Obermatt

Champion Homes

NYQ:SKY · US8308301055
Household DurablesLarge

360

82
EV / EBIT23
Price / Owner Earnings18
Owner Earnings Yield42
Dividend Yield1
Price/Sales19
EV / Gross Profit26
Price/Book23
Return on Capital69
Cash Return on Capital79
Return on Equity65
EBIT Margin55
Gross Profitability75
Cash Conversion77
Accruals82
Owner Earnings Margin67
Sales growth71
Profit Growth61
Long-Term EPS Growth87
Owner Earnings Growth62
Reinvestment79
Price momentum63
Debt load92
Refinancing9
Debt Payback100
Liquidity72
Analyst ratings83
Opinion Changes50
Price Target Upside42
Market mood61
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Champion Homes clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryHousehold Durables
SizeLarge
TypePublic Company
ExchangeNYSE
Employees53
ISINUS8308301055
Last UpdateApr 2, 2026
Index & Theme
Freight ServiceConstruction

Description

Champion Homes, Inc. produces factory-built housing in North America. The company offers a leading portfolio of manufactured and modular homes, park model RVs, accessory dwelling units (‘ADUs’), and modular buildings for the single and multi-family…

Analysis

Beloved champion

Champion Homes, Inc. sits in the top corner of our grid: excellent business, premium price; every investor already knows the story.

On valuation, the picture is fair. The owner-earnings multiple stands at 20.0×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 6% a year, against analyst forecasts of 15%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is sturdy. The company scores 12/20 on our value-creation score: creating some value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
79
2023202420252026

All-time high

79

Jun 2026

All-time low

21

Jan 2024

Average rank

60

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
19
17
15
19
Price/Earnings
7
10
14
15
Price/Book
23
19
22
21
Dividend Yield
1
1
1
1
Value (overall)
4
5
9
9

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →