F
Ford Motor Company
F has a slight edge over SKY overall, supported by stronger valuation and stronger modeled upside.
SKY
Champion Homes, Inc.
SKY offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
F Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Under pressure | |
| Strong |
F's balance sheet is currently strong, and its revenue is stable, but its profitability and cash flow are under pressure.
SKY Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Strong |
SKY's cash flow and balance sheet are currently healthy, and its revenue and profitability are stable.
F PE Valuation
F has no meaningful PE right now: it lost money over the past year.
SKY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $38.27 | -59% |
| Fair | 23x | $77.11 | -16% |
| Current | 27x | $92.29 | — |
| Expensive | 34x | $115 | +24% |
Historical ranges are pointers, not guarantees.
SKY's PE is in its fair range at 27x.
F Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Stable | |
| Improving | |
| Limited | |
| Low |
Analysts expect F's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
SKY Forward outlook
There aren't enough analyst estimates for SKY to show an outlook.
F Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.78 | — |
| Q3 2026 | -$1.97 | -270% |
| Q2 2026 | -$1.87 | -340% |
| Q1 2026 | -$1.55 | -224% |
| Q4 2025 | -$2.06 | -241% |
| Q3 2025 | $1.16 | +32% |
| Q2 2025 | $0.78 | -19% |
| Q1 2025 | $1.25 | +29% |
| Q4 2024 | $1.46 | +35% |
F has swung to a loss: it lost $1.97 per share over the past year, after a profit the year before.
SKY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $3.36 | -13% |
| Q2 2026 | $3.42 | -9% |
| Q1 2026 | $3.66 | +7% |
| Q4 2025 | $3.76 | +33% |
| Q3 2025 | $3.85 | +49% |
| Q2 2025 | $3.76 | +55% |
| Q1 2025 | $3.42 | +35% |
| Q4 2024 | $2.83 | -19% |
SKY has the edge over F on earnings quality, reporting a profit while its opponent remains loss making.
F Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $49.5B | -2% |
| Q2 2026 | $48.3B | -3.8% |
| Q1 2026 | $43.3B | +6.4% |
| Q4 2025 | $45.9B | -4.8% |
| Q3 2025 | $50.5B | +9.4% |
| Q2 2025 | $50.2B | +5% |
| Q1 2025 | $40.7B | -5% |
| Q4 2024 | $48.2B | +4.9% |
F's revenue grew through 2023 and has held roughly level since: $49.5B last quarter, down 2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.9% | -0.1 points |
| Q2 2026 | 1.3% | +0.3 points |
| Q1 2026 | 5.4% | +4.6 points |
| Q4 2025 | -25% | -28 points |
| Q3 2025 | 3.1% | +1.2 points |
| Q2 2025 | 1% | -2.9 points |
| Q1 2025 | 0.8% | -2.1 points |
| Q4 2024 | 2.5% | +3.1 points |
F's operating margin was 2.9% last quarter, about level with the same quarter a year ago.
SKY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $727M | +6.2% |
| Q2 2026 | $710.2M | +1.3% |
| Q1 2026 | $621.3M | +4.6% |
| Q4 2025 | $656.6M | +1.8% |
| Q3 2025 | $684.4M | +11% |
| Q2 2025 | $701.3M | +12% |
| Q1 2025 | $593.9M | +11% |
| Q4 2024 | $644.9M | +15% |
SKY has the edge over F on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.1% | -1.9 points |
| Q2 2026 | 8.5% | -2.7 points |
| Q1 2026 | 5.8% | -1.3 points |
| Q4 2025 | 9.5% | -1.8 points |
| Q3 2025 | 11% | +0.1 points |
| Q2 2025 | 11% | +2.4 points |
| Q1 2025 | 7.1% | +5.6 points |
| Q4 2024 | 11% | +1.3 points |
SKY has the edge over F on profitability, with a higher operating margin.
F Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.1B | -40% |
| Q2 2026 | $2B | -54% |
| Q1 2026 | -$1.1B | -157% |
| Q4 2025 | $1.1B | +108% |
| Q3 2025 | $5.3B | +50% |
| Q2 2025 | $4.2B | +24% |
| Q1 2025 | $1.9B | +$2.6B |
| Q4 2024 | $530M | +169% |
F has the edge over SKY on cash flow, with more consistent year-over-year improvement.
SKY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $30.8M | -54% |
| Q2 2026 | $62.6M | -5.7% |
| Q1 2026 | $43.5M | +30% |
| Q4 2025 | $92.9M | +149% |
| Q3 2025 | $67M | +46% |
| Q2 2025 | $66.4M | -10% |
| Q1 2025 | $33.4M | +$41.3M |
| Q4 2024 | $37.3M | -48% |
SKY still generates free cash flow, though less than at its 2022 peak: $230M over the past year.
F Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +2.2% | +89M shares |
| 1 year | +0.7% | +28M shares |
| 3 years | +0.6% | +26M shares |
| 5 years | +1% | +40M shares |
| Available history | +1.8% | +72M shares |
F has 4.1B diluted shares, up 0.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | $311M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $150M |
F spent $311M buying back its own shares over the past year, up 107% from the year before.
SKY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.2% | -680K shares |
| 1 year | -3.9% | -2.2M shares |
| 3 years | -5.6% | -3.2M shares |
| 5 years | -4.8% | -2.7M shares |
| Available history | -4.1% | -2.3M shares |
SKY has the edge over F on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $50M |
| Q2 2026 | $50M |
| Q1 2026 | $50M |
| Q4 2025 | $50M |
| Q3 2025 | $50M |
| Q2 2025 | $50M |
| Q1 2025 | $20M |
| Q4 2024 | $20M |
SKY spent $200M buying back its own shares over the past year, up 43% from the year before.
F Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.5x | Net Cash |
| Q2 2026 | -2.1x | Net Cash |
| Q1 2026 | -2.0x | Net Cash |
| Q4 2025 | -3.4x | Net Cash |
| Q3 2025 | -2.4x | Net Cash |
| Q2 2025 | -2.2x | Net Cash |
| Q1 2025 | -1.8x | Net Cash |
| Q4 2024 | -1.8x | Net Cash |
F has more cash than debt.
SKY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -2.5x | Net Cash |
| Q2 2026 | -2.7x | Net Cash |
| Q1 2026 | -2.1x | Net Cash |
| Q4 2025 | -2.1x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.9x | Net Cash |
| Q1 2025 | -2.1x | Net Cash |
| Q4 2024 | -2.3x | Net Cash |
SKY has more cash than debt.
F Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 41.5 | Neutral |
| Stochastic | 19.6 | Oversold |
F's weekly RSI is 41 (neutral) and its Stochastic is 20 (oversold).
SKY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 58.3 | Neutral |
| Stochastic | 66.0 | Neutral |
SKY's weekly RSI is 58 (neutral) and its Stochastic is 66 (neutral).
F PE vs Consumer Cyclical Sector
| Metric | F | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 18x | — |
F has no meaningful PE right now: it lost money over the past year.
SKY PE vs Consumer Cyclical Sector
| Metric | SKY | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 18x | 52% above |
| PE % | 63 | 47 | 16 pts above |
SKY is trading at 27x earnings, a 52% premium to the Consumer Cyclical sector's median of 18x.
F Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.2 | 2.5% below |
| 20 week MA | $13.3 | 11% below |
| 50 week MA | $13.4 | 11% below |
| 100 week MA | $12.1 | 2% below |
| 200 week MA | $12.1 | 1.4% below |
F is in a downtrend: it's below all five of its weekly moving averages, and 1.4% below its 200-week average.
SKY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $85.1 | 8.5% above |
| 20 week MA | $85.8 | 7.6% above |
| 50 week MA | $83.7 | 10% above |
| 100 week MA | $82.3 | 12% above |
| 200 week MA | $78.5 | 18% above |
SKY has the edge over F on trend strength, trading above more of its moving averages.
F Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.36 | $8.86 | -5.3% |
| 2021 | $8.86 | $20.3 | +129% |
| 2022 | $20.3 | $11.4 | -44% |
| 2023 | $11.4 | $12.2 | +7.3% |
| 2024 | $12.2 | $10.0 | -18% |
| 2025 | $10.0 | $13.3 | +33% |
| 2026 YTD | $13.3 | $11.9 | -11% |
F's yearly returns have swung widely, from +129% in 2021 to −44% in 2022. It's down 11% so far in 2026.
SKY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $31.4 | $31.7 | +0.7% |
| 2021 | $31.7 | $76.2 | +141% |
| 2022 | $76.2 | $52.6 | -31% |
| 2023 | $52.6 | $74.3 | +41% |
| 2024 | $74.3 | $88.4 | +19% |
| 2025 | $88.4 | $85.5 | -3.2% |
| 2026 YTD | $85.5 | $92.3 | +7.9% |
SKY has the edge over F on returns for 2026, with the stronger performance.