Cavco Industries vs Green Brick Partners
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KIRA’s take AI analyst
I put Cavco Industries and Green Brick Partners side by side, using each one’s latest annual report. Here is what stands out:
- Cavco Industries is the larger business, with $2.2B of revenue in fiscal 2026 against $2.0B for Green Brick Partners.
- Cavco Industries grew revenue faster (11.4%, against −1.0%).
- Investors pay more for each dollar of Cavco Industries’s earnings: a P/E of 23.2x against 9.7x for Green Brick Partners.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
Cavco Industries
CVCO
3/7
Revenue growthFCF marginShare count change
Green Brick Partners
GRBK
4/7
5-year growthGross marginNet marginReturn on equity
Side by side
Best in the row
| Latest fiscal year | CVCO FY26 | GRBK FY25 |
|---|---|---|
| Size | ||
| Market cap | $4.2B | $2.8B |
| Revenue | $2.2B | $2.0B |
| Free cash flow | $232M | $208M |
| Net income | $191M | $313M |
| Growth | ||
| Revenue growth | 11.4% | −1.0% |
| 5-year growth | 15.2% | 15.9% |
| Share count change | −3.8% | −2.0% |
| Profitability | ||
| Gross margin | 23.5% | 31.4% |
| Operating margin | 10.2% | — |
| Net margin | 8.5% | 15.4% |
| FCF margin | 10.3% | 10.2% |
| Return on capital | — | 17.9% |
| Return on equity | 17.6% | 18.0% |
| Balance sheet | ||
| Net debt | — | $132M |
| Net debt / EBITDA | — | 0.3x |
| Dividends and buybacks | $160M | $86.7M |
| Valuation & quality | ||
| P/E | 23.2x | 9.7x |
| Piotroski F-score | — | — |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.