Added to YB: 2026-07-10
Pitch date: 2026-06-30
CVCO [neutral]
Cavco Industries, Inc.
-6.64%
current return
Author Info
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Company Info
Cavco Industries, Inc. designs, produces, and retails factory-built homes primarily in the United States.
Market Cap
$4.4B
Pitch Price
$608.36
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.36
P/E
24.14
EV/Sales
1.89
Sector
Household Durables
Category
growth
Show full summary:
Brasada CM Brasada Private Accounts Portfolio Holding: Cavco Industries, Inc.
CVCO (holding update): Top-3 US manufactured/modular home maker in oligopoly (top 3 = 86% industry output). 33 production lines, 92 retail stores + insurance/mortgage arms. Tailwinds: 21st Century ROAD to Housing Act (Sec 301 chassis redefinition), zoning easing, structural housing shortage.
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