Cavco Industries vs Legacy Housing
CVCO and LEGH side by side, both in materials. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CVCO and LEGH compare
Cavco Industries is the larger company, worth 7.3 times as much as Legacy Housing ($4.9B against $675M).
On earnings, Legacy Housing is cheaper: it trades at 10.6× trailing earnings, against 27.3× for Cavco Industries.
Legacy Housing grew revenue faster over the last twelve months (15.6% versus 11.8% for Cavco Industries).
Legacy Housing keeps more of each dollar of sales as profit, with a net margin of 30.1% compared with 7.7% at Cavco Industries.
Legacy Housing scores higher on the StockData Score (18 against 12 for Cavco Industries), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CVCO | LEGH |
|---|---|---|
| Size and price | ||
| Market cap | $4.9B | $675M |
| Share price | $644.27 | $28.40 |
| Change, 1 year | 14.6% | 40.5% |
| Change, 5 years | 121% | 7.7% |
| Beta (5Y) | 1.13 | 0.80 |
| Employees | 5,000 | 592 |
| StockData Score | ||
| Total score | 12 | 18 (better) |
| Valuation score | 0 | 5 (better) |
| Growth score | 1 | 3 (better) |
| Performance score | 5 (better) | 4 |
| Health score | 6 | 6 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 27.3× | 10.6× (better) |
| P/S | 2.1× (better) | 3.2× |
| P/B | 4.3× | 1.2× (better) |
| EV/EBITDA | 18.2× | 8.5× (better) |
| P/FCF | 21.1× | 16.6× (better) |
| FCF yield | 4.7% | 6.0% (better) |
| Fair value | $473.05 | $42.44 |
| Margin of safety | −36.2% | 33.1% (better) |
| Growth | ||
| Revenue growth (TTM) | 11.8% | 15.6% (better) |
| Revenue growth, 5Y average | 15.2% (better) | −1.4% |
| Net income growth (TTM) | −6.4% | 30.3% (better) |
| EPS growth (TTM) | −3.0% | 36.9% (better) |
| EPS growth, 5Y average | 23.8% (better) | 2.1% |
| Profitability | ||
| Gross margin | 22.7% | 51.1% (better) |
| Operating margin | 9.5% | 34.8% (better) |
| Net margin | 7.7% | 30.1% (better) |
| FCF margin | 9.7% | 19.5% (better) |
| Return on equity | 16.6% (better) | 11.4% |
| Return on invested capital | 22.6% (better) | 11.6% |
| Financial health | ||
| Debt / equity | 0.00 | 0.00 |
| Interest coverage | 337× | 1067× (better) |
| Current ratio | 2.10 | 3.25 (better) |
| Altman Z-score | 9.81 (better) | 9.43 |
| Piotroski F-score | 8 (better) | 4 |
| Dividends and buybacks | ||
| Buyback yield | 2.7% (better) | 0.26% |
| Shareholder yield | 2.7% (better) | 0.26% |
| Ownership | ||
| Held by institutions | 102% | 40.8% |
| Held by insiders | 1.7% | 54.4% |
| Insider net buying, 12 months | −$2.2M | – |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 4.9% | 6.9% |
Go deeper
- CVCO stock overview
- CVCO income statement
- CVCO valuation and score
- LEGH stock overview
- LEGH income statement
- LEGH valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.