Added to YB: 2025-08-14
Pitch date: 2025-06-25
LEN-B [bullish]
Lennar Corporation
-18.47%
current return
Author Info
No bio for this author
Company Info
Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States.
Market Cap
$21.3B
Pitch Price
$108.63
Price Target
170.00 (+92%)
Dividend
2.31%
EV/EBITDA
6.95
P/E
12.39
EV/Sales
0.54
Sector
Household Durables
Category
value
Lennar Corporation - $LEN-B
LEN-B: Homebuilder trading at 1.4-1.5x book, 12x fwd EPS with zero debt. MRP spin creates NVR-like asset-light model boosting ROE. Housing shortage real with pent-up millennial demand. Risks: rates, tariffs, labor. Catalysts: easier order comps, improving affordability. Downside $93, upside $142-170 as sector recovers from post-COVID correction.
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