Champion Homes, Inc.

NYSE:SKY Stock Report

Market Cap: US$5.7b

Champion Homes Valuation

Is SKY undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of SKY when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: SKY ($98.14) is trading above our estimate of fair value ($70.56)

Significantly Below Fair Value: SKY is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for SKY?

Key metric: As SKY is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for SKY. This is calculated by dividing SKY's market cap by their current earnings.
What is SKY's PE Ratio?
PE Ratio37.5x
EarningsUS$150.29m
Market CapUS$5.67b

Price to Earnings Ratio vs Peers

How does SKY's PE Ratio compare to its peers?

The above table shows the PE ratio for SKY vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average9.5x
KBH KB Home
9.4x7.1%US$5.7b
MDC M.D.C. Holdings
11.9x8.0%US$4.7b
TMHC Taylor Morrison Home
8.8x8.7%US$7.2b
MTH Meritage Homes
7.9x1.1%US$6.4b
SKY Champion Homes
37.5x21.0%US$5.7b

Price-To-Earnings vs Peers: SKY is expensive based on its Price-To-Earnings Ratio (37.5x) compared to the peer average (9.5x).

Price to Earnings Ratio vs Industry

How does SKY's PE Ratio compare vs other companies in the US Consumer Durables Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
SKY 37.5xIndustry Avg. 11.2xNo. of Companies11PE01020304050+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: SKY is expensive based on its Price-To-Earnings Ratio (37.5x) compared to the US Consumer Durables industry average (11.2x).

Price to Earnings Ratio vs Fair Ratio

What is SKY's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

SKY PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio37.5x
Fair PE Ratio21.9x

Price-To-Earnings vs Fair Ratio: SKY is expensive based on its Price-To-Earnings Ratio (37.5x) compared to the estimated Fair Price-To-Earnings Ratio (21.9x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst SKY forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$98.14
US$92.33
-5.9%
5.6%US$100.00US$87.00n/a6
Nov ’25US$91.49
US$92.17
+0.7%
5.8%US$100.00US$86.00n/a6
Oct ’25US$96.32
US$85.00
-11.8%
10.6%US$100.00US$72.00n/a6
Sep ’25US$93.41
US$85.00
-9.0%
10.6%US$100.00US$72.00n/a6
Aug ’25US$78.67
US$75.00
-4.7%
12.5%US$90.00US$64.00n/a6
Jul ’25US$65.60
US$75.00
+14.3%
12.5%US$90.00US$64.00n/a6
Jun ’25US$69.61
US$75.00
+7.7%
12.5%US$90.00US$64.00n/a6
May ’25US$75.24
US$79.00
+5.0%
8.4%US$90.00US$72.00n/a7
Apr ’25US$84.20
US$79.00
-6.2%
8.4%US$90.00US$72.00n/a7
Mar ’25US$84.83
US$79.17
-6.7%
9.0%US$90.00US$72.00n/a6
Feb ’25US$70.76
US$70.67
-0.1%
3.7%US$75.00US$67.00n/a6
Jan ’25US$74.26
US$68.33
-8.0%
9.5%US$75.00US$55.00n/a6
Dec ’24US$62.53
US$65.17
+4.2%
12.4%US$75.00US$55.00n/a6
Nov ’24US$55.68
US$70.83
+27.2%
13.5%US$81.00US$55.00US$91.496
Oct ’24US$63.72
US$72.00
+13.0%
9.7%US$81.00US$65.00US$96.325
Sep ’24US$73.27
US$70.80
-3.4%
11.3%US$81.00US$62.00US$93.415
Aug ’24US$69.44
US$70.33
+1.3%
10.7%US$82.00US$62.00US$78.676
Jul ’24US$65.45
US$70.17
+7.2%
11.0%US$82.00US$61.00US$65.606
Jun ’24US$60.43
US$70.17
+16.1%
11.0%US$82.00US$61.00US$69.616
May ’24US$74.13
US$76.17
+2.7%
10.5%US$85.00US$65.00US$75.246
Apr ’24US$75.23
US$75.50
+0.4%
10.2%US$85.00US$65.00US$84.206
Mar ’24US$68.45
US$75.50
+10.3%
10.2%US$85.00US$65.00US$84.836
Feb ’24US$59.96
US$64.83
+8.1%
15.6%US$80.00US$54.00US$70.766
Jan ’24US$51.51
US$64.83
+25.9%
15.6%US$80.00US$54.00US$74.266
Dec ’23US$53.75
US$65.67
+22.2%
15.0%US$80.00US$54.00US$62.536
Nov ’23US$56.66
US$77.17
+36.2%
14.1%US$100.00US$65.00US$55.686

Analyst Forecast: Target price is lower than the current share price.

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