GROWTH
Top line contracting.
−3.6% YoY versus +3.5% prior. 3y CAGR +0.5%.
−3.6%
Lennar Corporation LEN
Consumer Discretionary · Market Cap: $22.4B
$89.73▲ 3.25 (3.76%)
Fundamentals as of 2026-02-28
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Consumer Discretionary · Market Cap: $22.4B
Fundamentals as of 2026-02-28
All analysis on this page is for educational purposes only and does not constitute financial advice. Fair values are model-based estimates. Always do your own research.
The Question
1 of 2 legendary models say AVOID LEN — but Benjamin Graham disagrees.
What would legendary investors pay for LEN?
These figures are not quotes or opinions from Buffett, Graham, Lynch or the other investors. They are our own estimates, computed by applying the intrinsic-value formulas each investor is known for to this company’s financials.
For educational purposes only. Not a recommendation to buy or sell securities.
Concerns — Lennar Corporation's 8.2% ROE is below sector median.
Financial story
Concerns — Lennar Corporation's 8.2% ROE and 0.51 debt-to-equity warrant a closer look at the underlying business.
Bottom line: LEN splits the legendary models — 1 BUY, 0 HOLD, 1 AVOID, but earns a C sector grade (50/100) in Consumer Discretionary. Whether the premium is justified depends on which lens you trust. Drill into the valuation breakdown and sector ranking for the full picture.
How does LEN compare?
Graham and Marks evaluate LEN against their respective frameworks. Per-model fair value and reasoning are in the valuation tab.
LEN's P/E ratio is 13.5x. 5-year P/E history is in the financials tab.
0 of 2 legendary models say BUY. Full breakdown by investor and signal is in the valuation tab.
LEN's earnings calendar and history are tracked in the financials tab. Specific dates depend on company-published guidance.
LEN is in the Consumer Discretionary sector. Sector ranking and peer comparison are in the sector tab.
0 of 2 legendary investor models rate LEN a BUY. Fair value estimates and full investor breakdown are in the valuation tab.
−3.6% YoY versus +3.5% prior. 3y CAGR +0.5%.
−3.6%Net margin 6.0% versus 11.1% prior (−5.1pp). Operating 8.0%.
6.0%P/E 13.0x — 29% above the 5y median of 10.1x. Forward 16.0x signals EPS contraction next year.
13.0xSee exactly where LEN ranks
Sign in to unlock the full sector ranking — free.
Sign in to see the rankingLEN sits at #66 in Consumer Discretionary with a C grade (50/100).
