SKYChampion Homes, Inc.
Is the business good?
The checks split: 8 of 9 health tests passed and earnings fully cash-backed (1.7×), but margins compressing.
High fundamental quality. Nine pass/fail tests of year-over-year health from the filings.
Operating profit is fully backed by cash. Conversion is improving vs a year ago.
Operating profit is falling even as sales grow, costs are outrunning the top line.
A balanced mix of margins, efficiency, and leverage. ROE 13% = margin × turnover × leverage.
Unless marked, from derived.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The F-score rewards improvement, so an already-elite company can score mid-pack.
How good a business is SKY?
Champion Homes, Inc. earns 23% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.
Return on invested capital · cost of capital 9.0% · 14 points above what the capital costs: growth creates value
- Operating margin
- 8.7%
Operating margin · Residential Construction median 9.3% · 12 months to Q1 2027
- Cash conversion
- 1.65×
Cash conversion · 1.12× a year ago · operating cash flow covers the operating profit after tax
- Share count, year on year
- −4.0%
Share count, year on year · bought back, each share owns more of the company
| Year | Operating margin |
|---|---|
| FY2021 | 7.6% |
| FY2022 | 15% |
| FY2023 | 20% |
| FY2024 | 8.6% |
| FY2025 | 9.5% |
| FY2026 | 9.4% |
Details›
- Gross margin12 months to Q1 2027
- 26%
- Operating margin12 months to Q1 2027
- 8.7%
- Net margin12 months to Q1 2027
- 7.2%
- Free cash flow margin
- 10.0%
- Revenue, trailing twelve months
- $2.67B
- Free cash flow, trailing twelve months
- $266M
- Net income, trailing twelve months
- $191M
- Return on invested capitaloperating profit after tax ÷ debt + equity − cash
- 23%
Margins, capital and share counts from the statements as filed with the SEC; cash conversion is operating cash flow over operating profit after tax.
Residential Construction
Ranks #6 of 13 by RyuScore