NVR Inc vs Champion Homes Inc

NVR Inc (NVR) is fairly valued and Champion Homes Inc (SKY) is slightly overvalued.

Both trade above our estimate of their intrinsic value. NVR is the closer of the two: -4%, against -20% for SKY.

Values as of the 22 Sept 2026 close.

NVR Inc (NVR)

Discounting its cash flows at 9.4% (average of 3 methods) values the shares at $6065.97; the price of $6338.92 is 4% above that value, and 75% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

Champion Homes Inc (SKY)

Discounting its cash flows at 9.9% (average of 3 methods) values the shares at $74.32; the price of $88.84 is 20% above that value, and 74% of that value comes from beyond year five.

Leak Score 59/100 on 3 of 12 signals

MetricNVRSKY
VerdictFairly valuedSlightly overvalued
Price$6338.92$88.84
Intrinsic value$6065.97$74.32
Margin of safety-4%-20%
Leak Score59/100 (3/12)59/100 (3/12)
Market cap$16.9B$4.8B
Revenue growth, 5 years6.5%13.4%
Operating margin13.0%8.9%
Net margin12.2%7.2%
Return on equity31.5%12.2%
Debt to equity0.310.08
P/E16.4x26.0x
Forward P/E15.8x20.8x
P/B4.8x3.1x

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