Is SKY or LEN-B the better stock?

SKY scores higher: SKY 57.1, LEN-B 26.2 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 SKY and LEN-B differ most?

The widest gap is growth, where SKY leads by 35 points on the 0–100 pillar scale. SKY leads all three pillars, so the gap is broad rather than a single-measure difference.

How are SKY and LEN-B 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.

COMPARE · Data as of August 27, 2026

LEN-B vs SKY

Verdict: Side-by-side breakdown using the Bull Rankings model. LEN-B scored 26.2, SKY scored 57.1 — SKY leads.

Compare another set

LEN-B

Lennar Corporation

Residential Construction · Quality-Growth

26.2

$83.45 · $20.1B

fundamentals as of May 2026

Score gap

30.9

SKY leads

SKY

Champion Homes, Inc.

Residential Construction · Quality-Growth

57.1

$90.03 · $4.9B

fundamentals as of Jun 2026

At a glance · who leads each dimension, on the model's own rules

CheapestLEN-B13.1x
Fastest growthSKY+4.5%
Strongest balance sheetSKY0.08
Highest qualitySKY73 / 100
Largest discount to fair valueSKY-18%

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)

LEN-B

stronger →← stronger

SKY

Qualityreturns · margins · balance sheet

Growthrevenue & earnings expansion

Valuevaluation vs sector peers

SKY is stronger on 3 of 3 pillars.

Fundamentals, head-to-head

LEN-B

SKY

$717mC+

FCF

$266mC

-7.4%D

Rev

+4.5%C+

0.29A-

D/E

0.08A

13.1xA-

P/E

26.3xC+

11.11D

PEG

1.17B+

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

LEN-B

SKY

201% above

Price vs fair valuelower is cheaper

18% below

~27%/yr

Growth the price implies10-yr FCF · lower = less priced in

~8%/yr

-63%

1-yr DCF upside

-5%

-67%

5-yr DCF upside

+22%

-71%

10-yr DCF upside

+74%

The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.

Model signals

LEN-B

Why this score

Buying back stock

SKY

Why this score

Buying back stock
Cyclical growth

The companies

LEN-BLennar Corporation

Residential Construction · $83.45 · beta 1.40

Why now

Residential Construction · market cap $20.1b. Down 39% from 52-week high of $137.39 — deep drawdown territory. Revenue -7% — in contraction; any catalyst that reverses this triggers re-rating.

Moat

Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.

Risk

Revenue contracting -7% — the operational turn is not yet visible in the top line. Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 4.9% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.

SKYChampion Homes, Inc.

Residential Construction · $90.03 · beta 1.00

Why now

Residential Construction · market cap $4.9b. 9% off the 52-week high of $99.17. 6 sell-side analysts publish a mean 1-yr target of $103.50 (implying +15% upside).

Moat

ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 139% 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.

Where LEN-B and SKY diverge

On the headline score the gap is 30.9 points in favor of SKY. The widest single difference is Growth, where SKY leads by 35.3 points.

GrowthLEN-B 14.7 · SKY 50.0SKY +35.3
ValueLEN-B 19.4 · SKY 50.8SKY +31.4
QualityLEN-B 63.0 · SKY 73.3SKY +10.3

Pillars run 0–100 against sector peers, so a 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.