<p>Cavco Industries (CVCO) 继续稳步上升，过去一个月股价上涨了 5%，今年迄今为止上涨了 27%。投资者密切关注公司业绩的上升趋势。</p>
<p>查看我们对 Cavco Industries 的最新分析。</p>
<p>随着 Cavco Industries 的股价年初至今上涨 27%，过去十二个月的股东总回报接近 20%，势头依然强劲。近期的涨幅反映了对公司持续增长轨迹和改善的行业情绪的乐观情绪。</p>
<p>如果您有兴趣寻找更多具有类似上升动力的股票，现在是扩大搜索范围、发现快速增长且内部持股比例高的股票的最佳时机。</p>
<p>随着股价迅速攀升和乐观情绪高涨，投资者是否仍然认为 Cavco Industries 还有上涨空间，还是市场已经在价格中反映了公司所有的增长潜力？</p>
<h2>最受欢迎的叙述：低估 4.9%</h2>
<p>Cavco Industries 收盘价为 557.97 美元，而叙述的公允价值设定为 586.67 美元，最新展望显示价格与潜在价值之间存在适度差距。这使得人们关注哪些商业因素可能进一步推动估值。</p>
<blockquote>
<p><em>持续的住房可负担性危机继续推动对制造房屋的需求显著增加，Cavco 报告了强劲的销量增长以及出货量和价格的连续上升。这表明，随着传统住房的可负担性限制持续存在，收入扩张是持久的。</em></p>
</blockquote>
<p>阅读完整叙述。</p>
<p>想知道是什么将住房短缺转变为巨额利润吗？叙述指向一个由扩张、效率和显著收入预测塑造的未来。找出哪些假设推动了 Cavco 的上行潜力，以及分析师为何提高了他们的目标。阅读详细信息并判断这些数字是否支持溢价。</p>
<p><strong>结果：公允价值为 586.67 美元（低估）</strong></p>
<p>完整阅读叙述，了解预测背后的原因。</p>
<p>然而，持续的关税压力和地区市场疲软仍可能对 Cavco 的增长故事构成挑战，并可能影响未来的盈利势头。</p>
<p>了解 Cavco Industries 叙述的关键风险。</p>
<h2>另一种观点：查看市场倍数</h2>
<p>虽然公允价值估计显示出 4.9% 的折扣，但市场定价却讲述了不同的故事。Cavco Industries 目前的市盈率为 22.1 倍，远高于行业平均水平 10.5 倍和计算出的公允比率 14.9 倍。这一溢价表明，投资者可能在为未来的增长支付更高的价格，这可能意味着如果预期未能实现，出错的空间会更小。这种高估值是否构成风险，还是反映了持久的势头？</p>
<p>查看数字对这个价格的看法——在我们的估值分析中找到答案。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/169c01e7-e1f2-4652-98db-d995d211728b/chart/pe-multiple-vs-industry?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/169c01e7-e1f2-4652-98db-d995d211728b/chart/pe-multiple-vs-industry"/></p>
<p>NasdaqGS:CVCO 截至 2025 年 11 月的市盈率</p>
<h2>自己构建 Cavco Industries 的叙述</h2>
<p>如果您在数字中看到不同的故事，或想深入挖掘自己的结论，请尝试在几分钟内从头开始构建您的观点。以您自己的方式进行。</p>
<p>进行 Cavco Industries 研究的一个很好的起点是我们的分析，重点突出 2 个关键奖励和 1 个重要警示信号，这可能会影响您的投资决策。</p>
<h2>寻找更多投资想法？</h2>
<p>聪明的投资者知道，良好的机会不会永远存在。通过使用 Simply Wall Street 强大的筛选工具，今天就打开您的可能性，查看最热门的趋势和表现最佳的股票。</p>
<ul>
<li>通过研究这 25 只在自动化、数据处理和人工智能创新领域引起轰动的 AI 便士股票，利用科技不可阻挡的势头。</li>
<li>通过审查这些 16 只收益超过 3% 的股息股票，增强您投资组合的稳定性，这些股票提供持续的收益和超过 3% 的股东回报。</li>
<li>捕捉这些 879 只基于现金流的低估股票的独特价值机会，这些股票目前在雷达下飞行，价格低于其基于强劲现金流分析的公允价值。</li>
</ul>
<p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成买入或卖出任何股票的推荐，也不考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>

Cavco工业

<p>Cavco Industries (CVCO) 的股票今年迄今已上涨 27%，反映出投资者的强烈乐观情绪。尽管以 22.1 倍的市盈率交易，该股票仍被认为低估 4.9%，其公允价值为 586.67 美元。由于住房可负担性问题，公司受益于对制造房屋的高需求。然而，关税压力和市场疲软带来了风险。建议投资者在评估 Cavco 的增长潜力时考虑这些因素</p>

<p>Cavco Industries (CVCO) has continued its steady climb, with the stock up 5% over the past month and 27% so far this year. Investors are watching closely as the company’s performance trends upward.</p>
<div class="lb-trans"><p>Cavco Industries (CVCO) 继续稳步上升，过去一个月股价上涨了 5%，今年迄今为止上涨了 27%。投资者密切关注公司业绩的上升趋势。</p>
</div><p>See our latest analysis for Cavco Industries.</p>
<div class="lb-trans"><p>查看我们对 Cavco Industries 的最新分析。</p>
</div><p>With Cavco Industries’ share price advancing 27% year-to-date and total shareholder return reaching nearly 20% over the last twelve months, momentum remains strong. Recent gains reflect growing optimism around the company’s continued growth trajectory and improved industry sentiment.</p>
<div class="lb-trans"><p>随着 Cavco Industries 的股价年初至今上涨 27%，过去十二个月的股东总回报接近 20%，势头依然强劲。近期的涨幅反映了对公司持续增长轨迹和改善的行业情绪的乐观情绪。</p>
</div><p>If you’re interested in finding more stocks with a similar upward drive, now is the perfect time to broaden your search and discover fast growing stocks with high insider ownership</p>
<div class="lb-trans"><p>如果您有兴趣寻找更多具有类似上升动力的股票，现在是扩大搜索范围、发现快速增长且内部持股比例高的股票的最佳时机。</p>
</div><p>With shares climbing rapidly and optimism running high, are investors still catching Cavco Industries with room to run, or is the market already reflecting every bit of the company’s promising growth in its price?</p>
<div class="lb-trans"><p>随着股价迅速攀升和乐观情绪高涨，投资者是否仍然认为 Cavco Industries 还有上涨空间，还是市场已经在价格中反映了公司所有的增长潜力？</p>
</div><h2>Most Popular Narrative: 4.9% Undervalued</h2>
<div class="lb-trans"><h2>最受欢迎的叙述：低估 4.9%</h2>
</div><p>With Cavco Industries closing at $557.97 and the narrative’s fair value set at $586.67, the latest outlook sees a modest gap between price and potential. This keeps attention focused on which business factors could push valuation further.</p>
<div class="lb-trans"><p>Cavco Industries 收盘价为 557.97 美元，而叙述的公允价值设定为 586.67 美元，最新展望显示价格与潜在价值之间存在适度差距。这使得人们关注哪些商业因素可能进一步推动估值。</p>
</div><blockquote>
<p><em>The ongoing housing affordability crisis continues to drive significantly higher demand for manufactured homes, with Cavco reporting strong volume growth and sequential increases in both shipments and pricing. This points to durable revenue expansion as affordability constraints persist for traditional housing.</em></p>
</blockquote>
<div class="lb-trans"><blockquote>
<p><em>持续的住房可负担性危机继续推动对制造房屋的需求显著增加，Cavco 报告了强劲的销量增长以及出货量和价格的连续上升。这表明，随着传统住房的可负担性限制持续存在，收入扩张是持久的。</em></p>
</blockquote>
</div><p>Read the complete narrative.</p>
<div class="lb-trans"><p>阅读完整叙述。</p>
</div><p>Want to see what turns housing shortages into big profits? The narrative points to a future shaped by expansion, efficiency, and notable revenue projections. Find out which assumptions drive Cavco’s upside and why analysts have raised their targets. Read the details and decide if the numbers support the premium.</p>
<div class="lb-trans"><p>想知道是什么将住房短缺转变为巨额利润吗？叙述指向一个由扩张、效率和显著收入预测塑造的未来。找出哪些假设推动了 Cavco 的上行潜力，以及分析师为何提高了他们的目标。阅读详细信息并判断这些数字是否支持溢价。</p>
</div><p><strong>Result: Fair Value of $586.67 (UNDERVALUED)</strong></p>
<div class="lb-trans"><p><strong>结果：公允价值为 586.67 美元（低估）</strong></p>
</div><p>Have a read of the narrative in full and understand what's behind the forecasts.</p>
<div class="lb-trans"><p>完整阅读叙述，了解预测背后的原因。</p>
</div><p>However, persistent tariff pressures and regional market softness could still challenge Cavco’s growth story and could affect future earnings momentum.</p>
<div class="lb-trans"><p>然而，持续的关税压力和地区市场疲软仍可能对 Cavco 的增长故事构成挑战，并可能影响未来的盈利势头。</p>
</div><p>Find out about the key risks to this Cavco Industries narrative.</p>
<div class="lb-trans"><p>了解 Cavco Industries 叙述的关键风险。</p>
</div><h2>Another View: Looking at Market Multiples</h2>
<div class="lb-trans"><h2>另一种观点：查看市场倍数</h2>
</div><p>While the fair value estimate points to a 4.9% discount, market pricing tells a different story. Cavco Industries currently trades at a price-to-earnings ratio of 22.1x, which is well above the industry average of 10.5x and the calculated fair ratio of 14.9x. This premium signals that investors may be paying up for future growth, which could mean there is less room for error if expectations falter. Could this rich valuation pose a risk, or does it reflect lasting momentum?</p>
<div class="lb-trans"><p>虽然公允价值估计显示出 4.9% 的折扣，但市场定价却讲述了不同的故事。Cavco Industries 目前的市盈率为 22.1 倍，远高于行业平均水平 10.5 倍和计算出的公允比率 14.9 倍。这一溢价表明，投资者可能在为未来的增长支付更高的价格，这可能意味着如果预期未能实现，出错的空间会更小。这种高估值是否构成风险，还是反映了持久的势头？</p>
</div><p>See what the numbers say about this price — find out in our valuation breakdown.</p>
<div class="lb-trans"><p>查看数字对这个价格的看法——在我们的估值分析中找到答案。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/169c01e7-e1f2-4652-98db-d995d211728b/chart/pe-multiple-vs-industry" alt="" original-src="https://images.simplywall.st/company/169c01e7-e1f2-4652-98db-d995d211728b/chart/pe-multiple-vs-industry"/></p>
<p>NasdaqGS:CVCO PE Ratio as at Nov 2025</p>
<div class="lb-trans"><p>NasdaqGS:CVCO 截至 2025 年 11 月的市盈率</p>
</div><h2>Build Your Own Cavco Industries Narrative</h2>
<div class="lb-trans"><h2>自己构建 Cavco Industries 的叙述</h2>
</div><p>If you see a different story in the numbers or want to dig in for your own conclusions, try building your perspective from scratch in just a few minutes. Do it your way</p>
<div class="lb-trans"><p>如果您在数字中看到不同的故事，或想深入挖掘自己的结论，请尝试在几分钟内从头开始构建您的观点。以您自己的方式进行。</p>
</div><p>A great starting point for your Cavco Industries research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.</p>
<div class="lb-trans"><p>进行 Cavco Industries 研究的一个很好的起点是我们的分析，重点突出 2 个关键奖励和 1 个重要警示信号，这可能会影响您的投资决策。</p>
</div><h2>Looking for more investment ideas?</h2>
<div class="lb-trans"><h2>寻找更多投资想法？</h2>
</div><p>Smart investors know that great opportunities rarely last forever. Open up your possibilities today by checking out the hottest trends and top-performing stocks using Simply Wall Street’s powerful screener tools.</p>
<div class="lb-trans"><p>聪明的投资者知道，良好的机会不会永远存在。通过使用 Simply Wall Street 强大的筛选工具，今天就打开您的可能性，查看最热门的趋势和表现最佳的股票。</p>
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</ul>
<div class="lb-trans"><ul>
<li>通过研究这 25 只在自动化、数据处理和人工智能创新领域引起轰动的 AI 便士股票，利用科技不可阻挡的势头。</li>
<li>通过审查这些 16 只收益超过 3% 的股息股票，增强您投资组合的稳定性，这些股票提供持续的收益和超过 3% 的股东回报。</li>
<li>捕捉这些 879 只基于现金流的低估股票的独特价值机会，这些股票目前在雷达下飞行，价格低于其基于强劲现金流分析的公允价值。</li>
</ul>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>这篇文章由 Simply Wall St 撰写，内容具有一般性。<strong>我们提供基于历史数据和分析师预测的评论，仅使用无偏见的方法，我们的文章并不旨在提供财务建议。</strong> 它不构成买入或卖出任何股票的推荐，也不考虑您的目标或财务状况。我们的目标是为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
</div>

Cavco 工业（CVCO）：随着股价年初至今上涨 27%，评估其估值