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)$$卡寇工業(CVCO.US)$$伯克希爾-B(BRK.B.US)$
卡寇工業股票討論區
2024Q1營收下滑19.1%,營業利潤下滑28.5%,淨利潤下滑22.3%。
目前市盈率10.8,市盈率TTM微升到11.3,如果按5年平均淨利1.32億計算,市盈率爲19,估值看起來吸引力不大。
Affordable Housing
$Skyline(SKY.US)$$卡寇工業(CVCO.US)$$伯克希爾-B(BRK.B.US)$
news alert 🚨 potential big gains
$SPDR 標普500指數ETF(SPY.US)$$納指100ETF-Invesco QQQ Trust(QQQ.US)$$iShares羅素2000指數ETF(IWM.US)$$SPDR道瓊斯指數ETF(DIA.US)$$標普500指數(.SPX.US)$$納斯達克綜合指數(.IXIC.US)$$納斯達克(NDAQ.US)$$聯邦快遞(FDX.US)$$花旗集團(C.US)$$埃尼石油(E.US)$$PGT Innovations(PGTI.US)$$波音(BA.US)$$通用汽車(GM.US)$$谷歌-C(GOOG.US)$$安捷倫科技(A.US)$$福特汽車(F.US)$$Build-A-Bear Workshop(BBW.US)$$Frontline PLC(FRO.US)$$英偉達(NVDA.US)$$美國超微公司(AMD.US)$$富國銀行(WFC.US)$$iPath彭博咖啡分類指數總回報ETN(JO.US)$$摩根大通持倉(BK2622.US)$$Liberty All-Star Equity Fund(USA.US)$$全部股票(USAALL.US)$$Visa(V.US)$$洛斯公司(L.US)$$梅西百貨(M.US)$$網易(NTES.US)$$文斯控股(VNCE.US)$$遊戲驛站(GME.US)$$思科(CSCO.US)$$迪士尼(DIS.US)$$搜狐(SOHU.US)$$汽車之家(ATHM.US)$$SandRidge Energy(SD.US)$$QYOU MEDIA INC(QYOUF.US)$$Tri-Continental Corp.(TY.US)$$大眾銀行(BPOP.US)$$Popular Capital Trust II(BPOPM.US)$$Popular Capital Trust I(BPOPN.US)$$普普文化(CPOP.US)$$卡寇工業(CVCO.US)$$西維斯健康(CVS.US)$$叮咚買菜(DDL.US)$$Pool Corp(POOL.US)$$DHT控股(DHT.US)$$特斯拉(TSLA.US)$$Qiwi(QIWI.US)$$A10 Networks(ATEN.US)$$巴里克黃金(GOLD.US)$$黃金(BK2110.US)$$黃金礦業ETF-VanEck(GDX.US)$$高盛(GS.US)$$黃金礦業(AUMN.US)$$食物分配(BK2478.US)$$富樂客(FL.US)$$鞋類及配件(BK2106.US)$$Twin Vee PowerCats(VEEE.US)$$Tootsie Roll Industries(TR.US)$$工具及配件(BK2243.US)$
暫無評論