Consumer Cyclical · Residential Construction · NASDAQ
Cavco Industries (CVCO) is a Consumer Cyclical company in the Residential Construction industry. It has a market capitalization of $4.87B, a trailing price-to-earnings ratio of 27.1 and a free-cash-flow yield of 4.6%. Over the most recent reported fiscal year, revenue grew 11.4% and free cash flow per share grew 53.6%. Nama's AI scorecard rates it Buy, 6.8 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Buy · 6.8/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Lagging · -5.8% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-10.4%
How far the last close sits under the highest price of the past five years.
Market cap
$4.87B
Trailing P/E
27.1
Price / book
4.5
Price / sales
2.0
FCF yield
4.6%
Dividend yield
—
Gross margin
23.5%
Operating margin
10.2%
Net margin
8.5%
Revenue growth (YoY)
+11.4%
Revenue growth (3-yr annual)
+1.6%
EPS growth (YoY)
+10.5%
FCF/share growth (YoY)
+53.6%
Beta
1.3
Exchange
NASDAQ
Sector
Consumer Cyclical
Industry
Residential Construction
CVCO earnings
Next report: Jan 28, 2027 (Q3 2027, EPS estimate $5.95).
Beat the EPS estimate in 2 of 4 recent quarters.
Quarter
Reported
EPS
Estimate
Surprise
Revenue
Q2 2027
Oct 29, 2026
$7.17
$5.42
+32.3%
$656.38M
Q1 2027
Jul 30, 2026
$5.43
$5.55
-2.2%
—
Q4 2026
May 21, 2026
$5.42
$5.30
+2.3%
$550.13M
Q3 2026
Jan 29, 2026
$5.58
$6.00
-7.0%
$580.99M
CVCO analyst price target
Median target $735.00 from 5 analysts, ranging $670.00 – $773.00.
Nama's AI scorecard currently rates Cavco Industries Buy (6.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is CVCO's P/E ratio?
Cavco Industries trades at a trailing price-to-earnings ratio of 27.1.
When does CVCO report earnings?
Cavco Industries's next scheduled report is on Jan 28, 2027. Analysts expect EPS of $5.95.
What is the CVCO price target?
The median analyst price target from 5 analysts is $735.00, with a range of $670.00 – $773.00.
Is CVCO Shariah compliant?
Nama's AAOIFI-style screen reads Cavco Industries as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.