Legacy Housing Corp (LEGH)vsLennar Corporation (LEN)
LEGH
Legacy Housing Corp
$20.18
+4.07%
CONSUMER CYCLICAL · Cap: $459.34M
LEN
Lennar Corporation
$92.19
-0.21%
CONSUMER CYCLICAL · Cap: $22.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennar Corporation generates 20059% more annual revenue ($33.17B vs $164.57M). LEGH leads profitability with a 25.4% profit margin vs 5.4%. LEGH appears more attractively valued with a PEG of 0.61. LEGH earns a higher WallStSmart Score of 59/100 (C).
LEGH
Buy59
out of 100
Grade: C
LEN
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-82.9%
Fair Value
$11.83
Current Price
$20.18
$8.35 premium
Margin of Safety
-156.0%
Fair Value
$47.26
Current Price
$92.19
$44.93 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 26.9%
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 1.7B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
Revenue declined 29.4%
Earnings declined 41.8%
5.4% margin — thin
Operating margin of 3.7%
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LEGH
The strongest argument for LEGH centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 25.4% and operating margin at 26.9%. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bull Case : LEN
The strongest argument for LEN centers on Price/Book, Altman Z-Score, Debt/Equity.
Bear Case : LEGH
The primary concerns for LEGH are Market Cap, Revenue Growth, EPS Growth.
Bear Case : LEN
The primary concerns for LEN are Profit Margin, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
LEGH profiles as a declining stock while LEN is a value play — different risk/reward profiles.
LEN carries more volatility with a beta of 1.40 — expect wider price swings.
LEN is growing revenue faster at -13.3% — sustainability is the question.
LEN generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
LEGH scores higher overall (59/100 vs 47/100), backed by strong 25.4% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Legacy Housing Corp
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Legacy Housing Corporation builds, sells, and finances manufactured homes and tiny homes primarily in the southern United States. The company is headquartered in Bedford, Texas.
Lennar Corporation
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida.
Visit Website →Compare with Other RESIDENTIAL CONSTRUCTION Stocks
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