CVCOCavco Industries, Inc.

$531.82-4.4% 1Y

Is the price fair?

Fair

Neither cheap nor expensive: nothing decisive, though rich vs its sector.

1 to watch, 2 neutral
What the price assumes~+6% a yearderived · Jun 27, 2026

Priced for ~6% a year FCF growth. Roughly in line with its three-year revenue growth of 4% a year.

Vs its own P/E rangemid-range for this companyderived

In its normal range: P/E 23.1 vs a 22.4 median over 41 quarters (+3% vs median).

Vs sector (EV/EBIT)19.4×derived · Mar 28, 2026

Sector median 16.2× across 156 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)middle of the market
FCF yieldmiddle of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What CVCO's price assumes

Cavco Industries, Inc. trades at 23.1× earnings against 12.8× for the median Residential Construction name, more expensive than its own group.

23.1

Trailing P/E · Residential Construction median 12.8 · 1.80× the median: the market pays up for this one

Price / sales
2.09

Price / sales · today's price, fiscal year to Mar 28, 2026

Free cash flow yield
5.0%

Free cash flow yield · Residential Construction median 5.7%

Growth the price implies
+5.6%

Growth the price implies · The price pays for +5.6% free cash flow growth a year for a decade; the business has delivered −2.9% a year over the last three.

Details›
Price / booktoday's price, fiscal year to Mar 28, 2026
4.25
EV / EBITtoday's price, fiscal year to Mar 28, 2026
19.4
EV / salestoday's price, fiscal year to Mar 28, 2026
1.98
Consumer Cyclical median P/E321 names
17.8
Residential Construction median P/E17 names
12.8
Free cash flow, trailing twelve months
$235M
Market capitalisation
$4.69B
3-year revenue growth
+4.2%
3-year free cash flow growth
−2.9%
What the market has paid for these earnings: 41 quarters of its own multiple × $22.99 of trailing earnings per share
MethodPer share
Its own P/E history, lower quartile$404.10
Its own P/E history, median$516.11
Its own P/E history, upper quartile$610.77
52-week range$455.76 – $697.76
Today$531.82

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.