Lennar Corporation (L1EN34) Fair Value & Analysis
Consumer Cyclical · BR · Market cap R$113B
Fair value as of: Jul 19, 2026
From 24 valuation models · updated today
Fair value updated Jul 19, 2026, revised from R$98.79 to R$101.14 (+2.4%) since Jul 18, 2026. Share price +0.4% over the past month.
Price vs Fair Value (12 months)
12‑month range R$418.46 – R$758.56 · fair‑value band R$87.83 – R$158.25 · the R$474.18 price screens above the R$101.14 fair value. As of Jul 19, 2026.
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Lennar Corporation (L1EN34) currently trades at R$474.18, while our model-based Fair Value estimate is R$101.14, implying the stock looks roughly 78.7% overvalued today. We read business quality at 48/100 (below-average quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Lennar Corporation generated revenue of R$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 R$2.1B. Fundamentals as of Jul 19, 2026
Our scenario range runs from R$87.83 (bear case) to R$158.25 (bull case); at R$474.18, the current price sits above that range. The share trades about 38% below its 52-week high and 13% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 33% fair-value upside, at -79%, L1EN34 screens richer than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 19, 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 R$34.2B in FY2025 versus R$27.1B in FY2021, a compound +5.9%/yr. Reported net income was R$2.1B in FY2025, compounding −17.2%/yr from FY2021.
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Recent news
- Lennar (LEN) Launches New Communities, Is The Valuation Discount Already Deserved?
- Dream Finders Appoints Rick Beckwitt as Co-Chairman of its Board of Directors
- Lennar Announces The Towns at West End, a Boutique Townhome Community in Historic Lancaster City
- Lennar, KB Home, and NVR Stocks Trade Down, What You Need To Know
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection, not financial advice.
Similar stocks
10 more Residential Construction stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| D.R. Horton, Inc DHI | $149.39 | $214.93 | +44% |
| PulteGroup, Inc PHM | $125.62 | $192.60 | +53% |
| NVR, Inc NVR | $6,305 | $6,172 | -2% |
| Toll Brothers, Inc TOL | $139.53 | $136.72 | -2% |
| Sekisui House, Ltd SKHSY | $19.87 | $35.50 | +79% |
| Taylor Morrison Home Corporation TMHC | $71.53 | $95.27 | +33% |
| Installed Building Products, Inc IBP | $202.74 | $121.62 | -40% |
| Sumitomo Forestry Co SMFRF | $7.98 | $11.72 | +47% |
| Persimmon Plc, PSMMF | $15.26 | $19.67 | +29% |
| Meritage Homes Corporation MTH | $70.56 | $57.01 | -19% |
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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.
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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.