Acushnet vs Cavco Industries

This page compares Acushnet Holdings Corp. and Cavco Industries Inc., examining their business models, financial performance, and market context in clear, neutral terms. It explains how each company creates value, the scale of their operations, and the environments in which they operate, without recommendations or guarantees. Educational content, not financial advice.

This page compares Acushnet Holdings Corp. and Cavco Industries Inc., examining their business models, financial performance, and market context in clear, neutral terms. It explains how each company c...

Comparison Snapshot

Key Financial Metrics

GOLF

Metric

CVCO

$5.51B

Market Cap

$5.13B

-15.81%

Potential Profit

-7.30%

Hold

Analyst Rating

Buy

Investment Analysis

Acushnet

GOLF

Pros

Reported 6.0% year-over-year revenue growth in Q3 2025, surpassing analyst expectations with $657.7 million in net sales.
Exhibits strong profitability with a net margin of 14.13%, exceeding industry averages and reflecting effective cost management.
Demonstrates efficient capital use with a return on equity of 12.86% and return on assets of 4.34%, both above sector norms.

Considerations

Reported earnings per share of $0.81 for Q3 2025 missed analyst estimates, indicating some profitability pressure despite sales growth.
Revenue growth lags behind industry peers with a recent 3-month revenue decline of approximately 0.59%.
Carries a higher debt-to-equity ratio of 1.21, indicating heavier reliance on debt compared to industry standards.

Cavco Industries

CVCO

Pros

Cavco Industries is a major player in the US factory-built homes market with recognized brands such as Cavco Homes and Fleetwood Homes.
Has achieved a positive one-year stock performance of approximately +15% to +20%, demonstrating strong market momentum.
Maintains a substantial market capitalization around $3.9 billion, highlighting significant scale in the manufactured housing sector.

Considerations

Recent monthly stock performance is weak with declines exceeding 12%, indicating short-term volatility and potential market concerns.
Lacks dividend payouts, which may deter income-focused investors seeking regular returns.
Exposed to cyclical risks inherent in the housing and construction sector, potentially impacting earnings during economic downturns.

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About The Companies

Acushnet (GOLF)

Acushnet Holdings Corp. (ticker: GOLF) is a US-listed designer and seller of golf equipment and footwear best known for the Titleist and FootJoy brands. The business earns revenue from golf balls, clubs, shoes and apparel through wholesale, direct-to-consumer and speciality-retail channels. With a market capitalisation of about $4.68 billion, Acushnet combines premium brand strength and pricing power with exposure to the cyclical consumer discretionary market and participation rates in golf. Investors should note seasonality, sensitivity to discretionary spending, and commodity and foreign-exchange headwinds that can affect margins. The company has historically generated steady cash flows and focused on brand investment and product innovation, though past performance is not a guarantee of future results. This summary is general educational information, not personalised financial advice; suitability depends on your circumstances and investment goals.

Cavco Industries (CVCO)

Cavco Industries, Inc. (CVCO) manufactures and sells factory-built and modular homes in the US and Canada through a portfolio of regional brands. With a market capitalisation around $4.6bn, the company is tied closely to housing demand, mortgage rates and consumer confidence. Revenue and margins can be driven by production volumes, mix (manufactured versus modular), supply‑chain costs and labour availability. Positive catalysts include sustained demand for affordable housing, expansion into new regions, and operational efficiencies; headwinds include higher interest rates, cyclical housing markets, input-cost inflation and regulatory changes. Financially, investors look at backlog, order trends and margin stability to gauge near-term performance. This summary is for general educational purposes only; it is not personalised investment advice. Values can rise and fall, and past performance does not predict future returns. Investors should consider their own situation or consult a regulated adviser before making decisions.

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Comparison Snapshot