James Hardie Industries plc. Ordinary Shares vs Lennar Corporation — how do they compare? James Hardie Industries plc. Ordinary Shares trades at $25.18 (market cap $14.60B), while Lennar Corporation trades at $77.93 (market cap $18.44B). The key difference: Lennar Corporation is the larger of the two by market cap, and Lennar Corporation pays a 2.58% dividend while James Hardie Industries plc. Ordinary Shares pays none. Which is the better fit depends on your goals — on Pluang, investors hold James Hardie Industries plc. Ordinary Shares for 0 Days and Lennar Corporation for 67 Days on average.
| JHX | LEN | |
|---|---|---|
Market Cap | $14.60B | $18.44B |
Volume | 7,262,924 | 6,012,214 |
Sector | Basic Materials | Consumer Cyclical |
52-Week High | $31.08 | $133.13 |
52-Week Low | $16.69 | $74.44 |
Typical Hold Time | 0 Days | 67 Days |
Enterprise Value | $18.83B | $22.86B |
Dividend Yield | — | 2.58% |
Signals from Pluang's Aura AI — not financial advice
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Lennar (LEN) trades at $76.13, down 1.65% on the day, with technical indicators showing bearish momentum. The stock trades below book value (P/B 0.84) and at a discount to peers (P/E 14.42), but faces headwinds from declining revenue and net income margins. Recent news highlights Berkshire Hathaway's growing stake (now 11.2% as of Sept 30, 2026) while Morgan Stanley issued a sell rating, reflecting divergent views on the housing recovery timeline.
The outlook remains challenged by high mortgage rates and weak builder sentiment, though Berkshire's accumulation suggests long-term value. Key risks include the Hunterbrook short report alleging questionable transactions and ongoing margin pressure. With earnings missing estimates for three consecutive quarters and Q3 guidance cut, near-term catalysts appear limited despite attractive valuation metrics.
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Latest headlines on both assets
James Hardie manufactures fiber cement products for residential and commercial construction. Its portfolio includes exterior siding, interior boards, and other building materials.
Read more on JHX →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 →