Added to YB: 2025-08-19
Pitch date: 2025-08-16
LEN [bearish]
Lennar Corporation
+9.32%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States.
Market Cap
$31.9B
Pitch Price
$132.04
Price Target
N/A
Dividend
1.54%
EV/EBITDA
7.74
P/E
12.82
EV/Sales
0.87
Sector
Household Durables
Category
N/A
Show full summary:
Deep Dive: Shorting Homebuilders - Lennar Corporation
LEN (short): Homebuilder struggling with margin compression - Q2 gross margin 17.8% (-480bps YoY), EPS $1.90 (-45% YoY) despite 2% delivery growth. ASP down 8.7% to $389K (lowest since 2018). Tariffs adding $10,900/home, incentives 6-10% of price. Volume-over-margin strategy limits recovery amid high costs, rate pressures.
Read full article (2 min)