Rush Enterprises vs Champion Homes

Rush Enterprises Inc and Skyline Champion Corporation are compared to illustrate how their business models, financial performance, and market context differ. This page aims for a neutral, accessible overview of strategy, operations, and sector dynamics, helping readers understand the landscape without guidance. Educational content, not financial advice.

Rush Enterprises Inc and Skyline Champion Corporation are compared to illustrate how their business models, financial performance, and market context differ. This page aims for a neutral, accessible o...

Comparison Snapshot

Key Financial Metrics

RUSHA

Metric

SKY

$4.80B

Market Cap

$5.03B

-8.32%

Potential Profit

6.30%

Strong Buy

Analyst Rating

Buy

Investment Analysis

Rush Enterprises

RUSHA

Pros

Rush Enterprises is the only publicly traded standalone commercial truck dealer in North America, giving it a unique market position.
The company operates a large network of 120 locations, facilitating substantial scale and distribution in commercial vehicle retail.
It maintains consistent profitability with a net income of approximately $286 million in the trailing twelve months and pays a dividend yield around 1.3%.

Considerations

Rush Enterprises experienced a revenue decline of 1.5% and net income drop of over 12% in 2024 compared to 2023, indicating some earnings pressure.
The stock's forward price-to-earnings ratio around 14.6 may imply limited valuation upside relative to growth prospects.
Its business is tied to the cyclical commercial trucking industry, which can be affected by economic downturns and capital expenditure cycles.

Champion Homes

SKY

Pros

Champion Homes has a diversified product portfolio in factory-built housing, including manufactured homes, modular buildings, and park models across North America.
The company benefits from multiple well-known brand names and provides ancillary construction services, enhancing its revenue streams.
Its P/E ratio near 20 is below its historical 10-year average, potentially indicating a more reasonable valuation in the residential construction sector.

Considerations

The manufactured housing industry can be highly sensitive to economic cycles and interest rate fluctuations, impacting demand for Champion Homes' products.
Champion Homes’ market capitalization of about $4.35 billion is comparable to peers but may limit scale advantages against larger builders.
Recent P/E ratio declines and historical volatility suggest potential earnings unpredictability and stock price fluctuations.

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About The Companies

Rush Enterprises (RUSHA)

Rush Enterprises Inc (RUSHA) is a US-based dealer group focused on commercial vehicles with a market capitalisation of about $4.1 billion. The company sells new and used commercial trucks, buses and vocational vehicles and earns recurring revenue from parts, maintenance, body-shop services and finance/insurance offerings. Investors often watch Rush for its scale in a fragmented sector and for relatively stable aftermarket income that can offset some cyclicality in new-vehicle sales. Important considerations include sensitivity to economic cycles (freight, construction and municipal budgets), exposure to interest-rate changes that affect fleet financing, fluctuations in used-vehicle values, and supply-chain or labour constraints. Key metrics to monitor are same-dealership sales, parts & service margins, inventory turnover and free cash flow. This summary is educational and not personal financial advice — values can rise or fall, and past performance is not a guarantee of future returns. Consider your circumstances or a regulated adviser before acting.

Champion Homes (SKY)

Skyline Champion Corporation (ticker: SKY) is a leading US manufacturer of manufactured and modular homes, created from the 2018 merger of Skyline Corporation and Champion Enterprises. With a market capitalisation of about $4.36 billion, the company serves entry-level and value-conscious homebuyers through factory-built housing and modular solutions. Investors should know Skyline Champion is cyclical and sensitive to mortgage rates, housing demand and raw-material and transport costs; profitability often depends on factory utilisation, supply-chain efficiency and regional housing dynamics. Growth drivers include demand for affordable housing, ageing housing stock, and modest expansion of modular construction in multi-family and specialised markets. Key risks include interest-rate-driven demand swings, commodity inflation, labour constraints and regulatory or zoning changes. This summary is educational and not personalised financial advice; potential investors should consider their own goals and consult a qualified adviser before investing, since past trends do not guarantee future results and stock prices can fall as well as rise.

Which Baskets Do They Appear In?

U.S. Truck Stocks (Heavy-Duty Tariff Winners)

A new 25% tariff on imported heavy-duty trucks aims to protect U.S. manufacturers, creating a potential advantage for domestic companies. This theme identifies U.S.-based truck makers and parts suppliers that are positioned to benefit from this protectionist trade policy.

Published: September 27, 2025

Explore Basket

Which Baskets Do They Appear In?

U.S. Truck Stocks (Heavy-Duty Tariff Winners)

A new 25% tariff on imported heavy-duty trucks aims to protect U.S. manufacturers, creating a potential advantage for domestic companies. This theme identifies U.S.-based truck makers and parts suppliers that are positioned to benefit from this protectionist trade policy.

Published: September 27, 2025

Explore Basket

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Comparison Snapshot