Cavco Industries (CVCO) vs Geo Group (The) REIT (GEO)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Geo Group (The) REIT (GEO) has outperformed Cavco Industries (CVCO) over the past year, gaining 61.9% versus a gain of 5.0%. Over five years, GEO leads with a +267.3% price change compared with +139.5% for CVCO. Cavco Industries is the larger company by market cap ($4.22 billion vs $4.07 billion), about 1.0 times the size.
On valuation, Geo Group (The) REIT trades at a lower forward P/E (18.0x vs 19.0x for Cavco Industries). Geo Group (The) REIT converts more of its revenue into profit, with a net margin of 9.7% 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 | GEO |
|---|---|---|
| Share price | $548.72 | $30.96 |
| Market cap | $4.22B | $4.07B |
| 1-day change | +1.51% | +1.44% |
| YTD return | -7.11% | +89.33% |
| 1-year return | +4.97% | +61.91% |
| 5-year return | +139.47% | +267.27% |
| P/E ratio (TTM) | 23.87 | 14.54 |
| Forward P/E | 19.04 | 18.03 |
| EPS (TTM) | $22.99 | $2.13 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $2.24B | $2.63B |
| Revenue growth (YoY) | +11.36% | +8.58% |
| Net income (latest FY) | $190.55M | $254.37M |
| Gross margin | 23.47% | — |
| Operating margin | 10.18% | 9.78% |
| Net margin | 8.49% | 9.67% |
| 52-week high | $713.01 | $33.17 |
| 52-week low | $443.34 | $12.51 |
| Distance from 52-week high | -23.04% | -6.66% |
| Analyst consensus | strong_buy | strong_buy |
| Avg. price target upside | +21.19% | +21.93% |
| Average volume | 109.22K | 2.14M |
| Shares outstanding | 7.69M | 131.62M |
| Employees | 7,700 | 18,000 |
| Sector | Consumer Cyclical | Consumer Discretionary |
| Industry | Residential Construction | 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
- GEO has outperformed CVCO by 56.9 percentage points over the past year.
- Cavco Industries trades at a higher earnings multiple (23.9x vs 14.5x trailing P/E).
- The two companies sit in different sectors: Cavco Industries in Consumer Cyclical and Geo Group (The) REIT in Consumer Discretionary.
About Cavco Industries
CVCO stock →Cavco Industries, Inc. designs, produces, and retails factory-built homes primarily in the United States.
Consumer Cyclical · Residential Construction · 7,700 employees
About Geo Group (The) REIT
GEO stock →The GEO Group, Inc. a diversified government service provider, specializing in design, financing, development, and support services for secure facilities, processing centers, and community reentry centers in the United States, Australia, South Africa, and the United Kingdom.
Consumer Discretionary · Homebuilding · 18,000 employees
CVCO vs GEO FAQ
Which is bigger, Cavco Industries or Geo Group (The) REIT?
Cavco Industries (CVCO) is larger, with a market capitalization of $4.22B compared with $4.07B for Geo Group (The) REIT (GEO).
Which stock has performed better over the past year, CVCO or GEO?
GEO returned +61.91% over the past 12 months, compared with +4.97% for CVCO (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CVCO or GEO?
GEO has the lower trailing P/E at 14.5, versus 23.9 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.
Are Cavco Industries and Geo Group (The) REIT in the same industry?
No. Cavco Industries is in the Consumer Cyclical sector, while Geo Group (The) REIT is in Consumer Discretionary.