MetaCap

Cavco Industries (CVCO) vs Champion Homes (SKY)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

Champion Homes (SKY) has outperformed Cavco Industries (CVCO) over the past year, gaining 22.4% versus a gain of 5.0%. Over five years, CVCO leads with a +139.5% price change compared with +33.1% for SKY. Champion Homes is the larger company by market cap ($4.42 billion vs $4.22 billion), about 1.0 times the size, while Cavco Industries is growing revenue faster (+11.4% vs +7.3%).

On valuation, Cavco Industries trades at a lower forward P/E (19.0x vs 19.1x for Champion Homes). Cavco Industries converts more of its revenue into profit, with a net margin of 8.5% versus 7.8%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

CVCO+9.05%SKY+22.90%
+50%+19%-12%
Oct 7, 20251 yearOct 8, 2026
CVCO+134.87%SKY+33.54%
+210%+86%-39%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

CVCO versus SKY key metrics
MetricCVCOSKY
Share price$548.72$81.47
Market cap$4.22B$4.42B
1-day change+1.51%+0.54%
YTD return-7.11%-3.59%
1-year return+4.97%+22.36%
5-year return+139.47%+33.12%
P/E ratio (TTM)23.8723.75
Forward P/E19.0419.11
EPS (TTM)$22.99$3.43
Dividend yield0.00%0.00%
Annual dividend$0.00$0.00
Revenue (latest FY)$2.24B$2.66B
Revenue growth (YoY)+11.36%+7.26%
Net income (latest FY)$190.55M$206.90M
Gross margin23.47%26.44%
Operating margin10.18%9.45%
Net margin8.49%7.77%
52-week high$713.01$99.17
52-week low$443.34$63.69
Distance from 52-week high-23.04%-17.85%
Analyst consensusstrong_buybuy
Avg. price target upside+21.19%+27.04%
Average volume109.22K607.34K
Shares outstanding7.69M54.28M
Employees7,7009,200
SectorConsumer CyclicalConsumer Discretionary
IndustryResidential ConstructionHomebuilding

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

  • SKY has outperformed CVCO by 17.4 percentage points over the past year.
  • The two companies sit in different sectors: Cavco Industries in Consumer Cyclical and Champion Homes 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 Champion Homes

SKY stock →

Champion Homes, Inc. produces and sells factory-built housing in the United States and Canada.

Consumer Discretionary · Homebuilding · 9,200 employees

CVCO vs SKY FAQ

Which is bigger, Cavco Industries or Champion Homes?

Champion Homes (SKY) is larger, with a market capitalization of $4.42B compared with $4.22B for Cavco Industries (CVCO).

Which stock has performed better over the past year, CVCO or SKY?

SKY returned +22.36% 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 SKY?

SKY has the lower trailing P/E at 23.8, 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 Champion Homes in the same industry?

No. Cavco Industries is in the Consumer Cyclical sector, while Champion Homes is in Consumer Discretionary.

More comparisons