Champion Homes, Inc.

SKY · Materials · $4.5B mkt cap · FY2026 filings · Narrow moat

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Narrow moat

The four filters

Pricing power20

Median gross margin 22.2% over 10y, variable.

Returns on capital97

Median ROIC 22.4%, above the 9% hurdle in 90% of years.

Balance-sheet safety100

Net cash position — no leverage risk.

Capital discipline93

Owner earnings +17.4%/yr, share count shrinking (buybacks).

Margin of safety

Above valueOn sale

85% above value

Owner earnings (normalized): $220.6M
Est. intrinsic value / share: $44.65
Recent price: $82.48
Discount to value: 85% above value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell SKY. See the disclaimer.