US stock · Consumer Cyclical sector · Residential Construction
Company Logo

Lennar Corporation

LENNYSE

114.20

USD
+0.83
(+0.73%)
Market Closed
6.94P/E
11Forward P/E
0.28P/E to S&P500
32.379BMarket CAP
1.32%Div Yield

Lennar Corporation

NYSE:LEN

RECENT
PRICE

114.20

P/E
RATIO

6.94

(PEG:0.68)

P/E RATIO
RELATIVE
TO S&P

0.28

DIV
YLD

1.55%

High:
Low:

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Legends

Stock price

1.43 Beta (1.0 Market)

0

0

0

0

0

0

0

0

0

-

% total return 06/23:

Stock

S&P

1y.

0

0

3y.

0

0

5y.

0

0

0

Percent shares traded:

0

0

0

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

2022

TTM

Fiscal year

63.34

(12.07)

2.76

0.63

28.31

(6.86)

6.81

0.52

16.54

(2.21)

2.23

0.15

16.47

0.51

1.44

0.16

16.44

0.49

(1.43)

0.16

21.56

3.57

(2.25)

0.16

30.55

2.47

(4.20)

0.16

37.72

3.10

(3.93)

0.16

45.27

3.84

(2.44)

0.16

49.15

4.09

1.94

0.16

53.33

3.42

3.73

0.16

66.80

5.51

5.13

0.16

69.91

5.81

4.38

0.16

72.68

7.97

13.31

0.63

88.49

14.45

8.05

1.01

109.82

15.05

10.46

1.43

126.40

18.23

20.05

1.46

Revenue per share

Earnings per share

Free Cash Flow per sh

Dividends per share

- -

23.76

- -

16.23

- -

12.96

0.03

13.98

0.05

14.33

0.01

17.94

0.04

21.46

0.11

23.40

0.44

26.99

0.34

31.54

0.47

33.19

0.42

47.35

0.27

50.09

0.24

58.16

0.21

67.89

0.19

78.60

0.27

77.88

CAPEX per share

Book Value per share

161

162

189

187

188

190

194

206

209

223

237

308

318

309

307

307

298

Comm.Shares outs.(m)

(2.9)

(0.2)

1.8%

(2.0)

(0.1)

3.7%

(4.9)

(0.1)

1.4%

30.8

1.5

1.0%

35.4

2.2

0.9%

8.2

0.6

0.5%

14.9

0.9

0.4%

12.9

0.7

0.4%

12.6

0.6

0.3%

10.6

0.5

0.4%

15.2

0.6

0.3%

9.5

0.4

0.3%

8.9

0.4

0.3%

8.2

0.2

1.0%

6.8

0.2

1.0%

5.5

0.3

1.7%

6.9

0.3

1.6%

Avg. annual P/E ratio

P/E relative to S&P500

Avg. annual div. yield

Capital Structure (28/2/23 | Q1)

Total liabilities
$13,744 m.

Total assets
$37,844 m.

Long-term debt
$5,222 m.

Cash and equiv.
$4,616 m.

Goodwill $3,442 m.

Retained earnings $18,861 m.

Common stock 307 m. shares

Market Capitalisation
$32,616 m. (as of 11/6/23)

4,105

7.8%

5,935

11.6%

7,780

11.9%

9,474

11.5%

10,950

11.5%

12,646

11.7%

20,572

9.7%

22,260

11.1%

22,489

13.9%

27,131

18.9%

33,671

20.0%

37,642

18.9%

Revenue (m)

Operating margin

28

679

30

480

39

639

44

803

50

912

66

810

91

1,696

92

1,849

95

2,465

86

4,430

87

4,614

96

5,454

Depreciation (m)

Net profit (m)

(195.9)%

16.5%

26.0%

8.1%

35.2%

8.2%

32.3%

8.5%

31.4%

8.3%

35.1%

6.4%

24.1%

8.2%

24.3%

8.3%

21.0%

11.0%

23.4%

16.3%

22.7%

13.7%

22.8%

14.6%

Income tax rate

Net profit margin

7,303

5,038

3,415

7,975

5,079

4,169

9,960

6,018

4,827

11,192

6,655

5,649

11,846

6,276

7,026

14,173

7,973

7,872

19,424

10,117

14,582

20,760

9,574

15,950

21,552

7,422

17,995

23,779

6,378

20,816

26,279

- -

24,101

26,279

5,222

24,101

Working capital (m)

Long-term debt (m)

Equity (m)

10.8%

3.5%

19.9%

5.5%

6.9%

11.5%

5.5%

8.1%

13.2%

6.0%

8.5%

14.2%

6.3%

8.8%

13.0%

4.6%

6.6%

10.3%

6.3%

7.9%

11.6%

6.7%

8.4%

11.6%

8.6%

10.5%

13.7%

14.0%

17.5%

21.3%

12.8%

15.8%

19.1%

15.0%

18.6%

22.6%

ROIC

Return on capital

Return on equity

Working Capital

2020

2021

2022

Cash assets

2,917

2,975

4,670

Receivables

938

1,297

674

Inventory

17,175

19,169

21,432

Other

1,560

1,670

- -

Current assets

22,590

25,100

27,895

Acc. Payable

1,037

1,321

1,616

Debt due

- -

- -

- -

Other

- -

- -

- -

Current liab.

1,037

1,321

1,616

95.5%

(3.6)%

93.6%

(1.1)%

94.9%

(4.9)%

95.9%

(9.2)%

96.1%

8.3%

95.4%

7.2%

97.1%

21.9%

97.2%

41.1%

92.1%

12.5%

93.0%

70.5%

90.6%

13.7%

92.1%

19.3%

Plowback ratio

Div.&Repurch. to FCF

Lennar Corporation (US) started trading on July 4, 1972 (cik: 0000920760), operates in the Consumer Cyclical sector (Residential Construction industry), has 12,012 full-time employees, and is led by Mr. Jonathan M. Jaffe. Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States. It operates through Homebuilding East, Homebuilding Central, Homebuilding Texas, Homebuilding West, Financial Services, Multifamily, and Lennar Other segments. The company's homebuilding operations include the construction and sale of single-family attached and detached homes, as well as the purchase, development, and sale of residential land; and development, construction, and management of multifamily rental properties. It also offers residential mortgage financing, title insurance, and closing services for home buyers and others, as well as originates and sells securitization commercial mortgage loans. In addition, the company is involved in the fund investment activity. It primarily serves first-time, move-up, active adult, and luxury homebuyers. Lennar Corporation was founded in 1954 and is based in Miami, Florida.

Annual rates

(avg rate of change)

Past
5 y.

Past
10 y.

Revenues

13.50%

22.29%

Cash flow

43.31%

15.01%

Earnings

31.56%

32.97%

Dividends

95.99%

48.32%

Book value

13.42%

23.12%

Insider trading

Type

Shares

Date

Mcclure Teri P

Award

163

05/31/23

Banse Amy

Award

163

05/31/23

Mccall Jeffrey Joseph

Sale

10,000

05/15/23

Sonnenfeld Jeffrey

Award

1,280

04/12/23

Olivera Armando J

Award

1,280

04/12/23

Fiscal Year Ends

Quarterly Revenue (m)

Full fiscal year

I

II

III

IV

2021

5,325

6,430

6,941

8,434

27,131

2022

6,204

8,359

8,934

10,174

33,671

2023

10,174

- -

- -

- -

- -

Fiscal Year Ends

Earnings per share

Full fiscal year

I

II

III

IV

2021

3.27

2.71

4.59

3.88

14.45

2022

1.64

4.31

4.79

4.31

15.05

2023

4.38

- -

- -

- -

- -

Fiscal Year Ends

Quarterly dividends paid

Full fiscal year

I

II

III

IV

2021

0.25

0.26

0.25

0.25

1.01

2022

0.36

0.36

0.35

0.35

1.43

2023

0.35

- -

- -

- -

- -

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