NYSE · LEN
Lennar Corporation
Consumer Cyclical · Residential Construction
$84.58▲ 0.71% ($0.60)at close
After hours$84.49▼ 0.11%8:00 PM ET
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price above Base.
The price needs 59.3% revenue growth a year for 10 years. Our scenarios assume 0.6–4.4%.
That's 10.0× its past 4-year pace.
Value per share
Base case
$46.07
Price used $84.58 is 1.8× this
USD · TTM ending Aug 31, 2026 · Price Oct 27, 8:00 PM UTC
Revenue each value needs
Revenue today $32B. The price needs $3.4T by 2036. Base case: $34.6B. At its recent pace: $57B. Bear to Bull: $33.9B to $49.2B.
Revenue today $32B. The price needs $3.4T by 2036. Base case: $34.6B. At its recent pace: $57B. Bear to Bull: $33.9B to $49.2B.
Revenue in 2036
today $32B
+$3.3Tmore than the Base case · 97.3×
Value per share · Base case
$46.07
Price $84.58
1.8× this
- 10-yr revenue CAGR
- 0.8%
- Ending operating margin
- 5.3%
- Discount rate
- 9.0%
USD · TTM ending Aug 31, 2026 · Price Oct 27, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock fell 34.29% over the last year. Revenue declined 8.03% over the trailing twelve months. Operating margin moved from 9.98% to 5.34%. Free cash flow grew 227.39% over the trailing twelve months.
What the market seems to be pricing
The stock has moved lower against modestly weakening underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 5.34%. A decisive move in revenue — currently down 8.03% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
Lennar Corporation, an influential homebuilder in the United States, operates primarily under its widely recognized Lennar brand, alongside its various subsidiaries.
Market multiples
Stock splits
Every 1000 shares became 1033
Every 1000 shares became 1017
Every 1 shares became 2
Every 2 shares became 3
Every 1 shares became 2
Every 1 shares became 2
Every 2 shares became 3
Profitability & growth
Analyst consensus
23
Buy
18
Hold
9
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Dec 15, 2026
Q4 FY26 · EPS est $1.47 · Revenue est $8.7B
Same quarter, year over year
FY26 YTD -43.7%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q3 combined $3.40 vs $6.04 · 0 of 3 quarters up
Q1
Q2
Q3
Q4
FY total
FY26
—
FY25
FY24
FY23
—
—
—
—
Fiscal year totals
- FY25
- $7.97
- -44.3%
- FY24
- $14.31
- —
Q3 FY26
Reported Sep 16, 2026 · Latest
HoverTap a cell to inspect
Actual
$1.23
Estimate
$1.28
Year over year
-38.5%
Vs prior quarter
-0.8%
Institutional Sentiment
Lennar Corporation · LEN
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.