Lennar (LEN) vs Champion Homes (SKY)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Champion Homes (SKY) has outperformed Lennar (LEN) over the past year, gaining 22.2% versus a loss of 37.7%. Over five years, SKY leads with a +32.4% price change compared with -19.0% for LEN. Lennar is the larger company by market cap ($18.16 billion vs $4.34 billion), about 4.2 times the size, while Champion Homes is growing revenue faster (+7.3% vs -3.5%).
On valuation, Lennar trades at a lower forward P/E (14.5x vs 18.7x for Champion Homes). Lennar pays a dividend yielding 2.62%, while Champion Homes does not currently pay one. Champion Homes converts more of its revenue into profit, with a net margin of 7.8% versus 6.1%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | LEN | SKY |
|---|---|---|
| Share price | $76.32 | $79.91 |
| Market cap | $18.16B | $4.34B |
| 1-day change | +0.25% | -1.38% |
| YTD return | -25.94% | -4.11% |
| 1-year return | -37.67% | +22.24% |
| 5-year return | -19.03% | +32.40% |
| P/E ratio (TTM) | 14.45 | 23.30 |
| Forward P/E | 14.48 | 18.74 |
| EPS (TTM) | $5.28 | $3.43 |
| Dividend yield | 2.62% | 0.00% |
| Annual dividend | $2.00 | $0.00 |
| Revenue (latest FY) | $34.19B | $2.66B |
| Revenue growth (YoY) | -3.54% | +7.26% |
| Net income (latest FY) | $2.08B | $206.90M |
| Gross margin | — | 26.44% |
| Operating margin | — | 9.45% |
| Net margin | 6.08% | 7.77% |
| 52-week high | $133.76 | $99.17 |
| 52-week low | $73.75 | $63.69 |
| Distance from 52-week high | -42.94% | -19.42% |
| Analyst consensus | underperform | buy |
| Avg. price target upside | +2.90% | +29.52% |
| Average volume | 3.65M | 607.34K |
| Shares outstanding | 207.88M | 54.28M |
| Employees | 12,532 | 9,200 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Homebuilding | Homebuilding |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Lennar is about 4.2 times larger than Champion Homes by market value ($18.16B vs $4.34B).
- SKY has outperformed LEN by 59.9 percentage points over the past year.
- Champion Homes trades at a higher earnings multiple (23.3x vs 14.5x trailing P/E).
- Lennar offers a meaningfully higher dividend yield (2.62% vs 0.00%).
- Champion Homes grew revenue faster in its latest fiscal year (+7.26% vs -3.54%).
About Lennar
LEN stock →Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding South Central, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments.
Consumer Discretionary · Homebuilding · 12,532 employees
About Champion Homes
SKY stock →Champion Homes, Inc. produces and sells factory-built housing in the United States and Canada.
Consumer Discretionary · Homebuilding · 9,200 employees
LEN vs SKY FAQ
Which is bigger, Lennar or Champion Homes?
Lennar (LEN) is larger, with a market capitalization of $18.16B compared with $4.34B for Champion Homes (SKY).
Which stock has performed better over the past year, LEN or SKY?
SKY returned +22.24% over the past 12 months, compared with -37.67% for LEN (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, LEN or SKY?
LEN has the lower trailing P/E at 14.5, versus 23.3 for SKY. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Lennar or Champion Homes?
Lennar pays a dividend yielding 2.62%, while Champion Homes does not currently pay a regular dividend.
Are Lennar and Champion Homes in the same industry?
Yes. Both are classified in the Homebuilding industry within the Consumer Discretionary sector.