SKY Stock Analysis: Skyline | NYSE
Residential Construction | NYSE, USA | Market Cap: 4.284m USD | 12M Return: 4.7% | US8308301055 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 43.5M
EPS Trend: 25.3%
Qual. Beats: 0
Rev. Trend: 95.9%
Qual. Beats: 0
Warnings
Tailwinds
No distinct edge detected
Seasonality 11.7 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 August 2024 name change, is a leading producer of factory-built housing operating across the United States and western Canada. The company manufactures a diverse product portfolio including manufactured homes, modular homes, park model RVs and cabins, accessory dwelling units (ADUs), and commercial structures, sold under numerous regional brands such as Champion Homes, Skyline Homes, Silvercrest, and Excel Homes in the U.S., and Moduline and SRI Homes in Canada.
In addition to manufacturing, Champion operates vertically integrated businesses spanning installation and setup services (Champion Construction), factory-direct retail outlets (Regional Homes, Titan Factory Direct, Champion Homes Center), and transportation services for the manufactured housing industry and other customers. Founded in 2010 and headquartered in Troy, Michigan, the company is classified within the Consumer Discretionary sectors Homebuilding sub-industry.
Factory-built housing, which includes both manufactured homes (built to federal HUD code) and modular homes (built to local/state building codes), generally offers a lower cost-per-square-foot alternative to traditional site-built construction and serves as a significant source of affordable housing in North American markets. The vertically integrated model employed by Champion, spanning manufacturing, retail, and installation, is common among larger players in the industry and helps capture additional margin beyond home production.
- Mortgage rate cuts lift manufactured housing affordability and order growth
- Lumber and steel input costs pressure factory-built home margins
- Zoning reform and HUD policy expand manufactured housing market access
| 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 October 27, 2026, the stock is trading at USD 79.25 with a total of 427,215 shares traded. Over the past week, the price has changed by +5.51%, over one month by -8.72%, over three months by -3.67% and over the past year by +4.72%.
Current recommended Stop Loss: 74.60 (which is 5.9% or 1.5 ATR below the current price).
Skyline has received a consensus analysts rating of 4.00. Therefore, it is recommended to buy SKY.
- StrongBuy: 2
- Buy: 3
- Hold: 2
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 101.8 | 28.5% |
P/E Trailing = 23.0087
P/E Forward = 22.779
P/S = 1.6029
P/B = 2.8704
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 = 3.62b USD (4.28b + Debt 123.2m - CCE 784.7m)
Interest Coverage Ratio = 33.24 (Ebit TTM 262.3m / Interest Expense TTM 7.89m)
EV/FCF = 13.62x (Enterprise Value 3.62b / FCF TTM 266.0m)
FCF Yield = 7.34% (FCF TTM 266.0m / Enterprise Value 3.62b)
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 = 1.69 (Enterprise Value 3.62b / 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 = 8.71% (E(4.28b)/V(4.41b) * Re(8.82%) + D(123.2m)/V(4.41b) * Rd(6.41%) * (1-Tc(0.22)))
Discount Rate = 8.82% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -84.47 | Cagr: -1.76%
[DCF] Terminal Value 76.80% ; FCFF base≈232.7m ; Y1≈266.8m ; Y5≈392.6m
[DCF] Fair Price = 114.5 (EV 5.55b - Net Debt -661.5m = Equity 6.22b / Shares 54.3m; r=8.71% [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=-0.36% | Revisions=+44% | Analysts=6
EPS next Quarter (2026-12-31): EPS=0.91 | Chg30d=-1.44% | Revisions=+44% | Analysts=6
EPS current Year (2027-03-31): EPS=3.46 | Chg30d=-0.43% | Revisions=+38% | GrowthEPS=-10.1% | GrowthRev=+4.8%
EPS next Year (2028-03-31): EPS=4.20 | Chg30d=-1.56% | Revisions=+67% | GrowthEPS=+21.2% | GrowthRev=+7.5%
[Analyst] Revisions Ratio: +65% (up=20, down=3)