Score Your Stock

US stock · figures in US dollars · scored on full-year results

Lennar Lennar Corporation Class A Common Stock

LEN · Consumer Cyclical · Residential Construction
Bottom 36% of scored stocks
OkayBottom 36% of scored stocks
Weak Spot

Lennar scores 48/100 on fundamentals: in the bottom 36% of 503 scored S&P 500 stocks. Its strongest area is Financial Safety (100/100); its weakest is Business Strength (0/100). It carries 1 warning flag: Weak Spot.

Best
Financial 100
Weakest
Business 0
  • Carries a Weak Spot flag

A financially strong stock with shrinking sales, but business strength needs attention.

What looks good
What to watch
Mkt capUS$ 20.7b#399 of 503 in the S&P 500EPSUS$ 5.28P/E15.8×✓ vs sector median 19.8×P/B1×✓ vs sector median 6.1×Div yield2%✓ Top 30% in the S&P 50052w range · 24% of range71.78133.76
as of 31 Oct 2026

Nearby peers

Ranks #27 of 54 in Consumer Cyclical by score

#1Deckers Brands77#25Packaging Corporation of America49#26eBay48
#27Lennar48
#28Darden Restaurants47#29Lowe's47

One-Minute Summary

Why Lennar scores 48

A financially strong stock with shrinking sales, but business strength needs attention.

What looks good
What to watch

Business StrengthLowest pillar

0
Why 0?
Pillar score: (0 + 0 + 0 + 0 + 0) = 0 of 10 points → 0
Return on Equity (ROE)6%Weak4-Year Revenue Growth-2%/yrWeak4-Year Profit Growth-31%/yrWeakNet Profit Margin4%WeakQuarterly Momentum-7%Weak
Show 3 charts

Net Profit & Equity, with ROE

Net Profit ↓ -66.8%Equity ↓ -18.9%ROE % 6.1%
Net ProfitEquityROE %
3.9b3.9b2.1b1.3b26.6b27.9b22.0b21.6b202320242025TTM14.8%14.1%9.5%6.1%

Revenue & Net Profit, with Net Margin

Revenue ↓ -6.6%Net Profit ↓ -66.8%Net Margin % 4.1%
RevenueNet ProfitNet Margin %
34.2b35.4b34.2b32.0b3.9b3.9b2.1b1.3b202320242025TTM11.5%11.1%6.1%4.1%

Sales have been roughly flat for 4 years: the business isn't really growing, just maintaining.

Profit fell about 66.8% from where it was 4 years ago: the boom has cooled off.

Recent Quarters: Revenue & Net Profit (the last 8 quarters, scored)

Revenue ↓ -15.7%Net Profit ↓ -73.8%Net Margin % 3.8%
RevenueNet ProfitNet Margin %
9.4b9.9b7.6b8.4b8.8b9.4b6.6b7.9b1.2b1.1b520m477m591m490m229m305mQ3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2'2612.3%11%6.8%5.7%6.7%5.2%3.5%3.8%
▬▼▼▼▼▼▼▼

Sales fell about 15.7% over the last 8 quarters: worth watching why.

Profit fell about 73.8% over the last 8 quarters.

Why 100?
Pillar score: (2 + 2 + 2) = 6 of 6 points → 100
Debt-to-Equity0.3×StrongCurrent Ratio9.9×StrongInterest Coverage140.2×Strong
Show 2 charts

Debt vs Equity, with D/E ratio

Total Debt ↑ +18%Equity ↓ -18.9%D/E 0.3×
Total DebtEquityD/E
5.0b4.2b5.9b5.9b26.6b27.9b22.0b21.6b202320242025TTM0.2×0.2×0.3×0.3×

Borrowings grew about 18% over 4 years: watch this; rising debt adds pressure in bad times.

Short-term assets vs bills, with Current Ratio

Current Assets ↓ -39.6%Current Liabilities ↑ +10.1%Current Ratio 9.9×
Current AssetsCurrent LiabilitiesCurrent Ratio
29.3b29.3b19.4b17.7b1.6b1.8b1.8b1.8b202320242025TTM18×15.9×10.7×9.9×
Why 50?
Pillar score: (0 + 1 + 2) = 3 of 6 points → 50 · 1 N/A skipped
Dividend Quality2%Weak
Payout ratio: 38%
Operating Cash FlowPositive but bumpyOkayFree Cash FlowPositive & growingStrong

No data: Cash & Cash Equivalents

Show 3 charts

Operating vs Free Cash Flow

Operating CF ↓ -81.9%Free CF ↓ -84%
Operating CFFree CF
5.2b2.4b217m937m5.1b2.2b28m811m202320242025TTM

Cash keeps coming in, though unevenly: fine, but worth keeping an eye on.

Cash vs Total Debt

Cash ↓ -78%Total Debt ↑ +18%
CashTotal Debt
6.5b4.9b3.8b1.4b5.0b4.2b5.9b5.9b202320242025TTM

Dividends per Share, with Yield

DPS (cents) ↑ +37.7%Yield % 2.3%
DPS (cents)Yield %
36.336.336.336.348.448.448.4505050145.2195.2193.620020222023202420251.9%1.9%1.3%2.3%

Dividends per share have been maintained or raised: management shares the rewards with you.

Why 50?
Pillar score: (1 + 2 + 0) = 3 of 6 points → 50
P/E Ratio15.8×OkayP/B Ratio1×StrongPEG Ration/m (growth not measurable)Weak
Show chart

Share Price: Weekly Closes (not part of the score)

US$ 128.42US$ 102.18US$ 75.94Oct '25Feb '26Jun '26Oct '26

The share price is down about 28.2% over the past year.

Why 42?
Pillar score: (0 + 0 + 2 + 2 + 1 + 0) = 5 of 12 points → 42
Earnings ConsistencyVery bumpyWeakDebt Trend (4yr)RisingWeakShare Count Trend (4yr)-5%/yrStrongInventory vs Sales (4yr)-9.1 pp/yr vs salesStrongAsset Turnover Trend (4yr)+9.8%OkayQuarterly Consistency4 of 4 quarters downWeak
Show chart

Revenue vs Inventory, with Inventory % of Revenue

Revenue ↓ -6.6%Inventory ↓ -30.4%Inv. % of Rev. 41.1%
RevenueInventoryInv. % of Rev.
34.2b35.4b34.2b32.0b18.9b20.3b11.8b13.1b202320242025TTM55.2%57.3%34.6%41.1%
Ranks #27 of 54 in Consumer Cyclical by score

Sector peers

#1Deckers Brands77#25Packaging Corporation of America49#26eBay48
#27Lennar (you)48
#28Darden Restaurants47#29Lowe's47

Full Financial History

Every reported figure behind the score, year by year. Download it, or check it against the company's own annual report.

Financial YearRevenueNet ProfitOperating Cash FlowFree Cash FlowCapExCashTotal DebtEquityCurrent AssetsCurrent LiabilitiesTotal AssetsTotal LiabilitiesInventoryDividendsReturn on Equity (ROE)Net Profit MarginDebt-to-EquityCurrent RatioDividend Payout RatioDiv yieldP/E RatioP/B RatioPEG Ratio
2026US$ 32.0bUS$ 1.3bUS$ 937.3mUS$ 811.3mUS$ -126.0mUS$ 1.4bUS$ 5.9bUS$ 21.6bUS$ 17.7bUS$ 1.8bUS$ 33.4bUS$ 11.7bUS$ 13.1b-6%4%0.3×9.9×38%----
2025US$ 34.2bUS$ 2.1bUS$ 216.8mUS$ 28.2mUS$ -188.6mUS$ 3.8bUS$ 5.9bUS$ 22.0bUS$ 19.4bUS$ 1.8bUS$ 34.4bUS$ 12.3bUS$ 11.8bUS$ 200.0m9%6%0.3×10.7×25%2%15.3×1.4×-
2024US$ 35.4bUS$ 3.9bUS$ 2.4bUS$ 2.2bUS$ -171.5mUS$ 4.9bUS$ 4.2bUS$ 27.9bUS$ 29.3bUS$ 1.8bUS$ 41.3bUS$ 13.3bUS$ 20.3bUS$ 193.6m14%11%0.2×15.9×14%1%11.1×1.6×-
2023US$ 34.2bUS$ 3.9bUS$ 5.2bUS$ 5.1bUS$ -99.8mUS$ 6.5bUS$ 5.0bUS$ 26.6bUS$ 29.3bUS$ 1.6bUS$ 39.2bUS$ 12.5bUS$ 18.9bUS$ 195.2m15%12%0.2×18.0×11%2%8.6×1.3×0.5