Lennar Corporation (LEN-B) Fair Value & Analysis
Consumer Cyclical · US · Market cap $19.8B
Lennar Corporation
LEN-B · US
Fair value as of: Jul 16, 2026
From 25 valuation models · updated 5 days ago
Fair value updated Jul 16, 2026, revised from $119.83 to $120.57 (+0.6%) since Jul 7, 2026. Share price −8.0% over the past month.
Price vs Fair Value (12 months)
12‑month range $80.32 – $134.52 · fair‑value band $71.73 – $171.34 · the $80.41 price screens below the $120.57 fair value. As of Jul 16, 2026.
✦ Which stocks are undervalued right now? Check free Discover now →Analysis
Lennar Corporation (LEN-B) currently trades at $80.41, while our model-based Fair Value estimate is $120.57, implying the stock looks roughly 49.9% undervalued today. We read business quality at 45/100 (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 Jul 16, 2026
Our scenario range runs from $71.73 (bear case) to $171.34 (bull case); at $80.41, the current price sits within that range. The share trades about 41% below its 52-week high and 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at 4% fair-value upside, at 50%, LEN-B screens cheaper than that median.
Key figures & financial health
More key figures
Figures from reported company fundamentals (EODHD) · as of Jul 16, 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.
Is LEN-B fairly valued? → Check now
Recent news
- Is Lennar’s (LEN) Urban Townhome Push Quietly Reshaping Its Asset-Light Strategy?
- Lennar (LEN) Launches New Communities, Is The Valuation Discount Already Deserved?
- Dream Finders Appoints Rick Beckwitt as Co-Chairman of its Board of Directors
- Landmark Housing Affordability Bill Becomes Law: ETFs in Focus
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 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| D.R. Horton, Inc D1HI34 | R$810.00 | R$845.83 | +4% |
| PulteGroup, Inc P1HM34 | R$637.18 | R$155.64 | -76% |
| NVR, Inc NVR | $6,183 | $5,887 | -5% |
| Toll Brothers, Inc TOL | $138.90 | $127.31 | -8% |
| Sekisui House, Ltd SKHSY | $19.88 | $35.50 | +79% |
| Taylor Morrison Home Corporation TMHC | $71.53 | $95.27 | +33% |
| Installed Building Products, Inc IBP | $228.65 | $209.51 | -8% |
| Sumitomo Forestry Co SMFRF | $8.29 | $11.72 | +41% |
| Persimmon Plc, PSMMF | $15.26 | $20.11 | +32% |
| Meritage Homes Corporation MTH | $68.12 | $52.19 | -23% |
Explore undervalued stocks
More undervalued Consumer Cyclical stocks →
Frequently asked questions
Is Lennar Corporation (LEN-B) undervalued?
What is the fair value of LEN-B?
What is the quality score of LEN-B?
What is the revenue of Lennar Corporation (LEN-B)?
What is the net profit margin of LEN-B?
Does Lennar Corporation pay a dividend?
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.
Unlock the full Lennar Corporation analysis, and try Pro free
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.
Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.