LENNAR CORP /NEW/

LENNAR CORP /NEW/ (LEN) demonstrates a strong growth trajectory with a 13.48% revenue CAGR, but exhibits weak financial strength (score of 28) and a negative free cash flow CAGR over the last decade. Profitability is moderate, with a net margin of 6.08% and ROE of 9.46%. The company appears undervalued with a margin of safety of 41.72%.

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LENNAR CORP /NEW/ (LEN) presents a compelling business case with strong top-line and bottom-line growth, coupled with an attractive valuation. However, the significant decline in free cash flow and a low financial strength score are critical areas requiring thorough business analysis. The company holds a considerable margin of safety, suggesting potential for long-term value creation if financial inefficiencies can be addressed.

• Robust revenue growth (13.48% CAGR) demonstrates strong market demand.
• Healthy net profit and EPS growth (9.59% and 8.24% CAGR) show effective conversion of sales to earnings.
• Attractive valuation with a high margin of safety (41.72%).
• Manageable debt-to-equity ratio (0.27).