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

Toll Brothers leads structurally, with growth as the clearest single gap between the two profiles. Lennar still has the edge on profitability, which keeps the comparison from looking entirely one-sided. 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 Russell 1000 universe, making them directly comparable.

Updated 2026-05-17

Growth still does most of the heavy lifting in this comparison. Toll Brothers, Inc. leads by 15 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
44
Peer-Score
Signal qualitylow
Peer basis: Russell 1000
vs
TOL
Toll Brothers, Inc.
59
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 40 24 Stability 30 39 Valuation 82 88 Growth 7 90 LEN TOL
Gap Ranking
#1 Growth +83
#2 Profitability +16
#3 Stability +9
#4 Valuation +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 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.

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 58 pct gap TOL Elevated · above norm 0th 50th 100th 17th 75th
Today LEN sits in the lower portion of its own 5-year history (17th percentile), while TOL sits higher in its own history (75th). 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
Growth
On growth, Toll Brothers, Inc. ranks near the top of the group; Lennar Corporation sits in the weaker half.
Profitability
Profitability also leans toward Lennar Corporation, reinforcing the broader structural lead.
Growth — Dominant Gap
LEN
7
TOL
90
Gap+83in favour of TOL

One company is still expanding while the other is contracting, which creates a very wide growth split.

What keeps the gap from being one-sided

Lennar Corporation still shows lower market-fundamental divergence, which keeps the wider picture mixed rather than completely one-sided.

What this means for the comparison

The growth lead is clear, but pricing and profitability still pull in the other direction — the result holds, but not without friction.

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 growth-driven 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.