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CVCO

Cavco Industries Inc
Chart
567.26 USD
Latest Week 2026-07-10
Snapshot 2026-07-12 · 0.9w · Fresh
0.62
OS Score
27.0%
Value
84.0%
Quality
80.0%
Momentum
7/9
F-Score
0.476
QV
Strategy Eligibility
4 of 23 passing
OS Composite
Trending Value
Quality × Value
🏛
Cornerstone Value
🌿
Cornerstone Growth
💎
Deep Value
VC2 Cheapest
📐
EBITDA/EV
Veiled Value
Piotroski Bargains
🔬
Quality Compounders
📈
Consistent Earners
Yes
🌱
GARP
Rev +11%
🔄
Shareholder Yield
3.6%
💰
High Yield
🚀
Momentum Leaders
Market Leaders
Tiny Titans
🔍
Small Cap Value
🛡
Low Volatility
🏷
Sector Cheapest
🧠
Capital Allocators
CAQ 0.72
Risk-Adj Momentum
V
Value Analysis
Cheapness relative to fundamentals
27.0%ile
P/E
22.9×
P/S
1.9×
P/B
4.0×
E/P
0.0593
FCF Yield
0.073
EBITDA/EV
0.065
SH Yield
0.036
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
77.00000000
/100 — 1=cheapest
VC2 (Trending Value)
73.00000000
/100
VC3 (Buyback)
75.00000000
/100
FCF yield of 7.3% is strong — the business generates significant free cash relative to price.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
84.0%ile
ROE
0.173
ROA
0.128
Net Margin
0.085
Op Margin
0.110
GPA
0.353
D/E
0.35
Current
2.46
F-Score
7/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.114
Earn Growth
0.114
Stability
0.172
lower=better
Accruals
-0.052
lower=better
5yr Consist
Yes
Conservative balance sheet with D/E of 0.35.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
80.0%ile
6M Return
-15.0%
12M Return
26.1%
12-1 Mom
31.8%
Risk-Adj
0.63
Vol 252d
50.3%
Vol 60d
116.3%
↑ Expanding
Max DD 12M
-34.7%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
12-1 momentum of 32% is very strong — a clear uptrend. Near-term vol (116%) is expanding vs long-term (50%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.62
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
Sector Context
Consumer Cyclical · 500 peers
Sector Value %ile
21.2%
Sector Quality %ile
86.6%
P/E z-score
-0.14
P/B z-score
-0.06
Sector Avg OS
49.9%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
HTHT Huazhu Group Ltd 99.0% 95.0% 92.0% 83.0%
BWMX Betterware de México, S.A.P.I. de C.V. 99.0% 98.0% 93.0% 90.0%
FLXS Flexsteel Industries Inc 98.0% 95.0% 76.0% 92.0%
CYD China Yuchai International Limited 97.0% 99.0% 69.0% 86.0%
M Macy’s Inc 97.0% 96.0% 73.0% 87.0%
SBH Sally Beauty Holdings Inc 97.0% 92.0% 88.0% 78.0%
RRR Red Rock Resorts Inc 96.0% 85.0% 98.0% 74.0%
CAAS China Automotive Systems Inc 96.0% 98.0% 78.0% 67.0%
Factor Interactions
Quality Momentum — Expensive
Strong quality (84th) and momentum (80th) but expensive (27th value). Premium priced — watch for mean reversion.
Hot but Volatile
Strong momentum (80th) but high volatility (50%). Momentum could reverse sharply.
Quality at a Premium
High quality (84th) but expensive (27th value). Upside may be limited without earnings growth.
Volatility Expanding
60-day vol (116%) significantly exceeds 252-day (50%). Near-term risk is elevated.
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
C
56.0% avg (7 factors)
Quality
B
65.6% avg (8 factors)
Momentum
C
49.4% avg (4 factors)
Risk
D
32.9% avg (1 factors)
Elevated risk profile — position sizing should reflect the higher volatility.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Score Trends6 snapshots
Factor Persistence6 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.620—0
Value %ile0.270—6
Quality %ile0.840—6
Momentum %ile0.800—2
F-Score7.000—6
Confidence0.951—6
Volatility0.503—6
Value Lens2021-07-13 → 2026-07-12
P/E Ratio
Earnings Yield
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
P/E Ratio
22.94
Earnings Yield (E/P)
0.0593
Price / Sales
1.95
Price / Book
3.96
Price / Cash Flow
16.35
FCF Yield
7.3%
EBITDA / EV
6.5%
Sales Yield (1/P·S)
0.5414
Shareholder Yield
Div + net buyback / mktcap
3.6%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
17.3%
Return on Assets
12.8%
Net Margin
8.5%
Operating Margin
11.0%
Gross Profit / Assets
Novy-Marx GPA
35.3%
Debt / Equity
0.35
Current Ratio
2.46
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.052
External Financing
Net issuance — lower=better
0.109
MomentumPrice trend strength over different horizons
6M Return
-15.0%
12M Return
26.1%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
31.8%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.63
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
11.4%
Earnings Growth (YoY)
11.4%
Earnings Stability (CV)
Lower = more stable
0.172
5yr Consistent
EPS up every year for 5 years
Yes
Piotroski F-Score
7
Buyback Yield
3.6%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
77
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
73
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
75
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity