Cavco Industries (CVCO) vs Lennar (LEN.B)
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 Lennar (LEN.B) over the past year, gaining 5.0% versus a loss of 33.3%. Over five years, CVCO leads with a +139.5% price change compared with +1.7% for LEN.B. Lennar is the larger company by market cap ($18.33 billion vs $4.22 billion), about 4.3 times the size.
On valuation, Lennar trades at a lower forward P/E (4.8x vs 19.0x for Cavco Industries). Lennar pays a dividend yielding 2.60%, while Cavco Industries does not currently pay one.
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 | LEN.B |
|---|---|---|
| Share price | $548.72 | $77.06 |
| Market cap | $4.22B | $18.33B |
| 1-day change | +1.51% | +1.73% |
| YTD return | -7.11% | -19.08% |
| 1-year return | +4.97% | -33.27% |
| 5-year return | +139.47% | +1.69% |
| P/E ratio (TTM) | 23.87 | 14.59 |
| Forward P/E | 19.04 | 4.76 |
| EPS (TTM) | $22.99 | $5.28 |
| Dividend yield | 0.00% | 2.60% |
| Annual dividend | $0.00 | $2.00 |
| Revenue (latest FY) | $2.24B | — |
| Revenue growth (YoY) | +11.36% | — |
| Net income (latest FY) | $190.55M | — |
| Gross margin | 23.47% | — |
| Operating margin | 10.18% | — |
| Net margin | 8.49% | — |
| 52-week high | $713.01 | $125.48 |
| 52-week low | $443.34 | $72.60 |
| Distance from 52-week high | -23.04% | -38.59% |
| Analyst consensus | strong_buy | — |
| Avg. price target upside | +21.19% | — |
| Average volume | 110.03K | 98.63K |
| Shares outstanding | 7.69M | 30.02M |
| Employees | 7,700 | 12,532 |
| Sector | Consumer Cyclical | Consumer Cyclical |
| Industry | Residential Construction | Residential Construction |
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
- Lennar is about 4.3 times larger than Cavco Industries by market value ($18.33B vs $4.22B).
- CVCO has outperformed LEN.B by 38.2 percentage points over the past year.
- Cavco Industries trades at a higher earnings multiple (23.9x vs 14.6x trailing P/E).
- Lennar offers a meaningfully higher dividend yield (2.60% vs 0.00%).
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 Lennar
LEN.B stock →Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding South Central, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments.
Consumer Cyclical · Residential Construction · 12,532 employees
CVCO vs LEN.B FAQ
Which is bigger, Cavco Industries or Lennar?
Lennar (LEN.B) is larger, with a market capitalization of $18.33B compared with $4.22B for Cavco Industries (CVCO).
Which stock has performed better over the past year, CVCO or LEN.B?
CVCO returned +4.97% over the past 12 months, compared with -33.27% for LEN.B (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CVCO or LEN.B?
LEN.B has the lower trailing P/E at 14.6, 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.
Which pays a higher dividend, Cavco Industries or Lennar?
Lennar pays a dividend yielding 2.60%, while Cavco Industries does not currently pay a regular dividend.
Are Cavco Industries and Lennar in the same industry?
Yes. Both are classified in the Residential Construction industry within the Consumer Cyclical sector.