Price movement over the last 24 hours
Aecom vs Lennar Corporation — how do they compare? Aecom trades at $67.98 (market cap $8.69B), while Lennar Corporation trades at $83.88 (market cap $20.84B). The key difference: Lennar Corporation is far larger — about 2.4× Aecom's market cap, and Lennar Corporation pays the higher dividend (2.31%). Which is the better fit depends on your goals.
| ACM | LEN | |
|---|---|---|
Market Cap | $8.69B | $20.84B |
Sector | Industrials | Consumer Cyclical |
52-Week High | $134.35 | $142.40 |
52-Week Low | $66.86 | $82.30 |
Enterprise Value | $10.88B | $24.72B |
Dividend Yield | 1.76% | 2.31% |
Signals from Pluang's Aura AI — not financial advice
ACM trades at $67.64, down 0.15% on the day, with a bearish technical signal from moving averages. The stock shows strong fundamentals with a P/E of 14.53 and P/S of 0.57, while recent earnings beat expectations in Q1 2026. Analyst consensus is bullish with a $98.83 price target, though recent news includes both contract wins and legal investigations.
The outlook for ACM is mixed: strong valuation metrics and recent contract awards support upside potential, but technical weakness and legal scrutiny pose near-term risks. Earnings growth and margin expansion remain key catalysts, while investor sentiment is cautious due to the stock's 21% decline over the past three months.
Lennar (LEN) trades at $86.74, down 1.67% on the day, with a bearish technical signal despite appearing undervalued on key metrics (P/E 13.83, P/S 0.67). Recent earnings have missed expectations, with Q2 2026 EPS expected at 1.32. The company faces margin pressure as it prioritizes sales volume over price, cutting average home prices to 2017 levels to boost affordability amid high mortgage rates.
While Lennar's valuation appears attractive and analyst consensus leans bullish (46% buy ratings), near-term risks include persistent housing affordability challenges, declining profit margins, and negative cash flow trends. Execution on margin recovery through cost discipline and faster cycle times will be crucial for stock performance.
Trailing returns across standard periods
Latest headlines on both assets
Aecom is one of the largest global providers of design, engineering, construction, and management services. The firm serves a broad spectrum of end markets including infrastructure, water, transportation, and energy. Based in Los Angeles, Aecom has a presence in over 150 countries and employs 51,000. The company generated $13.3 billion in sales and $701 million in adjusted operating income in fiscal 2021.
Read more on ACM →Lennar is the second-largest public homebuilder in the United States. The company's homebuilding operations target first-time, move-up, and active adult homebuyers mainly under the Lennar brand name. Lennar's financial-services segment provides mortgage financing and related services to its homebuyers. Miami-based Lennar is also involved in multifamily construction and has invested in numerous housing-related technology startups.
Read more on LEN →