Added to YB: 2025-08-19
Pitch date: 2025-08-16
LEN [bearish]
Lennar Corporation
+11.66%
current return
Author Info
No bio for this author
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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
$131.45
Price Target
N/A
Dividend
1.64%
EV/EBITDA
8.08
P/E
15.32
EV/Sales
0.77
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)