Cavco Industries (CVCO) vs Installed Building Products (IBP)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Cavco Industries (CVCO) has outperformed Installed Building Products (IBP) over the past year, gaining 7.4% versus a loss of 21.6%. Over five years, CVCO leads with a +135.9% price change compared with +65.5% for IBP. Installed Building Products is the larger company by market cap ($4.82 billion vs $4.15 billion), about 1.2 times the size, while Cavco Industries is growing revenue faster (+11.4% vs +1.0%).
On valuation, Installed Building Products trades at a lower forward P/E (16.0x vs 18.7x for Cavco Industries). Installed Building Products pays a dividend yielding 0.84%, while Cavco Industries does not currently pay one. Installed Building Products converts more of its revenue into profit, with a net margin of 8.9% 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 | IBP |
|---|---|---|
| Share price | $539.69 | $181.23 |
| Market cap | $4.15B | $4.82B |
| 1-day change | -0.16% | -1.72% |
| YTD return | -8.50% | -28.91% |
| 1-year return | +7.42% | -21.58% |
| 5-year return | +135.90% | +65.53% |
| P/E ratio (TTM) | 23.47 | 19.55 |
| Forward P/E | 18.73 | 15.98 |
| EPS (TTM) | $22.99 | $9.27 |
| Dividend yield | 0.00% | 0.84% |
| Annual dividend | $0.00 | $1.52 |
| Revenue (latest FY) | $2.24B | $2.97B |
| Revenue growth (YoY) | +11.36% | +1.00% |
| Net income (latest FY) | $190.55M | $265.40M |
| Gross margin | 23.47% | 33.97% |
| Operating margin | 10.18% | 13.01% |
| Net margin | 8.49% | 8.93% |
| 52-week high | $713.01 | $349.00 |
| 52-week low | $443.34 | $178.77 |
| Distance from 52-week high | -24.31% | -48.07% |
| Analyst consensus | strong_buy | hold |
| Avg. price target upside | +23.22% | +31.41% |
| Average volume | 109.22K | 388.81K |
| Shares outstanding | 7.69M | 26.58M |
| Employees | 7,700 | 10,400 |
| 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
- CVCO has outperformed IBP by 29.0 percentage points over the past year.
- Cavco Industries grew revenue faster in its latest fiscal year (+11.36% vs +1.00%).
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 Installed Building Products
IBP stock →Installed Building Products, Inc., together with its subsidiaries, engages in the installation of insulation for residential and commercial builders in the United States. It operates through three segments: Installation, Distribution, and Manufacturing Operations.
Consumer Discretionary · Homebuilding · 10,400 employees
CVCO vs IBP FAQ
Which is bigger, Cavco Industries or Installed Building Products?
Installed Building Products (IBP) is larger, with a market capitalization of $4.82B compared with $4.15B for Cavco Industries (CVCO).
Which stock has performed better over the past year, CVCO or IBP?
CVCO returned +7.42% over the past 12 months, compared with -21.58% for IBP (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CVCO or IBP?
IBP has the lower trailing P/E at 19.6, versus 23.5 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 Installed Building Products?
Installed Building Products pays a dividend yielding 0.84%, while Cavco Industries does not currently pay a regular dividend.
Are Cavco Industries and Installed Building Products in the same industry?
Yes. Both are classified in the Homebuilding industry within the Consumer Discretionary sector.