COMPARE · Reviewed July 29, 2026
MHO vs SKY
Verdict: Side-by-side breakdown using the Bull Rankings model. MHO scored 55.9, SKY scored 53.5 — MHO leads.
Compare another set
MHO
M/I Homes, Inc.
55.9
$151.59 · $3.9B
fundamentals as of
Score gap
2.4
MHO leads
SKY
Champion Homes, Inc.
53.5
$80.36 · $4.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
MHO
stronger →← stronger
SKY
67
Qualityreturns · margins · balance sheet
75
49
Growthrevenue & earnings expansion
50
53
Valuevaluation vs sector peers
41
SKY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MHO
SKY
$200mC
FCF
$270mC
-1.6%D+
Rev
+7.3%B
0.32A-
D/E
0.09A
12.7xA-
P/E
22.0xB
0.95B+
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
MHO
SKY
32% above
Price vs fair valuelower is cheaper
20% below
~21%/yr
Growth the price implies10-yr FCF · lower = less priced in
~6%/yr
-40%
1-yr DCF upside
+3%
-24%
5-yr DCF upside
+25%
+3%
10-yr DCF upside
+66%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MHO
Why this score
- Buying back stock
- Durable high returns
SKY
Why this score
- Buying back stock
- Cyclical growth
The companies
MHOM/I Homes, Inc.
Why now
Residential Construction · market cap $3.9b. 7% off the 52-week high of $163.66. PEG 0.95 — paying under fair value for the growth rate. 3 sell-side analysts publish a mean 1-yr target of $163.33 (implying +8% upside).
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Beta 1.60 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
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.