CV
Calavo Growers Inc
CVGW—
Calavo Growers Inc AI Insights
Informational only. Not investment advice.Snapshot
- EPS 3Y CAGR of 142% despite revenue declining 19% over same period - dramatic cost restructuring driving profitability inflection[EPS Growth 3yr]
- FCF of 28.6M TTM on minimal capex (1.4M) yields 7.5% FCF yield vs market cap - cash generation exceeds net income by 81%[Free Cash Flow]
- Debt/equity of 0.12 with 63.8M cash vs 24.2M total debt - net cash position of 39.5M provides strategic flexibility[Debt to Equity]
Watch Triggers
- Total Revenue: Return to positive YoY growth — Revenue stabilization would validate margin expansion thesis and signal end of structural decline
- Gross Margin: Decline below 8% — Thin 9.8% margin leaves minimal room for commodity cost increases before operating losses
- EPS Growth 1yr: Second consecutive quarter of YoY decline — Would indicate turnaround benefits exhausted and cost cuts can't offset revenue pressure
Bull Case
Turnaround story with EPS growth 142% 3Y while revenue shrinks - management executing cost discipline. P/S of 0.55x vs median 0.28x justified by superior margins.
EPS Growth 3yrOperating MarginFree Cash Flow
Fortress balance sheet (net cash 39.5M, debt/equity 0.12) enables dividend sustainability (0.80/share, 3.5% yield) plus opportunistic M&A in fragmented produce industry.
Debt to EquityCash and EquivalentsDividends Paid Per Share
Bear Case
Revenue declined 19% over 3Y and 8% over 5Y - structural volume/pricing headwinds in avocado market may not reverse. Gross margin 9.8% leaves thin buffer.
Total Revenue 3yr GrowthTotal Revenue 5yr GrowthGross Margin
P/E of 22.8x vs industry median 26.8x looks fair, but EPS down 25% YoY signals turnaround may be stalling. Small cap (384M) limits institutional interest.
PE RatioEPS Growth 1yrMarket Cap
Bull vs Bear Balance
AI-generated sentiment analysis based on fundamental metrics and market conditions.
45%
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Forward Thesis
Margin expansion likely to continue as restructuring benefits fully flow through on stabilizing revenue
1-3ymed
- Operating margin 3.5% TTM vs industry median 1.2%
- Gross profit down 9% vs revenue down 19% 3Y
- Minimal capex needs (0.2% of revenue)
Operating margin 3.5% TTMCapex only 1.4M TTMFCF/Net Income ratio of 1.8x
Valuation Context
Caveats
Public Strategies Rankings
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CVGW Fundamentals
Wholesale Trade → Merchant Wholesalers, Nondurable Goods
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$464.2M | — | ||
$426.51M | — | ||
25 | — | ||
$648.43M | -2.0% | — | |
$1.03 | +64.7% | — | |
3.02% | +0.5% | — | |
3.05% | +3.2% | — | |
$19.39M | -9.9% | — | |
0.10 | +10.2% | — | |
Beta 5Y (Monthly) | unknown | — |
CVGW Dividend History
33 dividends
2026
$0.200001/13/26$0.2000
2025
$0.800009/30/25$0.2000
06/30/25$0.2000
04/01/25$0.2000
01/10/25$0.2000
2024
$0.500010/02/24$0.2000
07/02/24$0.1000
03/28/24$0.1000
01/25/24$0.1000
2023
$0.300009/26/23$0.1000
06/26/23$0.1000
03/23/23$0.1000
2022
$0.287511/15/22$0.2875
2021
$1.150011/10/21$1.1500
2020
$1.150011/12/20$1.1500
2019
$1.100011/14/19$1.1000
2018
$1.000011/15/18$1.0000
2017
$0.950011/16/17$0.9500
2016
$0.900011/15/16$0.9000
2015
$0.800011/13/15$0.8000
2014
$0.750011/13/14$0.7500
2013
$0.700011/26/13$0.7000
2012
$0.650011/26/12$0.6500
2011
$0.550011/30/11$0.5500
2010
$0.550011/29/10$0.5500
2009
$0.500011/27/09$0.5000
2008
$0.350012/05/08$0.3500
2007
$0.350012/12/07$0.3500
2006
$0.320012/13/06$0.3200
2005
$0.320012/13/05$0.3200
2004
$0.300011/10/04$0.3000
2003
$0.250011/13/03$0.2500
2002
$0.200011/13/02$0.2000
CVGW Stock Splits
No stock splits
CVGW SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
01/14/26 | 10/31/25 | Unknown | |
09/09/25 | 07/31/25 | 10-Q | |
06/09/25 | 04/30/25 | 10-Q | |
03/12/25 | 01/31/25 | 10-Q | |
01/14/25 | 10/31/24 | 10-K | |
09/09/24 | 07/31/24 | 10-Q | |
06/10/24 | 04/30/24 | 10-Q | |
03/11/24 | 01/31/24 | 10-Q | |
01/31/24 | 10/31/23 | 10-K | |
09/06/23 | 07/31/23 | 10-Q | |
06/06/23 | 04/30/23 | 10-Q | |
03/06/23 | 01/31/23 | 10-Q | |
12/20/22 | 10/31/22 | 10-K | |
09/01/22 | 07/31/22 | 10-Q | |
06/02/22 | 04/30/22 | 10-Q | |
03/14/22 | 01/31/22 | 10-Q | |
12/21/21 | 10/31/21 | 10-K | |
09/08/21 | 07/31/21 | 10-Q | |
06/08/21 | 04/30/21 | 10-Q | |
03/10/21 | 01/31/21 | 10-Q | |
12/21/20 | 10/31/20 | 10-K | |
09/09/20 | 07/31/20 | 10-Q | |
06/09/20 | 04/30/20 | 10-Q | |
03/10/20 | 01/31/20 | 10-Q | |
12/19/19 | 10/31/19 | 10-K | |
09/05/19 | 07/31/19 | 10-Q | |
06/06/19 | 04/30/19 | 10-Q | |
03/07/19 | 01/31/19 | 10-Q | |
12/20/18 | 10/31/18 | 10-K | |
09/05/18 | 07/31/18 | 10-Q | |
06/11/18 | 04/30/18 | 10-Q | |
03/09/18 | 01/31/18 | 10-Q | |
12/22/17 | 10/31/17 | 10-K | |
09/08/17 | 07/31/17 | 10-Q | |
06/08/17 | 04/30/17 | 10-Q | |
03/10/17 | 01/31/17 | 10-Q | |
12/23/16 | 10/31/16 | 10-K | |
09/08/16 | 07/31/16 | 10-Q | |
06/08/16 | 04/30/16 | 10-Q | |
03/10/16 | 01/31/16 | 10-Q | |
12/30/15 | 10/31/15 | 10-K | |
09/09/15 | 07/31/15 | 10-Q | |
06/09/15 | 04/30/15 | 10-Q | |
03/12/15 | 01/31/15 | 10-Q | |
01/30/15 | 10/31/14 | 10-K | |
09/15/14 | 07/31/14 | 10-Q | |
06/06/14 | 04/30/14 | 10-Q | |
03/11/14 | 01/31/14 | 10-Q | |
01/13/14 | 10/31/13 | 10-K | |
09/09/13 | 07/31/13 | 10-Q | |
06/07/13 | 04/30/13 | 10-Q | |
03/08/13 | 01/31/13 | 10-Q | |
01/14/13 | 10/31/12 | 10-K | |
09/07/12 | 07/31/12 | 10-Q | |
06/11/12 | 04/30/12 | 10-Q | |
03/09/12 | 01/31/12 | 10-Q | |
01/17/12 | 10/31/11 | 10-K | |
09/09/11 | 07/31/11 | 10-Q | |
06/09/11 | 04/30/11 | 10-Q | |
03/11/11 | 01/31/11 | 10-Q | |
01/14/11 | 10/31/10 | 10-K | |
09/09/10 | 07/31/10 | 10-Q | |
06/08/10 | 04/30/10 | 10-Q | |
03/11/10 | 01/31/10 | 10-Q | |
01/11/10 | 10/31/09 | 10-K | |
09/09/09 | 07/31/09 | 10-Q | |
06/08/09 | 04/30/09 | 10-Q | |
03/12/09 | 01/31/09 | 10-Q | |
01/14/09 | 10/30/08 | Unknown | -- |
09/09/08 | 07/31/08 | 10-Q | |
06/09/08 | 04/30/08 | 10-Q | |
03/11/08 | 01/29/08 | Unknown | -- |
01/14/08 | 10/30/07 | Unknown | -- |
09/10/07 | 07/31/07 | 10-Q | |
06/08/07 | 04/30/07 | 10-Q | |
03/12/07 | 01/28/07 | Unknown | -- |
01/16/07 | 10/31/06 | 10-K | |
09/11/06 | 07/31/06 | 10-Q | |
06/09/06 | 04/30/06 | 10-Q | |
03/13/06 | 01/28/06 | Unknown | -- |
02/01/06 | 10/30/05 | Unknown | -- |
09/09/05 | 07/31/05 | 10-Q | |
06/09/05 | 04/30/05 | 10-Q | |
03/14/05 | 01/28/05 | Unknown | -- |
01/14/05 | 10/30/04 | Unknown | -- |
09/09/04 | 07/31/04 | 10-Q | |
06/14/04 | 04/30/04 | 10-Q | |
03/16/04 | 01/29/04 | Unknown | -- |
01/23/04 | 10/30/03 | Unknown | -- |
09/12/03 | 07/31/03 | 10-Q | |
06/12/03 | 04/30/03 | 10-Q | |
03/13/03 | 01/28/03 | Unknown | -- |
01/28/03 | 10/30/02 | Unknown | -- |
09/09/02 | 07/31/02 | 10-Q | |
06/12/02 | 04/30/02 | 10-Q | |
03/06/02 | 01/28/02 | Unknown | -- |
01/29/02 | 10/30/01 | 10-K405 | |
01/28/03 | 10/30/01 | 10-K | |
10/19/01 | 07/31/01 | 10-Q |