Lennar Corporation vs McDonald's Corp — how do they compare? Lennar Corporation trades at $87.48 (market cap $20.57B), while McDonald's Corp trades at $273.87 (market cap $193.70B). The key difference: McDonald's Corp is far larger — about 9.4× Lennar Corporation's market cap, and McDonald's Corp pays the higher dividend (2.72%). Which is the better fit depends on your goals.
| LEN | MCD | |
|---|---|---|
Market Cap | $20.57B | $193.70B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $142.40 | $341.06 |
52-Week Low | $81.84 | $262.80 |
Enterprise Value | $24.45B | $247.47B |
Dividend Yield | 2.34% | 2.72% |
Volume | — | 2,230,036 |
Signals from Pluang's Aura AI — not financial advice
Lennar (LEN) trades at $88.18, up 3.96% in the last session, with a bullish technical signal and support at $86. The stock shows mixed fundamentals: revenue declined to $34.19B in 2025, net income fell to $2.08B, and recent EPS misses occurred, but valuation ratios like P/E of 13.82 and P/B of 0.98 suggest potential undervaluation. A dividend of $0.50 is scheduled for July 2026, while cash flow turned negative in 2025 but is projected to recover in 2026.
Outlook is cautious; analyst consensus is a 'Buy' with a $84.30 price target, but risks include housing affordability pressures and earnings volatility. Upside hinges on execution amid high mortgage rates, with institutional interest noted from CalPERS' recent share acquisition.
McDonald's (MCD) trades at $274.15, down slightly by 0.12% on the day, with technical indicators showing a neutral overall signal. The company demonstrates strong fundamentals with consistent revenue growth, reaching $26.89 billion in 2025, and robust profitability with a 31.72% net income margin. Recent earnings have consistently beaten expectations, and the company has announced a new global growth strategy focused on automation and menu innovation to drive future performance.
The outlook for MCD is positive, supported by strong analyst consensus with a $322.45 price target implying significant upside. Key opportunities include the successful execution of its new growth plan and its defensive qualities in a challenging economy. Primary risks involve inflationary pressures on franchisee margins and intense competition in the quick-service restaurant sector.
Trailing returns across standard periods
Latest headlines on both assets
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 →McDonald's Corporation franchises and operates fast-food restaurants in the global restaurant industry. The Company's restaurants serves a variety of value-priced menu products in countries around the world.
Read more on MCD →