AcushnetCavco Industries

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 c...

Which Baskets Do They Appear In?

Body & Fitness

Body & Fitness

Invest in the companies powering the global wellness movement. This collection features carefully selected market leaders in athletic apparel, fitness equipment, gym chains, and wellness technology, chosen by our investment professionals for their growth potential.

Published: June 17, 2025

Explore Basket
Sports

Sports

Looking for a slam dunk investment opportunity? This collection of carefully selected sports-related stocks spans athletic apparel, team ownership, and entertainment. Professionally chosen by our analysts to capture growth in the thriving global sports market.

Published: May 10, 2025

Explore Basket

Investment Analysis

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.

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.

Why invest with Nemo?

Nemo Logo Fade
πŸ†“

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

πŸ”’

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

πŸ’°

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Comparisons

AcushnetShake Shack

Acushnet vs Shake Shack

Acushnet vs Shake Shack

AcushnetKontoor Brands

Acushnet vs Kontoor Brands

Acushnet vs Kontoor Brands: a stock comparison

AcushnetDorman Products

Acushnet vs Dorman Products

Acushnet vs Dorman Products: a stock comparison

Frequently asked questions