SKY vs SUI vs CVCO Stock Comparison

Champion Homes, Sun Communities and Cavco Industries Prices as of Oct 23, 2026 Peers: Industry group
SKY Champion Homes, Inc.
$78.93 -7.6% 1M +2.5% 1Y
Market cap
$4.43B
P/E
–
Revenue (TTM)
—
Div. yield
–
Manufactured Housing Consumer Discretionary
2 wins
SUI Sun Communities Inc
$120.31 +7.1% 1M -2.5% 1Y
Market cap
$14.68B
P/E
–
Revenue (TTM)
$2.20B
Div. yield
0.04%
Residential REITs Real Estate
2 wins
CVCO Cavco Industries, Inc.
$534.25 -1.4% 1M -9.9% 1Y
Market cap
$4.14B
P/E
–
Revenue (TTM)
—
Div. yield
–
Manufactured Housing Consumer Discretionary
1 win

Head to Head

5 decided of 12

Sun Communities leads on 2 of the 12 questions below (Sun Communities 2, Champion Homes 2, Cavco Industries 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionSKYSUICVCOLeader
Larger companyMarket capitalisation $4.43B $14.68B $4.14B SUI
Cheaper on earningsLower P/E, profitable companies only — -16.9x — –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 21.4x — 24.9x SKY
Faster revenue growthRevenue growth, trailing twelve months — +2.0% — –
More profitableNet margin, trailing twelve months — -39.5% — –
Better return on capitalReturn on invested capital — -1.7% — –
Less leveragedLower net debt / EBITDA — 4.3x — –
Higher dividend yieldTrailing dividend yield 0.00% 0.04% 0.00% –
Better 1-year returnPrice return, last 12 months +2.5% -2.5% -9.9% SKY
Better 5-year returnAnnualised price return, 5 years +4.5%/yr -9.9%/yr +17.3%/yr CVCO
Less volatileAnnualised volatility, 1 year 45.3% 20.2% 46.1% SUI
Higher overall scoreMean of the five percentile scores vs peers — 41/100 — –

Percentile Scorecard

SKYSUICVCO

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisSKYSUICVCO
Valuation – 19 #118 of 145 –
Growth – 36 #93 of 144 –
Profitability – 29 #100 of 140 –
Financial Health 94 #2 of 19 76 #36 of 146 –
Shareholder Returns – 48 #69 of 132 –
Overall – 41 –
  • SKY ranked among 24 companies in Homebuilding
  • SUI ranked among 149 companies in Property REITs
  • CVCO ranked among 24 companies in Homebuilding

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodSKYSUICVCOSPY
1 month -7.6%+7.1%-1.4% -1.0%
3 months -3.4%-1.2%-6.2% +2.9%
6 months -3.7%-7.3%-1.0% +6.4%
Year to date -6.6%-2.9%-9.6% +11.4%
1 year +2.5%-2.5%-9.9% +13.1%
3 years +33.1%+14.5%+106.4% +79.4%
3 years, per year +10.0%+4.6%+27.3% +21.5%
5 years +24.5%-40.5%+121.7% +67.7%
5 years, per year +4.5%-9.9%+17.3% +10.9%
10 years —+55.4%+475.1% +255.2%
10 years, per year —+4.5%+19.1% +13.5%

Risk

MeasureSKYSUICVCOSPY
Volatility, 1Y 45.3%20.2%46.1% 12.7%
Downside volatility, 1Y 40.4%19.8%50.8% 12.7%
Beta vs S&P 500, 1Y 1.06-0.051.22 1.00
Return / volatility, 1Y 0.06-0.12-0.22 1.03
Max drawdown, 5Y -47.9%-51.1%-43.2% -25.4%
From 52-week high -19.0%-12.3%-23.4% -2.5%
52-week high $97.46$137.18$697.76 $779.14
52-week low $64.82$110.01$455.76 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleSKYSUICVCO
P/E now vs peer median —median 12.7x -16.9xmedian 27.0x —median 12.7x
P/S now vs peer median —median 0.6x 6.7xmedian 4.1x —median 0.6x
EV/EBITDA now vs peer median —median 9.5x 43.6xmedian 14.5x —median 9.5x
P/FCF now vs peer median —median 15.9x 33.1xmedian 23.7x —median 15.9x
P/B now vs peer median 2.8xmedian 1.1x 2.6xmedian 1.3x 3.7xmedian 1.1x
PEG now vs peer median —median 1.06 0.15median 2.07 —median 1.06

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsSKYSUICVCO
Revenue – $2.20B –
Gross profit – $1.99B –
Operating income – -$138.00M –
Net income – -$889.70M –
Free cash flow – $445.00M –
EPS (diluted) – $-6.86 –
Cash & equivalents $638.26M $165.20M $236.72M
Total debt $86.41M $7.15B –
Shares (diluted) 56.28M 127.00M 7.89M
Enterprise value $1.91B $12.23B $2.90B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricSKYSUICVCO
P/E – -16.9x –
P/FCF – 33.1x –
P/Operating cash flow – 16.4x –
P/S – 6.7x –
P/B 2.8x 2.6x 3.7x
P/Tangible book 2.9x 2.7x 3.8x
EV/EBITDA – 43.6x –
EV/EBIT – -118.6x –
EV/Revenue – 7.4x –
EV/FCF – 36.8x –
EV/Operating cash flow – 18.2x –
PEG (3Y EPS CAGR) – 0.15 –

Growth

14 metrics
MetricSKYSUICVCO
Revenue growth (1Y) – 2.0% –
Revenue CAGR (3Y) – -10.9% –
Gross profit growth (1Y) – 3.1% –
Gross profit CAGR (3Y) – 1.2% –
Operating income growth (1Y) – 71.4% –
Operating income CAGR (3Y) – 28.8% –
Net income growth (1Y) – -165.3% –
Net income CAGR (3Y) – -123.7% –
EPS growth (1Y) – -166.9% –
EPS CAGR (3Y) – -115.0% –
Operating cash flow growth (1Y) – 11.4% –
Operating cash flow CAGR (3Y) – 11.3% –
Free cash flow growth (1Y) – 16.8% –
Free cash flow CAGR (3Y) – 44.9% –

Profitability

14 metrics
MetricSKYSUICVCO
Gross margin – 90.2% –
EBITDA margin – 17.0% –
Operating margin – -6.3% –
Pretax margin – 3.5% –
Net margin – -39.5% –
FCF margin – 20.2% –
Operating cash flow margin – 40.8% –
Return on equity – -14.3% –
Return on assets – -7.7% –
Return on invested capital – -1.7% –
Return on capital employed – – –
Asset turnover – 0.2x –
Cash conversion (OCF / net income) – -1.0x –
Stock comp / revenue – – –

Financial Health

11 metrics
MetricSKYSUICVCO
Debt / assets 0.7% 16.4% –
Debt / equity 0.0x 0.3x –
Net debt / EBITDA – 4.3x –
Debt / FCF – 4.0x –
Liabilities / assets 26.2% 48.5% 26.0%
Equity / assets 73.8% 51.5% 74.0%
Interest coverage – -0.9x –
Current ratio 2.5x – 2.5x
Quick ratio 1.6x – 1.1x
Cash ratio 1.4x – 0.8x
Altman Z-score – – –

Shareholder Returns

7 metrics
MetricSKYSUICVCO
Dividend yield – 3.7% –
Net buyback yield – 3.8% –
Shareholder yield 0.0% 7.5% –
Payout ratio (earnings) – -61.7% –
Payout ratio (FCF) – 123.3% –
Dividend growth (1Y) – -46.2% –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusSKYSUICVCO
Forward P/E 21.4xFY2026 – 24.9xFY2026
EPS, next fiscal year $3.69FY2026 $-5.89FY2026 $21.49FY2026
EPS growth, next FY -4.2%FY2026 -154.3%FY2026 -10.4%FY2026
EPS growth, the year after +5.4% – +27.9%
Revenue, next fiscal year $2.94BFY2026 $2.04BFY2026 $2.38BFY2026
Revenue growth, next FY +10.4%FY2026 -11.5%FY2026 +6.3%FY2026
Revenue growth, the year after -4.7% -4.9% +6.2%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersSKYSUICVCO
Held by institutions 100.0% 100.0% 100.0%
Institutions holding 372 530 360
Change in shares held, QoQ +2.6% +6.1% -0.7%
Institutions buying 216 258 199
Institutions selling 118 197 112
Buyers to sellers 1.83 1.31 1.78

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

SKYSUICVCO
SKY 1.00 0.25 0.82
SUI 0.25 1.00 0.23
CVCO 0.82 0.23 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, SKY, SUI and CVCO?

Sun Communities (SUI) is the largest by market capitalisation: Champion Homes (SKY) $4.43B, Sun Communities (SUI) $14.68B, Cavco Industries (CVCO) $4.14B.

Which stock has performed better?

Over the past year Champion Homes (SKY) returned the most: Champion Homes (SKY) +2.5%, Sun Communities (SUI) -2.5%, Cavco Industries (CVCO) -9.9%. Over five years, Cavco Industries (CVCO) compounded fastest (Champion Homes (SKY) +4.5%/yr, Sun Communities (SUI) -9.9%/yr, Cavco Industries (CVCO) +17.3%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: Champion Homes (SKY) 0.00%, Sun Communities (SUI) 0.04%, Cavco Industries (CVCO) 0.00%. Champion Homes (SKY) and Cavco Industries (CVCO) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, Sun Communities (SUI) has been the steadiest (Champion Homes (SKY) 45.3%, Sun Communities (SUI) 20.2%, Cavco Industries (CVCO) 46.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, SKY, SUI and CVCO?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Sun Communities (SUI) leads on 2. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.