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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 stability 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.

Updated 2026-04-05

The clearest separation starts in profitability, but stability 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
42
Peer-Score
Signal qualityMedium
vs
PHM
PulteGroup, Inc.
58
Peer-Score
Signal qualityMedium

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

Score differences across key dimensions.

Dimension spread: LEN vs PHM Profitability 31 60 Stability 36 53 Valuation 83 86 Growth 3 17 LEN PHM
Gap Ranking
#1 Profitability +29
#2 Stability +17
#3 Growth +14
#4 Valuation +3
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 stays mixed because structure and the price setup do not align cleanly in one direction.

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

Relative Position vs Comparable Companies
Profitability
On profitability, PulteGroup, Inc. is positioned higher in the group, while Lennar Corporation is closer to the middle.
Stability
On stability, PulteGroup, Inc. is positioned higher in the group, while Lennar Corporation is closer to the middle.
Profitability — Dominant Gap
LEN
31
PHM
60
Gap+29in favour of PHM

The profitability lead is mainly driven by a 14.3-point operating margin advantage.

What else supports the lead

Stability also supports the lead, so the result is broader than one isolated gap.

What this means for the comparison

Profitability is the clearest driver, and stability 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-stability 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.

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.