SKY
Champion Homes, Inc.Consumer Cyclical · $4.8B market cap
Verdict
Share price
$88.10
close of Oct 3, 2026
Fair value
$59.52
Sticker Price
Payback Price
$23.81
buy price
SKY is Overpriced: at $88.10 it trades 48% above its fair value of $59.52. Its buy price (Payback Price) is $23.81, 73% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 1% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold SKY. In Q1 2026, 1 added. Who we track
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$11.9M
135,579 shares
Third Avenue Management
Third Avenue Management · as of Q2 2026
$8.9M
100,576 shares
Moves in Q1 2026
Insider activity
Since Jun 12, 2026: no open-market purchases, 2 sales worth $244K and 10 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Other filings
Haack Michael
director · 2026-08-26
Award
1,645 shares
Krueger Laurel
CLO & Secretary · 2026-08-15
Tax withholding
$128K
LYALL JONATHAN WADE
EVP Sales/Business Development · 2026-08-15
Tax withholding
$171K
Krueger Laurel
SVP, Gen. Counsel & Secretary · 2026-08-01
Tax withholding
$60K
Robinette Gary E
director · 2026-07-30
Award
1,867 shares
Show all 10 other filingsShow fewer
Fedewa Mary
director · 2026-07-30
Award
1,867 shares
Helgren Erin Claire
director · 2026-07-30
Award
1,867 shares
Patel Nikul
director · 2026-07-30
Award
1,867 shares
Berman Michael B
director · 2026-07-30
Award
1,867 shares
Kastanek John Allan
Chief Customer Exp. Officer · 2026-06-12
Award
6,268 shares
About Champion Homes, Inc.
Champion Homes, Inc. manufactures and sells prefabricated housing units throughout North America. Its diverse product portfolio includes manufactured and modular homes, recreational park model vehicles, accessory dwelling units, and specialized modular structures catering to the multi-family and hospitality sectors. The company operates under numerous brand names across the United States, including Skyline Homes…
Residential Construction
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works