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Stocks/Consumer Discretionary/Homebuilding

LennarLEN

Homebuilding · Miami, Florida · In the S&P 500
$86.94+1.73%After hours: $86.54 (−0.46%)At the close, 30 Oct · Prices from CNBC, may be delayed
▼ 30.0% over 1 year
Lennar over 1 yearDaily close, $, to 30 Oct 2026
$80$100$120Nov2026MarMayJulSep$86.94$75$100$125NovMarJul$86.94
Source: Nasdaq daily closes
Market value$20.68B
Price to earnings16.4x
Forward P/E17.8x
Dividend yield2.30%
Year to date−15.4%
One year−30.0%
Next earningsNot scheduled
SectorConsumer Discretionary
52-week range (closes)
$73.53$133.13

Quality and valuation

How Lennar compares with other consumer discretionary stocks. A description, not a recommendation.

Lennar and 5 homebuilding peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: weaker than mostValuation: in line with its sector

A weaker business than most consumer discretionary companies, priced about in line with them.

Lennar trades at 17.8 times the next 12 months of expected earnings, against a median of 19.5x for the 66 consumer discretionary stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew slower than the sector median: −8.0% vs +8.1%
  • Turns less of its sales into cash: 2.5% vs 10.1%
  • Keeps less of its revenue as profit (net margin): 4.1% vs 10.2%
LEN trades at 17.8x forward earnings, below the sector medianForward p/e, Homebuilding peers
BABA12.3xTM14.3xLEN17.8xMCD19.6xHD21.4xAMZN25.7xTJX26.0xTSLA218.4xSector median 19.5xBABA12.3xTM14.3xLEN17.8xMCD19.6xHD21.4xAMZN25.7xTJX26.0xTSLA218.4xSector median 19.5x
Source: CNBC quotes; Mostly Markets
At 16.4x earnings, LEN is pricier than its average since Oct 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
8x10x12x15xAverage 11.2x2025202616.4x10x15xAverage 11.2x2025202616.4x
Source: Nasdaq prices; SEC filings

Financials

From Lennar's SEC filings, through the quarter ending 31 Aug 2026. Hover or tap a bar for its value.

Revenue fell 8.7% from a year earlierQuarterly revenue, $bn, latest Q3 ’26
$0bn$2bn$5bn$8bnQ4 ’24Q2 ’25Q4 ’25$8.1bnQ3 ’26$0bn$5bnQ4 ’24Q2 ’25Q4 ’25$8.1bnQ3 ’26
Source: SEC filings
Growth slowed to −8.7% last quarterRevenue growth, year on year, %
−10%−5%0%Q4 ’24Q2 ’25Q4 ’25−8.7%Q3 ’26−10%0%Q4 ’24Q2 ’25Q4 ’25−8.7%Q3 ’26
Source: SEC filings
Free cash flow was $795 million over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $bn
$-1bn$0bn$1bnQ4 ’24Q2 ’25Q4 ’25−$0.1bnQ3 ’26$-1bn$0bn$1bnQ4 ’24Q2 ’25Q4 ’25−$0.1bnQ3 ’26
Source: SEC filings
Diluted EPS was $1.19 last quarterQuarterly diluted earnings per share, $
$0$2$4Q4 ’24Q2 ’25Q4 ’25$1.19Q3 ’26$0$2$4Q4 ’24Q2 ’25Q4 ’25$1.19Q3 ’26
Source: SEC filings
Last 12 monthsLENSector median
Revenue growth−8.0%+8.1%
Free cash flow margin2.5%10.1%
Price to earnings16.4x21.0x

Stories on Lennar

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