CVCO
Cavco Industries, Inc.
CVCO has a slight edge over EBAY overall, supported by stronger valuation and stronger modeled upside.
EBAY
eBay Inc.
EBAY has lower modeled downside risk, despite its lower overall score.
CVCO Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Strong |
CVCO's revenue, profitability, cash flow and balance sheet are all currently healthy.
EBAY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Stable |
EBAY's revenue, profitability and cash flow are currently healthy, and its balance sheet is stable.
CVCO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $256 | -60% |
| Fair | 23x | $541 | -16% |
| Forward | 24x | $642 | — |
| Expensive | 26x | $619 | -3.6% |
| Current | 27x | $642 | — |
Historical ranges are pointers, not guarantees.
CVCO has the edge over EBAY in the historical PE scenario, which offers more potential upside but is not a forecast.
EBAY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 6.9x | $31.50 | -74% |
| Fair | 16x | $71.96 | -40% |
| Forward | 18x | $120 | — |
| Expensive | 22x | $99.04 | -18% |
| Current | 26x | $120 | — |
Historical ranges are pointers, not guarantees.
EBAY's PE is in its expensive range at 26x. If earnings grow as analysts expect, today's price would be 18x next year's earnings.
CVCO Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
CVCO has the edge over EBAY on the outlook, with more favorable profitability expectations.
EBAY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for EBAY, with profitability holding steady.
CVCO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $26.42 | +12% |
| Q3 2026 | $23.61 | -2.8% |
| Q2 2026 | $22.99 | -0.1% |
| Q1 2026 | $23.98 | +16% |
| Q4 2025 | $22.97 | +13% |
| Q3 2025 | $24.29 | +37% |
| Q2 2025 | $23.02 | +34% |
| Q1 2025 | $20.71 | +13% |
| Q4 2024 | $20.34 | +3.1% |
CVCO has the edge over EBAY on earnings, with more consistent year-over-year improvement.
EBAY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.63 | +45% |
| Q3 2026 | $4.57 | +0.4% |
| Q2 2026 | $4.82 | +7.3% |
| Q1 2026 | $4.40 | +6% |
| Q4 2025 | $4.34 | +10% |
| Q3 2025 | $4.55 | +15% |
| Q2 2025 | $4.49 | -12% |
| Q1 2025 | $4.15 | -17% |
| Q4 2024 | $3.94 | -24% |
EBAY's earnings per share have fallen from their peak: $4.57 over the past year, against $20.25 in late 2021.
CVCO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $656.4M | +18% |
| Q2 2026 | $610M | +9.5% |
| Q1 2026 | $550.1M | +8.2% |
| Q4 2025 | $581M | +11% |
| Q3 2025 | $556.5M | +9.7% |
| Q2 2025 | $556.9M | +17% |
| Q1 2025 | $508.4M | +21% |
| Q4 2024 | $522M | +17% |
CVCO has the edge over EBAY on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | -0.5 points |
| Q2 2026 | 8.7% | -2.2 points |
| Q1 2026 | 9.4% | +1.8 points |
| Q4 2025 | 9.4% | -2.9 points |
| Q3 2025 | 11% | +1.5 points |
| Q2 2025 | 11% | +2.8 points |
| Q1 2025 | 7.6% | -1.3 points |
| Q4 2024 | 12% | +3.4 points |
CVCO's operating margin was 11% last quarter, down 0.5 points from the same quarter a year ago.
EBAY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.2B | +14% |
| Q2 2026 | $3.1B | +15% |
| Q1 2026 | $3.1B | +19% |
| Q4 2025 | $3B | +15% |
| Q3 2025 | $2.8B | +9.5% |
| Q2 2025 | $2.7B | +6.1% |
| Q1 2025 | $2.6B | +1.1% |
| Q4 2024 | $2.6B | +0.7% |
EBAY's revenue has grown year over year for 15 quarters in a row: $3.2B last quarter, up 14% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 19% | -1.2 points |
| Q2 2026 | 22% | +3.8 points |
| Q1 2026 | 20% | -4 points |
| Q4 2025 | 20% | -0.8 points |
| Q3 2025 | 20% | -2.7 points |
| Q2 2025 | 18% | -3.6 points |
| Q1 2025 | 24% | -0.9 points |
| Q4 2024 | 21% | +5.1 points |
EBAY has the edge over CVCO on profitability, with a higher operating margin.
CVCO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $66.7M | -3% |
| Q2 2026 | $49M | +5.5% |
| Q1 2026 | $59.3M | +83% |
| Q4 2025 | $57.6M | +78% |
| Q3 2025 | $68.7M | +38% |
| Q2 2025 | $46.4M | +9.4% |
| Q1 2025 | $32.5M | +126% |
| Q4 2024 | $32.3M | -21% |
CVCO has the edge over EBAY on cash flow, with more consistent year-over-year improvement.
EBAY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $749M | -6.7% |
| Q2 2026 | $300M | +$741M |
| Q1 2026 | $897M | +39% |
| Q4 2025 | $466M | -17% |
| Q3 2025 | $803M | +24% |
| Q2 2025 | -$441M | -259% |
| Q1 2025 | $644M | +36% |
| Q4 2024 | $560M | +$564M |
EBAY generated $2.4B in free cash flow over the past year, up 54% from the year before.
CVCO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -49.6K shares |
| 1 year | -3.2% | -258K shares |
| 3 years | -11% | -997K shares |
| 5 years | -17% | -1.5M shares |
| Available history | -17% | -1.6M shares |
CVCO has the edge over EBAY on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $30M |
| Q2 2026 | $30M |
| Q1 2026 | $30M |
| Q4 2025 | $43.8M |
| Q3 2025 | $36.1M |
| Q2 2025 | $50M |
| Q1 2025 | $34.2M |
| Q4 2024 | $42.2M |
CVCO spent $134M buying back its own shares over the past year, down 18% from the year before.
EBAY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -2M shares |
| 1 year | -3% | -14M shares |
| 3 years | -15% | -79M shares |
| 5 years | -31% | -205M shares |
| Available history | -44% | -359M shares |
EBAY has 453M diluted shares, down 3% from a year ago, with $2.1B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | $664M |
| Q2 2026 | $323M |
| Q1 2026 | $486M |
| Q4 2025 | $635M |
| Q3 2025 | $626M |
| Q2 2025 | $624M |
| Q1 2025 | $615M |
| Q4 2024 | $911M |
EBAY spent $2.1B buying back its own shares over the past year, down 24% from the year before.
CVCO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -1.0x | Net Cash |
| Q1 2026 | -0.9x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.5x | Net Cash |
| Q2 2025 | -1.5x | Net Cash |
| Q1 2025 | -1.7x | Net Cash |
| Q4 2024 | -1.7x | Net Cash |
CVCO has the edge over EBAY on leverage, with a lower net debt burden relative to earnings.
EBAY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.9x | Healthy |
| Q2 2026 | 1.5x | Healthy |
| Q1 2026 | 1.4x | Healthy |
| Q4 2025 | 1.8x | Healthy |
| Q3 2025 | 1.7x | Healthy |
| Q2 2025 | 1.8x | Healthy |
| Q1 2025 | 1.4x | Healthy |
| Q4 2024 | 1.9x | Healthy |
EBAY's net debt is about 1.9 years of its operating earnings (EBITDA), up from 1.7 years a year ago.
CVCO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 61.2 | Neutral |
| Stochastic | 77.7 | Neutral |
CVCO's weekly RSI is 61 (neutral) and its Stochastic is 78 (neutral).
EBAY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 61.9 | Neutral |
| Stochastic | 80.0 | Overbought |
EBAY's weekly RSI is 62 (neutral) and its Stochastic is 80 (overbought).
CVCO PE vs Consumer Cyclical Sector
| Metric | CVCO | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 18x | 51% above |
| PE % | 91 | 47 | 44 pts above |
CVCO is trading at 27x earnings, a 51% premium to the Consumer Cyclical sector's median of 18x.
EBAY PE vs Consumer Cyclical Sector
| Metric | EBAY | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 18x | 46% above |
| PE % | 91 | 47 | 44 pts above |
EBAY has the edge over CVCO on valuation relative to its sector.
CVCO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $578.8 | 11% above |
| 20 week MA | $572.7 | 12% above |
| 50 week MA | $563.0 | 14% above |
| 100 week MA | $530.2 | 21% above |
| 200 week MA | $434.4 | 48% above |
CVCO is in an uptrend: it's above all five of its weekly moving averages, and 48% above its 200-week average.
EBAY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $116.5 | 3.1% above |
| 20 week MA | $112.4 | 6.9% above |
| 50 week MA | $102.6 | 17% above |
| 100 week MA | $89.8 | 34% above |
| 200 week MA | $69.5 | 73% above |
EBAY is in an uptrend: it's above all five of its weekly moving averages, and 73% above its 200-week average.
CVCO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $194.0 | $181.5 | -6.5% |
| 2021 | $181.5 | $302.7 | +67% |
| 2022 | $302.7 | $226.9 | -25% |
| 2023 | $226.9 | $346.6 | +53% |
| 2024 | $346.6 | $443.3 | +28% |
| 2025 | $443.3 | $600.4 | +35% |
| 2026 YTD | $600.4 | $642.0 | +6.9% |
CVCO has finished higher in four of the last six years, two of them by more than 50%. It's up 6.9% so far in 2026.
EBAY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $36.1 | $50.1 | +39% |
| 2021 | $50.1 | $64.9 | +29% |
| 2022 | $64.9 | $40.2 | -38% |
| 2023 | $40.2 | $43.6 | +8.6% |
| 2024 | $43.6 | $62.8 | +44% |
| 2025 | $62.8 | $85.2 | +36% |
| 2026 YTD | $85.2 | $120.1 | +41% |
EBAY has the edge over CVCO on returns for 2026, with the stronger performance.