Lennar Corporation vs Ross Stores, Inc. — how do they compare? Lennar Corporation trades at $82.22 (market cap $19.92B), while Ross Stores, Inc. trades at $233.29 (market cap $75.63B). The key difference: Ross Stores, Inc. is far larger — about 3.8× Lennar Corporation's market cap, and Lennar Corporation pays the higher dividend (2.41%). Which is the better fit depends on your goals.
| LEN | ROST | |
|---|---|---|
Market Cap | $19.92B | $75.63B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $142.40 | $240.13 |
52-Week Low | $82.30 | $134.02 |
Enterprise Value | $23.80B | $76.23B |
Dividend Yield | 2.41% | 0.75% |
Signals from Pluang's Aura AI — not financial advice
Lennar (LEN) trades at $82.53, down 1.62% today, with a bearish technical signal and recent earnings misses. The stock shows attractive valuation metrics with a P/E of 13.15 and P/S of 0.64, but faces margin compression as net income fell to $2.08 billion in 2025. Recent news highlights housing affordability challenges and the company's strategy to prioritize volume over price, with average selling prices at 2017 levels (The Motley Fool, June 24, 2026).
The outlook is mixed: analyst consensus is a Buy with a $84.78 target, but technicals and earnings trends suggest near-term pressure. Key risks include rising mortgage rates and housing demand softness, while potential catalysts include margin recovery efforts and supportive housing legislation. Execution on cost discipline and market share gains will be critical for upside.
Ross Stores (ROST) trades at $235.36, up 0.87% with strong technical and fundamental momentum. The stock shows bullish moving averages and recent earnings beats, with Q1 2026 EPS of $2.02 exceeding expectations by 17%. Revenue growth accelerated to $21.13B in 2025, while net income margin improved to 9.74%. Analyst sentiment remains positive with a $259 consensus target, supported by robust store expansion and customer acquisition trends noted in recent media coverage.
Outlook is favorable given consistent earnings outperformance and high ROE of 38.98%, though valuation multiples like P/E of 32.6 suggest premium pricing. Key risks include consumer spending sensitivity and competitive pressures in off-price retail. Institutional ownership trends and technical support near $232 provide a cushion for near-term stability.
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 →Ross Stores is a leading American off-price apparel and home fashion retailer, operating over 1,920 stores (at the end of fiscal 2021) across the Ross Dress for Less and dd's Discounts banners. Ross offers a variety of name-brand products and targets undercutting conventional retailers' regular prices by 20%-70%. The company uses an opportunistic, flexible merchandising approach
Read more on ROST →