Lennar Corp. (LEN)$88.86
Market Cap: 28.63 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Lennar Corp. (LEN).
CONSUMER CYCLICAL
RESIDENTIAL CONSTRUCTION
DCF ready
Valuation
1091.0x
EV/FCF, 0.1% FCF yield
Quality
7.5%
ROIC, 0.1% FCF margin
Growth
8.7%
5Y sales (revenue) CAGR
Balance sheet
0.3x
Debt/equity, N/A current ratio
Superinvestors
4
Top: Greenhaven Associates (15.2%)
Strengths to research
- Revenue compounded at 8.7% over five years.
- Debt/equity looks manageable at 0.3x.
- 4 tracked superinvestors report a position.
- 10 annual periods are available for trend analysis.
Watchouts
- P/FCF is elevated at 1015.8x.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for LEN.
Grade D
31
/ 100
Peer Comparison
Target stock against 7 market-cap comparable peers.
Heat map: red worst to green best
| LEN Target | Lennar Corp. | $28.6B | N/A | 1091.0x | 7.5% | 8.7% | 0.1% | N/A | N/A | N/A |
| DHI | D.R. Horton | $38.6B | 12.4x | 10.8x | 14.8% | 11.0% | 9.6% | N/A | N/A | N/A |
| NVR | NVR Inc. | $20.8B | 13.8x | 17.2x | 34.7% | 6.5% | 10.6% | N/A | N/A | N/A |
| PHM | PulteGroup Inc. | $20.8B | 10.5x | 10.8x | 17.0% | 9.4% | 10.1% | N/A | N/A | N/A |
| TOL | Toll Brothers | $10.3B | 10.0x | 8.8x | 16.3% | N/A | N/A | N/A | -0.7x | N/A |
| TMHC | Taylor Morrison Home Corp. | $5.9B | 7.5x | 9.5x | 9.1% | 5.8% | 9.6% | 23.0% | N/A | N/A |
| MTH | Meritage Homes Corp. | $4.9B | 10.1x | 44.6x | 8.7% | N/A | N/A | N/A | N/A | N/A |
| IBP | Installed Building Products | $4.7B | 22.1x | 17.5x | 16.6% | 12.4% | 10.1% | 34.0% | 1.3x | N/A |
Financial Charts
No financial data available for LEN (annual).
4 superinvestors own LEN
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Greenhaven Associates Greenhaven Associates | 10,632,131 | $923M | 15.21% | 0.0% |
| Warren Buffett Berkshire Hathaway | 10,099,642 | $877M | 0.33% | ▲ +102.8% |
| Glenn Greenberg Brave Warrior Advisors | 2,410,050 | $209M | 5.18% | 0.0% |
| Bryan Lawrence Oakcliff Capital | 118,000 | $10M | 4.52% | ▼ -13.1% |