Cavco Industries (CVCO) vs D.R. Horton (DHI)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 10, 2026.
Summary
Cavco Industries (CVCO) has outperformed D.R. Horton (DHI) over the past year, gaining 5.0% versus a loss of 10.9%. Over five years, CVCO leads with a +132.4% price change compared with +54.9% for DHI. D.R. Horton is the larger company by market cap ($37.73 billion vs $4.09 billion), about 9.2 times the size, while Cavco Industries is growing revenue faster (+11.4% vs -6.9%).
On valuation, D.R. Horton trades at a lower forward P/E (11.7x vs 18.5x for Cavco Industries). D.R. Horton pays a dividend yielding 1.30%, while Cavco Industries does not currently pay one. D.R. Horton converts more of its revenue into profit, with a net margin of 10.5% versus 8.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CVCO | DHI |
|---|---|---|
| Share price | $532.43 | $134.88 |
| Market cap | $4.09B | $37.73B |
| 1-day change | -2.97% | -0.69% |
| YTD return | -9.87% | -6.35% |
| 1-year return | +5.05% | -10.91% |
| 5-year return | +132.36% | +54.95% |
| P/E ratio (TTM) | 23.16 | 12.94 |
| Forward P/E | 18.48 | 11.72 |
| EPS (TTM) | $22.99 | $10.42 |
| Dividend yield | 0.00% | 1.30% |
| Annual dividend | $0.00 | $1.75 |
| Revenue (latest FY) | $2.24B | $34.25B |
| Revenue growth (YoY) | +11.36% | -6.93% |
| Net income (latest FY) | $190.55M | $3.59B |
| Gross margin | 23.47% | 23.70% |
| Operating margin | 10.18% | — |
| Net margin | 8.49% | 10.47% |
| 52-week high | $713.01 | $170.79 |
| 52-week low | $443.34 | $131.75 |
| Distance from 52-week high | -25.33% | -21.03% |
| Analyst consensus | strong_buy | hold |
| Avg. price target upside | +24.90% | +15.18% |
| Average volume | 110.82K | 2.62M |
| Shares outstanding | 7.69M | 279.70M |
| Employees | 7,700 | 14,341 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Homebuilding | Homebuilding |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- D.R. Horton is about 9.2 times larger than Cavco Industries by market value ($37.73B vs $4.09B).
- CVCO has outperformed DHI by 16.0 percentage points over the past year.
- Cavco Industries trades at a higher earnings multiple (23.2x vs 12.9x trailing P/E).
- D.R. Horton offers a meaningfully higher dividend yield (1.30% vs 0.00%).
- Cavco Industries grew revenue faster in its latest fiscal year (+11.36% vs -6.93%).
About Cavco Industries
CVCO stock →Cavco Industries, Inc. designs, produces, and retails factory-built homes primarily in the United States.
Consumer Discretionary · Homebuilding · 7,700 employees
About D.R. Horton
DHI stock →D.R. Horton, Inc.
Consumer Discretionary · Homebuilding · 14,341 employees
CVCO vs DHI FAQ
Which is bigger, Cavco Industries or D.R. Horton?
D.R. Horton (DHI) is larger, with a market capitalization of $37.73B compared with $4.09B for Cavco Industries (CVCO).
Which stock has performed better over the past year, CVCO or DHI?
CVCO returned +5.05% over the past 12 months, compared with -10.91% for DHI (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CVCO or DHI?
DHI has the lower trailing P/E at 12.9, versus 23.2 for CVCO. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Cavco Industries or D.R. Horton?
D.R. Horton pays a dividend yielding 1.30%, while Cavco Industries does not currently pay a regular dividend.
Are Cavco Industries and D.R. Horton in the same industry?
Yes. Both are classified in the Homebuilding industry within the Consumer Discretionary sector.