Lennar Corporation (LEN)vsLennar Corporation (LEN-B)
LEN
Lennar Corporation
$86.09
-5.42%
CONSUMER CYCLICAL · Cap: $19.85B
LEN-B
Lennar Corporation
$89.92
+4.62%
CONSUMER CYCLICAL · Cap: $19.97B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennar Corporation generates 0% more annual revenue ($31.97B vs $31.97B). LEN-B leads profitability with a 4.1% profit margin vs 4.1%. LEN-B appears more attractively valued with a PEG of 11.11. LEN earns a higher WallStSmart Score of 48/100 (D+).
LEN
Hold48
out of 100
Grade: D+
LEN-B
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+10.3%
Fair Value
$134.84
Current Price
$86.09
$48.75 discount
Margin of Safety
+85.1%
Fair Value
$753.93
Current Price
$89.92
$664.01 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
ROE of 6.1% — below average capital efficiency
4.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
ROE of 6.1% — below average capital efficiency
4.1% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LEN
The strongest argument for LEN centers on Price/Book, Altman Z-Score, Debt/Equity.
Bull Case : LEN-B
The strongest argument for LEN-B centers on Price/Book, Altman Z-Score, Debt/Equity.
Bear Case : LEN
The primary concerns for LEN are Return on Equity, Profit Margin, Piotroski F-Score. Thin 4.1% margins leave little buffer for downturns.
Bear Case : LEN-B
The primary concerns for LEN-B are Return on Equity, Profit Margin, Piotroski F-Score. Thin 4.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
LEN-B carries more volatility with a beta of 1.38 — expect wider price swings.
LEN-B is growing revenue faster at -8.7% — sustainability is the question.
LEN-B generates stronger free cash flow (-112M), providing more financial flexibility.
Monitor RESIDENTIAL CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LEN scores higher overall (48/100 vs 44/100). LEN-B offers better value entry with a 85.1% margin of safety. Both earn "Hold" 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.
Lennar Corporation
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Lennar Corporation is a home construction and real estate company based in Fontainebleau, Florida.
Visit Website →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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