Inc. (CVCO)

Consumer Cyclical | Residential Construction | Phoenix, United States | NasdaqGS
532.52 USD -7.42 (-1.374%) ⇩ (April 21, 2026, 1:39 p.m. EDT)

Short-term: ★★☆☆☆ | Long-term: ★★☆☆☆ | Dividends: ★★☆☆☆
Hot Take | April 19, 2026, 1:40 a.m. EDT

CVCO presents a 'value trap' with deteriorating multisets (recent earnings miss, 19% earnings growth decline) and significant technical weakness (trading 30% below year-to-date levels and below key moving averages), despite a name-brand moat in affordable housing. The short-term outlook remains muted, trading near the put writing zone for April, while speculators are placing early bets on a substantial recovery only in the June expirations, pricing in a potential massive reversal that current fundamentals do not yet support. Until revenue and earnings growth stabilize, the 'Hold' from analysts is the most prudent stance.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoARIMA ✓0.176300
AutoETS0.187313
AutoTheta0.187687
MSTL0.197301

Forecast horizon: 45 days | Selected: AutoARIMA

Forecast Reliability
Score 53%
H-stat 3.00
Ljung-Box p 0.000
Jarque-Bera p 0.170
Excess Kurtosis -1.29
Attribute Value
Sector Consumer Cyclical
Debt to Equity Ratio 3.816
Revenue per Share 278.098
Market Cap 4,156,338,944
Trailing P/E 23.15
Forward P/E 21.30
Beta 1.33
Profit Margins 8.37%
Website https://www.cavcohomes.com

As of April 19, 2026, 1:40 a.m. EDT: Options market sentiment is bifurcated by expiration. Short-term expiration (April 17) shows distinct put writing protection at strikes 500 and 520 (OTM positioning: 17 and 7 contracts respectively) against relatively low open interest in calls (5 OTM, 2 ITM), indicating a slight defensive bias against downside weakness within the next two weeks. However, the June 18 expiration reveals a strong bullish stretch: significant open interest concentration (20 calls) at the 700 strike (11.3% above ITM position level) and even more elevated volume (20 contracts) at the 700 strike specifically. This long-dated call positioning suggests a bullish thesis for a multi-month horizon, despite the immediate short-term technical weakness.


Info Dump

Attribute Value
52 Week Change 0.12372792
Address1 3,636 North Central Avenue
Address2 Suite 1200
All Time High 713.01
All Time Low 8.63
Ask 534.48
Ask Size 4
Audit Risk 5
Average Daily Volume10 Day 136,310
Average Daily Volume3 Month 191,136
Average Volume 191,136
Average Volume10Days 136,310
Beta 1.332
Bid 532.4
Bid Size 1
Board Risk 3
Book Value 139.883
City Phoenix
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 3
Country United States
Crypto Tradeable 0
Currency USD
Current Price 532.52
Current Ratio 2.485
Custom Price Alert Confidence HIGH
Date Short Interest 1,774,915,200
Day High 548.97
Day Low 530.68
Debt To Equity 3.816
Display Name Cavco Industries
Earnings Call Timestamp End 1,769,796,000
Earnings Call Timestamp Start 1,769,796,000
Earnings Growth -0.191
Earnings Quarterly Growth -0.22
Earnings Timestamp 1,769,720,400
Earnings Timestamp End 1,779,393,600
Earnings Timestamp Start 1,779,393,600
Ebitda 251,744,000
Ebitda Margins 0.11429
Enterprise To Ebitda 15.85
Enterprise To Revenue 1.811
Enterprise Value 3,990,235,392
Eps Current Year 23.86
Eps Forward 25.0
Eps Trailing Twelve Months 23.0
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 526.9502
Fifty Day Average Change 5.569824
Fifty Day Average Change Percent 0.010569925
Fifty Two Week Change Percent 12.372791
Fifty Two Week High 713.01
Fifty Two Week High Change -180.48999
Fifty Two Week High Change Percent -0.2531381
Fifty Two Week Low 393.53
Fifty Two Week Low Change 138.99002
Fifty Two Week Low Change Percent 0.35318786
Fifty Two Week Range 393.53 - 713.01
Financial Currency USD
First Trade Date Milliseconds 1,057,066,200,000
Float Shares 7,671,599
Forward Eps 25.0
Forward P E 21.3008
Free Cashflow 111,742,496
Full Exchange Name NasdaqGS
Full Time Employees 7,000
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,775,001,600
Gross Margins 0.22257
Gross Profits 490,256,992
Has Pre Post Market Data 1
Held Percent Insiders 0.01365
Held Percent Institutions 1.03942
Implied Shares Outstanding 7,805,038
Industry Residential Construction
Industry Disp Residential Construction
Industry Key residential-construction
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,743,206,400
Last Split Date 1,107,216,000
Last Split Factor 2:1
Long Business Summary 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.
Long Name Cavco Industries, Inc.
Market us_market
Market Cap 4,156,338,944
Market State REGULAR
Max Age 86,400
Message Board Id finmb_258733
Most Recent Quarter 1,766,793,600
Net Income To Common 184,420,000
Next Fiscal Year End 1,774,742,400
Non Diluted Market Cap 4,190,562,350
Number Of Analyst Opinions 2
Open 543.01
Operating Cashflow 238,764,000
Operating Margins 0.098900005
Overall Risk 4
Payout Ratio 0.0
Peg Ratio 45.77
Phone 602 256 6263
Previous Close 539.94
Price Eps Current Year 22.318525
Price Hint 2
Price To Book 3.806896
Price To Sales Trailing12 Months 1.8868983
Profit Margins 0.08372
Quick Ratio 1.176
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change -7.419983
Regular Market Change Percent -1.3742236
Regular Market Day High 548.97
Regular Market Day Low 530.68
Regular Market Day Range 530.68 - 548.97
Regular Market Open 543.01
Regular Market Previous Close 539.94
Regular Market Price 532.52
Regular Market Time 1,776,793,142
Regular Market Volume 74,454
Return On Assets 0.10065
Return On Equity 0.17184
Revenue Growth 0.113
Revenue Per Share 278.098
Sand P52 Week Change 0.34445214
Sector Consumer Cyclical
Sector Disp Consumer Cyclical
Sector Key consumer-cyclical
Share Holder Rights Risk 5
Shares Outstanding 7,761,163
Shares Percent Shares Out 0.0475
Shares Short 368,523
Shares Short Previous Month Date 1,772,150,400
Shares Short Prior Month 358,216
Short Name Cavco Industries, Inc.
Short Percent Of Float 0.0659
Short Ratio 2.43
Source Interval 15
State AZ
Symbol CVCO
Target High Price 600.0
Target Low Price 575.0
Target Mean Price 587.5
Target Median Price 587.5
Total Cash 241,892,992
Total Cash Per Share 31.167
Total Debt 41,566,000
Total Revenue 2,202,736,128
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 23.0
Trailing P E 23.153044
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 539.3284
Two Hundred Day Average Change -6.8084106
Two Hundred Day Average Change Percent -0.012623868
Type Disp Equity
Volume 74,454
Website https://www.cavcohomes.com
Zip 85,012