Compare Lennar Corporation (LEN) vs Packaging Corporation of America (PKG) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lennar Corporation vs Packaging Corporation of America — how do they compare? Lennar Corporation trades at $76.25 (market cap $18.44B), while Packaging Corporation of America trades at $230.53 (market cap $20.49B). The key difference: Lennar Corporation and Packaging Corporation of America are close in size by market cap, and Packaging Corporation of America pays the higher dividend (2.61%). Which is the better fit depends on your goals — on Pluang, investors hold Lennar Corporation for 67 Days and Packaging Corporation of America for 45 Days on average.
| LEN | PKG | |
|---|---|---|
Market Cap | $18.44B | $20.49B |
Volume | 6,012,214 | 493,499 |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $133.13 | $257.43 |
52-Week Low | $74.44 | $191.68 |
Typical Hold Time | 67 Days | 45 Days |
Enterprise Value | $22.86B | $24.30B |
Dividend Yield | 2.58% | 2.61% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
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.
Packaging Corporation of America (PKG) trades at $230.04, up 1.23% on the day, amid a bearish technical signal but with mixed fundamental performance. The stock shows a P/E of 29.86 and net income margin of 7.26%, with Q2 2026 earnings beating estimates. Recent news highlights institutional investments and a scheduled Q3 earnings call, while cash flow trends indicate increased capital expenditures.
PKG presents a cautious outlook with analyst consensus leaning Hold (57.69%) and a price target of $272.43 suggesting upside potential. Key risks include cost pressures and negative net cash flow, but strong corrugated demand and dividend payments offer stability. The stock's performance hinges on Q3 earnings results and margin management amid inflationary headwinds.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
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.
Read more on LEN →About Packaging Corporation of America
Packaging Corporation of America is a leading producer of containerboard and corrugated packaging products in North America. The company also produces white papers, which include printing and writing papers. PKG operates as an integrated manufacturer, with a strong focus on high-quality and sustainable packaging solutions for e-commerce, food and beverage, and other industrial and consumer markets.
Read more on PKG →
