Residential Construction. Scored on the same transparent model behind the daily rankings.
★
SKY
Champion Homes, Inc. · Residential Construction
50.9Score
$79.63Oct 9 close$4.3B
1Y Target$103.50Analyst consensus · 6 analysts
5Y Target$151.53Compound horizon
10Y Target$224.79Long-dated conviction
FCF$266mTTM · 06/26C
FCF $266m — modest; watch for margin expansion · TTM from SEC filings (OCF − CapEx), four quarters to 06/26.
Rev+4.5%TTM YoYC+
Revenue +4.5% — steady but below market-beating range · Latest four quarters of revenue vs the four before them, from SEC filings.
D/E0.08A
D/E 0.08 — least levered decile in Consumer Cyclical (≈10th pctile)
P/E23.2xC+
P/E 23.2 — above the Consumer Cyclical median (≈75th pctile)
PEG4.43est.D
PEG 4.43 — very expensive; pricing in best-case scenarios · PEG derived: P/E ÷ analysts' expected EPS growth for next year, because this name has no vendor-supplied PEG. When earnings are expected to dip this year, the growth used is the yearly average over this year and next, so a recovery isn't counted as growth.
Targets: 1-year is analyst consensus where covered, 5- and 10-year are model estimates; the DCF is a cross-check, not a target. Methodology
Quality-growth score · 50.9
Quality73.7
Growth50.0
Value35.8
Why this score
Buying back stock
Cyclical growth
Entry · Margin of safety
52-week rangeMid-range
20% off the 12-month high
vs DCF fair value7% aboveest. fair value ~$74
What the price assumes: free cash flow growing about 6% next year, slowing to 4% a year by year ten — vs a starting rate of ~5% our model takes as the middle of three readings — analyst estimates, last year's revenue growth, and the company's own multi-year record.
Quality signals
Gross profitability32% · B+gross profit ÷ total assets — not in the score
ROIC11.6% · Breturn on invested capital — leads the quality score
Model-generatedFrom reported fundamentals, checked against the figures above · Editorial standards
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.
Horizon
1-3 yr $103.50 (6-analyst consensus) — fundamentals + valuation re-rating. 5 yr $151.53 at ~14% CAGR — compounding case rests on the competitive position widening. 10 yr $224.79 if current growth sustains into durable earnings power.
SKY vs the Top Picks average
Pillar
SKY
Book avg
Diff
Quality
74
83
-9
Growth
50
89
-39
Value
36
76
-40
Average of today's Top 30 (mean score 82.6); size and sector limits also decide the book.
Score history · SKY
Trend
-6.2 over 82 daily scores
From 57.1 (Jun 22) → 50.9 (now)
One point per daily run; read From → To for the actual range.
SKY at a glance
Same audited fundamentals as the score, unless a card says otherwise.
Analyst estimate revisions
30-day change
+0.0%
90-day change
+6.1%
Forward EPS estimate
$4.26
Over the last 90 days, what analysts expect SKY to earn is materially higher (+6.1%). The estimate is derived from price and forward P/E captured at the same instant, so a moving share price does not move this number — only a changed forecast does.
Estimates move both ways and are not part of the Bull Rankings score. Biggest movers →
Position sizing · SKY
$
%
%
Shares to buy
25
Position size
$1,991
4.0% of portfolio
Stop price
$59.72
25% below $79.63
$ at risk if stopped
$497.69
budget $500.00 · 1% of portfolio
Math only: excludes commissions, slippage and gap risk. Inputs stay in your browser.
Champion Homes, Inc. (SKY): score, valuation & FAQ
Champion Homes, Inc. (SKY) is a Residential Construction company that scores 50.9 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.
Its strongest graded signals are D/E (A), while PEG (D) rate weaker. On valuation, SKY sits about 7% above our discounted-cash-flow fair value — the current price implies free cash flow growing about 6% next year, slowing to 4% a year by year ten.
Is SKY a good stock to buy?
Bull Rankings scores SKY 50.9 out of 100 on its quality-growth model, which is a middling reading. That is driven by D/E (A). A score is a quantitative screen of Champion Homes, Inc.'s fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.
Why does SKY score 50.9 on Bull Rankings?
The score leans on quality at 73.7 out of 100, with value the weakest pillar at 35.8 — the three combine geometrically, so a weak one cannot be papered over by a strong one. SKY earns its highest marks on D/E (A), and is held back by PEG (D). Each signal is graded against sector-aware thresholds rather than one absolute bar, so SKY is measured against Residential Construction peers, not against the market as a whole.
Is SKY overvalued or undervalued?
Based on $79.63, SKY sits about 7% above our discounted-cash-flow fair value — the current price implies free cash flow growing about 6% next year, slowing to 4% a year by year ten. It trades at a 23.2x P/E (graded C+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.
What are the main risks of investing in SKY?
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.