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Cavco Industries vs Green Brick Partners

Cavco Industries and Green Brick Partners are similar in size: $2.24bn and $2.04bn of revenue in their latest fiscal years. Cavco Industries grew faster (11.4% against -1.0%). Green Brick Partners kept more of each dollar of sales as profit: a net margin of 15.4% against 8.5%. Cavco Industries carries less debt relative to equity (0.7% against 17.4%).

Latest fiscal yearCavco IndustriesCVCO, 2026Green Brick PartnersGRBK, 2025
Revenue $2.24bn $2.04bn
Revenue growth 11.4% -1.0%
Net income $191m $313m
Operating margin 10.2% —
Net margin 8.5% 15.4%
Return on equity 17.6% 18.0%
Free cash flow $232m $208m
Cash $237m $155m
Total debt $7.4m $323m
Debt to equity 0.7% 17.4%
Dividend per share — —
Dividend yield — 0.1%
Share buybacks $160m $83.8m
Employees — 620
Market value $4.98bn $2.64bn
Price vs our value range Within our value range Above our value range
Moat score 72 (Strong) 65 (Moderate)
Insider trades, 12 months 5 buys, 9 sales 0 buys, 3 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

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Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.