Lennar Corporation

LSE:0JU0 Stock Report

Market Cap: US$20.3b

Lennar Valuation

Is 0JU0 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 0JU0 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: 0JU0 ($84.16) is trading above our estimate of future cash flow value ($43.14)

Significantly Below Future Cash Flow Value: 0JU0 is trading above our estimate of future cash flow value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 0JU0?

Key metric: As 0JU0 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 0JU0. This is calculated by dividing 0JU0's market cap by their current earnings.
What is 0JU0's PE Ratio?
PE Ratio12.8x
EarningsUS$1.60b
Market CapUS$20.34b

Price to Earnings Ratio vs Peers

How does 0JU0's PE Ratio compare to its peers?

The above table shows the PE ratio for 0JU0 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average17.5x
BTRW Barratt Redrow
19.1x16.09%UK£4.1b
PSN Persimmon
12.4x11.29%UK£3.6b
BKG Berkeley Group Holdings
9.9x-6.58%UK£3.1b
TW. Taylor Wimpey
28.7x19.98%UK£2.9b
0JU0 Lennar
12.8x4.35%US$20.3b

Price-To-Earnings vs Peers: 0JU0 is good value based on its Price-To-Earnings Ratio (12.8x) compared to the peer average (17.5x).

Historical Price to Earnings Ratio

Historical Price to Earnings Ratio compares a stock's price to its earnings over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Earnings Ratio vs Industry

How does 0JU0's PE Ratio compare vs other companies in the European Consumer Durables Industry?

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
0JU0 12.8xIndustry Avg. 12.9xNo. of Companies12PE0816243240+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 0JU0 is good value based on its Price-To-Earnings Ratio (12.8x) compared to the European Consumer Durables industry average (12.9x).

Price to Earnings Ratio vs Fair Ratio

What is 0JU0's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

0JU0 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio12.8x
Fair PE Ratio17.9x

Price-To-Earnings vs Fair Ratio: 0JU0 is good value based on its Price-To-Earnings Ratio (12.8x) compared to the estimated Fair Price-To-Earnings Ratio (17.9x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 0JU0 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$84.16
US$87.00
+3.37%
14.48%US$120.00US$67.00n/a13
Jul ’27US$86.88
US$88.54
+1.91%
15.97%US$124.00US$67.00n/a13
Jun ’27US$90.53
US$91.50
+1.07%
14.47%US$124.00US$74.00n/a14
May ’27US$88.50
US$94.00
+6.21%
21.78%US$159.00US$74.00n/a14
Apr ’27US$86.68
US$101.00
+16.52%
21.99%US$159.00US$77.00n/a14
Mar ’27US$114.13
US$108.62
-4.83%
20.62%US$159.00US$80.00n/a13
Feb ’27US$109.69
US$108.62
-0.98%
20.62%US$159.00US$80.00n/a13
Jan ’27US$103.49
US$114.86
+10.98%
21.89%US$159.00US$80.00n/a14
Dec ’26US$131.35
US$127.13
-3.21%
15.48%US$161.00US$95.00n/a15
Nov ’26US$123.35
US$127.50
+3.36%
16.23%US$161.00US$92.00n/a14
Oct ’26US$127.00
US$129.07
+1.63%
15.96%US$161.00US$92.00n/a14
Sep ’26US$132.91
US$122.21
-8.05%
15.96%US$159.00US$95.00n/a14
Aug ’26US$115.10
US$121.43
+5.50%
16.14%US$159.00US$95.00n/a14
Jul ’26US$115.37
US$123.15
+6.74%
17.74%US$161.24US$95.00US$86.8815
Jun ’26US$105.60
US$136.90
+29.64%
18.60%US$200.00US$110.00US$90.5316
May ’26US$108.72
US$136.90
+25.92%
18.60%US$200.00US$110.00US$88.5016
Apr ’26US$114.37
US$137.27
+20.02%
17.17%US$200.00US$110.00US$86.6815
Mar ’26US$118.38
US$153.51
+29.67%
13.66%US$200.00US$121.00US$114.1314
Feb ’26US$131.77
US$157.29
+19.37%
13.44%US$200.00US$121.00US$109.6914
Jan ’26US$136.43
US$165.67
+21.43%
13.42%US$205.00US$130.00US$103.4915
Dec ’25US$174.39
US$197.94
+13.50%
11.35%US$236.00US$160.00US$131.3516
Nov ’25US$170.17
US$198.56
+16.68%
11.13%US$236.00US$160.00US$123.3516
Oct ’25US$188.91
US$198.06
+4.85%
11.18%US$236.00US$160.00US$127.0017
Sep ’25US$180.26
US$178.53
-0.96%
13.13%US$240.00US$144.00US$132.9117
Aug ’25US$175.06
US$175.88
+0.47%
12.34%US$240.00US$144.00US$115.1017
Jul ’25US$146.82
US$175.11
+19.27%
12.10%US$237.00US$144.00US$115.3719
US$86.51
Fair Value
2.7% undervalued intrinsic discount
13
Number of Analysts

Analyst Forecast: Target price is less than 20% higher than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/26 17:35
End of Day Share Price 2026/07/24 00:00
Earnings2026/05/31
Annual Earnings2025/11/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lennar Corporation is covered by 32 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Christopher GrajaArgus Research Company
Stephen KimBarclays
Matthew BouleyBarclays