Lennar Corporation (LEN)vsSkyline Corporation (SKY)
LEN
Lennar Corporation
$92.19
-0.21%
CONSUMER CYCLICAL · Cap: $22.88B
SKY
Skyline Corporation
$75.62
+1.19%
CONSUMER CYCLICAL · Cap: $4.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Lennar Corporation generates 1158% more annual revenue ($33.17B vs $2.64B). SKY leads profitability with a 8.1% profit margin vs 5.4%. LEN trades at a lower P/E of 13.3x. LEN earns a higher WallStSmart Score of 47/100 (D+).
LEN
Hold47
out of 100
Grade: D+
SKY
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-156.0%
Fair Value
$47.26
Current Price
$92.19
$44.93 premium
Margin of Safety
-259.3%
Fair Value
$25.50
Current Price
$75.62
$50.12 premium
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
Generating 1.7B in free cash flow
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
5.4% margin — thin
Operating margin of 3.7%
Weak financial health signals
Expensive relative to growth rate
1.8% revenue growth
Earnings declined 8.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : LEN
The strongest argument for LEN centers on Price/Book, Altman Z-Score, Debt/Equity.
Bull Case : SKY
The strongest argument for SKY centers on Debt/Equity, Altman Z-Score, Price/Book.
Bear Case : LEN
The primary concerns for LEN are Profit Margin, Operating Margin, Piotroski F-Score.
Bear Case : SKY
The primary concerns for SKY are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
LEN carries more volatility with a beta of 1.40 — expect wider price swings.
SKY is growing revenue faster at 1.8% — sustainability is the question.
LEN generates stronger free cash flow (1.7B), providing more financial flexibility.
Monitor RESIDENTIAL CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LEN scores higher overall (47/100 vs 43/100). 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 →Skyline Corporation
CONSUMER CYCLICAL · RESIDENTIAL CONSTRUCTION · USA
Skyline Champion Corporation is a factory-built housing company in North America. The company is headquartered in Troy, Michigan.
Visit Website →Compare with Other RESIDENTIAL CONSTRUCTION Stocks
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