LEN

NYSE

LENNAR CORP /NEW/

Consumer Discretionary, Homebuilding

$88.18

close 7 Aug 2026

-26.84%

52-week change

$21.19B

market cap

$79.83

$144.24

52-week range

Expected price

$52.09 – $63.67

Current price

$88.18

Signal

Could be overvalued

A historical-multiple reference, never a fair-value claim. The band uses only data public at each date and ends at the latest month — no forward estimates.

Current multiples

P/E (TTM)13.42x

P/S (TTM)0.65x

P/B0.98x

EV/EBITDA (TTM)—

FCF yield (TTM)3.38%

PEG (TTM, GAAP)11.35

Context

P/E, own 5-year average9.22x

P/E, sector median22.78x*

Price at 5-year median P/E$58.66*

Indicated dividend yield2.27%

Forward — analyst consensus

Forward P/E (FY2026)15.91x*

Forward P/E (FY2027)13.61x

Forward PEG0.94*

Consensus EPS FY2026 (8 analysts)$5.54

EPS growth (FY2026→FY2027)16.96%

Revenue growth (FY2026)-4.97%

Street view

Price target (mean)$86.23*

Target upside-2.21%

Ratings (buy / hold / sell)2 / 8 / 8

FY2026 EPS revisions, 30d (up / down)1 / 1

5-year history

Dashed line: average of month-end values

P/E (TTM)

P/S (TTM)

P/B

FCF yield (TTM)

Dividend yield

period to 31 May 2026, filed 29 Jun 2026, close 7 Aug 2026

Discounted cash flow

Ten projected years plus a perpetuity, prefilled from filings — a model to argue with, never a fair-value claim.

Free cash flow, last ten years and TTM

5Y CAGR -63.10%

Assumptions

Growth rate, years 1–10%

Perpetual growth%Discount rate%

Base FCF$M

As filed — not assumptions

Current price$88.18

Cash & equivalents—

Total debt—

Shares outstanding240.90M

Result

DCF price per share—

Current price$88.18

Margin of safety—

PV of years 1–10$1.95B

PV of terminal value$664.36M

Equity value—

Market-implied growth—

Projected FCF, years 1–10

Hover for PV and growth

Projection detail

Override growth for any year; blank years use the uniform rate

Year	2026	2027	2028	2029	2030	2031	2032	2033	2034	2035	Terminal
Growth, %											2.5
FCF	$573.42M	$458.73M	$366.99M	$293.59M	$234.87M	$187.90M	$150.32M	$120.25M	$96.20M	$76.96M	$1.43B
PV	$530.94M	$393.29M	$291.33M	$215.80M	$159.85M	$118.41M	$87.71M	$64.97M	$48.13M	$35.65M	$664.36M

period to 31 May 2026, filed 29 Jun 2026, close 7 Aug 2026