SKY Stock Analysis: Skyline | NYSE
Residential Construction | NYSE, USA | Market Cap: 4.949m USD | 12M Return: 19.7% | US8308301055 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 60.9M
EPS Trend: 25.3%
Qual. Beats: 0
Rev. Trend: 95.9%
Qual. Beats: 0
Warnings
Tailwinds
Seasonality 11.6 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
Champion Homes, Inc. (NYSE: SKY), formerly known as Skyline Champion Corporation until its renaming in August 2024, is a leading producer of factory-built housing headquartered in Troy, Michigan. The company manufactures and sells a broad range of products across the U.S. and Canada, including manufactured homes, modular homes, park model recreational vehicles and cabins, accessory dwelling units (ADUs), commercial structures, and modular buildings for single- and multi-family markets. It markets these offerings under numerous regional brand names such as Champion Homes, Skyline Homes, Genesis Homes, Excel Homes, and Silvercrest in the U.S., and Moduline and SRI Homes in western Canada.
In addition to manufacturing, Champion Homes operates a vertically integrated business model that includes installation and setup services under the Champion Construction brand, factory-direct retail operations through Regional Homes, Titan Factory Direct, and Champion Homes Center locations, and transportation services for manufactured housing and other industries. Factory-built housing, which includes both HUD-code manufactured homes and code-compliant modular homes, is generally viewed as a lower-cost alternative to traditional site-built construction and serves as a meaningful channel for affordable and workforce housing supply in both the U.S. and Canada.
- Manufactured housing shipments decline as dealer inventories normalize
- Gross margins compress on input cost inflation
- HUD financing reforms expand factory-built home demand
| Net Income: 191.4m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.12 > 0.02 and ΔFCF/TA 3.88 > 1.0 |
| NWC/Revenue: 30.64% < 20% (prev 25.40%; Δ 5.24% < -1%) |
| CFO/TA 0.14 > 3% & CFO 301.0m > Net Income 191.4m |
| Net Debt (-661.5m) to EBITDA (310.5m): -2.13 < 3 |
| Current Ratio: 2.74 > 1.5 & < 3 |
| Outstanding Shares: last quarter (55.2m) vs 12m ago -3.97% < -2% |
| Gross Margin: 25.96% > 18% (prev 26.59%; Δ -0.63% > 0.5%) |
| Asset Turnover: 124.4% > 50% (prev 119.0%; Δ 5.43% > 0%) |
| Interest Coverage Ratio: 33.24 > 6 (EBIT TTM 262.3m / Interest Expense TTM 7.89m) |
| A: 0.38 (Total Current Assets 1.29b - Total Current Liabilities 471.1m) / Total Assets 2.15b |
| B: 0.45 (Retained Earnings 972.0m / Total Assets 2.15b) |
| C: 0.12 (EBIT TTM 262.3m / Avg Total Assets 2.15b) |
| D: 2.73 (Book Value of Equity 1.57b / Total Liabilities 575.0m) |
| Altman-Z'' = 7.67 = AAA |
| DSRI: 0.91 (Receivables 94.9m/99.6m, Revenue 2.67b/2.56b) |
| GMI: 1.02 (GM 26.59% / 25.96%) |
| AQI: 0.76 (AQ_t 0.25 / AQ_t-1 0.33) |
| SGI: 1.05 (Revenue 2.67b / 2.56b) |
| TATA: -0.05 (NI 191.4m - CFO 301.0m) / TA 2.15b) |
| Beneish M = -3.19 (Cap -4..+1) = AA |
As of September 01, 2026, the stock is trading at USD 89.27 with a total of 448,743 shares traded. Over the past week, the price has changed by -2.47%, over one month by +12.13%, over three months by +24.59% and over the past year by +19.73%.
Current recommended Stop Loss: 82.30 (which is 7.8% or 2.3 ATR below the current price).
Skyline has received a consensus analysts rating of 3.43. Therefore, it is recommended to hold SKY.
- StrongBuy: 1
- Buy: 1
- Hold: 5
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 103.5 | 15.9% |
P/E Trailing = 26.8176
P/E Forward = 25.1256
P/S = 1.8519
P/B = 3.1666
Revenue TTM = 2.67b USD
EBIT TTM = 262.3m USD
EBITDA TTM = 310.5m USD
Long Term Debt = 14.4m USD (from longTermDebt, last quarter)
Short Term Debt = 108.7m USD (from shortTermDebt, last quarter)
Debt = 123.2m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -661.5m USD (calculated: Debt 123.2m - CCE 784.7m)
Enterprise Value = 4.29b USD (4.95b + Debt 123.2m - CCE 784.7m)
Interest Coverage Ratio = 33.24 (Ebit TTM 262.3m / Interest Expense TTM 7.89m)
EV/FCF = 16.12x (Enterprise Value 4.29b / FCF TTM 266.0m)
FCF Yield = 6.20% (FCF TTM 266.0m / Enterprise Value 4.29b)
FCF Margin = 9.95% (FCF TTM 266.0m / Revenue TTM 2.67b)
Net Margin = 7.16% (Net Income TTM 191.4m / Revenue TTM 2.67b)
Gross Margin = 25.96% ((Revenue TTM 2.67b - Cost of Revenue TTM 1.98b) / Revenue TTM)
Gross Margin QoQ = 25.24% (prev 24.85%)
Tobins Q-Ratio = 2.00 (Enterprise Value 4.29b / Total Assets 2.15b)
Interest Expense / Debt = 6.41% (Interest Expense 7.89m / Debt 123.2m)
Taxrate = 22.01% (56.1m / 254.8m)
NOPAT = 204.6m (EBIT 262.3m * (1 - 22.01%))
Current Ratio = 2.74 (Total Current Assets 1.29b / Total Current Liabilities 471.1m)
Debt / Equity = 0.08 (Debt 123.2m / totalStockholderEquity, last quarter 1.57b)
Debt / EBITDA = -2.13 (Net Debt -661.5m / EBITDA 310.5m)
Debt / FCF = -2.49 (Net Debt -661.5m / FCF TTM 266.0m)
Total Stockholder Equity = 1.58b (last 4 quarters mean from totalStockholderEquity)
RoA = 8.91% (Net Income 191.4m / Total Assets 2.15b)
RoE = 12.11% (Net Income TTM 191.4m / Total Stockholder Equity 1.58b)
RoCE = 16.45% (EBIT 262.3m / Capital Employed (Equity 1.58b + L.T.Debt 14.4m))
RoIC = 12.39% (NOPAT 204.6m / Invested Capital 1.65b)
WACC = 9.45% (E(4.95b)/V(5.07b) * Re(9.56%) + D(123.2m)/V(5.07b) * Rd(6.41%) * (1-Tc(0.22)))
Discount Rate = 9.56% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -84.47 | Cagr: -1.76%
[DCF] Terminal Value 74.49% ; FCFF base≈232.7m ; Y1≈266.8m ; Y5≈392.6m
[DCF] Fair Price = 103.4 (EV 4.95b - Net Debt -661.5m = Equity 5.61b / Shares 54.3m; r=9.45% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 25.32 | EPS CAGR: 2.42% | SUE: -0.07 | # QB: 0
Revenue Correlation: 95.86 | Revenue CAGR: 13.24% | SUE: 0.27 | # QB: 0
EPS current Quarter (2026-09-30): EPS=0.94 | Chg30d=+6.74% | Revisions=+44% | Analysts=6
EPS next Quarter (2026-12-31): EPS=0.92 | Chg30d=+2.44% | Revisions=+44% | Analysts=6
EPS current Year (2027-03-31): EPS=3.48 | Chg30d=+2.38% | Revisions=+38% | GrowthEPS=-9.7% | GrowthRev=+4.8%
EPS next Year (2028-03-31): EPS=4.26 | Chg30d=+6.08% | Revisions=+67% | GrowthEPS=+22.6% | GrowthRev=+7.6%
[Analyst] Revisions Ratio: +65% (up=20, down=3)