CAVCO INDUSTRIES, INC. (CVCO)
Mobile Homes
Latest Price
$535.67
TTM P/E
23.30
Normalized P/E
23.53
Div Yield
--
Book Value
144.06
P/B Ratio
3.72
Valuation metrics
adjust assumptions →EPS: $23.98
Book value / share: $142.55
Formula: √(22.5 × EPS × BVPS)
Graham Number
$277.34
48% downside
Norm. op. income: $190M (median of 7yr)
Tax rate: 21%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$227.61
58% downside
Base FCF: $207M (median of recent 5yr)
Growth: 13%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$867.79
+62% upside
EPS: $23.98
Target P/E: 24×
Formula: EPS × P/E
P/E Fair Value
$575.52
+7% upside
Institutional Ownership
91.4% held by institutions| Institution | Shares | Value | Ownership % | Change | Filing Date |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1.25M | $767.0M | 16.20% | +50.3K | 2026-06-30 |
| Capital World Investors | 528.2K | $324.0M | 6.85% | -88.4K | 2026-06-30 |
| STATE STREET CORP | 419.2K | $257.0M | 5.44% | +17.3K | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | 347.6K | $213.0M | 4.51% | -504 | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 331.2K | $203.0M | 4.30% | +13.4K | 2026-06-30 |
| Boston Partners | 325.6K | $199.0M | 4.22% | +25.9K | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 259.2K | $159.0M | 3.36% | +18.5K | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 203.5K | $124.0M | 2.64% | +2.5K | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | 180.5K | $110.0M | 2.34% | +40.7K | 2026-06-30 |
| GW&K Investment Management, LLC | 153.4K | $94.0M | 1.99% | -9.8K | 2026-06-30 |