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Lennar vs PulteGroup: Which Stock Looks Stronger in 2026?

PulteGroup holds the cleaner structural position, with profitability as the main driver and growth adding further support. Lennar does not offset that deficit through any equally strong structural edge elsewhere. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the S&P 500 universe, making them directly comparable.

Updated 2026-05-17

The clearest separation starts in profitability, but growth adds another real layer to the result. The overall score gap is 16 points in favour of PulteGroup, Inc..

INDUSTRY COMPARISON

Both operate in: Residential Construction

This comparison is based on industry proximity, not on functional trajectory similarity. LEN and PHM share the same industry classification.

For a similarity-based comparison, see how Lennar and PulteGroup each position within their functional peer groups in AssetNext.

Peer-Relative Score
LEN
Lennar Corporation
40
Peer-Score
Signal qualitylow
Peer basis: S&P 500
vs
PHM
PulteGroup, Inc.
56
Peer-Score
Signal qualitylow
Peer basis: S&P 500

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: LEN vs PHM Profitability 27 55 Stability 31 48 Valuation 81 86 Growth 6 23 LEN PHM
Gap Ranking
#1 Profitability +28
#2 Growth +17
#3 Stability +17
#4 Valuation +5
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for LEN and PHM Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer LENPHM Relative valuation Structural strength

The setup remains mixed because the stronger profile and the more supportive price setup do not sit on the same side.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where LEN and PHM each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY LEN Lower · above norm 0th 50th 100th 52 pct gap PHM Neutral · above norm 0th 50th 100th 17th 69th
Today LEN sits in the lower portion of its own 5-year history (17th percentile), while PHM sits higher in its own history (69th). Within each stock's own 5-year context, LEN is at a historically more favourable entry position than PHM. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Profitability
On profitability, PulteGroup, Inc. is positioned higher in the group, while Lennar Corporation is closer to the middle.
Growth
Both sit in the weaker half on growth, with Lennar Corporation still coming out ahead.
Profitability — Dominant Gap
LEN
27
PHM
55
Gap+28in favour of PHM

The profitability lead is mainly driven by a 9.5-point operating margin advantage.

What else supports the lead

Earnings growth is one contributing factor within the growth lead.

What this means for the comparison

Profitability is the clearest driver, and growth also supports PulteGroup, Inc.'s broader structural position.

Explore full peer positioning in AssetNext

Break down the LEN vs PHM comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-and-growth comparisons

Explore how LEN and PHM each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.