WinstonWınston
Back
Lennar Corporation logo

Lennar Corporation

LEN
37
Residential Construction · Consumer Cyclical
Also trades as: 0JU0.L
Winston Score
37
Winston is serious
Below-average fundamentals — multiple weak pillars.
Data as of Aug 23, 2026 · filings through May 31, 2026
How the score breaks down
Quality
Weak
Growth
Weak
Cash Flow
Mixed
Stability
Exceptional
Valuation
Good
Dividends
Mixed

Winston Score History

The full picture

Lennar Corporation builds and sells new homes across the United States. It serves first-time buyers, move-up buyers, and retirees, offering homes at a range of price points under the Lennar brand. The company is one of the largest homebuilders in the country, operating in dozens of markets across more than 20 states.

Lennar makes money primarily by selling newly constructed homes, but it also earns revenue from mortgage financing, title insurance, and closing services offered directly to its buyers. This bundled approach gives Lennar some advantage over smaller builders by keeping more of each transaction in-house. The company's growth depends heavily on housing demand, which is sensitive to mortgage interest rates — when rates rise, fewer people can afford to buy, which puts direct pressure on home sales volume and profit margins.

Politician Trades

11 trades / 12mo

3 Congressional buys and 8 sells on LEN in the last 12 months.

Unlock the full Smart Money Map — every trade plotted on the price chart with politicians, amounts and returns since each trade. Founder's Deal is $57/mo locked for life.

Unlock politician trades
Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale
Gross Margin
6.2%
Thin — 6.2% gross margin
Profit after running costs
Operating Margin
4.4%
Thin — 4.4% operating margin
Return on the money invested
ROCE
7.1%
Weak — 7.1% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Growth

Sales growth
Sales YoY
-7.4%
Shrinking sales (-7.4% YoY)
Profit growth
EPS YoY
-47.1%
Earnings shrinking (-47.1% YoY)

Earnings per share down more than 10%. Either a bad year, or a real decline.

How steady the profit is
EPS Consistency
1/8 quarters
Earnings rarely grow — volatile business

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Cash Flow

Profit that turns into cash
Cash Conversion
61%
Modest — 61% of profit becomes cash
Spare cash per sale
FCF Margin
2.5%
Thin free cash flow (2.5%)

FCF margin between 0% and 10%. Some cash from sales, but not a lot.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Stability

What it owes vs what it owns
Debt / Equity
0.29
Conservative — low debt load (0.29)
Covers its interest
Interest Cover
35.63x
Comfortably covers interest (35.6x)

Interest coverage above 8. Profits cover interest many times over.

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Valuation

Price vs profit
P/E Ratio (TTM)
13.4x
no trend
Attractive valuation — P/E 13.4

P/E in the normal range. Price is roughly $15 for every $1 of yearly profit.

Cheaper or dearer next year
P/E vs Forward
-2.0
SLOWING
Earnings expected to fall — forward P/E higher than today

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free

Dividends

Dividend
Dividend Yield
2.36%
no trend
Moderate income — 2.36% yield

Standard yield zone for stable dividend payers. A meaningful piece of total return.

Dividend record
Dividend Growth
+0.0%
no trend
Dividend flat

Full breakdown available with your free trial

See every metric, trend, and what it means for this stock.

Try free
🔒 See full fundamentals and if they are improving or declining — click here for your free trial now.
Start free trial