COMPARE · Reviewed July 29, 2026
PHM vs SKY
Verdict: Side-by-side breakdown using the Bull Rankings model. PHM scored 53.3, SKY scored 53.5 — SKY leads.
Compare another set
PHM
Pultegroup Inc
53.3
$128.93 · $24.5B
Score gap
0.2
SKY leads
SKY
Champion Homes, Inc.
53.5
$80.36 · $4.4B
fundamentals as of
The model, pillar by pillar (0–100 each)
PHM
stronger →← stronger
SKY
78
Qualityreturns · margins · balance sheet
75
33
Growthrevenue & earnings expansion
50
59
Valuevaluation vs sector peers
41
PHM is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PHM
SKY
$1.8bC+
FCF
$270mC
-5.9%D
Rev
+7.3%B
0.17A-
D/E
0.09A
13.2xB+
P/E
22.0xB
—
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
PHM
SKY
31% above
Price vs fair valuelower is cheaper
20% below
~5%/yr
Growth the price implies10-yr FCF · lower = less priced in
~6%/yr
-15%
1-yr DCF upside
+3%
-24%
5-yr DCF upside
+25%
-34%
10-yr DCF upside
+66%
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
- Short track record
SKY
Why this score
- Buying back stock
- Cyclical growth
The companies
PHMPultegroup Inc
Why now
Consumer products · market cap $24.5b. 11% off the 52-week high of $144.50. Revenue -6% — in contraction; any catalyst that reverses this triggers re-rating.
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Revenue contracting -6% — the operational turn is not yet visible in the top line.
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.