COMPARE · Reviewed July 29, 2026
DHI vs SKY
Verdict: Side-by-side breakdown using the Bull Rankings model. DHI scored 54.5, SKY scored 53.5 — DHI leads.
Compare another set
DHI
D.R. Horton, Inc.
54.5
$145.11 · $40.6B
fundamentals as of
Score gap
1.0
DHI leads
SKY
Champion Homes, Inc.
53.5
$80.36 · $4.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
DHI
stronger →← stronger
SKY
77
Qualityreturns · margins · balance sheet
75
50
Growthrevenue & earnings expansion
50
42
Valuevaluation vs sector peers
41
DHI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
DHI
SKY
$3.2bB
FCF
$270mC
-3.5%D+
Rev
+7.3%B
0.29A-
D/E
0.09A
13.8xA-
P/E
22.0xB
1.21B
PEG
3.02D
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
DHI
SKY
10% below
Price vs fair valuelower is cheaper
20% below
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~6%/yr
-1%
1-yr DCF upside
+3%
+12%
5-yr DCF upside
+25%
+32%
10-yr DCF upside
+66%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DHI
Why this score
- Buying back stock
- Raising its dividend
- Revenue shrinking
- Short track record
SKY
Why this score
- Buying back stock
- Cyclical growth
The companies
DHID.R. Horton, Inc.
Why now
Residential Construction · market cap $40.6b. Down 21% from 52-week high of $184.55 — deep drawdown territory. 12 sell-side analysts rate this a Hold with a mean 1-yr target of $164.17 (implying +13% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 105% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
SKYChampion Homes, Inc.
Why now
Residential Construction · market cap $4.4b. 19% off the 52-week high of $99.17. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $92.50 (implying +15% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 130% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
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.