CAVCO INDUSTRIES, INC. (CVCO)
Mobile Homes
Latest Price
$547.03
TTM P/E
22.81
Normalized P/E
23.97
Div Yield
--
Book Value
138.09
P/B Ratio
3.96
Valuation metrics
adjust assumptions →EPS: $23.98
Book value / share: $142.55
Formula: √(22.5 × EPS × BVPS)
Graham Number
$277.34
49% 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
+59% upside
EPS: $23.98
Target P/E: 24×
Formula: EPS × P/E
P/E Fair Value
$575.52
+5% upside
Institutional Ownership
89.9% held by institutions| Institution | Shares | Value | Ownership % | Change | Filing Date |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1.20M | $580.0M | 15.48% | -395 | 2026-03-31 |
| Capital World Investors | 616.6K | $298.0M | 7.97% | -23.5K | 2026-03-31 |
| STATE STREET CORP | 401.9K | $194.0M | 5.19% | +12.3K | 2026-03-31 |
| VANGUARD CAPITAL MANAGEMENT LLC | 348.1K | $168.0M | 4.50% | -- | 2026-03-31 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 317.7K | $153.0M | 4.11% | -- | 2026-03-31 |
| Boston Partners | 299.7K | $145.0M | 3.87% | -68.2K | 2026-03-31 |
| GEODE CAPITAL MANAGEMENT, LLC | 240.7K | $116.0M | 3.11% | +7.8K | 2026-03-31 |
| DIMENSIONAL FUND ADVISORS LP | 201.0K | $97.0M | 2.60% | -308 | 2026-03-31 |
| Invesco Ltd. | 181.8K | $88.0M | 2.35% | +85.4K | 2026-03-31 |
| FMR LLC | 167.4K | $81.0M | 2.16% | -95.9K | 2026-03-31 |