Lennar (LEN)
Consumer Discretionary · Residential homebuilding
A major homebuilder offering single-family and multi-family residential properties across the U.S., with ancillary financial services and real estate operations.
What Lennar does
Lennar Corporation is a large residential homebuilder operating primarily in the homebuilding segment, which generates the majority of revenue through the construction and sale of single-family and multi-family residential properties. The company also operates a Financial Services segment providing mortgages and insurance products, and a Multifamily segment developing and managing rental communities. The company manages significant real estate inventory including finished homes, land under development, and deposits on future acquisitions.
Themes: ["Residential real estate","Housing construction","Real estate inventory management","Mortgage financing","Multifamily housing"]
Fundamentals
- Price$84.35 as of 2026-07-09 close
- Market cap$20.3B as of 2026-07-10
- 1-year return-26.9% as of 2026-07-09 close
- P/E12.57 as of 2026-07-10
- Net margin+4.9% as of 2026-07-10
- Gross margin+8.8% as of 2026-07-10
- ROE+7.3% as of 2026-07-10
- Debt / equity0.28 as of 2026-07-10
- Revenue growth (YoY)-7.5% as of 2026-07-10
- Revenue CAGR (3y)+0.5% SEC XBRL
- Beta1.41 as of 2026-07-10
Dividend: yield +2.4%; pays a dividend.
Key risks (from latest filing)
["Revenue decline: year-over-year revenue growth of -7.45% indicates softening demand or market headwinds in residential construction","Inventory concentration: large homebuilding inventory ($12.4 billion consolidated inventory) exposes the company to market price fluctuations and carrying costs","Macro sensitivity: homebuilding is highly cyclical and sensitive to interest rates, economic conditions, and consumer confidence, which directly impact home purchase demand"]
Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.