Lennar Corporation vs Motorola Solutions Inc — how do they compare? Lennar Corporation trades at $81.98 (market cap $19.92B), while Motorola Solutions Inc trades at $405.33 (market cap $68.13B). The key difference: Motorola Solutions Inc is far larger — about 3.4× Lennar Corporation's market cap, and Lennar Corporation pays the higher dividend (2.41%). Which is the better fit depends on your goals.
| LEN | MSI | |
|---|---|---|
Market Cap | $19.92B | $68.13B |
Sector | Consumer Cyclical | Technology |
52-Week High | $142.40 | $490.30 |
52-Week Low | $82.30 | $363.83 |
Enterprise Value | $23.80B | $76.83B |
Dividend Yield | 2.41% | 1.18% |
Signals from Pluang's Aura AI — not financial advice
Lennar (LEN) trades at $81.84, down 2.44% today, near its 52-week low of $81.18. The stock shows bearish technical signals with recent earnings misses and declining profitability margins. Revenue fell to $34.19B in 2025 with net income dropping to $2.08B. Positive catalysts include a favorable housing bill and analyst consensus price target of $84.78, suggesting modest upside from current levels.
LEN presents a value opportunity with low P/E (12.99) and P/B (0.92) ratios, but faces headwinds from housing affordability and rising mortgage rates. Execution on margin recovery and volume growth is critical. Risks include persistent earnings pressure and macroeconomic sensitivity. Institutional sentiment is mixed with 46% buy ratings amid cautious outlook.
Motorola Solutions (MSI) trades at $406.28, down 1.7% on the day, with a bearish technical signal. The company reported strong earnings beats in recent quarters and maintains robust profitability with a 17.61% net margin and 99.88% ROE. Recent developments include the $1.5 billion acquisition of D-Fend Solutions and expansion of AI capabilities for emergency response systems, signaling strategic growth in public safety technology.
The outlook remains positive with a consensus price target of $512.33, implying 26% upside, supported by 71% analyst buy ratings. Risks include elevated valuation multiples (P/E 33.1) and significant investing cash outflows for acquisitions. The stock's near-term performance will hinge on execution of growth initiatives and Q2 2026 earnings relative to the $3.86 EPS estimate.
Trailing returns across standard periods
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 →Motorola Solutions, Inc. is a data communications and telecommunications equipment provider. The Company develops data capture, wireless, infrastructure, bar code scanning, two-way radios, and wireless broadband networks. Motorola also produces public safety and government products, voice and data communications products and systems, and wireless LAN securities.
Read more on MSI →