LENNAR CORP /NEW/ vs Taylor Morrison Home Corp, two Homebuilders stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Lennar is the $23B number-two builder, Taylor Morrison a $7B mid-cap, and Taylor Morrison earns the better returns this cycle, 10.69% on equity against Lennar's 8.12%, on a higher margin, 8.77% against 5.39%. Taylor Morrison is the cheaper stock, 10.7 times earnings against Lennar's 13.5, though it carries some debt, 0.37 turns, against Lennar's clean sheet. Taylor Morrison converts a strong 9.82% free cash against Lennar's slightly negative year. The pair matches the national number two with a rising mid-cap: Taylor Morrison earns higher margins and returns at a lower multiple, Lennar offers scale and a debt-free balance sheet near book, and on current economics the smaller builder holds the edge.
Comparison updated 2026-07-11.
| Metric | LEN | TMHC |
|---|---|---|
| Price | $84.25 | $71.87 |
| Market cap | $20.3B | $7.0B |
| Sector | Homebuilders | Homebuilders |
| Stage | Mature | Mature |
| P/E | 13.2 | 10.7 |
| P/B | 0.93 | 1.12 |
| P/S | 0.62 | 0.92 |
| EV/EBITDA | — | 810.3 |
| Revenue growth | -7.7% | -9.2% |
| Gross margin | — | 20.9% |
| Net margin | 4.9% | 8.8% |
| Return on equity | 7.4% | 10.7% |
| Return on assets | 4.8% | 6.8% |
| FCF yield | 3.5% | 9.8% |
| Debt / equity | 0.00 | 0.37 |
| Altman Z (solvency) | 2.94 | 1.97 |
| Piotroski F (quality) | 7 / 9 | 4 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.