Compare Lennar Corporation (LEN) vs Lumentum (LITE) Price & Performance

Lennar CorporationTrade

LumentumTrade

Price performance (Past 24H)

Key statistics

Lennar Corporation vs Lumentum — how do they compare? Lennar Corporation trades at $76.2 (market cap $18.44B), while Lumentum trades at $1,104 (market cap $94.99B). The key difference: Lumentum is far larger — about 5.2× Lennar Corporation's market cap, and Lennar Corporation pays a 2.58% dividend while Lumentum pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lennar Corporation for 67 Days and Lumentum for 4 Days on average.

	LEN	LITE
Market Cap	$18.44B	$94.99B
Volume	6,012,214	4,855,776
Sector	Consumer Cyclical	Technology
52-Week High	$133.13	$1.13K
52-Week Low	$74.44	$149.61
Typical Hold Time	67 Days	4 Days
Enterprise Value	$22.86B	$93.92B
Dividend Yield	2.58%	—

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Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Lennar Corporation

Lennar (LEN) trades at $76.04, down 0.12% with bearish technical signals and recent earnings misses. The stock shows attractive valuation metrics with P/E of 14.7 and P/B of 0.86, but faces declining profitability with net margin dropping to 4.09% in 2025. Berkshire Hathaway's significant stake accumulation contrasts with Morgan Stanley's sell rating, highlighting divergent views on the housing market recovery timeline.

The investment case balances deep value against cyclical headwinds. While trading below book value and showing institutional confidence from Berkshire, Lennar faces mortgage rate pressures and earnings volatility. The consensus price target of $77.38 suggests limited upside, requiring careful monitoring of housing market conditions and execution on the asset-light strategy.

Lumentum

No Aura AI signal available yet.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Investor sentiment on Pluang

What Pluang investors did over the last 30 days

LEN

No sentiment data available yet.

LITE

54% Buy46% Sell

Avg holding period · 4 Days

Top news

Latest headlines on both assets

LEN

Block & Leviton probes Lennar over possible misleading home delivery reports affecting investors.Newsfile Corp · 1 day agoBearish Millrose Properties faces $1.4B market cap loss after rental pivot triggers short-seller reportSeeking Alpha · 2 days agoBullish 30-year mortgage rates near 7.5%, raising monthly costs and pressuring homebuilders to cut margins.24/7 Wall Street · 2 days agoBearish View details →

LITE

Lumentum hits strong demand amid AI data center growth, may be undervalued with $40 EPS target by 2028Seeking Alpha · 5 hours agoBullish Lumentum warns AI demand fills production capacity through early 2029, shares rise 4%.Proactive Investors · 9 hours agoBullish Optical stocks surge as capacity sold out through 2029, driven by strong AI data center demand.24/7 Wall Street · 11 hours agoBullish View details →

About Lennar Corporation

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.

About Lumentum

Lumentum develops photonic products, including optical components, transceivers, and lasers. Its technologies support data centers, communications networks, industrial manufacturing, and sensing applications.