LEN Share Price Performance
US$131.30
-42.17 (-24.31%)
3.0% overvalued intrinsic discount
US$127.50
Fair Value
Price US$131.30
AnalystConsensusTarget US$127.50
Zev US$154.28
AnalystHighTarget US$159.00
Fair ValueUS$127.50
Share Pricen/a
Lennar Corporation Stock Price
- 4 Narratives written by author
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- 102 Fair Values set on narratives written by author
LEN Community Narratives
AN
Fair Value US$127.5 3.0% overvalued intrinsic discount
LEN: Softer Demand And Margin Cycles Will Shape A Balanced Outlook Ahead
2users have liked this narrative
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36users have followed this narrative
ZE
Zev·
Fair Value US$162.49 19.2% undervalued intrinsic discount
The Future of Lennar and Homebuilding Faces Short Term Challenges with Potential for Long Term Growth
5users have liked this narrative
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25users have followed this narrative
AN
Fair Value US$159 17.4% undervalued intrinsic discount
Asset-light Model And Rausch Coleman Homes Deal Will Improve Efficiency
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The Future of Lennar and Homebuilding Faces Short Term Challenges with Potential for Long Term Growth
History of Homebuilding: Homebuilding has been in decline since April 2022, and it was the following month when public sentiment realized they were facing a housing crisis. Notable causes were the sharp drop in new home building starts, sharp increases in federal funds rate, rising mortgage rates, peak of average/median home sales price, and high months' supply ratio.Read more
5users have liked this narrative
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ZE
US$162.49
19.2% undervalued intrinsic discount
Zev Fair Value
Revenue growth
5.67% p.a.
Profit Margin
10%
Future PE
11.6x
Price in 2028
US$205.03
LEN: Softer Demand And Margin Cycles Will Shape A Balanced Outlook Ahead
Key Takeaways Transitioning to an asset-light model and just-in-time delivery aims to improve cash flow and enhance future revenue and net margins. Expanding market share through acquisitions and consistent volume focus positions Lennar for revenue growth and increased shareholder returns.Read more
2users have liked this narrative
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36users have followed this narrative
AN
US$127.5
3.0% overvalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
4.21% p.a.
Profit Margin
5.73%
Future PE
16.43x
Price in 2028
US$163.96
Asset-light Model And Rausch Coleman Homes Deal Will Improve Efficiency
Key Takeaways The asset-light and land-light model, alongside the Millrose spin-off, is set to boost cash flow efficiency and enhance earnings. Acquiring Rausch Coleman Homes and cost initiatives support revenue growth and profitability, even in tough economic times.Read more
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1users have followed this narrative
AN
US$159
17.4% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
4.26% p.a.
Profit Margin
8.08%
Future PE
14.12x
Price in 2028
US$202.74
High US Mortgage Rates Will Squeeze Housing Demand And Margins
Key Takeaways Challenging macroeconomic conditions and high interest rates are reducing housing demand and impacting revenue growth. Increased sales incentives to address affordability concerns are expected to compress margins and net income.Read more
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2users have followed this narrative
AN
US$95
38.2% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
1.87% p.a.
Profit Margin
5.48%
Future PE
13.33x
Price in 2028
US$121.14
Trending Discussion
Recently Updated Narratives
ZE
The Future of Lennar and Homebuilding Faces Short Term Challenges with Potential for Long Term Growth
Fair Value: US$162.49 19.2% undervalued intrinsic discount
25 followersusers have followed this narrative
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AN
LEN: Mixed Earnings And Mortgage Rate Direction Will Influence Sector Recovery Ahead
Fair Value: US$127.5 3.0% overvalued intrinsic discount
36 followersusers have followed this narrative
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AN
High US Mortgage Rates Will Squeeze Housing Demand And Margins
Fair Value: US$95 38.2% overvalued intrinsic discount
2 followersusers have followed this narrative
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Snowflake Analysis
Lennar Corporation Key Details
About LEN
- Founded
- 1954
- Employees
- 13265
- CEO
- WebsiteView website
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 Texas, 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 originates and sells securitization commercial mortgage loans. In addition, the company is involved in the fund investment activity. It primarily serves first-time, move-up, active adult, and luxury homebuyers. The company was founded in 1954 and is based in Miami, Florida.
