LENNAR CORP-A (1LEN.MI) Fundamental Analysis & Valuation

BIT:1LENUS5260571048

Current stock price

106.98 EUR
-6.1 (-5.39%)
Last:

This 1LEN.MI fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

8

1. 1LEN.MI Profitability Analysis

1.1 Basic Checks

  • In the past year 1LEN was profitable.
  • 1LEN had a negative operating cash flow in the past year.
  • Each year in the past 5 years 1LEN has been profitable.
  • 1LEN had a positive operating cash flow in each of the past 5 years.
1LEN.MI Yearly Net Income VS EBIT VS OCF VS FCF1LEN.MI Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2B 4B 6B

1.2 Ratios

  • 1LEN has a better Return On Assets (7.62%) than 85.71% of its industry peers.
  • Looking at the Return On Equity, with a value of 11.77%, 1LEN is in the better half of the industry, outperforming 77.14% of the companies in the same industry.
  • 1LEN has a Return On Invested Capital of 8.51%. This is in the better half of the industry: 1LEN outperforms 80.00% of its industry peers.
  • The Average Return On Invested Capital over the past 3 years for 1LEN is above the industry average of 9.43%.
  • The last Return On Invested Capital (8.51%) for 1LEN is well below the 3 year average (12.81%), which needs to be investigated, but indicates that 1LEN had better years and this may not be a problem.
Industry RankSector Rank
ROA 7.62%
ROE 11.77%
ROIC 8.51%
ROA(3y)10.45%
ROA(5y)10.53%
ROE(3y)15.85%
ROE(5y)16.42%
ROIC(3y)12.81%
ROIC(5y)12.14%
1LEN.MI Yearly ROA, ROE, ROIC1LEN.MI Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15 20

1.3 Margins

  • 1LEN has a Profit Margin of 7.64%. This is amongst the best in the industry. 1LEN outperforms 82.86% of its industry peers.
  • In the last couple of years the Profit Margin of 1LEN has grown nicely.
  • With a decent Operating Margin value of 10.61%, 1LEN is doing good in the industry, outperforming 80.00% of the companies in the same industry.
  • In the last couple of years the Operating Margin of 1LEN has grown nicely.
  • 1LEN has a worse Gross Margin (12.38%) than 88.57% of its industry peers.
  • In the last couple of years the Gross Margin of 1LEN has grown nicely.
Industry RankSector Rank
OM 10.61%
PM (TTM) 7.64%
GM 12.38%
OM growth 3Y-10.07%
OM growth 5Y2.56%
PM growth 3Y-12.02%
PM growth 5Y5.94%
GM growth 3Y-8.58%
GM growth 5Y3%
1LEN.MI Yearly Profit, Operating, Gross Margins1LEN.MI Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 5 10 15 20

7

2. 1LEN.MI Health Analysis

2.1 Basic Checks

  • 1LEN has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
  • Compared to 1 year ago, 1LEN has less shares outstanding
  • The number of shares outstanding for 1LEN has been reduced compared to 5 years ago.
  • 1LEN has a better debt/assets ratio than last year.
1LEN.MI Yearly Shares Outstanding1LEN.MI Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M
1LEN.MI Yearly Total Debt VS Total Assets1LEN.MI Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 10B 20B 30B 40B

2.2 Solvency

  • 1LEN has an Altman-Z score of 4.29. This indicates that 1LEN is financially healthy and has little risk of bankruptcy at the moment.
  • Looking at the Altman-Z score, with a value of 4.29, 1LEN belongs to the top of the industry, outperforming 91.43% of the companies in the same industry.
  • 1LEN has a Debt/Equity ratio of 0.24. This is a healthy value indicating a solid balance between debt and equity.
  • Looking at the Debt to Equity ratio, with a value of 0.24, 1LEN is in the better half of the industry, outperforming 80.00% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity 0.24
Debt/FCF N/A
Altman-Z 4.29
ROIC/WACC1.01
WACC8.44%
1LEN.MI Yearly LT Debt VS Equity VS FCF1LEN.MI Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B 20B 25B

2.3 Liquidity

  • 1LEN has a Current Ratio of 9.39. This indicates that 1LEN is financially healthy and has no problem in meeting its short term obligations.
  • 1LEN has a Current ratio of 9.39. This is amongst the best in the industry. 1LEN outperforms 100.00% of its industry peers.
  • 1LEN has a Quick Ratio of 1.76. This is a normal value and indicates that 1LEN is financially healthy and should not expect problems in meeting its short term obligations.
  • 1LEN has a better Quick ratio (1.76) than 91.43% of its industry peers.
Industry RankSector Rank
Current Ratio 9.39
Quick Ratio 1.76
1LEN.MI Yearly Current Assets VS Current Liabilites1LEN.MI Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 5B 10B 15B 20B 25B

4

3. 1LEN.MI Growth Analysis

3.1 Past

  • 1LEN shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -32.98%.
  • Measured over the past years, 1LEN shows a very strong growth in Earnings Per Share. The EPS has been growing by 20.01% on average per year.
  • 1LEN shows a decrease in Revenue. In the last year, the revenue decreased by -4.65%.
  • Measured over the past years, 1LEN shows a quite strong growth in Revenue. The Revenue has been growing by 9.75% on average per year.
EPS 1Y (TTM)-32.98%
EPS 3Y3.67%
EPS 5Y20.01%
EPS Q2Q%-46.24%
Revenue 1Y (TTM)-4.65%
Revenue growth 3Y9.32%
Revenue growth 5Y9.75%
Sales Q2Q%-6.43%

3.2 Future

  • 1LEN is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 9.06% yearly.
  • 1LEN is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 5.09% yearly.
EPS Next Y-41.52%
EPS Next 2Y-20.76%
EPS Next 3Y-8.49%
EPS Next 5Y9.06%
Revenue Next Year-4.83%
Revenue Next 2Y-0.9%
Revenue Next 3Y1.88%
Revenue Next 5Y5.09%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
1LEN.MI Yearly Revenue VS Estimates1LEN.MI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 10B 20B 30B 40B
1LEN.MI Yearly EPS VS Estimates1LEN.MI Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 5 10 15 20 25

4

4. 1LEN.MI Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 12.23, 1LEN is valued correctly.
  • 1LEN's Price/Earnings ratio is a bit cheaper when compared to the industry. 1LEN is cheaper than 71.43% of the companies in the same industry.
  • 1LEN's Price/Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 27.47.
  • A Price/Forward Earnings ratio of 13.74 indicates a correct valuation of 1LEN.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of 1LEN is on the same level as its industry peers.
  • The average S&P500 Price/Forward Earnings ratio is at 22.62. 1LEN is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 12.23
Fwd PE 13.74
1LEN.MI Price Earnings VS Forward Price Earnings1LEN.MI Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30

4.2 Price Multiples

  • 1LEN's Enterprise Value to EBITDA ratio is in line with the industry average.
Industry RankSector Rank
P/FCF N/A
EV/EBITDA 9.23
1LEN.MI Per share data1LEN.MI EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 20 40 60 80 100

4.3 Compensation for Growth

  • 1LEN has an outstanding profitability rating, which may justify a higher PE ratio.
  • A cheap valuation may be justified as 1LEN's earnings are expected to decrease with -8.49% in the coming years.
PEG (NY)N/A
PEG (5Y)0.61
EPS Next 2Y-20.76%
EPS Next 3Y-8.49%

4

5. 1LEN.MI Dividend Analysis

5.1 Amount

  • 1LEN has a Yearly Dividend Yield of 1.66%.
  • 1LEN's Dividend Yield is comparable with the industry average which is at 2.92.
  • 1LEN's Dividend Yield is comparable with the S&P500 average which is at 1.81.
Industry RankSector Rank
Dividend Yield 1.66%

5.2 History

  • The dividend of 1LEN is nicely growing with an annual growth rate of 65.54%!
Dividend Growth(5Y)65.54%
Div Incr YearsN/A
Div Non Decr YearsN/A

5.3 Sustainability

  • 19.91% of the earnings are spent on dividend by 1LEN. This is a low number and sustainable payout ratio.
  • 1LEN's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP19.91%
EPS Next 2Y-20.76%
EPS Next 3Y-8.49%
1LEN.MI Yearly Income VS Free CF VS Dividend1LEN.MI Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 1B 2B 3B 4B 5B
1LEN.MI Dividend Payout.1LEN.MI Dividend Payout, showing the Payout Ratio.1LEN.MI Dividend Payout.PayoutRetained Earnings

1LEN.MI Fundamentals: All Metrics, Ratios and Statistics

LENNAR CORP-A

BIT:1LEN (10/31/2025, 7:00:00 PM)

106.98

-6.1 (-5.39%)

Chartmill FA Rating
GICS IndustryGroupConsumer Durables & Apparel
GICS IndustryHousehold Durables
Earnings (Last)09-18
Earnings (Next)12-16
Inst Owners97.43%
Inst Owner ChangeN/A
Ins Owners1.8%
Ins Owner ChangeN/A
Market Cap27.28B
Revenue(TTM)34.77B
Net Income(TTM)2.66B
Analysts68.33
Price Target113.1 (5.72%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.66%
Yearly Dividend1.73
Dividend Growth(5Y)65.54%
DP19.91%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)0.1%
Min EPS beat(2)-7.71%
Max EPS beat(2)7.91%
EPS beat(4)2
Avg EPS beat(4)2.19%
Min EPS beat(4)-7.71%
Max EPS beat(4)11.86%
EPS beat(8)6
Avg EPS beat(8)6.21%
EPS beat(12)9
Avg EPS beat(12)9.23%
EPS beat(16)11
Avg EPS beat(16)5.39%
Revenue beat(2)1
Avg Revenue beat(2)-0.69%
Min Revenue beat(2)-3.05%
Max Revenue beat(2)1.66%
Revenue beat(4)2
Avg Revenue beat(4)-0.51%
Min Revenue beat(4)-3.05%
Max Revenue beat(4)1.66%
Revenue beat(8)5
Avg Revenue beat(8)0.71%
Revenue beat(12)8
Avg Revenue beat(12)2.24%
Revenue beat(16)11
Avg Revenue beat(16)1.82%
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)-19.49%
EPS NQ rev (3m)N/A
EPS NY rev (1m)-4.53%
EPS NY rev (3m)N/A
Revenue NQ rev (1m)-11.77%
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)-3.72%
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 12.23
Fwd PE 13.74
P/S 0.91
P/FCF N/A
P/OCF N/A
P/B 1.4
P/tB 1.67
EV/EBITDA 9.23
EPS(TTM)8.75
EY8.18%
EPS(NY)7.79
Fwd EY7.28%
FCF(TTM)-2.42
FCFYN/A
OCF(TTM)-1.93
OCFYN/A
SpS117.92
BVpS76.55
TBVpS64.23
PEG (NY)N/A
PEG (5Y)0.61
Graham Number122.766 (14.76%)
Profitability
Industry RankSector Rank
ROA 7.62%
ROE 11.77%
ROCE 11.15%
ROIC 8.51%
ROICexc 8.96%
ROICexgc 14.14%
OM 10.61%
PM (TTM) 7.64%
GM 12.38%
FCFM N/A
ROA(3y)10.45%
ROA(5y)10.53%
ROE(3y)15.85%
ROE(5y)16.42%
ROIC(3y)12.81%
ROIC(5y)12.14%
ROICexc(3y)15.1%
ROICexc(5y)13.98%
ROICexgc(3y)19.12%
ROICexgc(5y)17.25%
ROCE(3y)16.78%
ROCE(5y)15.9%
ROICexgc growth 3Y-0.73%
ROICexgc growth 5Y10.92%
ROICexc growth 3Y-5.57%
ROICexc growth 5Y8.18%
OM growth 3Y-10.07%
OM growth 5Y2.56%
PM growth 3Y-12.02%
PM growth 5Y5.94%
GM growth 3Y-8.58%
GM growth 5Y3%
F-Score3
Asset Turnover1
Health
Industry RankSector Rank
Debt/Equity 0.24
Debt/FCF N/A
Debt/EBITDA 1.41
Cap/Depr 111.6%
Cap/Sales 0.42%
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 9.39
Quick Ratio 1.76
Altman-Z 4.29
F-Score3
WACC8.44%
ROIC/WACC1.01
Cap/Depr(3y)101.58%
Cap/Depr(5y)91.5%
Cap/Sales(3y)0.32%
Cap/Sales(5y)0.3%
Profit Quality(3y)86.08%
Profit Quality(5y)96.72%
High Growth Momentum
Growth
EPS 1Y (TTM)-32.98%
EPS 3Y3.67%
EPS 5Y20.01%
EPS Q2Q%-46.24%
EPS Next Y-41.52%
EPS Next 2Y-20.76%
EPS Next 3Y-8.49%
EPS Next 5Y9.06%
Revenue 1Y (TTM)-4.65%
Revenue growth 3Y9.32%
Revenue growth 5Y9.75%
Sales Q2Q%-6.43%
Revenue Next Year-4.83%
Revenue Next 2Y-0.9%
Revenue Next 3Y1.88%
Revenue Next 5Y5.09%
EBIT growth 1Y-34.32%
EBIT growth 3Y-1.69%
EBIT growth 5Y12.56%
EBIT Next Year-37.95%
EBIT Next 3Y-7.95%
EBIT Next 5Y3.72%
FCF growth 1Y-113.65%
FCF growth 3Y-3.29%
FCF growth 5Y9.84%
OCF growth 1Y-110.71%
OCF growth 3Y-1.73%
OCF growth 5Y10.15%

LENNAR CORP-A / 1LEN.MI Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for LENNAR CORP-A?

ChartMill assigns a fundamental rating of 6 / 10 to 1LEN.MI.


What is the valuation status for 1LEN stock?

ChartMill assigns a valuation rating of 4 / 10 to LENNAR CORP-A (1LEN.MI). This can be considered as Fairly Valued.


How profitable is LENNAR CORP-A (1LEN.MI) stock?

LENNAR CORP-A (1LEN.MI) has a profitability rating of 8 / 10.


Can you provide the financial health for 1LEN stock?

The financial health rating of LENNAR CORP-A (1LEN.MI) is 7 / 10.


How sustainable is the dividend of LENNAR CORP-A (1LEN.MI) stock?

The dividend rating of LENNAR CORP-A (1LEN.MI) is 4 / 10 and the dividend payout ratio is 19.91%.