Cavco Industries' performance aligns with expectations, but its revenue growth is predicted to decelerate. The forecasted 3.3% annual growth rate until 2025 is significantly lower than the past 19% p.a. growth. The broader industry is anticipated to outpace Cavco Industries.
Cavco's CEO, Bill Boor, lauds Schuknecht's appointment, citing his extensive corporate law experience and collaborative approach. Boor also appreciates Dragash's contributions to Cavco's growth and compliance practices.
Cavco Industries' low P/E ratio is due to its lower predicted growth compared to the broader market. Shareholders accept this as they anticipate future earnings may not provide any pleasant surprises. These conditions form a barrier for the share price.
The increasing returns on a growing amount of capital is a positive sign for Cavco Industries. The company's promising fundamentals suggest it may be worth further investigation for potential investors.
Cavco Industries might be overpriced considering its higher trading value compared to the Consumer Durables industry. Its increasing price and negative future prediction may make it a risky investment. Timing is crucial for potential investment.
Data from Census Bureau: the average price for a traditional new home sold in Dec 2022 was $528,400 (including the land) whereas for new manufactured home the average price in Sep 2022 was $130,400 (without land). $Skyline(SKY.US)$$卡寇工业(CVCO.US)$$伯克希尔-B(BRK.B.US)$
卡寇工业股票讨论区
2024Q1营收下滑19.1%,营业利润下滑28.5%,净利润下滑22.3%。
目前市盈率10.8,市盈率TTM微升到11.3,如果按5年平均净利1.32亿计算,市盈率为19,估值看起来吸引力不大。
Affordable Housing
$Skyline(SKY.US)$$卡寇工业(CVCO.US)$$伯克希尔-B(BRK.B.US)$
news alert 🚨 potential big gains
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