Legacy Housing Corp (LEGH)vsLennar Corporation (LEN-B)
LEGH
Legacy Housing Corp
$27.67
+0.65%
CONSUMER CYCLICAL · Cap: $663.27M
LEN-B
Lennar Corporation
$78.27
+2.23%
CONSUMER CYCLICAL · Cap: $19.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennar Corporation generates 18143% more annual revenue ($32.74B vs $179.45M). LEGH leads profitability with a 28.6% profit margin vs 4.9%. LEGH appears more attractively valued with a PEG of 0.61. LEGH earns a higher WallStSmart Score of 79/100 (B+).
LEGH
Strong Buy79
out of 100
Grade: B+
LEN-B
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-55.6%
Fair Value
$13.91
Current Price
$27.67
$13.76 premium
Margin of Safety
+85.4%
Fair Value
$766.39
Current Price
$78.27
$688.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Strong operational efficiency at 39.9%
Revenue surging 32.3% year-over-year
Earnings expanding 64.6% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of 7.5% — below average capital efficiency
4.9% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LEGH
The strongest argument for LEGH centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 28.6% and operating margin at 39.9%. Revenue growth of 32.3% demonstrates continued momentum.
Bull Case : LEN-B
The strongest argument for LEN-B centers on Price/Book, Altman Z-Score, Debt/Equity.
Bear Case : LEGH
The primary concerns for LEGH are Market Cap, Piotroski F-Score.
Bear Case : LEN-B
The primary concerns for LEN-B are Return on Equity, Profit Margin, Piotroski F-Score. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
LEGH profiles as a growth stock while LEN-B is a value play — different risk/reward profiles.
LEN-B carries more volatility with a beta of 1.40 — expect wider price swings.
LEGH is growing revenue faster at 32.3% — sustainability is the question.
LEGH generates stronger free cash flow (12M), providing more financial flexibility.
Bottom Line
LEGH scores higher overall (79/100 vs 44/100), backed by strong 28.6% margins and 32.3% revenue growth. LEN-B offers better value entry with a 85.4% margin of safety. Both earn "Strong 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.
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