Cavco Industries (CVCO) vs Lennar (LEN)
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) over the past year, gaining 7.4% versus a loss of 37.7%. Over five years, CVCO leads with a +135.9% price change compared with -19.0% for LEN. Lennar is the larger company by market cap ($18.11 billion vs $4.16 billion), about 4.4 times the size, while Cavco Industries is growing revenue faster (+11.4% vs -3.5%).
On valuation, Lennar trades at a lower forward P/E (14.4x vs 18.8x for Cavco Industries). Lennar pays a dividend yielding 2.63%, while Cavco Industries does not currently pay one. Cavco Industries converts more of its revenue into profit, with a net margin of 8.5% versus 6.1%.
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 |
|---|---|---|
| Share price | $540.54 | $76.13 |
| Market cap | $4.16B | $18.11B |
| 1-day change | -5.63% | -1.01% |
| YTD return | -8.50% | -25.94% |
| 1-year return | +7.42% | -37.67% |
| 5-year return | +135.90% | -19.03% |
| P/E ratio (TTM) | 24.94 | 14.42 |
| Forward P/E | 18.76 | 14.44 |
| EPS (TTM) | $21.67 | $5.28 |
| Dividend yield | 0.00% | 2.63% |
| Annual dividend | $0.00 | $2.00 |
| Revenue (latest FY) | $2.24B | $34.19B |
| Revenue growth (YoY) | +11.36% | -3.54% |
| Net income (latest FY) | $190.55M | $2.08B |
| Gross margin | 23.47% | — |
| Operating margin | 10.18% | — |
| Net margin | 8.49% | 6.08% |
| 52-week high | $713.01 | $133.76 |
| 52-week low | $443.34 | $73.75 |
| Distance from 52-week high | -24.19% | -43.08% |
| Analyst consensus | strong_buy | underperform |
| Avg. price target upside | +23.03% | +3.15% |
| Average volume | 108.58K | 3.63M |
| Shares outstanding | 7.69M | 207.88M |
| Employees | 7,700 | 12,532 |
| 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
- Lennar is about 4.4 times larger than Cavco Industries by market value ($18.11B vs $4.16B).
- CVCO has outperformed LEN by 45.1 percentage points over the past year.
- Cavco Industries trades at a higher earnings multiple (24.9x vs 14.4x trailing P/E).
- Lennar offers a meaningfully higher dividend yield (2.63% vs 0.00%).
- Cavco Industries grew revenue faster in its latest fiscal year (+11.36% vs -3.54%).
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 Lennar
LEN 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 Discretionary · Homebuilding · 12,532 employees
CVCO vs LEN FAQ
Which is bigger, Cavco Industries or Lennar?
Lennar (LEN) is larger, with a market capitalization of $18.11B compared with $4.16B for Cavco Industries (CVCO).
Which stock has performed better over the past year, CVCO or LEN?
CVCO returned +7.42% over the past 12 months, compared with -37.67% for LEN (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CVCO or LEN?
LEN has the lower trailing P/E at 14.4, versus 24.9 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 2.63%, 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 Homebuilding industry within the Consumer Discretionary sector.