Stock AnalizLennar Corp. LEN
Homebuilding · data as of November 13, 2026
Lennar Corp. (LEN) is a consumer discretionary company listed in the US with a market value of about $19.9B. In the twelve months to August 31, 2026 it had revenue of $32.0B and net income of $1.3B, a net margin of 4.1%.
Its overall Stock Analiz score is 2.8 out of 5 (average). The strongest part is financial health (4/5); the weakest is future growth (0/5).
Key numbers: a P/E of 15.8, a price to free cash flow of 24.5, 5-year revenue growth of 9% a year, a 5-year average ROIC of 13%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 26% above the current price.
Score: 2.8 / 5
Checks passed
- P/E below 25
- P/E below the industry median
- Price below intrinsic value (DCF, moderate assumptions)
- 5-year revenue growth above 8% a year
- 5-year average ROIC above 12%
- Profitable 5 years in a row
- More cash than debt, or low debt to equity
- Positive free cash flow
Checks not passed
- P/FCF below 20
- PEG below 1.5
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- Profit margin improving
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
- 5-year EPS growth above 10% a year
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $32.0B | $34.2B | $35.4B | $34.2B | $33.7B | $27.1B | $22.5B | $22.3B | $20.6B | $12.6B | $10.9B |
| Net income | $1.3B | $2.1B | $3.9B | $3.9B | $4.6B | $4.4B | $2.5B | $1.8B | $1.7B | $810M | $912M |
| Free cash flow | $811M | $28M | $2.2B | $5.1B | $3.2B | $2.5B | $4.1B | $1.4B | $1.6B | $871M | $431M |
| EPS (diluted) | $5.28 | $7.98 | $14.31 | $13.73 | $15.72 | $14.27 | $7.85 | $5.74 | $5.44 | $3.38 | $3.86 |
| Net margin | 4.1% | 6.1% | 11.1% | 11.5% | 13.7% | 16.3% | 11.0% | 8.3% | 8.2% | 6.4% | 8.3% |
| ROIC | — | 7.1% | 11.3% | 15.3% | — | 18.5% | 10.8% | 8.2% | 12.8% | 12.2% | 15.3% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 15 analysts is $77.60, 7% below the current price; targets range from $58.00 to $120.00; the consensus rating is “Underperform”; expected EPS is $4.94 for the fiscal year ending November 30, 2026.
Frequently asked questions
What is Lennar’s P/E ratio?
About 15.8, based on the last twelve months of diluted earnings per share (forward P/E about 17.8).
Is Lennar stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 26% above the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Lennar pay a dividend?
Yes. The dividend yield is about 2.32%, and it has paid dividends for 10 years in our data.
Is Lennar a good stock to buy?
We do not give buy or sell advice. Lennar scores 2.8 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
Similar companies
Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.