Lennar Corporation vs Sea Limited — how do they compare? Lennar Corporation trades at $87.48 (market cap $20.57B), while Sea Limited trades at $131.4 (market cap $70.31B). The key difference: Sea Limited is far larger — about 3.4× Lennar Corporation's market cap, and Lennar Corporation pays a 2.34% dividend while Sea Limited pays none. Which is the better fit depends on your goals.
| LEN | SE | |
|---|---|---|
Market Cap | $20.57B | $70.31B |
Sector | Consumer Cyclical | Media |
52-Week High | $142.40 | $196.50 |
52-Week Low | $81.84 | $78.16 |
Enterprise Value | $24.45B | $63.36B |
Dividend Yield | 2.34% | — |
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.
Sea Limited (SE) trades at $113.43, up 2.19% on the day, with a bullish technical signal from moving averages and strong revenue growth from $22.94B in 2025. The company's net income margin improved to 6.36%, and cash flow turned positive to $2.34B in 2025. Recent news highlights an AI partnership with OpenAI to enhance Shopee's capabilities, though margin pressures from investments persist.
Outlook remains positive with a consensus price target of $128.33, offering ~13% upside, supported by analyst buy ratings at 70.45%. Risks include competitive pressures from TikTok Shop and elevated spending impacting near-term profitability. The stock's valuation at a P/E of 44.66 reflects growth expectations but requires sustained execution.
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 →Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →