LENLennar
Is the price fair?
Neither cheap nor expensive: nothing decisive, though at the top of its own P/E range.
Priced for ~10% a year FCF growth. Moderate growth expectations are priced in.
Expensive vs its own history: P/E 13.0 vs a 8.6 median over 37 quarters (+51% vs median).
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What LEN's price assumes
Today's price asks for 10% free cash flow growth a year; over the last three years Lennar delivered −47%, the price is ahead of the record.
Price / sales · no trailing P/E on file: measured against sales instead
- Free cash flow yield
- 3.6%
Free cash flow yield · Residential Construction median 5.7%
- Growth the price implies
- +10%
Growth the price implies · The price pays for +10% free cash flow growth a year for a decade; the business has delivered −47% a year over the last three.
- Price / book
- 0.93
Price / book · as of 2026-Q3
Details›
- Price / bookas of 2026-Q3
- 0.93
- Free cash flow, trailing twelve months
- $795M
- Market capitalisation
- $22.1B
- 3-year revenue growth
- −1.5%
- 3-year free cash flow growth
- −47%
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
Residential Construction
The closest names by size in the same industry