Champion Homes, Inc. SKY

Competitive advantage analysis · consumer-cyclical

Corporate Default
Overall moat score
50/100
Developing

About Champion Homes, Inc.

Champion Homes, Inc. produces and sells factory-built housing in the United States and Canada. The company offers manufactured and modular homes, park models recreational vehicles and cabins, accessory dwelling units, commercial structures, and modular buildings for the single and multi-family markets. It builds homes under the Champion Homes, Genesis Homes, Skyline Homes, Regional Homes, Athens Park, Dutch Housing, Atlantic Homes, … Full SKY analysis →

Competitive advantage assessment

Key strengths

  • Strong Interest Coverage & Conservative Leverage Debt serviceability is strong (score 0.79), with robust interest coverage.
  • Consistent Cash Generation Cash generation is strong and consistent (score 0.83).

Key risks

  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.10), suggesting weak customer stickiness.
  • Liquidity Concerns Liquidity is concerning (score 0.19), raising questions about short-term obligations.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
46

Where SKY ranks in Residential Construction

Champion Homes, Inc. ranks #12 of 22 scored companies in Residential Construction by moat score — the top 55%. The widest moat in the group is PulteGroup, Inc. (PHM) at 80/100.

Moat scores for companies ranked near SKY in Residential Construction
# Company Moat score Rating
8 M/I Homes, Inc. MHO 68/100 Moderate
9 Cavco Industries, Inc. CVCO 64/100 Moderate
10 D.R. Horton, Inc. DHI 57/100 Moderate
11 KB Home KBH 50/100 Moderate
12 Champion Homes, Inc. SKY 50/100 Developing
13 Meritage Homes Corporation MTH 47/100 Developing
14 Lennar Corporation LEN 46/100 Developing
15 Tri Pointe Homes, Inc. TPH 45/100 Developing
16 Lennar Corporation LEN-B 44/100 Developing

See every General Corporate company ranked by moat score →

How SKY scores on the Corporate Default defenses

Pricing Power

Score 46 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 40 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 47 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 52 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 62 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 53 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding SKY's moat

What is Champion Homes, Inc.'s moat score?

Champion Homes, Inc. (SKY) scores 50 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #12 of 22 scored companies in Residential Construction, the top 55%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 21 companies in Residential Construction. Its strongest defense is Resilience (62/100) and its weakest is Cost Advantage (40/100).

How does Champion Homes, Inc. compare with other Residential Construction companies?

Champion Homes, Inc. ranks #12 of 22 scored companies in Residential Construction by moat score. The widest moat in Residential Construction is PulteGroup, Inc. (PHM) at 80/100. The companies ranked closest are KB Home (KBH) at 50 just above it and Meritage Homes Corporation (MTH) at 47 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 21 companies in Residential Construction. The defenses are then weighted to produce the overall score out of 100.

Why is Champion Homes, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Champion Homes, Inc.?

The Corporate Default template measures 6 defenses, and SKY scores: Pricing Power (46), Cost Advantage (40), Customer Stickiness (47), Capital Efficiency (52), Resilience (62), Scale & Market Position (53). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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