$LEN

2 theses

bullish 100%neutral 0%bearish 0%

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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 14, 4:30 PM ET

$LENr/ValueInvestingStock Analysisbullish

u/StockTurtle69 · 24d agono track record yet

Lennar: Housing Lull Hiding Improved Business Model

Lennar's improved business model—spinoff of land holdings into Millrose, net cash position, and capital-light structure—creates durable competitive advantages that are currently masked by a housing market lull. The structural undersupply of US housing (2-10 million units) and expected market rebound over 3-5 years position Lennar to benefit significantly from the cyclical upturn while maintaining competitive strength.

At post $88.16Now $79.99-9.3% since postedas of Sep 14, 4:30 PM ET

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3d-0.5%

1w-2.1%

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original post →

$LENr/ValueInvestingValue Articlebullish

u/CoolioBeansTTV · 182d ago2 prior · awaiting results

3 stocks under 9x forward P/E that institutions are quietly loading up on

Lennar trades at ~7x forward P/E with a structural supply deficit of 4 million homes supporting pricing power and new builds as primary supply. Strong balance sheet ($2.1B cash, <15% debt-to-capital), improving inventory turns, and falling construction costs position the company for margin expansion ahead of spring selling season.

Now $79.99as of Sep 14, 4:30 PM ET

original post →

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