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ISIN
US1495681074
CUSIP
149568107
IPO Date
Jul 1, 2003

Highlights

Market Cap
$4.28B
Enterprise Value
$4.05B
EPS (TTM)
$23.93
PE Ratio
22.82
PEG Ratio
3.93
Total Revenue (TTM)
$2.24B
Gross Profit (TTM)
$526.89M
EBITDA (TTM)
$248.96M
Year Range
$393.53 - $713.01
Target Price
$475.00
ROA (TTM)
12.78%
ROE (TTM)
17.27%

Share Price Chart


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Performance

CVCO Performance Chart

Cavco Industries, Inc. (CVCO) is down 7.6% since the beginning of the year. At $546 per share, CVCO is trading 23.4% below its 52-week high of $713. Investors who bought $1,000 worth of CVCO shares 5 years ago would now be looking at an investment worth $2,460.


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S&P 500 Index

Returns By Period

Cavco Industries, Inc. (CVCO) has returned -7.59% so far this year and 28.91% over the past 12 months. Looking at the last ten years, CVCO has achieved an annualized return of 18.75%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.


Cavco Industries, Inc.

1D
2.06%
1M
6.90%
YTD
-7.59%
6M
-6.72%
1Y
28.91%
3Y*
26.30%
5Y*
19.73%
10Y*
18.75%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CVCO Monthly Returns History

Based on dividend-adjusted daily data since Jul 1, 2003, CVCO's average daily return is +0.11%, while the average monthly return is +2.00%. At this rate, an investment would double in approximately 2.9 years.

Historically, 55% of months were positive and 45% were negative. The best month was Oct 2015 with a return of +44.8%, while the worst month was Mar 2020 at -28.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, CVCO closed higher 51% of trading days. The best single day was Oct 30, 2015 with a return of +19.2%, while the worst single day was Nov 9, 2018 at -23.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-16.71%17.32%-16.11%4.69%5.82%1.75%-7.59%
202513.99%3.12%-0.93%-4.96%-12.20%0.19%-7.08%31.42%9.47%-8.77%12.43%-0.82%32.38%
2024-4.24%12.25%7.11%-8.73%-1.92%-3.09%19.77%-0.31%3.61%-4.31%25.55%-13.27%28.74%
202317.61%7.10%11.49%-5.51%-17.07%18.48%0.22%-5.46%-4.96%-6.08%13.33%22.58%53.20%
2022-15.18%1.18%-11.66%-1.91%-5.96%-11.78%31.53%-9.22%-12.07%10.16%1.31%-1.47%-28.77%
20217.53%11.79%6.97%-7.17%5.65%0.42%5.77%8.72%-7.34%1.54%23.76%6.78%81.05%

Benchmark Metrics

Cavco Industries, Inc. has an annualized alpha of 15.42%, beta of 1.16, and R2 of 0.25 versus S&P 500 Index. Calculated based on daily prices since July 02, 2003.

  • This stock captured 118.44% of S&P 500 Index gains but only 72.65% of its losses - a favorable profile for investors.
  • R2 of 0.25 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
15.42%
Beta
1.16
0.25
Upside Capture
118.44%
Downside Capture
72.65%

Return for Risk

Risk / Return Rank

CVCO ranks 58 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


CVCO Risk / Return Rank: 5858
Overall Rank
CVCO Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
CVCO Sortino Ratio Rank: 5555
Sortino Ratio Rank
CVCO Omega Ratio Rank: 5858
Omega Ratio Rank
CVCO Calmar Ratio Rank: 5858
Calmar Ratio Rank
CVCO Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Cavco Industries, Inc. (CVCO) and compare them to S&P 500 Index.


CVCOBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.63

2.39

-1.76

Sortino ratio

Return per unit of downside risk

1.06

3.25

-2.20

Omega ratio

Gain probability vs. loss probability

1.16

1.43

-0.27

Calmar ratio

Return relative to maximum drawdown

0.84

3.11

-2.28

Martin ratio

Return relative to average drawdown

1.81

14.38

-12.57

Dividends

Dividend History


Cavco Industries, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Cavco Industries, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Cavco Industries, Inc. was 60.85%, occurring on Mar 20, 2009. Recovery took 725 trading sessions.

The current Cavco Industries, Inc. drawdown is 21.76%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-60.85%Mar 2009
2y 11mo2y 10mo
5y 10moApr 2006 - Feb 2012
COVID crash2020
-57.89%Apr 2020
1y 6mo1y 4mo
2y 10moSep 2018 - Aug 2021
Bear market2022
-43.23%Jun 2022
6mo 10d1y 6mo
2y 6dDec 2021 - Dec 2023
2026 bear market2026
-34.68%May 2026
3mo 25d
4mo 14dJan 2026 - now
2016 bear market2016
-27.12%Feb 2016
3mo 11d3mo 16d
6mo 27dNov 2015 - May 2016

Drawdown Indicators


CVCOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-60.85%

-56.78%

-4.07%

Max Drawdown (1Y)

Largest decline over 1 year

-34.68%

-9.10%

-25.58%

Max Drawdown (3Y)

Largest decline over 3 years

-34.68%

-18.90%

-15.78%

Max Drawdown (5Y)

Largest decline over 5 years

-43.23%

-25.43%

-17.80%

Max Drawdown (10Y)

Largest decline over 10 years

-57.89%

-33.92%

-23.97%

Current Drawdown

Current decline from peak

-21.76%

0.00%

-21.76%

Average Drawdown

Average peak-to-trough decline

-16.70%

-10.72%

-5.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.03%

1.97%

+14.06%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Cavco Industries, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Cavco Industries, Inc. is priced in the market compared to other companies in the Residential Construction industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for CVCO, comparing it with other companies in the Residential Construction industry. Currently, CVCO has a P/E ratio of 22.8. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for CVCO compared to other companies in the Residential Construction industry. CVCO currently has a PEG ratio of 3.9. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for CVCO relative to other companies in the Residential Construction industry. Currently, CVCO has a P/S ratio of 1.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for CVCO in comparison with other companies in the Residential Construction industry. Currently, CVCO has a P/B value of 3.9. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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