Cavco Industries, Inc. vs UFP INDUSTRIES, INC., two Forest Products stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Manufactured homes are Cavco's line, earning it 17.27% on equity at an 8.49% net margin. UFP Industries makes wood and packaging products at a thinner 4.31% margin and a lower 8.6% return on equity, the more commoditized of the two businesses. The market prices that gap, paying 4.41 times book for Cavco against 1.62 for UFP, though on earnings they sit close, 25.73 times versus 20.12. UFP throws off more free cash, 5.98% of its price to Cavco's 4.77%, and pays a 1.52% dividend Cavco does not. Both run light balance sheets. Cavco at $4.9B and UFP at $5.0B are near-matched in size, split by margin and pricing.
Comparison updated 2026-07-11.
| Metric | CVCO | UFPI |
|---|---|---|
| Price | $567.16 | $84.80 |
| Market cap | $4.5B | $4.6B |
| Sector | Forest Products | Forest Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | +9.2% | +7.1% |
| P/E | 23.6 | 18.5 |
| P/B | 4.06 | 1.49 |
| P/S | 1.99 | 0.75 |
| EV/EBITDA | 16.9 | 8.7 |
| Revenue growth | +11.4% | -6.6% |
| Gross margin | 23.1% | 16.1% |
| Operating margin | 9.4% | 4.4% |
| Net margin | 8.5% | 4.3% |
| Return on equity | 17.3% | 8.6% |
| Return on assets | 12.8% | 6.6% |
| Return on invested capital | 16.0% | 7.7% |
| FCF yield | 5.2% | 6.5% |
| Dividend yield | — | 1.6% |
| Debt / equity | 0.01 | 0.08 |
| Current ratio | 2.46 | 4.64 |
| Altman Z (solvency) | 9.32 | 5.99 |
| Piotroski F (quality) | 6 / 9 | 5 / 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.