Cavco Industries vs Champion Homes
CVCO and SKY side by side, both in materials. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CVCO and SKY compare
Cavco Industries and Champion Homes are about the same size, with market caps of $4.9B and $5.0B.
On earnings, Cavco Industries is cheaper: it trades at 27.3× trailing earnings, against 27.5× for Champion Homes.
Cavco Industries grew revenue faster over the last twelve months (11.8% versus 3.5% for Champion Homes).
Cavco Industries keeps more of each dollar of sales as profit, with a net margin of 7.7% compared with 6.8% at Champion Homes.
Cavco Industries scores higher on the StockData Score (12 against 9 for Champion Homes), 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 | SKY |
|---|---|---|
| Size and price | ||
| Market cap | $4.9B | $5.0B |
| Share price | $644.27 | $92.33 |
| Change, 1 year | 14.6% | 14.3% |
| Change, 5 years | 121% | 14.3% |
| Beta (5Y) | 1.13 | 1.27 |
| Employees | 5,000 | 700 |
| StockData Score | ||
| Total score | 12 (better) | 9 |
| Valuation score | 0 | 0 |
| Growth score | 1 | 1 |
| Performance score | 5 (better) | 3 |
| Health score | 6 (better) | 5 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 27.3× (better) | 27.5× |
| P/S | 2.1× | 1.8× (better) |
| P/B | 4.3× | 3.2× (better) |
| EV/EBITDA | 18.2× | 15.8× (better) |
| P/FCF | 21.1× (better) | 21.8× |
| FCF yield | 4.7% (better) | 4.6% |
| Fair value | $473.05 | $72.38 |
| Margin of safety | −36.2% | −27.6% (better) |
| Growth | ||
| Revenue growth (TTM) | 11.8% (better) | 3.5% |
| Revenue growth, 5Y average | 15.2% (better) | 13.4% |
| Net income growth (TTM) | −6.4% (better) | −15.8% |
| EPS growth (TTM) | −3.0% (better) | −12.7% |
| EPS growth, 5Y average | 23.8% (better) | 19.7% |
| Profitability | ||
| Gross margin | 22.7% | 25.5% (better) |
| Operating margin | 9.5% (better) | 8.3% |
| Net margin | 7.7% (better) | 6.8% |
| FCF margin | 9.7% (better) | 8.5% |
| Return on equity | 16.6% (better) | 11.8% |
| Return on invested capital | 22.6% (better) | 18.6% |
| Financial health | ||
| Debt / equity | 0.00 | 0.01 (better) |
| Net debt / EBITDA | – | −2.52 |
| Interest coverage | 337× | – |
| Current ratio | 2.10 | 2.75 (better) |
| Altman Z-score | 9.81 (better) | 8.09 |
| Piotroski F-score | 8 (better) | 6 |
| Dividends and buybacks | ||
| Buyback yield | 2.7% | 4.0% (better) |
| Shareholder yield | 2.7% | 4.0% (better) |
| Ownership | ||
| Held by institutions | 102% | 112% |
| Held by insiders | 1.7% | 1.5% |
| Insider net buying, 12 months | −$2.2M (better) | −$2.6M |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 4.9% | 4.8% |
Go deeper
- CVCO stock overview
- CVCO income statement
- CVCO valuation and score
- SKY stock overview
- SKY income statement
- SKY valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.