CVCO vs UFPI
Cavco Industries, Inc. and UFP Industries Inc., side by side — 10 fiscal years reported in USD, drawn from SEC filings.
Most recent reported year
| Metric | CVCO | UFPI |
|---|---|---|
| Revenue | $2.2B | $6.3B |
| Net income | $190.6M | $294.8M |
| Gross margin | 23.5% | 16.8% |
| Net margin | 8.5% | 4.7% |
| Return on equity | 17.6% | 9.4% |
| Diluted EPS | $23.98 | $5.00 |
| Dividend / share | · | $1.40 |
| Payout ratio | · | 27.9% |
| Free cash flow | $232.1M | $276.4M |
| Equity | $1.1B | $3.1B |
| Net debt / equity | · | −0.22× |
| Current ratio | 2.46× | 4.59× |
| Revenue CAGR 5y | 15.2% | 4.2% |
| Profit CAGR 5y | 20.0% | 3.6% |
UFPI bills 2.8× the revenue of CVCO, and CVCO keeps more of each dollar of revenue as profit (8.5% against 4.7%).
The stronger figure of the pair is set in bold. That is arithmetic, not a recommendation — this page does not pick a winner. "·" marks a figure not available in our data.
10 years side by side
| Fiscal year | CVCO | UFPI |
|---|---|---|
| FY2025 | $2.2B | $6.3B |
| FY2024 | $2.0B | $6.7B |
| FY2023 | $1.8B | $7.2B |
| FY2022 | $2.1B | $9.6B |
| FY2021 | $1.6B | $8.6B |
| FY2020 | $1.1B | $5.2B |
| FY2019 | $1.1B | $4.4B |
| FY2018 | $962.7M | $4.5B |
| FY2017 | $871.2M | $4.0B |
| FY2016 | $773.8M | $3.3B |
Bottom line
| Fiscal year | CVCO | UFPI |
|---|---|---|
| FY2025 | $190.6M | $294.8M |
| FY2024 | $171.0M | $414.6M |
| FY2023 | $157.8M | $514.3M |
| FY2022 | $240.6M | $692.7M |
| FY2021 | $197.7M | $535.6M |
| FY2020 | $76.6M | $246.8M |
| FY2019 | $75.1M | $179.7M |
| FY2018 | $68.6M | $148.6M |
| FY2017 | $61.5M | $119.5M |
| FY2016 | $38.0M | $101.2M |
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | −$4,075,838,000 | UFPI |
| FY2024 | −$4,636,851,000 | UFPI |
| FY2023 | −$5,423,592,000 | UFPI |
| FY2022 | −$7,484,026,000 | UFPI |
| FY2021 | −$7,008,976,000 | UFPI |
| FY2020 | −$4,045,947,000 | UFPI |
| FY2019 | −$3,354,235,000 | UFPI |
| FY2018 | −$3,526,434,000 | UFPI |
| FY2017 | −$3,134,968,000 | UFPI |
| FY2016 | −$2,523,580,000 | UFPI |
| FY2015 | −$2,174,719,000 | UFPI |
| FY2014 | −$2,093,670,000 | UFPI |
| FY2013 | −$1,937,109,000 | UFPI |
| FY2012 | −$1,602,633,000 | UFPI |
| FY2011 | −$1,379,270,000 | UFPI |
| FY2010 | −$1,719,024,000 | UFPI |
| FY2009 | −$1,557,388,000 | UFPI |
UFPI has reported the higher revenue in every one of these 17 fiscal years. The gap has widened since the earliest year compared.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
17 fiscal years
| Fiscal year | Difference | Ahead |
|---|---|---|
| FY2025 | +3.8 pp | CVCO |
| FY2024 | +2.2 pp | CVCO |
| FY2023 | +1.7 pp | CVCO |
| FY2022 | +3.9 pp | CVCO |
| FY2021 | +5.8 pp | CVCO |
| FY2020 | +2.0 pp | CVCO |
| FY2019 | +2.9 pp | CVCO |
| FY2018 | +3.7 pp | CVCO |
| FY2017 | +4.0 pp | CVCO |
| FY2016 | +1.7 pp | CVCO |
| FY2015 | +1.1 pp | CVCO |
| FY2014 | +1.9 pp | CVCO |
| FY2013 | +1.7 pp | CVCO |
| FY2012 | +1.0 pp | CVCO |
| FY2011 | +6.4 pp | CVCO |
| FY2010 | +1.3 pp | CVCO |
| FY2009 | −4.8 pp | UFPI |
The higher net margin has changed hands between CVCO and UFPI over this period.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
CVCO's net margin has been more volatile than UFPI's over the 17 comparable fiscal years — 3.6 percentage points of standard deviation against 2.1.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in net margin changed hands between CVCO and UFPI over these 17 fiscal years — CVCO led in 16 and UFPI in 1.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
Standard deviation, each side
UFPI's return on equity has been more volatile than CVCO's over the 17 comparable fiscal years — 8.3 percentage points of standard deviation against 7.4.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.
Year by year
The lead in return on equity changed hands between CVCO and UFPI over these 17 fiscal years — CVCO led in 5 and UFPI in 12.
17 of 17 comparable fiscal years — a year missing data on either side is not counted.