Champion Homes, Inc. vs UFP INDUSTRIES, INC., two Forest Products stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Manufactured homes are Skyline Champion's business, earning it 13.15% on equity at a 7.77% net margin. UFP Industries makes wood and packaging products at a thinner 4.31% margin and a lower 8.6% return on equity, the more commoditized business of the two. The market pays 3.18 times book for Skyline against 1.62 for UFP, though on earnings they run close, 24.32 times to 20.12. UFP generates a bit more free cash, 5.98% of price to Skyline's 5.39%, and pays a 1.52% dividend Skyline does not. Both carry almost no debt. UFP at $5.0B and Skyline at $5.0B are matched in size, split by margin and what buyers pay on book.
Comparison updated 2026-07-11.
| Metric | SKY | UFPI |
|---|---|---|
| Price | $81.27 | $84.80 |
| Market cap | $4.6B | $4.6B |
| Sector | Forest Products | Forest Products |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | +7.1% |
| P/E | 22.2 | 18.5 |
| P/B | 2.91 | 1.49 |
| P/S | 1.72 | 0.75 |
| EV/EBITDA | 13.3 | 8.7 |
| Revenue growth | +7.3% | -6.6% |
| Gross margin | 24.9% | 16.1% |
| Operating margin | 5.8% | 4.4% |
| Net margin | 7.8% | 4.3% |
| Return on equity | 13.2% | 8.6% |
| Return on assets | 9.7% | 6.6% |
| Return on invested capital | 12.5% | 7.7% |
| FCF yield | 5.9% | 6.5% |
| Dividend yield | — | 1.6% |
| Debt / equity | 0.02 | 0.08 |
| Current ratio | 2.48 | 4.64 |
| Altman Z (solvency) | 8.33 | 5.99 |
| Piotroski F (quality) | 5 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.