Cavco Industries, Inc. vs SOMNIGROUP INTERNATIONAL INC., two Furnishings stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CVCO and SGI diverge most: on debt / equity, CVCO reads 0.01 and SGI reads 1.41; on altman z (solvency), CVCO reads 9.32 and SGI reads 1.79. The rest of the comparable metrics sit closer together. What CVCO's price implies is a somewhat stretched bet versus history (whole-company basis). What SGI's price implies is a demanding bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CVCO | SGI |
|---|---|---|
| Price | $566.66 | $72.73 |
| Market cap | $4.5B | $15.5B |
| Sector | Furnishings | Furnishings |
| Stage | Mature | Growth |
| P/E | 23.6 | 29.1 |
| P/B | 4.05 | 4.91 |
| P/S | 1.99 | 2.02 |
| EV/EBITDA | 16.9 | 16.2 |
| Revenue growth | +11.4% | +45.7% |
| Gross margin | 23.1% | 43.1% |
| Operating margin | 9.4% | 10.4% |
| Net margin | 8.5% | 6.8% |
| Return on equity | 17.3% | 16.6% |
| Return on assets | 12.8% | 4.5% |
| Return on invested capital | 16.0% | 9.3% |
| FCF yield | 5.2% | 4.8% |
| Dividend yield | — | 0.8% |
| Debt / equity | 0.01 | 1.41 |
| Current ratio | 2.46 | 0.78 |
| Altman Z (solvency) | 9.32 | 1.79 |
| Piotroski F (quality) | 6 / 9 | 6 / 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.