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LEN

S&P 500
Neutral · 42/100

Lennar

Consumer Discretionary
Homebuilding

$87.44

2.6%

Updated Today 7:15 PM ET

Price — Past Year

▼ Down 13.2% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$22.03B

P/E

12.4x

Forward P/E (est.)

17.71x

ROE

8.0%

Revenue Growth

-7.2%

EPS Growth

-49.3%

Profit Margin

5.4%

FCF Yield

15.8%

Debt / Equity

0.27x

ROIC

10.0%

Interest Coverage

752.75x

Current Ratio

Dividend Yield

2.2%

Implied Growth (rev. DCF)

8.9%

Rating Score

42/100

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what LEN's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. LEN trades near $87.44, below its 50-day average ($89.43) and 200-day average ($109.57). Price below both averages is a downtrend — momentum is against buyers for now.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 43 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.

Volatility — ATR. Average True Range is the typical daily move. LEN's is $3.23 (~3.7% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month LEN found buyers near $82.75 (support) and sellers near $95.22 (resistance); its 52-week range is $81.18–$144.24. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 1.5× the 20-day average — heavier than usual, which adds conviction to the move. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Business Overview
Research

Lennar (LEN) is a large-cap company in the Homebuilding industry, part of the Consumer Discretionary sector of the S&P 500, with a market value around $22.03B.

In its latest reported year it generated about $34.19B in revenue and $2.08B in net profit.

Our model rates LEN Neutral (42/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Revenue Growth
Research

4Y CAGR

5.9%

Revenue moved from $27.13B in 2021 to $34.19B in 2025, a 5.9% compound annual growth rate. The most recent year declined 7.2% year over year. Shrinking revenue is worth a closer look — is it cyclical or structural?

Profitability
Research

Gross Margin

9.3%

Operating Margin

7.3%

Net Margin

6.1%

ROE

8.0%

Lennar keeps about 5.4% of each sales dollar as net profit, with a 9.3% gross margin and 7.3% operating margin. Return on equity is 8.0% and return on invested capital about 10.0%. Margins are moderate — typical of a competitive but profitable business.

Debt Analysis
Research

Total Debt

$5.87B

Net Debt

$2.12B

Net Debt / EBITDA

Debt / Equity

0.27x

Leverage: debt-to-equity is 0.3x, and operating profit covers interest about 752.8x. That is a conservative balance sheet — a cushion in downturns. It carries roughly $5.87B of total debt against $3.76B of cash.

Cash Flow Analysis
Research

Operating CF

$216.81M

Free Cash Flow

$28.18M

FCF Margin

0.1%

In the latest year Lennar produced about $216.81M of operating cash flow and $28.18M of free cash flow after capital spending. That is a free-cash-flow yield of about 15.8% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Valuation Analysis
Research

P/E

12.4x

P/S

0.65x

P/B

1.5x

EV / EBITDA

6.86x

LEN trades at 12.4x trailing earnings (about 17.7x on estimated forward earnings), 0.6x sales, and 1.5x book value. Reverse-engineering today's price implies the market expects roughly 8.9% long-term free-cash-flow growth. That is an undemanding multiple — potentially cheap if the business is stable.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
12.4xCheap
Forward P/E
17.7xFair
P/S ratio
0.6xCheap
Revenue growth
-7.2%Weak
EPS growth
-49.3%Weak
Gross margin
9.3%Weak
Net margin
5.4%Weak
ROE
8.0%Weak

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How LEN stacks up against its Consumer Discretionary peers — valuation, profitability, and growth versus the sector median.

In the Consumer Discretionary sector (48 S&P 500 companies), LEN ranks #34 of 48 by our overall rating. It trades at a discount versus the sector on earnings (12.4x P/E vs. 23.7x median) with a lower return on equity (8.0% vs. 39.2%) and slower revenue growth (-7.2% vs. 6.2%).

P/E vs sector

12.4x

median 23.7x

ROE vs sector

8.0%

median 39.2%

Growth vs sector

-7.2%

median 6.2%

Sector rank

#34

of 48 by rating

CompanyP/ERev Gr.Rating
LENThis stock12.4x-7.2%Neutral· 42
PHM11.8x-5.9%Neutral· 50
NVR14.3x-7.7%Neutral· 55
DHI14x-5.6%Neutral· 47
ULTA16.3x43.0%Strong· 75
DRI22.3x8.5%Neutral· 55
RL26.1x14.6%Favorable· 65
WSM24.5x1.3%Favorable· 66
Consumer Discretionary median23.7x6.2%54/100

Valuation vs. quality map

sector medianPHMNVRDHIULTADRIRLWSMLENP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Consumer Discretionary companies by sub-industry and size. Sector median is across all 48 S&P 500 names in the sector. Educational, not a recommendation.

Bull Case

The case for LEN:

  • Healthy free-cash-flow yield (~15.8%) funds buybacks and dividends.
  • A conservative balance sheet (debt/equity 0.3x) lowers risk.
  • Pays a 2.2% dividend on top of any price gains.
Bear Case

The case against LEN:

  • Revenue growth is slow/negative (-7.2%), limiting the upside engine.
  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Growth risk — sluggish revenue (-7.2%) leaves little margin for execution missteps.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: Lennar is a large-cap consumer discretionary business with shrinking revenue, with modest profitability, and a sound balance sheet. It trades at 12.4x earnings, which our model scores Neutral (42/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.