Verdict: Side-by-side breakdown using the Bull Rankings model. PHM scored 31.1, SKY scored 50.9 — SKY leads.
Compare another set
PHM
PulteGroup, Inc.
Residential Construction · Quality-Growth
31.1
$112.12 · $21.4B
fundamentals as of
Score gap
19.8
SKY leads
SKY
Champion Homes, Inc.
Residential Construction · Quality-Growth
50.9
$79.63 · $4.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestPHM11.4x
Fastest growthSKY+4.5%
Strongest balance sheetSKY0.08
Highest qualityPHM79 / 100
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)
PHM
stronger →← stronger
SKY
79
Qualityreturns · margins · balance sheet
74
22
Growthrevenue & earnings expansion
50
17
Valuevaluation vs sector peers
36
SKY is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PHM
SKY
$1.5bC+
FCF
$266mC
-7.3%D
Rev
+4.5%C+
0.19A-
D/E
0.08A
11.4xA-
P/E
23.2xC+
—
PEG
4.43D
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
PHM
SKY
24% above
Price vs fair valuelower is cheaper
7% above
~6%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~6%/yr
-13%
1-yr DCF upside
-9%
-19%
5-yr DCF upside
-7%
-28%
10-yr DCF upside
-4%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PHM
Why this score
Buying back stock
Raising its dividend
SKY
Why this score
Buying back stock
Cyclical growth
The companies
PHMPulteGroup, Inc.
Residential Construction · $112.12 · beta 1.16
Why now
Residential Construction · market cap $21.4b. Down 22% from 52-week high of $144.50 — deep drawdown territory. Revenue -7% — in contraction; any catalyst that reverses this triggers re-rating. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $137.59 (implying +23% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Revenue contracting -7% — the operational turn is not yet visible in the top line.
SKYChampion Homes, Inc.
Residential Construction · $79.63 · beta 1.02
Why now
Residential Construction · market cap $4.3b. 20% off the 52-week high of $99.17. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $103.50 (implying +30% 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.
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
PHM leads SKY by 20.7 points (76.0 to 55.3), its sharpest advantage coming in P/E (grade A-). A contrarian could still prefer SKY, which trades about 12% below our DCF fair value — a margin of safety the score doesn't reward. Note they play different roles — PHM screens as value, SKY screens as growth — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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 PHM and SKY diverge
On the headline score the gap is 19.8 points in favor of SKY. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
GrowthPHM 22.2 · SKY 50.0SKY +27.8
ValuePHM 17.1 · SKY 35.8SKY +18.7
QualityPHM 79.1 · SKY 73.7PHM +5.4
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is SKY or PHM the better stock?
SKY scores higher: SKY 50.9, PHM 31.1 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 PHM differ most?
The widest gap is growth, where SKY leads by 28 points on the 0–100 pillar scale. Neither name sweeps: they trade the lead across the three pillars, so the comparison is a trade-off rather than one being better on every measure.
How are SKY and PHM 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.