Verdict: Side-by-side breakdown using the Bull Rankings model. SKY scored 50.9, TOL scored 51.0 — TOL leads.
Compare another set
SKY
Champion Homes, Inc.
Residential Construction · Quality-Growth
50.9
$79.63 · $4.3B
fundamentals as of
Score gap
0.1
TOL leads
TOL
Toll Brothers, Inc.
Residential Construction · Quality-Growth
51
$133.13 · $12.3B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestTOL10.7x
Fastest growthSKY+4.5%
Strongest balance sheetSKY0.08
Highest qualityTOL77 / 100
Largest discount to fair valueTOL-1%
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)
SKY
stronger →← stronger
TOL
74
Qualityreturns · margins · balance sheet
77
50
Growthrevenue & earnings expansion
26
36
Valuevaluation vs sector peers
65
TOL is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SKY
TOL
$266mC
FCF
$1.1bC+
+4.5%C+
Rev
-1.1%D+
0.08A
D/E
0.34A-
23.2xC+
P/E
10.7xA-
4.43D
PEG
0.87B+
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
SKY
TOL
7% above
Price vs fair valuelower is cheaper
1% below
~6%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
~2%/yr
-9%
1-yr DCF upside
+4%
-7%
5-yr DCF upside
+1%
-4%
10-yr DCF upside
-4%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
SKY
Why this score
Buying back stock
Cyclical growth
TOL
Why this score
Buying back stock
Raising its dividend
Durable high returns
The companies
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.
TOLToll Brothers, Inc.
Residential Construction · $133.13 · beta 1.30
Why now
Residential Construction · market cap $12.3b. Down 21% from 52-week high of $168.36 — deep drawdown territory. PEG 0.87 — paying under fair value for the growth rate. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $170.88 (implying +28% upside).
Moat
ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
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.
Verdict — model-derived comparison
SKY leads TOL by 0.5 points (55.7 to 55.2), its sharpest advantage coming in Rev (grade C+). A contrarian could still prefer TOL, which trades about 11% below our DCF fair value — a margin of safety the score doesn't reward. Note they play different roles — SKY screens as growth, TOL screens as value — 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 SKY and TOL diverge
The two are effectively level on the headline score. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
ValueSKY 35.8 · TOL 65.0TOL +29.2
GrowthSKY 50.0 · TOL 26.5SKY +23.5
QualitySKY 73.7 · TOL 76.8TOL +3.1
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 TOL or SKY the better stock?
TOL scores higher: TOL 51.0, SKY 50.9 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 TOL and SKY differ most?
The widest gap is value, where TOL leads by 29 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 TOL and SKY 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.