$82.07-41% 1Y

RyuScore

Seven criteria, each scored 0 to 100 on a published scale, weighted into one number.

RyuScore 78 out of 100, Strong
Today's price. Only valuation depends on it.

Strong. Lennar scores higher than 90% of the 1,794 companies Ryufin scores.

Carried by valuation and capital allocation, held back by return on new capital and earnings quality.

Consumer Cyclical median 67 · all companies 57

How the score has moved

At each fiscal year end, from the reports and price of the time
80
90
78
78
202020242025today

The biggest move was down 12 points from 2024 to 2025, mostly return on new capital.

Valuation

26% of the score, 32% here after data gaps

87median 56

Lennar is valued at 12.4x its operating profit, including debt: an ordinary multiple.

60x
50x
35x
25x
18x
12x
8x
12.4x
Full points at 8x or less, none from 60xfull points

Return on capital

Taken out: its 18% is shared by the others

n/ano data

Fewer than three years of operating profit and capital on file.

Return on new capital

16% of the score, 20% here after data gaps

44median 49

For every dollar of operating profit earned over 6 years, yearly profit grew by 2 cents.

-5%
12%
2.4%
None at minus 5 cents, full points from 12 centsfull points

Capital allocation

14% of the score, 17% here after data gaps

100median 67

How management spends the money: shares bought back or issued, and whether assets grow faster than the business they serve.

Share countDown 3.1% a year over 5 years: buybacks
100
5%
-3%
-3.1%
0 pointsfull points
Assets against salesAssets grew 2.8% a year, sales 8.7%
100
12%
-2%
-5.9%
0 pointsfull points

Cycle position

12% of the score, 15% here after data gaps

100median 62

Today's operating margin of 6% is 0.41x its normal 15%: near a trough. Normal is half the 9 year median, half the last four years, so a margin that has held is not taken for a peak.

2x
1.5x
1x
0.7x
0.4x
A trough earns points, a peak costs themfull points
Operating margin by year, against its normal level
10 years agonow 6%

Balance sheet

8% of the score, 10% here after data gaps

94median 50

What the debt weighs against the profit that has to carry it.

Net debt to EBITDA1x a year of EBITDA
87
4.5x
0.5x
1x
0 pointsfull points
Interest coverOperating profit covers interest 423x
100
1.5x
12x
423.3x
0 pointsfull points

Earnings quality

6% of the score, 7% here after data gaps

20median 90

Whether the reported profit arrives as cash, and whether the accounts show the usual signs of stretching.

Cash against profitOperating cash flow was 0.78x profit over 3 years
17
0.7x
1x
1.3x
0.8x
0 pointsfull points
AccrualsProfit ran ahead of cash by 4.9% of assets
23
8%
0%
-8%
4.9%
0 pointsfull points

How the RyuScore works

Each criterion earns 0 to 100 points on the scale drawn under it, and the RyuScore is their average weighted 26, 18, 16, 14, 12, 8 and 6. Scales bend in the company's favour between their ends, so an ordinary figure is never already near zero. For LEN, return on capital could not be measured from the filings, so it is taken out and the remaining weights scale up.

Built from the company's annual and quarterly filings with the SEC and today's share price. Banks, insurers and property trusts are not scored: their debt is their raw material, so these yardsticks mean something else there. Figures as of 2026-05-31, latest annual report FY2025.