LEN Lennar Corporation

$89.85▼ -2.93% ConsumerDiscretionary Other Last sync: just now Syncing
Key Metrics & Fundamentals
Market Cap
$22.13B
P/E Ratio
12.9
Div Yield
2.16%
52W Range
81.18 - 144.24
% vs 50 MA
4.04%
% vs 200 MA
-16.52%
RSI-14
58.3
MACD Histogram
+0.5600
Beta (1Y vs SPY)
0.91
Free Cash Flow
-$463.49M
Gross Rev
$6.62B
Gross Profit
$390.70M
EBITDA
$251.61M
COGS
$6.23B
Operating Exp
$157.64M
Operating Income
$233.06M
EBIT
$233.06M
Pretax Income
$302.45M
Net Income
$229.38M
EPS (Diluted)
0.93
Price & Volume History
Volume (M)
Financial Overview - Income Statement Quarterly
AI Analysis
Generated May 27, 9:23 PM
Company Overview

Lennar Corporation is one of the largest homebuilders in the United States, primarily engaged in the construction and sale of single-family homes. The company also offers financial services, including mortgage financing, title, and closing services, providing an integrated homebuying experience. Its competitive position is bolstered by its scale, operational efficiency, and focus on entry-level and first-time move-up buyers.

Bull Case
  • The current P/E ratio of 13.1 suggests a potentially attractive valuation, especially after a significant price decline, indicating the stock may be undervalued relative to its earnings.
  • A daily price increase of +1.9% indicates some recent positive momentum and buying interest, potentially signaling a short-term rebound or stabilization after previous declines.
  • Lennar's substantial market capitalization of $22.40B reflects its position as a major, well-established player in the housing market, offering stability and scale advantages.
  • Despite recent weakness, the long-term demand for housing, particularly in the entry-level segment where Lennar has a strong presence, could provide a tailwind as demographic trends support household formation.
Bear Case
  • The stock is down -36.9% from its 52-week high and trading near the lower end of its 52-week range, indicating significant investor concern and a strong bearish sentiment.
  • Trading -0.2% below its 50-Day MA and a substantial -20.8% below its 200-Day MA confirms a clear downtrend and suggests that the stock is struggling to find sustained upward momentum.
  • As a Consumer Discretionary sector stock, Lennar is highly sensitive to economic cycles, interest rate changes, and consumer confidence, which can negatively impact housing demand and affordability.
  • The housing market faces ongoing challenges, including elevated mortgage rates, potential recessionary pressures, and supply chain disruptions, which could dampen future sales and profit margins for homebuilders.
Recent Performance

Lennar's stock has experienced a significant downturn, currently trading 36.9% below its 52-week high and near the lower bound of its annual range. Despite a modest +1.9% daily gain, the overall trend remains bearish, with the price trading below both its 50-day and 200-day moving averages. The technicals imply that the stock is in a confirmed downtrend, with the recent daily increase potentially being a short-term bounce rather than a definitive reversal, as the RSI of 52.4 indicates neither oversold nor overbought conditions.

AI-generated analysis is for informational purposes only and does not constitute financial advice.

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