Cavco Industries (CVCO) vs PulteGroup (PHM)
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 PulteGroup (PHM) over the past year, gaining 7.4% versus a loss of 13.3%. Over five years, CVCO leads with a +135.9% price change compared with +132.0% for PHM. PulteGroup is the larger company by market cap ($21.63 billion vs $4.22 billion), about 5.1 times the size, while Cavco Industries is growing revenue faster (+11.4% vs -3.5%).
On valuation, PulteGroup trades at a lower forward P/E (10.4x vs 19.0x for Cavco Industries). PulteGroup pays a dividend yielding 0.88%, while Cavco Industries does not currently pay one. PulteGroup converts more of its revenue into profit, with a net margin of 12.8% 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 | PHM |
|---|---|---|
| Share price | $548.72 | $113.53 |
| Market cap | $4.22B | $21.63B |
| 1-day change | +1.51% | +1.07% |
| YTD return | -8.50% | -4.20% |
| 1-year return | +7.42% | -13.33% |
| 5-year return | +135.90% | +132.04% |
| P/E ratio (TTM) | 23.87 | 11.58 |
| Forward P/E | 19.04 | 10.38 |
| EPS (TTM) | $22.99 | $9.80 |
| Dividend yield | 0.00% | 0.88% |
| Annual dividend | $0.00 | $1.00 |
| Revenue (latest FY) | $2.24B | $17.31B |
| Revenue growth (YoY) | +11.36% | -3.54% |
| Net income (latest FY) | $190.55M | $2.22B |
| Gross margin | 23.47% | — |
| Operating margin | 10.18% | — |
| Net margin | 8.49% | 12.82% |
| 52-week high | $713.01 | $144.50 |
| 52-week low | $443.34 | $108.49 |
| Distance from 52-week high | -23.04% | -21.43% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +21.19% | +22.18% |
| Average volume | 109.22K | 1.63M |
| Shares outstanding | 7.69M | 190.49M |
| Employees | 7,700 | 6,506 |
| 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
- PulteGroup is about 5.1 times larger than Cavco Industries by market value ($21.63B vs $4.22B).
- CVCO has outperformed PHM by 20.7 percentage points over the past year.
- Cavco Industries trades at a higher earnings multiple (23.9x vs 11.6x trailing P/E).
- 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 PulteGroup
PHM stock →PulteGroup, Inc., through its subsidiaries, engages in the homebuilding business in the United States. The company is involved in the acquisition and development of land primarily for residential purposes, as well as construction of housing; and sale of single-family detached homes; and attached homes, such as townhomes, condominiums, and duplexes under the Centex, Pulte Homes, Del Webb, DiVosta Homes, and John Wieland Homes and Neighborhoods brands.
Consumer Discretionary · Homebuilding · 6,506 employees
CVCO vs PHM FAQ
Which is bigger, Cavco Industries or PulteGroup?
PulteGroup (PHM) is larger, with a market capitalization of $21.63B compared with $4.22B for Cavco Industries (CVCO).
Which stock has performed better over the past year, CVCO or PHM?
CVCO returned +7.42% over the past 12 months, compared with -13.33% for PHM (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CVCO or PHM?
PHM has the lower trailing P/E at 11.6, 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 PulteGroup?
PulteGroup pays a dividend yielding 0.88%, while Cavco Industries does not currently pay a regular dividend.
Are Cavco Industries and PulteGroup in the same industry?
Yes. Both are classified in the Homebuilding industry within the Consumer Discretionary sector.