Added to YB: 2025-04-25
Pitch date: 2025-04-10
LEN [neutral]
Lennar Corporation
+13.7%
current return
Author Info
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Company Info
Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States.
Market Cap
$30.0B
Pitch Price
$102.13
Price Target
N/A
Dividend
1.64%
EV/EBITDA
8.08
P/E
15.32
EV/Sales
0.77
Sector
Household Durables
Category
special_situation
Show full summary:
Aristotle Capital Value Equity Strategy Portfolio Holding: Lennar Corporation
LEN (holding update): Retained after Millrose Properties spinoff which took $6B land inventory. Better capital efficiency, stronger FCF, and higher ROIC expected from Lennar's core homebuilding operations vs new land banking/development business. Sold Millrose shares to focus on LEN's more optimal core business.
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