Company name Cavco Industries, Inc.
Stock ticker CVCO
Live stock price [stckqut]CVCO[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Fair
EPS growth Good
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $245.35
Target stock price (averages with growth) $328.46
Target stock price (averages with no growth) $229.28
Target stock price (manual assumptions) $223.25

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/cvco

Cavco Industries, Inc., incorporated on January 14, 2003, designs and produces factory-built homes. The Company operates through two segments: factory-built housing, which includes wholesale and retail systems-built housing operations, and financial services, which includes manufactured housing consumer finance and insurance. The Company’s factory-built homes are primarily distributed through a network of independent and the Company-owned retailers, planned community operators, and residential developers. The Company markets its products under the brands, including Cavco Homes, Fleetwood Homes, Palm Harbor Homes, Fairmont Homes and Chariot Eagle. The Company is also a builder of park model recreational vehicle (RVs), vacation cabins and systems-built commercial structures, as well as modular homes built primarily under the Nationwide Homes brand.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Cavco Industries, Inc. as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. Most of the fundamentals of this company are good but there are some concerns. I think there are other companies that are better investments, so I am removing Cavco from my Watch List.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Cavco Industries, Inc. calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(access_s2member_level1)]

In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

  • Stock price at the time of the calculation: $168.75
  • Growth: 0.17
  • Current EPS (TTM): $5.29
  • P/E: 31
  • Future EPS Calc: $11.59
  • Future Stock Price Calc: $359.53
  • Target stock price: $223.24

[/s2If]
I hope that this makes you a Confident Investor.

Symbol Stock Price change today
REGN Regeneron Pharmaceuticals Inc 6.2444%
ALGN Align Technology, Inc. 3.1541%
ALXN Alexion Pharmaceuticals, Inc. 3.0397%
MRK Merck & Co., Inc. 2.8074%
CVCO Cavco Industries, Inc. 2.0713%
CEVA CEVA, Inc. 1.8182%
MCK McKesson Corporation 1.3242%
TMO Thermo Fisher Scientific Inc. 1.2768%
CBPO China Biologic Products Holdings, Inc. 1.2216%
GILD Gilead Sciences, Inc. 1.2085%
ABMD ABIOMED, Inc. 1.0301%
ULTA Ulta Beauty Inc 1.0101%
EW Edwards Lifesciences Corp 0.9724%
HZO MarineMax Inc 0.8584%
TNET TriNet Group Inc 0.8523%
FB Facebook Inc 0.7869%
SCHW Charles Schwab Corp 0.7797%
ILMN Illumina, Inc. 0.7585%
AYI Acuity Brands, Inc. 0.7223%
ADS Alliance Data Systems Corporation 0.6677%
LULU Lululemon Athletica inc. 0.6434%
MKTX MarketAxess Holdings Inc. 0.5474%
HSKA Heska Corp 0.4325%
ADBE Adobe Systems Incorporated 0.3027%
MIDD Middleby Corp 0.2803%
MEI Methode Electronics Inc. 0.2364%
EXR Extra Space Storage, Inc. 0.0946%
DPZ Domino’s Pizza, Inc. 0.0761%
COF Capital One Financial Corp. -0.0432%
SWKS Skyworks Solutions Inc -0.0618%
STZ Constellation Brands, Inc. -0.0726%
GWR Genesee & Wyoming Inc -0.1163%
THRM Gentherm Inc -0.1433%
GOOGL Alphabet Inc -0.1891%
ANET Arista Networks Inc -0.2877%
SUI Sun Communities Inc -0.3283%
AMZN Amazon.com, Inc. -0.3834%
BKNG Booking Holdings -0.3861%
SBUX Starbucks Corporation -0.6592%
AAPL Apple Inc. -0.763%
TMUS T-Mobile US Inc -0.8091%
BABA Alibaba Group Holding Ltd -0.8165%
NFLX Netflix, Inc. -0.9527%
IBP Installed Building Products Inc -1.0842%
CRTO Criteo SA (ADR) -1.1115%
LRCX Lam Research Corporation -1.2058%
AMAT Applied Materials, Inc. -1.2426%
MU Micron Technology, Inc. -1.5951%
GTN Gray Television, Inc. -1.6736%
LGIH LGI Homes Inc -1.9088%
CRUS Cirrus Logic, Inc. -1.9894%
NVDA NVIDIA Corporation -2.1528%
TGS Transportadora de Gas del Sur SA (ADR) -2.4873%
HDSN Hudson Technologies, Inc. -14.4951%

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $187.3600 Strong Buy or Hold, but there are some concerns
ABMD ABIOMED, Inc. $358.1600 Strong Buy or Hold, but there are some concerns
ADBE Adobe Systems Incorporated $239.7400 Strong Buy or Hold
ADS Alliance Data Systems Corporation $203.8800 Some Concerns, may need to wait
ALGN Align Technology, Inc. $268.0000 Strong Buy or Hold
ALXN Alexion Pharmaceuticals, Inc. $116.7700 Strong Buy or Hold
AMAT Applied Materials, Inc. $54.1300 Possible Buy or Hold, but some concerns
AMZN Amazon.com, Inc. $1608.0000 Strong Buy or Hold
ANET Arista Networks Inc $259.4200 Some Concerns, may need to wait
AYI Acuity Brands, Inc. $113.9000 Some Concerns, may need to wait
BABA Alibaba Group Holding Ltd $195.4300 Strong Buy or Hold
BKNG Booking Holdings $2183.5900 Strong Buy or Hold
CBPO China Biologic Products Holdings, Inc. $82.7900 Very Concerned, may need to wait
CEVA CEVA, Inc. $30.0500 Very Concerned, may need to wait
COF Capital One Financial Corp. $92.1100 Some Concerns, may need to wait
CRTO Criteo SA (ADR) $27.1900 Possible Buy or Hold, but some concerns
CRUS Cirrus Logic, Inc. $39.0000 Possible Buy or Hold, but some concerns
CVCO Cavco Industries, Inc. $175.6000 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $249.9100 Strong Buy or Hold
EW Edwards Lifesciences Corp $135.2300 Possible Buy or Hold, but some concerns
EXR Extra Space Storage, Inc. $94.3100 Strong Buy or Hold, but there are some concerns
FB Facebook Inc $182.6600 Strong Buy or Hold
GILD Gilead Sciences, Inc. $65.6900 Very Concerned, may need to wait
GOOGL Alphabet Inc $1088.9500 Strong Buy or Hold
GTN Gray Television, Inc. $11.7500 Some Concerns, may need to wait
GWR Genesee & Wyoming Inc $76.7500 Strong Buy or Hold
HDSN Hudson Technologies, Inc. $4.1000 Some Concerns, may need to wait
HSKA Heska Corp $92.4600 Strong Buy or Hold, but there are some concerns
HZO MarineMax Inc $22.8500 Strong Buy or Hold
IBP Installed Building Products Inc $60.7500 Strong Buy or Hold
ILMN Illumina, Inc. $262.5200 Strong Buy or Hold
LGIH LGI Homes Inc $63.1600 Very Concerned, may need to wait
LRCX Lam Research Corporation $199.7200 Possible Buy or Hold, but some concerns
LULU Lululemon Athletica inc. $98.9600 Concerned, but watch close as good things may happen soon
MCK McKesson Corporation $144.8100 Very Concerned, may need to wait
MEI Methode Electronics Inc. $41.4500 Strong Buy or Hold
MIDD Middleby Corp $108.5550 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $205.7500 Possible Buy or Hold, but some concerns
MRK Merck & Co., Inc. $57.9500 Very Concerned, may need to wait
MU Micron Technology, Inc. $51.0100 Possible Buy or Hold, but some concerns
NFLX Netflix, Inc. $330.3000 Strong Buy or Hold
NVDA NVIDIA Corporation $255.7800 Strong Buy or Hold, but there are some concerns
REGN Regeneron Pharmaceuticals Inc $284.6000 Very Concerned, may need to wait
SBUX Starbucks Corporation $57.0400 Very Concerned, may need to wait
SCHW Charles Schwab Corp $58.7300 Strong Buy or Hold
STZ Constellation Brands, Inc. $221.9700 Very Concerned, may need to wait
SUI Sun Communities Inc $94.0700 Concerned, but watch close as good things may happen soon
SWKS Skyworks Solutions Inc $95.5500 Possible Buy or Hold, but some concerns
TGS Transportadora de Gas del Sur SA (ADR) $16.2900 Very Concerned, may need to wait
THRM Gentherm Inc $34.7500 Possible Buy or Hold, but some concerns
TMO Thermo Fisher Scientific Inc. $208.6900 Very Concerned, may need to wait
TMUS T-Mobile US Inc $56.3200 Very Concerned, may need to wait
TNET TriNet Group Inc $51.9500 Very Concerned, may need to wait
ULTA Ulta Beauty Inc $248.9000 Very Concerned, may need to wait

Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $171.6100 Some Concerns, may need to wait
ABMD ABIOMED, Inc. $288.5300 Very Concerned, may need to wait
ADBE Adobe Systems Incorporated $225.0500 Concerned, but watch close as good things may happen soon
ADS Alliance Data Systems Corporation $207.4700 Very Concerned, may need to wait
ALGN Align Technology, Inc. $248.9300 Very Concerned, may need to wait
ALXN Alexion Pharmaceuticals, Inc. $ Very Concerned, may need to wait
AMAT Applied Materials, Inc. $55.5600 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1410.5700 Very Concerned, may need to wait
ANET Arista Networks Inc $258.9600 Very Concerned, may need to wait
AYI Acuity Brands, Inc. $129.4800 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $172.0700 Very Concerned, may need to wait
CBPO China Biologic Products Holdings, Inc. $ Concerned, but watch close as good things may happen soon
CEVA CEVA, Inc. $36.8500 Some Concerns, may need to wait
COF Capital One Financial Corp. $96.3500 Some Concerns, may need to wait
CRTO Criteo SA (ADR) $26.7000 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $39.4800 Very Concerned, may need to wait
CVCO Cavco Industries, Inc. $178.6500 Strong Buy or Hold
DPZ Domino’s Pizza, Inc. $231.4500 Very Concerned, may need to wait
EW Edwards Lifesciences Corp $138.7600 Very Concerned, may need to wait
EXR Extra Space Storage, Inc. $87.7000 Strong Buy or Hold
FB Facebook Inc $155.1000 Very Concerned, may need to wait
GILD Gilead Sciences, Inc. $75.4000 Some Concerns, may need to wait
GOOGL Alphabet Inc $1029.7100 Very Concerned, may need to wait
GTN Gray Television, Inc. $12.2000 Very Concerned, may need to wait
GWR Genesee & Wyoming Inc $69.2600 Very Concerned, may need to wait
HDSN Hudson Technologies, Inc. $4.8600 Some Concerns, may need to wait
HSKA Heska Corp $ Very Concerned, may need to wait
HZO MarineMax Inc $18.6500 Very Concerned, may need to wait
IBP Installed Building Products Inc $59.0000 Very Concerned, may need to wait
ILMN Illumina, Inc. $237.7700 Very Concerned, may need to wait
LGIH LGI Homes Inc $71.4300 Concerned, but watch close as good things may happen soon
LRCX Lam Research Corporation $201.6700 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $88.2400 Strong Buy or Hold
MCK McKesson Corporation $141.3500 Some Concerns, may need to wait
MEI Methode Electronics Inc. $38.9500 Very Concerned, may need to wait
MIDD Middleby Corp $123.5200 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $212.2400 Very Concerned, may need to wait
MRK Merck & Co., Inc. $54.5400 Some Concerns, may need to wait
MU Micron Technology, Inc. $53.3900 Very Concerned, may need to wait
NFLX Netflix, Inc. $288.9400 Very Concerned, may need to wait
NVDA NVIDIA Corporation $226.2400 Very Concerned, may need to wait
PCLN Priceline Group Inc $1905.6400 Strong Buy or Hold
REGN Regeneron Pharmaceuticals Inc $337.3500 Possible Buy or Hold, but some concerns
SBUX Starbucks Corporation $58.8300 Strong Buy or Hold
SCHW Charles Schwab Corp $51.7500 Very Concerned, may need to wait
STZ Constellation Brands, Inc. $226.4500 Strong Buy or Hold
SUI Sun Communities Inc $91.6000 Strong Buy or Hold
SWKS Skyworks Solutions Inc $99.6300 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $21.0500 Possible Buy or Hold, but some concerns
THRM Gentherm Inc $ Concerned, but watch close as good things may happen soon
TMO Thermo Fisher Scientific Inc. $209.3200 Very Concerned, may need to wait
TMUS T-Mobile US Inc $ Very Concerned, may need to wait
TNET TriNet Group Inc $48.2900 Concerned, but watch close as good things may happen soon
ULTA Ulta Beauty Inc $ Very Concerned, may need to wait

Symbol Stock Price change today
TGS Transportadora de Gas del Sur SA (ADR) 5.5583%
SBUX Starbucks Corporation 3.1294%
MU Micron Technology, Inc. 2.9764%
LRCX Lam Research Corporation 2.1148%
CVCO Cavco Industries, Inc. 2.1071%
AMAT Applied Materials, Inc. 2.0609%
CBPO China Biologic Products Holdings, Inc. 2.022%
NVDA NVIDIA Corporation 1.9453%
GWR Genesee & Wyoming Inc 1.9435%
COF Capital One Financial Corp. 1.8027%
THRM Gentherm Inc 1.7778%
TMO Thermo Fisher Scientific Inc. 1.7426%
ADBE Adobe Systems Incorporated 1.7194%
LULU Lululemon Athletica inc. 1.6042%
MRK Merck & Co., Inc. 1.5393%
SCHW Charles Schwab Corp 1.468%
AMZN Amazon.com, Inc. 1.4621%
DPZ Domino’s Pizza, Inc. 1.3237%
CRTO Criteo SA (ADR) 1.3033%
TNET TriNet Group Inc 1.2883%
NFLX Netflix, Inc. 1.2059%
SWKS Skyworks Solutions Inc 1.1395%
AAPL Apple Inc. 1.0259%
MEI Methode Electronics Inc. 0.9056%
EW Edwards Lifesciences Corp 0.9007%
GILD Gilead Sciences, Inc. 0.834%
EXR Extra Space Storage, Inc. 0.8162%
CEVA CEVA, Inc. 0.6964%
ULTA Ulta Beauty Inc 0.6154%
GOOGL Alphabet Inc 0.5975%
MIDD Middleby Corp 0.5906%
MKTX MarketAxess Holdings Inc. 0.5371%
MCK McKesson Corporation 0.515%
REGN Regeneron Pharmaceuticals Inc 0.4961%
CRUS Cirrus Logic, Inc. 0.4669%
FB Facebook Inc 0.4634%
ALGN Align Technology, Inc. 0.3832%
SUI Sun Communities Inc 0.3093%
ILMN Illumina, Inc. 0.0043%
ANET Arista Networks Inc 0%
PCLN Priceline Group Inc 0%
TMUS T-Mobile US Inc -0.0503%
ABMD ABIOMED, Inc. -0.3726%
GTN Gray Television, Inc. -0.823%
ADS Alliance Data Systems Corporation -0.8654%
ALXN Alexion Pharmaceuticals, Inc. -1.0677%
HSKA Heska Corp -1.1217%
LGIH LGI Homes Inc -1.3207%
STZ Constellation Brands, Inc. -1.3455%
AYI Acuity Brands, Inc. -1.3829%
BABA Alibaba Group Holding Ltd -1.6553%
HDSN Hudson Technologies, Inc. -1.8789%
IBP Installed Building Products Inc -2.4369%
HZO MarineMax Inc -3.6939%