Competition & Peer Data API & CSV Delivery Connect to AI Assistant via MCP

Cavco Industries Inc's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Cavco Industries Inc (CVCO) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q2 2026
Competitors
17
Named by the company
Peer Group Market Share
100.00 %
vs 100.00 % a year ago
Revenue Growth Y/Y
20.64 %
Q2 2026
Net Margin
8.26 %
Q2 2026

Key Findings: Cavco Industries Inc vs Its Competitors

  • TTM: Trailing 12-month revenue of 2,427M vs -M combined for its competitors (100.0% combined share).
  • Trending: Latest-quarter revenue run-rate is accelerating (+10.6% annualized vs trailing 12 months).
  • Scale: Cavco Industries Inc ranks #23 of 86 companies by market capitalization in the Construction Services industry, holding 1.0% of industry market cap.
  • Peer revenue share: Cavco Industries Inc accounted for 100.0% of combined revenue among its tracked peer group, up from 100.0% a year earlier.
  • Peer differentiation: Revenue per employee of $0.35M compares with $1.00M for the peer group (0.3x).
  • Structure: Cavco Industries Inc operates in the following segments: Factory Built Housing, Financial services.

Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).

CVCO Sales vs. its Competitors, Q2 2026

Cavco Industries Inc generated 100.00 % of the combined sales of its peer group, up from 100.00 % a year earlier.

API endpoints for this dataset
https://api.csimarket.com/api/v1/companies/CVCO/competitors
https://api.csimarket.com/api/v1/companies/CVCO/relationships
https://api.csimarket.com/api/v1/companies/CVCO/similar
Programmatic access for models, analytics, and integration workflows.

For context: the Construction Services industry grew revenue 34.8% year over year, combined, vs 20.6% for Cavco Industries Inc. Cavco Industries Inc's share of combined industry revenue moved from 0.46% to 0.41%, a loss of 0.05 percentage points.

Cavco Industries Inc's Competitor Quality Breadth

Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).

Entity Profitable Expanding Above Industry Growth Distressed
Cavco Industries Inc Yes Yes Yes No
Competitors combined (2) 100% 100% 100% 50%
High-Confidence Competitors (7) 67% 57% 57% 29%
Similar-Size Competitors (10) 89% 89% 89% 20%

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

Market Share of the Peer Group, Q2 2026

100%market share
  • Cavco Industries Inc100.0%
  • Competitors combined0.0%

Share of combined quarterly revenue of Cavco Industries Inc and its 17 competitors.

See Cavco Industries Inc's full market share breakdown »

CVCO Stock Performance relative to its Competitors

CVCO Competitors (weighted) Percent change over the selected range

Cavco Industries Inc's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
100%beat U.S.A. 500
Competitors Combined
(1 of 1)
66.7%beat U.S.A. 500
High-Confidence
(2 of 3)
66.7%beat U.S.A. 500
Similar-Size
(6 of 9)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Cavco Industries Inc 22.10 % Outperformed
Competitors combined (1) 40.4% 63.2%
High-Confidence Competitors (3) 40.4% 63.2%
Similar-Size Competitors (9) 40.4% 63.2%
Similar Growth & Profitability (0) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Cavco Industries Inc's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

CVCO Stock Performance relative to High-Confidence Competitors

CVCO High-Confidence Competitors (equal-weighted, 7) Percent change over the selected range

CVCO Stock Performance relative to Similar-Size Competitors

CVCO Similar-Size Competitors (equal-weighted, 10) Percent change over the selected range

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 Champion Homes Inc 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for Cavco Industries Inc's best-performing competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

Cavco Industries Inc's Comment on Competition and Industry Peers

The manufactured housing industry includes more than 30 producers of manufactured homes. Key national manufacturers competing for market share include Clayton Homes, Inc. and Champion Corporation, which may have greater financial, manufacturing, distribution, and marketing resources. CountryPlace faces competition in financing from national, regional, and local banks, mortgage banks, and independent finance companies such as 21st Mortgage Corporation (an affiliate of Clayton Homes, Inc. and Berkshire Hathaway, Inc.), Vanderbilt Mortgage and Finance Inc., and Triad Financial Services, Inc. In homeowners' insurance, Standard Casualty competes primarily with National Lloyds and American Modern Insurance, which may be larger and offer a broader range of insurance products.

Publicly Traded Peers of Cavco Industries Inc

Revenue and income for trailing 12 months, in millions of $, except employees
Company Market Cap Revenues Income Employees
Cavco Industries Inc 4,787.83 2,427.12 184.24 7,000
Champion Homes Inc 4,672.48 2,672.72 198.72 750
Berkshire Hathaway Inc - 384,687.00 86,082.00 387,800
SUBTOTAL 9,460.30 389,786.84 86,464.96 395,550

Sources: Cavco Industries Inc's official press releases and company reports; CSIMarket.com's market research; and the company reports and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Cavco Industries Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.

Cavco Industries Inc's Competitors Named by the Company

Competitive relationships identified from Cavco Industries Inc reports and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
Berkshire Hathaway, Inc. Company report 85% 2022 to 2026 3
Champion Corporation Company report 85% 2022 to 2026 3
Standard Casualty Company report 85% 2022 to 2026 3
National Lloyds Company report 85% 2022 to 2026 3
21st Mortgage Corporation Company report 85% 2022 to 2026 3
Clayton Homes, Inc. Company report 85% 2022 to 2026 3
Triad Financial Services, Inc. Company report 85% 2022 to 2026 3
American Modern Insurance Company report 85% 2022 to 2026 3
CountryPlace Company report 85% 2022 to 2026 3
Vanderbilt Mortgage and Finance Inc. Company report 85% 2022 to 2026 3
Champion Corporation Company report 85% 2022 to 2026 3
Legacy Housing Corporation Company report 85% 2022 to 2026 3
Cascade Financial Services Company report 85% 2022 to 2026 3
Skyline Champion Corporation Company report 85% 2022 to 2026 3
U S Lighting Group Inc Company report 85% 2022 to 2026 3
Lci Industries Company report 85% 2022 to 2026 3
Cascade Bancorp Company report 85% 2022 to 2026 3
Competitor Evidence Detail

Company report basis, confidence, active dates and source counts for Cavco Industries Inc's named competitors require a Commercial License.

Methodology: relationships are extracted from Cavco Industries Inc reports (named-competitor disclosures) and corroborating sources. Confidence reflects evidence strength.

Cavco Industries Inc's Business Segment Mix vs Peers

Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).
Company Largest Segment 2nd Segment 3rd Segment
Cavco Industries Inc Factory Built Housing 94.41 % Financial services 3.37 % -
Champion Homes Inc US Factory Built Housing 94.46 % Canadian Factory Built Housing 4.17 % Corporate or other 1.38 %
Berkshire Hathaway Inc Insurance Corporate and Other 26.83 % Berkshire Hathaway Insurance Group 25.71 % Manufacturing businesses 22.17 %

Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).

Cavco Industries Inc's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
Cavco Industries Inc 4,788 346,731 26,320
Champion Homes Inc 4,672 3,563,631 264,956
Berkshire Hathaway Inc - 991,973 221,975
PEERS TOTAL 4,672 996,937 222,058

Cavco Industries Inc's Position in Industry Market Structure

Market-capitalization share and concentration across all 77 companies in Cavco Industries Inc's industry classification, broader than the peer set above. Market cap in millions of $.

Cavco Industries Inc ranks #23 of 77 companies by market capitalization in its industry, holding 1.02 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 728, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).

Rank Company Market Cap Industry Share
1 Quanta Services Inc 94,623 19.97 %
2 Comfort Systems Usa inc 43,456 9.17 %
3 D r Horton Inc 41,318 8.72 %
4 Emcor Group Inc 30,276 6.39 %
5 Pultegroup Inc 1,234 5.2%
6 Lennar Corp 1,234 5.2%
7 Jacobs Solutions Inc 1,234 5.2%
8 Nvr Inc 1,234 5.2%
9 Mastec Inc 1,234 5.2%
10 Toll Brothers Inc 1,234 5.2%
23 Cavco Industries Inc 4,819 1.02 %
Full Industry Market Structure

Market cap and industry share for the rest of Cavco Industries Inc's industry peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-10-30.

Cavco Industries Inc's Same-Size Peers & Stock Performance

Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.
Rank Company Market Cap TTM Return 3M Momentum Beta Sharpe (1Y)
18 Granite Construction Inc 5,408 21.72 % 3.25 % 0.90 0.43
19 Everus Construction Group Inc 5,257 12.85 % -25.64 % 1.93 0.21
20 Construction Partners Inc 5,053 -21.65 % -12.05 % 1.56 -0.40
21 Kbr Inc 4,915 -10.49 % 2.18 % 0.73 -0.42
22 Argan Inc 1,234 12.3% 4.5% 1.10 0.80
23 Cavco Industries Inc 4,819 22.12 % 6.47 % 1.07 0.49
24 Solv Energy Inc 1,234 12.3% 4.5% 1.10 0.80
25 Champion Homes Inc 1,234 12.3% 4.5% 1.10 0.80
26 Vse Corporation 1,234 12.3% 4.5% 1.10 0.80
27 Myr Group inc 1,234 12.3% 4.5% 1.10 0.80
28 Tutor Perini Corporation 1,234 12.3% 4.5% 1.10 0.80
Full Same-Size Peer Performance

Market cap, return, momentum, beta and Sharpe ratio for the rest of Cavco Industries Inc's same-size peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-10-30. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.

Cavco Industries Inc's Profitability & Cost Structure

Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Construction Services industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (107 companies). See the full Construction Services industry profitability benchmarks.
Metric Company Industry Difference
Gross Margin 0.25 % 10.95 % (avg) -10.7 pp
Operating Margin 0.09 % industry median -4.9 pp
EBITDA Margin 0.11 % 0.73 % (avg) -0.6 pp
Capital Intensity (Capex / Revenue) 2.24 % 3.99 % (avg) -1.8 pp

Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.

Cavco Industries Inc's Valuation vs Competitive Position

Valuation multiples vs the Construction Services industry average (107 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Construction Services industry valuation benchmarks.
Metric Company Industry Average Difference
P/E 23.2x 25.9x -2.7x
EV / EBITDA 14.6x 16.7x -2.1x
P/B 3.8x 4.1x -0.3x
Return on Equity 0.17 % industry aggregate -11.46 %
Return on Invested Capital - 0.33 % (avg) -

Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.

Cavco Industries Inc's Multi-Year Financial Trajectory

Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.
Metric 20182019202020212022202320242025
Revenue Growth 16.63 %8.65 %0.89 %35.13 %52.07 %-14.77 %4.03 %14.35 %
Operating Margin 8.89 %9.04 %7.23 %11.17 %14.38 %10.57 %9.83 %9.80 %
Return on Invested Capital 8.57 %8.22 %5.88 %10.67 %17.33 %9.79 %9.11 %9.90 %
P/E 20.4x22.4x27.5x16.0x8.5x14.5x22.7x24.7x

Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.

Cavco Industries Inc's BCG Growth-Share Matrix

Relative market share (vs Cavco Industries Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.

Question Mark Star Dog Cash Cow Relative Market Share (vs largest competitor) Industry Revenue Growth (%) Cavco Industries Inc

Cavco Industries Inc falls in the Dog quadrant: relative market share of 0.05x vs its largest competitor, in an industry growing revenue 0.3% (median, trailing 12 months).

Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.

Cavco Industries Inc's Competitive Forces (Porter's Five Forces)

Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.
Force Assessment Basis
Competitive Rivalry High Industry HHI of 728 (see Industry Market Structure & Concentration above)
Barriers to Entry Lower than typical for the industry Capital intensity (capex / revenue) of 2.24 % vs industry average 3.99 % (see Profitability & Cost Structure above)

Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments. Supplier power and buyer power are not assessed here -- see Cavco Industries Inc's dedicated Suppliers and Customers pages for concentration data; threat of substitutes has no systematic data source in this system and is not estimated.

Cavco Industries Inc's Industry Attractiveness & Competitive Strength

A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.

High Strength
Medium Strength
Low Strength
High Attractiveness
Invest / Grow
Invest / Grow
Selective
Medium Attractiveness
Invest / Grow
Selective
Harvest
Low Attractiveness
Selective
Harvest
Harvest / Divest Cavco Industries Inc

Cavco Industries Inc falls in the Low attractiveness / Low strength cell: Harvest / Divest.

Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.

Cavco Industries Inc's SWOT

Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.

Strengths

  • Latest-quarter revenue run-rate is accelerating (+10.6% annualized vs trailing 12 months).
  • Outperforming the U.S.A. 500 over the trailing 12 months.

Weaknesses

  • Return on equity 11.5 points below the industry aggregate.
  • Low relative market share vs the industry leader (0.05x).

Opportunities

  • A meaningful share of competitors (50.00 %) show financial-distress signals, a possible opening to gain share.

Threats

No rule matched.

Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.

Cavco Industries Inc's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
Cavco Industries Inc 0.82 2.41 - 1.60
Champion Homes Inc 1.47 2.56 0.02 1.26
Berkshire Hathaway Inc 0.25 2.34 0.05 0.31

Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.

Cavco Industries Inc's Revenue and Income Growth vs Peers

Quarterly revenue and net income growth, year over year and quarter over quarter
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
Cavco Industries Inc Q3 2026+20.6 %+7.4 %+5.8 %+31.2 %
Champion Homes Inc Q2 2026+1.3 %+14.1 %-23.5 %+57.3 %
Berkshire Hathaway IncQ2 2026+10.0 %+8.7 %+106.9 %+153.2 %
PEERS TOTAL+10.0 %+8.7 %+105.8 %+152.4 %

Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.

Cavco Industries Inc's Peers' Costs of Sales and Capital Expenditures

Context for revenue growth: peer costs and capex, year over year and quarter over quarter
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
Cavco Industries Inc Q3 2026+20.6 %+7.0 %+205.2 %+16.5 %
Champion Homes Inc Q2 2026+3.9 %+13.5 %+10.5 %-
Berkshire Hathaway IncQ2 2026--+16.2 %+13.2 %

Cavco Industries Inc's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
Cavco Industries Inc 12.18%15.28%16.69%20.696.34
Champion Homes Inc 9.34%12.28%12.67%29.545.52
Berkshire Hathaway Inc6.94%7.74%11.87%-4.96

ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).

Cavco Industries Inc's Valuation vs Peers

P/E, price to sales, PEG, price to cash flow and price to book
CompanyP/EPrice / SalesPEGP/CFPrice / Book
Cavco Industries Inc 26.321.972.03-4.21
Champion Homes Inc 24.771.75421.8726.052.97
Berkshire Hathaway Inc16.19----
PEERS AVERAGE0.110.02-0.01

P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.

Get the full CSIMarket dataset: Subscribe API Connect Your AI