Verdict: Side-by-side breakdown using the Bull Rankings model. GRBK scored 32.0, CVCO scored 57.1 — CVCO leads.
Compare another set
Different reporting periods. GRBK's fundamentals are as of June 2026, but CVCO's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
GRBK
Green Brick Partners, Inc.
Residential Construction · Quality-Growth
32
$62.86 · $2.7B
fundamentals as of
Score gap
25.1
CVCO leads
CVCO
Cavco Industries, Inc.
Residential Construction · Quality-Growth
57.1
$532.43 · $4.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestGRBK9.5x
Fastest growthCVCO+11.4%
Strongest balance sheetCVCO0.04
Highest qualityCVCO80 / 100
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
GRBK
stronger →← stronger
CVCO
74
Qualityreturns · margins · balance sheet
80
15
Growthrevenue & earnings expansion
50
29
Valuevaluation vs sector peers
46
CVCO is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
GRBK
CVCO
$112mC
FCF
$232mC
-5.5%D
Rev
+11.4%B
0.14A
D/E
0.04A
9.5xA-
P/E
23.9xC+
—
PEG
45.77D
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
GRBK
CVCO
218% above
Price vs fair valuelower is cheaper
22% above
~30%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~13%/yr
-65%
1-yr DCF upside
-26%
-69%
5-yr DCF upside
-18%
-72%
10-yr DCF upside
-7%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GRBK
Why this score
Durable high returns
CVCO
Why this score
Buying back stock
Durable high returns
Cyclical growth
The companies
GRBKGreen Brick Partners, Inc.
Residential Construction · $62.86 · beta 1.76
Why now
Residential Construction · market cap $2.7b. Down 24% from 52-week high of $83.18 — deep drawdown territory. Revenue -5% — in contraction; any catalyst that reverses this triggers re-rating.
Moat
Net margin 15% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Revenue contracting -5% — the operational turn is not yet visible in the top line. Beta 1.76 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
CVCOCavco Industries, Inc.
Residential Construction · $532.43 · beta 1.27
Why now
Residential Construction · market cap $4.1b. Down 25% from 52-week high of $713.01 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $665.00 (implying +25% upside).
Moat
ROE 17% is above 15% — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 128% of net income — earnings translate cleanly into cash.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where GRBK and CVCO diverge
On the headline score the gap is 25.1 points in favor of CVCO. The widest single difference is Growth, where CVCO leads by 34.8 points.
GrowthGRBK 15.2 · CVCO 50.0CVCO +34.8
ValueGRBK 29.2 · CVCO 46.5CVCO +17.3
QualityGRBK 73.7 · CVCO 80.1CVCO +6.4
Pillars run 0–100. Value is judged against each company's own sector, so a Value score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.
Common questions
Is CVCO or GRBK the better stock?
CVCO scores higher: CVCO 57.1, GRBK 32.0 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do CVCO and GRBK differ most?
The widest gap is growth, where CVCO leads by 35 points on the 0–100 pillar scale. CVCO leads all three pillars, so the gap is broad rather than a single-measure difference.
How are CVCO and GRBK scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.