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Champion Homes, Inc.Informe acción NYSE:SKY

Capitalización bursátil US$3.6b
Precio de las acciones
US$69.75
US$95.4
26.9% infravalorado descuento intrínseco
1Y-20.3%
7D3.5%
Valor de la cartera
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Champion Homes, Inc.

Informe acción NYSE:SKY

Capitalización de mercado: US$3.6b

Champion Homes (SKY) Resumen de Acciones

Champion Homes, Inc. produce y vende viviendas construidas en fábrica en Estados Unidos y Canadá. Saber más

Análisis fundamental de SKY
Puntuación del snowflake
Valoración3/6
Crecimiento futuro1/6
Rendimiento pasado5/6
Salud financiera6/6
Dividendos0/6

SKY Community Fair Values

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Competidores de Champion Homes, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Champion Homes
Precios históricos de las acciones
Precio actual de la acciónUS$69.75
Máximo en las últimas 52 semanasUS$99.17
Mínimo de 52 semanasUS$59.44
Beta1.07
Cambio en 1 mes-15.87%
Variación en 3 meses-26.30%
Cambio de 1 año-20.29%
Variación en 3 años6.70%
Variación en 5 años34.03%
Variación desde la OPV111.36%

Noticias y actualizaciones recientes

Actualización de narrativa Apr 27

SKY: Share Repurchases And New Rental Community Will Support Future Upside

Analysts have trimmed their price target on Champion Homes from $97.60 to $95.40. This reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
Actualización de narrativa Apr 09

SKY: Share Repurchases Will Support Future Upside From Attainable Rental Communities

Analysts have slightly lowered their price target on Champion Homes, trimming fair value to about $97.60 as they fine tune assumptions around the discount rate, profit margin and future P/E. What's in the News From September 28, 2025 to December 27, 2025, Champion Homes repurchased 582,127 shares, representing 1.04% of shares, for $49.99 million under its existing buyback program (Key Developments).
Actualización de narrativa Mar 26

SKY: Share Repurchases Will Drive Future Upside From Attainable Rental Communities

Analysts have maintained their $98.60 price target for Champion Homes, citing stable fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in their latest update. What's in the News From September 28, 2025 to December 27, 2025, Champion Homes repurchased 582,127 shares, representing 1.04% of shares, for US$49.99 million as part of its ongoing share buyback program.
Seeking Alpha Mar 16

Champion Homes: A Structural Opportunity Facing Cyclical Headwinds

Summary Champion Homes operates in manufactured housing, offering an affordable alternative amid persistent U.S. housing shortages and affordability gaps. Despite Q3 revenue growth to $656.6 million, SKY saw gross margin contraction to 26.2% and net profit decline to $54.3 million due to higher material costs and lower volumes. SKY trades at a premium to most traditional homebuilders on P/E and EV/EBITDA, justified partly by a $540.6 million net cash position and sector resilience. I maintain a 'Neutral' rating on SKY, citing valuation concerns and near-term macroeconomic headwinds despite long-term structural tailwinds for manufactured housing. Read the full article on Seeking Alpha

Recent updates

Actualización de narrativa Apr 27

SKY: Share Repurchases And New Rental Community Will Support Future Upside

Analysts have trimmed their price target on Champion Homes from $97.60 to $95.40. This reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.
Actualización de narrativa Apr 09

SKY: Share Repurchases Will Support Future Upside From Attainable Rental Communities

Analysts have slightly lowered their price target on Champion Homes, trimming fair value to about $97.60 as they fine tune assumptions around the discount rate, profit margin and future P/E. What's in the News From September 28, 2025 to December 27, 2025, Champion Homes repurchased 582,127 shares, representing 1.04% of shares, for $49.99 million under its existing buyback program (Key Developments).
Actualización de narrativa Mar 26

SKY: Share Repurchases Will Drive Future Upside From Attainable Rental Communities

Analysts have maintained their $98.60 price target for Champion Homes, citing stable fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in their latest update. What's in the News From September 28, 2025 to December 27, 2025, Champion Homes repurchased 582,127 shares, representing 1.04% of shares, for US$49.99 million as part of its ongoing share buyback program.
Seeking Alpha Mar 16

Champion Homes: A Structural Opportunity Facing Cyclical Headwinds

Summary Champion Homes operates in manufactured housing, offering an affordable alternative amid persistent U.S. housing shortages and affordability gaps. Despite Q3 revenue growth to $656.6 million, SKY saw gross margin contraction to 26.2% and net profit decline to $54.3 million due to higher material costs and lower volumes. SKY trades at a premium to most traditional homebuilders on P/E and EV/EBITDA, justified partly by a $540.6 million net cash position and sector resilience. I maintain a 'Neutral' rating on SKY, citing valuation concerns and near-term macroeconomic headwinds despite long-term structural tailwinds for manufactured housing. Read the full article on Seeking Alpha
Actualización de narrativa Mar 08

SKY: Offsite Rental Communities And Buybacks Will Drive Attractive Future Upside

Analysts held their fair value estimate for Champion Homes steady at $98.60 while slightly adjusting key model inputs like the discount rate and assumed future P/E. This reflects fine tuning of risk and earnings expectations rather than a major shift in the investment case.
Actualización de narrativa Feb 22

SKY: Offsite Rental Communities And Buybacks Will Support Balanced Future Returns

Analysts kept their fair value estimate for Champion Homes steady at $98.60, with only marginal tweaks to assumptions around discount rate, revenue growth, profit margin, and future P/E to reflect refined modeling rather than a change in overall view. What's in the News Grand opening of Blythe Village in Fresno, California, a 67 unit, offsite-built, build-to-rent community using manufactured homes intended to expand attainable housing supply as part of the city’s One Fresno Housing Strategy, with leasing already underway.
Actualización de narrativa Feb 08

SKY: Affordable Offsite Communities Will Support Higher Margins And Future Upside

Analysts have lifted their price target on Champion Homes to about $98.60 from roughly $95.80, reflecting updated assumptions around modestly higher revenue growth, slightly stronger profit margins, and a lower projected future P/E multiple. What's in the News Grand opening of Blythe Village in Fresno, Calif., a 67 unit, offsite built, build to rent community using manufactured homes aimed at expanding attainable housing supply, with leasing already underway and support from local city leadership and the mayor's One Fresno Housing Strategy (Key Developments).
Artículo de análisis Jan 31

A Look At The Intrinsic Value Of Champion Homes, Inc. (NYSE:SKY)

Key Insights The projected fair value for Champion Homes is US$70.63 based on 2 Stage Free Cash Flow to Equity Current...
Actualización de narrativa Jan 25

SKY: Leadership Shift And Buybacks Will Guide Balanced Future Risk And Returns

Analysts have raised their price target on Champion Homes to US$95.80 from US$91.60, citing updated assumptions on revenue, profit margins and future P/E levels in their models. What's in the News Champion Homes held a grand opening for two energy efficient Innovation Cottages in Parksley, Virginia, showcasing offsite-built, ENERGY STAR Certified modular and manufactured homes developed with iUnit Communities and supported in part by the Virginia Housing Innovation Grant Program (company announcement).
Actualización de narrativa Jan 10

SKY: Leadership Transition And Buybacks Will Shape Future Returns And Risk Balance

Analysts have maintained their price target on Champion Homes at US$91.60, citing only very small model adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions that do not materially change their overall valuation view. What's in the News Champion Homes held a grand opening for its Innovation Cottages in Parksley, Virginia, showcasing two energy efficient, offsite-built homes created with developer iUnit Communities and supported in part by the Virginia Housing Innovation Grant Program (Key Developments).
Actualización de narrativa Dec 21

SKY: Leadership Change And Buybacks Will Shape Future Earnings And Risk Balance

Analysts have raised their price target on Champion Homes to approximately $92 from about $87, citing slightly faster expected revenue growth, improved long term profit margins, and a modestly lower discount rate that together support a stronger long run earnings outlook. What's in the News Appointed Dave McKinstray as Chief Financial Officer, effective January 12, 2026, succeeding long-time CFO Laurie Hough, who will remain through May 31, 2026 to support the transition (company filing) Provided revenue guidance for the third quarter of fiscal 2026, expecting revenue to be flat compared to the same quarter of the prior year (company guidance) Completed repurchase of 2,359,324 shares, representing about 4.13 percent of shares, for $174.16 million under the buyback program announced May 21, 2024 (company disclosure) Increased the remaining authorization under its equity buyback plan to $150 million as of October 30, 2025 (company announcement) Valuation Changes The fair value estimate has risen slightly, increasing from $87.00 to approximately $91.60 per share.
Actualización de narrativa Dec 07

SKY: Buybacks And Leadership Transition Will Shape Future Fair Price Outlook

Analysts have modestly raised their price target on Champion Homes to reflect a slightly higher fair value assessment of approximately $87.00 per share. This updated target is supported by stable long term growth and profitability assumptions, despite only minimal changes in discount rate and valuation multiples.
Actualización de narrativa Nov 23

SKY: Share Buybacks And Lower Profit Margins Will Shape Fair Price Outlook

Analysts have raised their price target for Champion Homes from $84.67 to $87.00, citing updated fair value estimates and modest adjustments to near-term growth and profitability assumptions. What's in the News Champion Homes, Inc.
Artículo de análisis Nov 12

Optimistic Investors Push Champion Homes, Inc. (NYSE:SKY) Shares Up 26% But Growth Is Lacking

Champion Homes, Inc. ( NYSE:SKY ) shareholders would be excited to see that the share price has had a great month...
Actualización de narrativa Nov 07

SKY: Share Repurchases And Stable Profit Margins Will Support Fair Valuation Outlook

Analysts have modestly raised their price target for Champion Homes, increasing the estimated fair value from $82.83 to $84.67 per share. This adjustment is based on slight improvements in profit margin projections and valuation metrics, despite lower revenue growth expectations.
Artículo de análisis Oct 07

Does Champion Homes (NYSE:SKY) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Artículo de análisis Sep 24

Some Shareholders Feeling Restless Over Champion Homes, Inc.'s (NYSE:SKY) P/E Ratio

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Artículo de análisis Aug 28

Returns Are Gaining Momentum At Champion Homes (NYSE:SKY)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Artículo de análisis Aug 07

A Look At The Intrinsic Value Of Champion Homes, Inc. (NYSE:SKY)

NYSE:SKY 1 Year Share Price vs Fair Value Explore Champion Homes's Fair Values from the Community and select yours Key...
Artículo de análisis Jul 11

Should You Investigate Champion Homes, Inc. (NYSE:SKY) At US$67.84?

Champion Homes, Inc. ( NYSE:SKY ), is not the largest company out there, but it saw a double-digit share price rise of...
Artículo de análisis Jun 26

Champion Homes, Inc.'s (NYSE:SKY) 27% Share Price Plunge Could Signal Some Risk

Unfortunately for some shareholders, the Champion Homes, Inc. ( NYSE:SKY ) share price has dived 27% in the last thirty...
Artículo de análisis Jun 15

These 4 Measures Indicate That Champion Homes (NYSE:SKY) Is Using Debt Safely

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis May 30

Analysts Have Been Trimming Their Champion Homes, Inc. (NYSE:SKY) Price Target After Its Latest Report

One of the biggest stories of last week was how Champion Homes, Inc. ( NYSE:SKY ) shares plunged 23% in the week since...
Artículo de análisis May 12

Champion Homes, Inc.'s (NYSE:SKY) P/E Still Appears To Be Reasonable

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Artículo de análisis Apr 14

Returns On Capital At Champion Homes (NYSE:SKY) Paint A Concerning Picture

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Artículo de análisis Mar 15

Is Champion Homes (NYSE:SKY) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Artículo de análisis Feb 28

Is There Now An Opportunity In Champion Homes, Inc. (NYSE:SKY)?

Champion Homes, Inc. ( NYSE:SKY ), might not be a large cap stock, but it saw a decent share price growth of 18% on the...
Artículo de análisis Jan 27

A Look At The Fair Value Of Champion Homes, Inc. (NYSE:SKY)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Champion Homes fair value estimate is US$77.13 With US$88.91...
Artículo de análisis Jan 12

Investors Appear Satisfied With Champion Homes, Inc.'s (NYSE:SKY) Prospects

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Artículo de análisis Dec 29

Returns On Capital Signal Tricky Times Ahead For Champion Homes (NYSE:SKY)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Artículo de análisis Nov 29

Here's Why Champion Homes (NYSE:SKY) Can Manage Its Debt Responsibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Oct 30

Champion Homes: Rapid Growth Does Not Justify Significant Meaningful Upside

Summary Champion Homes' stock popped up 3.1% on October 28th due to strong earnings, despite revenue falling short of expectations. The company reported a 32.3% revenue increase and significant growth in profits and cash flows for Q2 2025. Shares are currently pricey compared to traditional homebuilders, but the company's rapid growth and net cash position are positives. Maintaining a 'hold' rating is prudent due to valuation concerns, but continued strong performance and buybacks are encouraging. Read the full article on Seeking Alpha
Artículo de análisis Oct 15

Is Now An Opportune Moment To Examine Champion Homes, Inc. (NYSE:SKY)?

Champion Homes, Inc. ( NYSE:SKY ), is not the largest company out there, but it saw a significant share price rise of...
Artículo de análisis Sep 30

Investors Appear Satisfied With Champion Homes, Inc.'s (NYSE:SKY) Prospects

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Artículo de análisis Sep 15

Champion Homes (NYSE:SKY) Is Experiencing Growth In Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...

Rentabilidad de los accionistas

SKYUS Consumer DurablesMercado US
7D3.5%-4.2%-1.0%
1Y-20.3%-1.4%23.3%

Rentabilidad vs. Industria: Los resultados de SKY fueron inferiores a los de la industria US Consumer Durables, que obtuvo un rendimiento del -1.4% el año pasado.

Rentabilidad vs. Mercado: SKY obtuvo unos resultados inferiores a los del mercado US, que fueron del 23.3% el año pasado.

Volatilidad de los precios

Is SKY's price volatile compared to industry and market?
SKY volatility
SKY Average Weekly Movement6.5%
Consumer Durables Industry Average Movement7.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: SKY no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de SKY (7%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
20109,000Tim Larsonwww.championhomes.com

Champion Homes, Inc. produce y vende viviendas construidas en fábrica en Estados Unidos y Canadá. La empresa ofrece casas prefabricadas y modulares, vehículos recreativos y cabañas, unidades de vivienda accesorias, estructuras comerciales y edificios modulares para los mercados unifamiliares y plurifamiliares. Construye viviendas bajo las marcas 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 y Titan Homes en Estados Unidos; y Moduline y SRI Homes en el oeste de Canadá.

Resumen de fundamentos de Champion Homes, Inc.

¿Cómo se comparan los beneficios e ingresos de Champion Homes con su capitalización de mercado?
Estadísticas fundamentales de SKY
Capitalización bursátilUS$3.61b
Beneficios(TTM)US$213.57m
Ingresos (TTM)US$2.64b
18.1x
Ratio precio-beneficio (PE)
1.5x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de SKY
IngresosUS$2.64b
Coste de los ingresosUS$1.93b
Beneficio brutoUS$702.41m
Otros gastosUS$488.84m
BeneficiosUS$213.57m

Últimos beneficios comunicados

Dec 27, 2025

Próxima fecha de beneficios

May 26, 2026

Beneficios por acción (BPA)3.86
Margen bruto26.64%
Margen de beneficio neto8.10%
Ratio deuda/patrimonio7.5%

¿Cómo se ha desempeñado SKY a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 03:21
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2025/12/27
Ingresos anuales2025/03/29

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Champion Homes, Inc. está cubierta por 6 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Matthew BouleyBarclays
Daniel MooreCJS Securities, Inc.
Gregory PalmCraig-Hallum Capital Group LLC