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Lennar vs Toll Brothers: Which Stock Looks Stronger in 2026?

Toll Brothers holds the cleaner structural position, with the lead spread across profitability and growth. The market setup broadly confirms the structural lead — Toll Brothers holds the more constructive position. That puts structure and market broadly in agreement — Toll Brothers's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Both peer scores are relative to the Russell 1000 universe, making them directly comparable.

Updated 2026-08-16

The lead is spread across profitability and growth, rather than sitting in one isolated gap. Toll Brothers, Inc. leads by 10 points on the overall comparison score.

INDUSTRY COMPARISON

Both operate in: Residential Construction

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

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

Peer-Relative Score
LEN
Lennar Corporation
39
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
TOL
Toll Brothers, Inc.
49
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

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

Score differences across key dimensions.

Dimension spread: LEN vs TOL Profitability 22 38 Stability 17 23 Valuation 82 88 Growth 21 35 LEN TOL
Gap Ranking
#1 Profitability +16
#2 Growth +14
#3 Valuation +6
#4 Stability +6
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for LEN and TOL Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer LENTOL Relative valuation Structural strength

The setup is mixed: neither company clearly combines the stronger profile with the more supportive price setup.

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

Entry today — historical context

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

BASED ON 5-YEAR HISTORY LEN Lower · above norm 0th 50th 100th 70 pct gap TOL Elevated · above norm 0th 50th 100th 23rd 93rd
Today LEN sits in the lower portion of its own 5-year history (23rd percentile), while TOL sits higher in its own history (93rd). Within each stock's own 5-year context, LEN is at a historically more favourable entry position than TOL. 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
Both sit in the weaker half on profitability, with Toll Brothers, Inc. still coming out ahead.
Growth
Both sit in the weaker half on growth, with Toll Brothers, Inc. still coming out ahead.
Profitability — Dominant Gap
LEN
22
TOL
38
Gap+16in favour of TOL

The profitability lead is mainly driven by a 9.8-point operating margin advantage.

What else supports the lead

Growth adds another layer of support rather than leaving the result tied to profitability alone.

What this means for the comparison

The lead is built on both profitability and growth, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

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

Explore full breakdown →
Similar profitability-and-growth comparisons

Explore how LEN and TOL 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.