Lennar Corporation
LEN · Price history
Price at last available close
$84.58
+$2.55 (+3.11%) 1M
2026-10-27
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Company & revenue
About Lennar Corporation
Primary reporting period: 2025-11-30 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Lennar Corporation, an influential homebuilder in the United States, operates primarily under its widely recognized Lennar brand, alongside its various subsidiaries. The company structures its diverse business initiatives across several distinct divisions: regional homebuilding segments (East, Central, Texas, and West), a Financial Services arm, a Multifamily property development unit, and a broader "Lennar Other" category. At the heart of its operations, Lennar is deeply involved in the creation and sale of single-family homes, encompassing both attached and detached designs.
How they make money
Lennar Corporation operates primarily as a homebuilder, generating revenue through the construction and sale of single-family attached and detached homes. The company also provides financial services, including mortgage financing, title insurance, and closing services, and develops multifamily rental properties to diversify its income streams.
Products & services
Construction and sale of single-family homes, residential land development, mortgage financing, title insurance, closing services, and multifamily rental property development.
Brands & revenue mix
Primary brand under which the company operates its homebuilding business.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
No reconciled product or operating-segment revenue breakdown is available for the current research period. Company-wide revenue remains separate from segment disclosure.
Geographic revenue
No reconciled geographic revenue breakdown was confirmed for the current research period.
Customer concentration
No quantified customer-concentration disclosure is available in the current saved research.
Suppliers, materials & equipment
- Independent subcontractors — The company uses independent subcontractors for most aspects of land development and home construction.Source
Business relationships & partnerships
- FivePoint Holdings, LLC — A strategic investment and development partner involved in urban divisions and homebuilding-related investments.Source
Strengths
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
44
Weak
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
46
Weak
Financial Strength
53
Business Quality / Moat
33
Management
60
Growth Quality
6
Risk / Durability
94
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
21
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
27/100
Building Historical Record
Model Score 27/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently cautious.
- •Insider activity signal is favorable
- •Recent buyback activity is present
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
Company-specific research
Questions worth answering for LEN
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •What is driving LEN's revenue decline, and does the latest company filing suggest the weakness is temporary or structural?
- •Is LEN's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •Is LEN's debt load manageable relative to cash generation, interest costs and upcoming maturities?
- •What future growth or profitability would be needed to justify LEN's current valuation?
Essential Investment Snapshot
Wall Street Score
44
Opportunity Score
21
Market Cap
$20.12B
P/E Ratio
15.5
EPS
$5.29
52-Week High
$133.76
52-Week Low
$75.70
Beta
1.40
Intrinsic Value
$50.34
Analyst Target
$72.50
Shares Outstanding
257.7M
Total Revenue
$31.97B
Total Debt
$4.30B
Dividend Yield (TTM)
2.36%
Liquidation Value / Share
$84.18
Dividend / Share (TTM)
$2.00
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Building upward momentum
Normal movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Notices for LEN
Detected from reported data — verify before acting.Dividend history reported
Dividend payments are recorded. Review the dates and regular/special classification below; past payments do not guarantee future dividends.
Historical repurchase activity
Reported cash flows or share-count measures indicate past repurchase activity. This does not verify an active buyback authorization or future purchases.
Community Sentiment
0 active · 0 total callsNo personal call yet on LEN.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Large-scale homebuilding operations with significant market presence.
- +Integrated financial services platform supporting home sales.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Residential Construction industry.
- −Dependence on economic conditions and housing market demand.
- −Risks associated with land acquisition and development activities.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
2 historical score records availablePrevious Score
46
Jul 24, 2026
Change
-2.1
points
Current Score
44
Oct 1, 2026
Category Changes
LEN decreased 2.1 points because Revenue declined by 2.2 points, Capital declined by 13 points, Management declined by 10.4 points.
Negative Contributors
- − Revenue declined by 2.2 points
- − Capital declined by 13 points
- − Management declined by 10.4 points
Projected Score
Projected Score
35
Projected Change
-8.8 points
Preliminary comparable-period financial changes suggest decline of approximately 8.8 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
OvervaluedCurrent Price
$84.58
Model Intrinsic Value
$50.34
Difference
+$34.24
+68.0% vs IV
Margin of Safety
-68.0%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $31.97B | $34.19B | $35.44B | $34.23B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Cost of Revenue | $28.93B | $30.80B | $29.94B | $28.29B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Gross Profit | $3.04B | $3.39B | $5.50B | $5.94B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Research & Development | $0.00 | $0.00 | $0.00 | $0.00 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| SG&A Expenses | $1.31B | $636.7M | $649.0M | $501.3M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Expenses | $1.33B | $636.7M | $649.0M | $501.3M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| EBITDA | $1.97B | $2.96B | $5.32B | $5.33B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Operating Income | $1.71B | $2.75B | $4.85B | $5.44B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Interest Expense | $114.5M | $13.9M | $18.8M | $15.4M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Before Tax | $1.79B | $2.81B | $5.18B | $5.20B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Income Tax Expense | $460.8M | $705.6M | $1.22B | $1.24B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Net Income | $1.31B | $2.08B | $3.93B | $3.94B | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic EPS | $5.29 | $7.98 | $14.31 | $13.73 | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Basic Shares | 238M | 258M | 272M | 283M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
| Diluted Shares | 238M | 258M | 272M | 283M | ···· | ···· | ···· | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$8.05B
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$1.19
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
-24.1%
Cash Change
-33.4%
Margin Change
-3.2 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Debt reduced
What Weakened
- Margins contracted
- Cash position declined
Potential Score Impact
Positive indicators included debt levels. Pressure indicators included revenue growth, EPS growth, cash levels, net income margin. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue declined 8.7%. EPS declined 48.0%. Cash declined 33.4%. Total debt declined 24.1%. Net income margin declined by 3.2 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
53
Smart Money
53
Number of Gurus
3
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Log in to view dividend history.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
2 historical records2 historical score records available.
Historical Score Chart
2 of 2 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
Related Companies
Residential ConstructionNews
Securities Fraud Investigation Into Lennar Corporation (LEN) Announced -- Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm
The 30-Year Mortgage Is Closing In on 7.5%
Warren Buffett Adds to Lennar Corp (LEN) as Shares Trade 37% Below GF Value
Here Are Thursday’s Top Wall Street Analyst Research Calls: BP, Dollar Tree, Exxon Mobil, Lennar, Occidental Petroleum, Rocket Lab, Teva Pharmaceuticals, United Therapeutics, and More
Rumor Mill · LEN
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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