Stock

Lennar Corporation

LEN

Residential Construction · Consumer Cyclical

Also trades as: 0JU0.L GBP 0.84 (+0.98%)

Price

$84.92

+0.47 (+0.56%)

Market Cap

$20.20B

Winston Score

Winston is serious

Below-average fundamentals — multiple weak pillars.

Data as of Oct 25, 2026 · filings through Aug 31, 2026

§How the score breaks down

Quality

Weak

6/30

Growth

Weak

1/20

Cash Flow

Mixed

4/10

Stability

Exceptional

9/10

Valuation

Mixed

4/10

Ownership

Good

10/15

Dividends

Mixed

2/5

36 of 100 counted points = Winston Score 36.

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Share count falling — buybacks

−15.9% over 4y

The company has reduced its share count over this period, returning value to shareholders through buybacks.

Diluted shares outstanding: 306.6M (2021) → 257.7M (2025)

§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

15 trades / 12mo

5 Congressional buys and 10 sells on LEN in the last 12 months.

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Score breakdown

Every number that matters to educated investors.

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Quality

Profit per sale

Gross Margin

16.6%

Thin — 16.6% gross margin

Profit after running costs

Operating Margin

5.7%

Thin — 5.7% operating margin

Return on the money invested

ROCE

6.6%

Weak — 6.6% return on capital

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

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Growth

Sales growth

Sales YoY

-8.0%

Shrinking sales (-8.0% YoY)

Profit growth

EPS YoY

-47.7%

Earnings shrinking (-47.7% YoY)

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

How steady the profit is

EPS Consistency

0/8 quarters

Earnings rarely grow — volatile business

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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.

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Stability

What it owes vs what it owns

Debt / Equity

0.20

Conservative — low debt load (0.20)

Covers its interest

Interest Cover

14.93x

Comfortably covers interest (14.9x)

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

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Valuation

Price vs profit

P/E Ratio (TTM)

16.1x

Fair value — P/E 16.1

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

-2.3

SLOWING

Earnings expected to fall — forward P/E higher than today

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Dividends

Dividend

Dividend Yield

2.36%

Moderate income — 2.36% yield

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

Dividend record

Dividend Growth

+0.0%

Dividend flat

Payout Ratio

38%

no trend

Pays out a modest share of profit and keeps the rest to reinvest. Room to keep paying through a weak year.

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