Champion Homes, Inc (SKY) Fair Value & Analysis
Consumer Cyclical · US · Market cap $4.5B
Champion Homes, Inc
SKY · US
Fair value as of: Jul 19, 2026
From 26 valuation models · updated 21 days ago
Fair value updated Jul 19, 2026, revised from $85.84 to $75.12 (−12.5%) since Jun 24, 2026. Share price +19.6% over the past month.
A solid business, but screening 21% overvalued on our models.
What matters now
- A high-quality business (quality 73/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The price sits above even our optimistic bull case ($91.49). The favourable scenario is already priced in.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
60‑month range $39.53 – $108.92 · fair‑value band $58.75 – $91.49 · the $94.66 price screens above the $75.12 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.
Analysis
Champion Homes, Inc (SKY) currently trades at $94.66, while our model-based Fair Value estimate is $75.12, implying the stock looks roughly 20.6% overvalued today. The Quality Score stands at 73/100 (solid quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Champion Homes, Inc generated revenue of $2.7B at a net margin of 7.8%. Revenue grew 4.6% year over year. It earns a return on equity of 13.7%. The balance sheet holds a net cash position of $529M. Fundamentals as of Jul 19, 2026
Our scenario range runs from $58.75 (bear case) to $91.49 (bull case); at $94.66, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 5% below its 52-week high and 59% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 44% fair-value upside, at -21%, SKY screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: DCF Models ($95.41) versus Dividend Discount ($10.20). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 74 · Market factors (momentum, volatility) 68
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Champion Homes, Inc. produces and sells factory-built housing in the United States and Canada. The company offers manufactured and modular homes, park models recreational vehicles and cabins, accessory dwelling units, commercial structures, and modular buildings for the single and multi-family markets.
Full company description
Champion Homes, Inc. produces and sells factory-built housing in the United States and Canada. The company offers manufactured and modular homes, park models recreational vehicles and cabins, accessory dwelling units, commercial structures, and modular buildings for the single and multi-family markets. It builds homes under the Champion Homes, Genesis Homes, Skyline Homes, Regional Homes, Athens Park, Dutch Housing, Atlantic Homes, Excel Homes, Homes of Merit, New Era, J. Redman Homes, ScotBilt Homes, Shore Park, Silvercrest, and Titan Homes in the United States; and Moduline and SRI Homes brand names in western Canada. The company also provides construction service to install and set-up factory-built homes under the Champion Construction brand; operates a factory-direct manufactured home retail business under the Regional Homes, Titan Factory Direct, and Champion Homes Center brand names; and offers transportation services to manufactured housing and other industries. The company was formerly known as Skyline Champion Corporation and changed its name to Champion Homes, Inc. in August 2024. The company was founded in 2010 and is headquartered in Troy, Michigan.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2022 – FY2026 · reported fiscal years
Champion Homes, Inc reported revenue of $2.7B in FY2026 versus $2.2B in FY2022, a compound +4.8%/yr. Reported net income was $214M in FY2026, compounding −3.6%/yr from FY2022.
SKY screens 21% overvalued. Compare with D.R. Horton, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- What To Expect From Champion Homes’s (SKY) Q2 Earnings
- 2 Reasons to Like SKY and 1 to Stay Skeptical
- NVR and Champion Homes Stocks Trade Down, What You Need To Know
- Champion Homes Announces First Quarter Fiscal 2027 Earnings Release Date and Conference Call
Peer Group
Residential Construction · 65 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Residential Construction median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Insider activity: 46/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Residential Construction stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| D.R. Horton, Inc DHI | $149.39 | $214.93 | +44% |
| PulteGroup, Inc PHM | $124.75 | $193.56 | +55% |
| Lennar Corporation LEN | $83.89 | $146.58 | +75% |
| NVR, Inc NVR | $6,479 | $7,821 | +21% |
| Toll Brothers, Inc TOL | $150.76 | $225.76 | +50% |
| Taylor Morrison Home Corporation TMHC | $72.13 | $144.47 | +100% |
| Installed Building Products, Inc IBP | $228.65 | $209.51 | -8% |
| Meritage Homes Corporation MTH | $73.83 | $104.26 | +41% |
| Cavco Industries, Inc CVCO | $569.16 | $421.10 | -26% |
| M/I Homes, Inc MHO | $149.53 | $179.57 | +20% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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