Added to YB: 2026-09-29
Pitch date: 2026-09-24
LEN [bullish]
Lennar Corporation
-4.68%
current return
Author Info
No bio for this author
Company Info
Lennar Corporation, together with its subsidiaries, operates as a homebuilder primarily under the Lennar brand in the United States.
Market Cap
$17.8B
Pitch Price
$81.51
Price Target
N/A
Dividend
2.67%
EV/EBITDA
10.02
P/E
14.12
EV/Sales
0.72
Sector
Household Durables
Category
value
This Week In Special Situations - Lennar
LEN (update): Lennar trades at ~0.9x book and ~$82, only 5% above Berkshire Hathaway’s recent ~$77 purchase price and below the ~$85 Lennar paid to repurchase shares last quarter. Berkshire invested ~$210M immediately after a weak fiscal Q3, lifting its ownership to roughly 11% of the Class A; that quarter, orders fell 9%, home-sale gross margin declined to 16%, and delivery guidance was cut.
Read full article (1 min)