CVCO
Cavco Industries, Inc.
CVCO has the edge over GME overall, supported by lower modeled downside and stronger modeled upside.
GME
GameStop Corp.
GME offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
CVCO Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Strong |
CVCO's revenue, profitability, cash flow and balance sheet are all currently healthy.
GME Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Unavailable |
GME's profitability and cash flow are currently strong, and its revenue is stable. There isn't enough data to rate its balance sheet.
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's PE is in its expensive range at 27x. If earnings grow as analysts expect, today's price would be 24x next year's earnings, in its fair range.
GME PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 17x | $25.62 | — |
| Cheap | 18x | $27.96 | +9.1% |
| Forward | 38x | $25.62 | — |
| Fair | 43x | $66.84 | +161% |
| Expensive | 252x | $388 | +1414% |
Historical ranges are pointers, not guarantees.
GME has the edge over CVCO in the historical PE scenario, which offers more potential upside but is not a forecast.
CVCO Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
CVCO has the edge over GME on the outlook, with more favorable valuation and earnings expectations.
GME Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong decline | |
| Strong decline | |
| Strongly weakening | |
| Limited | |
| High |
Analysts expect GME's earnings and revenue to decline, with profitability weakening.
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 earned $23.61 per share over the past year, down 2.8% from the year before.
GME Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.67 | -56% |
| Q3 2026 | $1.54 | +93% |
| Q2 2026 | $1.34 | +153% |
| Q1 2026 | $0.77 | +133% |
| Q4 2025 | $0.89 | +394% |
| Q3 2025 | $0.80 | +515% |
| Q2 2025 | $0.53 | +563% |
| Q1 2025 | $0.33 | +1550% |
| Q4 2024 | $0.18 | +$0.21 |
GME has the edge over CVCO on earnings, with more consistent year-over-year improvement.
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 GME on sales, with more consistent year-over-year improvement.
| 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.
GME Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $790.2M | -19% |
| Q2 2026 | $835.3M | +14% |
| Q1 2026 | $1.1B | -14% |
| Q4 2025 | $821M | -4.6% |
| Q3 2025 | $972.2M | +22% |
| Q2 2025 | $732.4M | -17% |
| Q1 2025 | $1.3B | -28% |
| Q4 2024 | $860.3M | -20% |
GME's revenue has slid since its 2022 peak: $790M last quarter, down 19% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | +13 points |
| Q2 2026 | 17% | +19 points |
| Q1 2026 | 12% | +6 points |
| Q4 2025 | 5% | +8.9 points |
| Q3 2025 | 6.8% | +9.6 points |
| Q2 2025 | -1.5% | +4.3 points |
| Q1 2025 | 6.2% | +3.1 points |
| Q4 2024 | -3.9% | -2.5 points |
GME 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's free cash flow has been positive every quarter for seven years: $233M over the past year, up 29% from the year before.
GME Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $60.7M | -46% |
| Q2 2026 | $332.9M | +76% |
| Q1 2026 | $187.4M | +18% |
| Q4 2025 | $107M | +435% |
| Q3 2025 | $113.3M | +73% |
| Q2 2025 | $189.6M | +$304.3M |
| Q1 2025 | $158.8M | +$177.5M |
| Q4 2024 | $20M | +80% |
GME has the edge over CVCO on cash flow, with more consistent year-over-year improvement.
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 GME 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.
GME Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +300K shares |
| 1 year | +8.4% | +46.1M shares |
| 3 years | +94% | +288M shares |
| 5 years | +104% | +302M shares |
| Available history | +80% | +264M shares |
GME has 593M diluted shares, up 8.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2021 | — |
| Q4 2020 | — |
| Q1 2020 | $21.8M |
| Q4 2019 | $114M |
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 more cash than debt.
GME Net Leverage
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).
GME Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.9 | Neutral |
| Stochastic | 68.5 | Neutral |
GME's weekly RSI is 60 (neutral) and its Stochastic is 69 (neutral).
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.
GME PE vs Consumer Cyclical Sector
| Metric | GME | Sector median | Relative |
|---|---|---|---|
| PE | 17x | 18x | 7.7% below |
| PE % | 15 | 47 | 32 pts below |
GME 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.
GME Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $25.2 | 1.8% above |
| 20 week MA | $22.4 | 15% above |
| 50 week MA | $22.6 | 13% above |
| 100 week MA | $24.0 | 7% above |
| 200 week MA | $21.8 | 17% above |
GME is in an uptrend: it's above all five of its weekly moving averages, and 17% 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.
GME Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $1.48 | $5.04 | +241% |
| 2021 | $5.04 | $38.0 | +655% |
| 2022 | $38.0 | $20.1 | -47% |
| 2023 | $20.1 | $17.5 | -13% |
| 2024 | $17.5 | $32.2 | +84% |
| 2025 | $32.2 | $21.1 | -35% |
| 2026 YTD | $21.1 | $25.6 | +21% |
GME has the edge over CVCO on returns for 2026, with the stronger performance.