How Does Lennar Stock Compare With Peers?
Lennar‘s stock recorded a -5% return over the past year, trailing most of its homebuilder peers as of January 12, 2026. A closer look reveals a moderate valuation (PE 11.51), but with weak LTM revenue growth (-4.65%), the lowest operating margin (9.98%), and a negative free cash flow margin (-2.05%), suggesting a challenging short-term outlook compared to more financially robust rivals like PulteGroup and D.R. Horton.
- LEN’s 10.0% operating margin, lowest among peers, suggests cost control challenges versus PHM’s 19.3% from disciplined efficiency.
- LEN’s -4.7% revenue decline signals market segment exposure/demand weakness; it trails PHM, NVR, TOL but beats DHI, MTH.
- LEN stock is down 5.1% in 1 year, underperforming all peers, trading at a 11.5 PE, reflecting investor concern on rates/demand.
Here’s how Lennar stacks up across size, valuation, and profitability versus key peers.
| LEN | DHI | PHM | NVR | TOL | MTH | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 30.9 | 47.3 | 26.2 | 21.8 | 14.2 | 5.4 |
| Revenue ($ Bil) | 34.8 | 34.3 | 17.6 | 10.5 | 11.0 | 6.0 |
| PE Ratio | 11.5 | 13.2 | 10.0 | 15.2 | 10.6 | 9.9 |
| LTM Revenue Growth | -4.7% | -6.9% | 1.8% | 3.4% | 1.1% | -6.0% |
| LTM Operating Margin | 10.0% | 12.9% | 19.3% | 17.0% | 15.7% | 10.9% |
| LTM FCF Margin | -2.1% | 9.6% | 8.8% | 12.3% | 9.4% | -4.2% |
| 12M Market Return | -5.1% | 18.4% | 24.8% | -3.2% | 20.0% | 5.4% |
For more details on Lennar, read Buy or Sell LEN Stock. Below we compare LEN’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
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| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LEN | -4.7% | – | 3.5% | 1.7% | 24.1% |
| DHI | -6.9% | -6.9% | 3.8% | 5.9% | |
| PHM | 1.8% | – | 11.7% | 0.4% | 16.5% |
| NVR | 3.4% | – | 10.6% | -9.5% | 17.6% |
| TOL | 1.1% | 1.1% | 8.5% | -2.7% | |
| MTH | -6.0% | – | 4.2% | -2.5% | 22.4% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LEN | 10.0% | – | 13.7% | 15.9% | 20.2% |
| DHI | 12.9% | 12.9% | 16.1% | 17.2% | |
| PHM | 19.3% | – | 21.7% | 21.1% | 21.5% |
| NVR | 17.0% | – | 18.9% | 18.9% | 21.4% |
| TOL | 15.7% | 15.7% | 18.8% | 17.3% | |
| MTH | 10.9% | – | 15.0% | 14.7% | 20.4% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| LEN | 11.5 | – | 7.1 | 9.8 | 9.4 |
| DHI | 13.2 | 12.4 | 9.7 | 10.9 | |
| PHM | 10.0 | – | 7.9 | 9.2 | 9.3 |
| NVR | 15.2 | – | 13.5 | 16.6 | 13.3 |
| TOL | 10.6 | 9.9 | 8.3 | 8.2 | |
| MTH | 9.9 | – | 6.1 | 7.6 | 6.4 |
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