Lennar Corporation (LEN) Fair Value & Analysis
Consumer Cyclical · US · Market cap $22.4B
Lennar Corporation
LEN · US
Fair value as of: Jun 24, 2026
From 25 valuation models · updated 8 days ago
Share price −3.0% over the past month.
Price vs Fair Value (12 months)
12‑month range $81.50 – $139.05 · fair‑value band $85.72 – $263.75 · the $87.35 price screens below the $142.47 fair value. As of Jun 24, 2026.
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Lennar Corporation (LEN) currently trades at $87.35, while our model-based Fair Value estimate is $142.47 — implying the stock looks roughly 63.1% undervalued today. We read business quality at 49/100 (below-average quality), in the Consumer Cyclical sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.
Over the trailing twelve months, Lennar Corporation generated revenue of $33.2B at a net margin of 5.4%. Revenue declined 13.3% year over year. It earns a return on equity of 8.1%. Net debt stands at $2.5B. Fundamentals as of Jun 24, 2026
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.
About the company
Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding South Central, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments. The company's homebuilding operations include the construction and sale of single-family attached and detached homes, as well as the purchase, development, and sale of residential land; and development, construction, and management of multifamily rental properties. It also offers residential mortgage financing, title insurance, and closing services for home buyers and others, as well as originating and selling securitization commercial mortgage loans. In addition, the company is involved in fund investment activities. It primarily serves first-time, move-up, active adult, and luxury homebuyers. The company was founded in 1954 and is based in Miami, Florida.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Lennar Corporation reported revenue of $34.2B in FY2025 versus $27.1B in FY2021, a compound +5.9%/yr. Reported net income was $2.1B in FY2025, compounding −17.2%/yr from FY2021.
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Recent news
- UBS, JPMorgan Lower Lennar (LEN) Targets on Softer Housing Demand and Revised Guidance
- Daily Dividend Report: RTX,RPT,IMKTA,LEN,MRVL
- 2 S&P 500 Stocks with Promising Prospects and 1 We Find Risky
- Antipodes Global Fund Divested Lennar Corp (LEN) amid a Weak Housing Market Recovery
External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.
Similar stocks
6 more Residential Construction stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| D.R. Horton, Inc D1HI34 | R$810.00 | R$767.60 | -5% |
| PulteGroup, Inc PHM | $125.62 | $192.60 | +53% |
| NVR, Inc NVR | $6,183 | $5,887 | -5% |
| Toll Brothers, Inc TOL | $139.53 | $136.72 | -2% |
| Sekisui House, Ltd SKHSY | $19.88 | $35.50 | +79% |
| Taylor Morrison Home Corporation TMHC | $71.53 | $95.27 | +33% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.
Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.