COMPARE · Data as of August 24, 2026
SKY vs TOL
Verdict: Side-by-side breakdown using the Bull Rankings model. SKY scored 57.2, TOL scored 82.0 — TOL leads.
Compare another set
SKY
Champion Homes, Inc.
57.2
$91.53 · $5.0B
fundamentals as of
Score gap
24.8
TOL leads
TOL
Toll Brothers, Inc.
82
$147.21
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestTOL11.9x
- Fastest growthSKY+4.5%
- Strongest balance sheetSKY0.08
- Highest qualitySKY73 / 100
- Largest discount to fair valueSKY-17%
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.
Fundamentals, head-to-head
SKY
TOL
$266mC
FCF
$1.2bC+
+4.5%C+
Rev
+3.6%C+
0.08A
D/E
0.32A-
26.8xC+
P/E
11.9xA-
1.18B+
PEG
0.99B+
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
17% below
Price vs fair valuelower is cheaper
—
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
-6%
1-yr DCF upside
—
+20%
5-yr DCF upside
—
+72%
10-yr DCF upside
—
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
No notable signals flagged.
The companies
SKYChampion Homes, Inc.
Why now
Residential Construction · market cap $5.0b. 8% off the 52-week high of $99.17. 6 sell-side analysts publish a mean 1-yr target of $103.50 (implying +13% 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.
TOLToll Brothers, Inc.
Why now
Residential Construction · market cap n/a. 13% off the 52-week high of $168.36. PEG 0.99 — paying under fair value for the growth rate. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $170.80 (implying +16% upside).
Moat
ROE 15% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
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
TOL leads SKY by 2.6 points (59.8 to 57.2), its sharpest advantage coming in P/E (grade A-). A contrarian could still prefer SKY, which trades about 17% 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.