Análisis Argos
CVCO
CVCOOportunidad
Cavco Industries, Inc. · Consumer Cyclical
US$ 598.73
precio al 2026-07-04
Valor justo Argos*
US$ 612–755
vs. su valor justo
12% por debajo
Score Argos
60/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 9.3% al año — menos de lo que viene demostrando (14.9%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
✓Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
✓Las ganancias crecieron 11% el último año.
✓Retorno sobre el capital alto (20%).
✓Tiene más caja que deuda: balance fuerte.
Riesgos
!Cotiza 25% por encima de su valor justo.
VALOR5/6FUTURO3/6PASADO5/6SALUD6/6DIVIDENDO4/6
El Iris de calidad
VALOR5/6FUTURO3/6PASADO5/6SALUD6/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos60de 100Oportunidad
Ingresos▲11%
US$ 2.2 B
Margen operativo▲9%
10.2%
Flujo de caja libre▲44%
US$ 0.2 B
Deuda neta
US$ -0.2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 4.6B
P/E24.2x
EV/EBITDA17.4x
FCF yield5%
ROIC20.3%
Margen operativo10.2%
Crecim. ingresos+11.4%/año
Piotroski F8/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 1 jun
Cavco Industries Hosts Virginia Governor Spanberger for Landmark Manufactured Housing Bill Signing
PHOENIX, June 01, 2026 (GLOBE NEWSWIRE) -- Today Cavco Industries, Inc. (Nasdaq: CVCO) ("Cavco," "we" or the "Company") hosted Virginia Gov. Abigail Spanberger at its home production facility in Rocky Mount, Virginia for the ceremonial signing of Virginia House Bill 655 and Senate Bill 346, two bipartisan zoning reform measures that reduce zoning barriers that have historically limited manufactured housing placement statewide.
gurufocus.com · 27 may
Is Cavco Industries Inc (CVCO) Overvalued After 3.3% Rally? GF Value Says Overvalued
On May 27, 2026, Cavco Industries Inc (CVCO) shares rose 3.3% to a current price of $546.63. Despite today's increase, the stock has experienced a year-to-date
seekingalpha.com · 25 may
Cavco Industries: Relatively Defensive Against Sector Pressure
Cavco Industries, Inc. reported a revenue miss in Q4, but sales were still more stable than many traditional homebuilders. Housing market conditions weighed on the sector. Margins declined noticeably as weaker pricing power and a sales volume hiccup weighed on CVCO's earnings. The report underlines that CVCO's factory-built housing's better affordability is a clear edge in the current housing market.
seekingalpha.com · 22 may
Cavco Industries, Inc. (CVCO) Q4 2026 Earnings Call Transcript
Cavco Industries, Inc. (CVCO) Q4 2026 Earnings Call Transcript
marketbeat.com · 22 may
Cavco Industries Q4 Earnings Call Highlights
Cavco Industries NASDAQ: CVCO reported higher fourth-quarter revenue and profit compared with the prior year, while management said orders strengthened late in the period and backlogs improved heading into the new fiscal year.
globenewswire.com · 21 may
Cavco Industries Reports Fiscal 2026 Fourth Quarter and Year End Results
PHOENIX, May 21, 2026 (GLOBE NEWSWIRE) -- Cavco Industries, Inc. (Nasdaq: CVCO) today announced financial results for the fourth quarter and fiscal year ended March 28, 2026. Quarterly Highlights Net revenue of $550 million up 8% from $508 million in the prior year quarter.
gurufocus.com · 20 may
Cavco Industries Inc (CVCO) Shares Surge 6.5% -- What GF Score of 97 Tells Investors
On May 20, 2026, Cavco Industries Inc (CVCO) shares rose 6.5% to a current price of $495.37. This increase comes amidst a 52-week range that saw prices fluctuat
globenewswire.com · 20 may
Cavco Industries Announces Building New Manufacturing Facility in El Mirage, Arizona
Cavco Will Use New Facility to Build HUD-Code Manufactured and Modular Single-Family Homes to Expand Affordable Housing Options in the Region Cavco Will Use New Facility to Build HUD-Code Manufactured and Modular Single-Family Homes to Expand Affordable Housing Options in the Region

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.