D R Horton Inc vs Lennar Corporation — how do they compare? D R Horton Inc trades at $149.5 (market cap $42.53B), while Lennar Corporation trades at $83.75 (market cap $20.12B). The key difference: D R Horton Inc is far larger — about 2.1× Lennar Corporation's market cap, and Lennar Corporation pays the higher dividend (2.39%). Which is the better fit depends on your goals.
| DHI | LEN | |
|---|---|---|
Market Cap | $42.53B | $20.12B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $184.04 | $142.40 |
52-Week Low | $129.82 | $82.30 |
Enterprise Value | $47.25B | $24.00B |
Dividend Yield | 1.2% | 2.39% |
Signals from Pluang's Aura AI — not financial advice
DHI trades at $148.85, down 1.8% over 24 hours, with a bearish technical signal from moving averages but oversold RSI levels. The company reported mixed quarterly earnings, beating estimates in Q4 2025 and Q1 2026 but missing in Q3 2025, with revenue declining to $34.25 billion in 2025. Analyst consensus is split between Buy and Hold ratings, with a $164.71 price target suggesting potential upside. Recent news highlights housing market headwinds from rising mortgage rates but also potential support from new legislation.
DHI presents a cautious opportunity with attractive valuation multiples (P/E 13.98, P/S 1.32) and a stable dividend, but faces risks from housing affordability pressures and volatile cash flows. Investors should weigh the company's scale and market position against macroeconomic challenges in the homebuilding sector.
Lennar Corporation (LEN) trades at $82.84, down 1.7% on the day, with technical indicators showing bearish momentum despite oversold RSI conditions. The stock faces fundamental pressure from declining revenue and net income margins, which fell to 6.07% in 2025 from 13.7% in 2022. Recent earnings misses and housing affordability challenges create headwinds, though analyst consensus remains positive with a $84.38 price target.
LEN presents a value opportunity with attractive valuation multiples (P/E 12.98, P/B 0.92) but faces execution risks amid declining profitability. The housing market's sensitivity to mortgage rates and competitive pressures require careful monitoring. Upside potential exists if operational improvements and housing policy support materialize, making this suitable for patient investors comfortable with cyclical exposure.
Trailing returns across standard periods
D.R. Horton is a leading homebuilder in the United States with operations in 98 markets across 31 states. D.R. Horton mainly builds single-family detached homes (over 90% of home sales revenue) and offers products to entry-level, move-up, luxury buyers, and active adults. The company offers homebuyers mortgage financing and title agency services through its financial services segment. D.R. Horton's headquarters are in Arlington, Texas, and it manages six regional segments across the United States.
Read more on DHI →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 →