Nobility Homes, Inc. — Cyborg Score 6/10

Solid
Manufactured and modular home manufacturing

Strategic Profile

The company offers retail insurance services for property and casualty, automobile, and extended home warranty coverage, and operates as a licensed mortgage loan originator. Founded in 1967 and headquartered in Ocala, Florida, Nobility Homes operates as a vertically integrated manufacturer with dual retail and wholesale distribution channels.

Cyborg Score Rationale

Nobility Homes operates in a resilient niche market (manufactured housing in Florida) with established brand presence, consistent profitability, and integrated insurance/mortgage services. However, OTC listing status, small market cap (~$95M), and limited geographic footprint constrain growth potential and institutional investor access. Recent (2025) revenue softness signals market headwinds.

Top Insights

  • Vertically integrated business model: combines manufacturing, retail sales, insurance placement, and mortgage origination across Florida market.
  • Q3 2025 revenue declined to $12M from $13.8M year-over-year, signaling softness in housing demand during the first nine months of fiscal 2025.
  • Market capitalization of approximately $95.5M with a P/E ratio of 12.23x as of June 2026, indicating low valuation but limited liquidity in OTC trading.
  • Recent dividend of $1.50 with ex-date March 30, 2026, demonstrates shareholder-friendly capital allocation despite modest scale.

Named Competitors

  • Champion Homes — Manufactured and modular home manufacturer
  • Cavco Industries — Manufactured homes and building systems manufacturer
  • LGI Homes — Affordable single-family home builder

Recent Developments

  • (January 2026) Announced fiscal year 2025 results ended November 1, 2025
  • (September 2025) Q3 2025 earnings reported with revenue decline to $12M vs. $13.8M prior year
  • (June 2025) Q2 2025 results announced
  • (March 2026) Cash dividend of $1.50 per share declared with ex-date March 30, 2026

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