Cavco Industries, Inc. vs HNI Corporation, two Furnishings stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CVCO and HNI diverge most: on operating margin, CVCO reads 9.4% and HNI reads -2.7%; on return on assets, CVCO reads 12.8% and HNI reads 0.0%. The rest of the comparable metrics sit closer together. What CVCO's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CVCO | HNI |
|---|---|---|
| Price | $566.66 | $41.75 |
| Market cap | $4.5B | $3.0B |
| Sector | Furnishings | Furnishings |
| Stage | Mature | Growth |
| P/E | 23.6 | — |
| P/B | 4.05 | 1.69 |
| P/S | 1.99 | 0.83 |
| EV/EBITDA | 16.9 | 19.7 |
| Revenue growth | +11.4% | +42.9% |
| Gross margin | 23.1% | 37.1% |
| Operating margin | 9.4% | -2.7% |
| Net margin | 8.5% | 0.0% |
| Return on equity | 17.3% | 0.1% |
| Return on assets | 12.8% | 0.0% |
| Return on invested capital | 16.0% | 1.6% |
| FCF yield | 5.2% | 0.2% |
| Dividend yield | — | 3.2% |
| Debt / equity | 0.01 | 0.83 |
| Current ratio | 2.46 | 1.39 |
| Altman Z (solvency) | 9.32 | 1.42 |
| Piotroski F (quality) | 6 / 9 | 2 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.