Cavco Industries, Inc. (CVCO) vs Thor Industries, Inc. (THO)
A side-by-side comparison of Cavco Industries, Inc. and Thor Industries, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.
CVCO
Cavco Industries, Inc.
$572.80Consumer CyclicalDelayed quote: Oct 6, 2026, 4:00 PM EDT
THO
Thor Industries, Inc.
$67.63Consumer CyclicalDelayed quote: Oct 6, 2026, 4:00 PM EDT
Total return — CVCO vs THO
growth of $100 · dividends reinvested · last 10yCVCO +486.1% (+19.3%/yr)THO -5.2% (-0.5%/yr)CVCO compounded faster over this window
Log scale — wide-divergence pair
CVCO THO
CVCO vs THO: by the numbers
- •CVCO is the larger company ($4.41B vs $3.52B market cap).
- •THO trades at the lower trailing earnings multiple (20.01 vs 24.93 P/E), one valuation lens rather than an overall verdict.
- •CVCO converts more revenue to profit (7.89% vs 1.85% net margin).
- •CVCO grew revenue faster over the past five years (14.93% vs -4.85% CAGR).
- •THO pays a dividend (3.09% yield), while CVCO has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | CVCO | THO |
|---|---|---|
| P/E ratio | 24.93 | 20.01 |
| Forward P/E | 25.40 | 18.21 |
| PEG ratio | 1.04 | N/A |
| P/S ratio | 1.92 | 0.37 |
| P/B ratio | 3.98 | 0.83 |
| EV / EBITDA | 17.15 | 8.43 |
| FCF yield | 5.32% | 4.80% |
Profitability
| Metric | CVCO | THO |
|---|---|---|
| Gross margin | 23.15% | 12.62% |
| Operating margin | 9.62% | 2.05% |
| Net margin | 7.89% | 1.85% |
| ROE | 16.32% | 4.17% |
| ROIC | 14.60% | 2.63% |
Dividends
| Metric | CVCO | THO |
|---|---|---|
| Dividend yield | N/A | 3.09% |
| Payout ratio | N/A | 61.54% |
Growth (annualized)
| Metric | CVCO | THO |
|---|---|---|
| Revenue CAGR (5Y) | 14.93% | -4.85% |
| EPS CAGR (5Y) | 23.90% | -22.25% |
| FCF CAGR (5Y) | 20.45% | -15.75% |
| Total return CAGR (5Y) | 19.30% | -9.51% |
Frequently asked
- Which has the lower trailing P/E, CVCO or THO?
- THO has the lower trailing P/E: CVCO trades at 24.93 and THO at 20.01. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, CVCO or THO?
- Over the past five years, CVCO grew revenue faster — CVCO at a 14.93% CAGR versus THO at -4.85%.
- Does CVCO or THO pay a bigger dividend?
- THO pays a dividend (3.09% yield), while CVCO has no payments in the available dividend history.
- Is CVCO or THO more profitable?
- CVCO runs the higher net margin — CVCO at 7.89% versus THO at 1.85%.
- How have CVCO and THO total returns compared?
- Over the past 10 years, CVCO delivered 19.26% and THO delivered -0.45% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Cavco Industries P/E ratioThor Industries P/E ratioThor Industries dividend yieldCavco Industries ROEThor Industries ROECavco Industries operating marginThor Industries operating marginCavco Industries revenue growthThor Industries revenue growthCavco Industries free cash flowThor Industries free cash flow
Cavco Industries & Thor Industries appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.