Lennar Corporation vs Smith & Nephew plc — how do they compare? Lennar Corporation trades at $76.69 (market cap $18.44B), while Smith & Nephew plc trades at $27.24 (market cap $11.10B). The key difference: Lennar Corporation is the larger of the two by market cap, and Smith & Nephew plc pays the higher dividend (2.95%). Which is the better fit depends on your goals — on Pluang, investors hold Lennar Corporation for 67 Days and Smith & Nephew plc for 121 Days on average.
| LEN | SNN | |
|---|---|---|
Market Cap | $18.44B | $11.10B |
Volume | 6,012,214 | 1,051,703 |
Sector | Consumer Cyclical | Health |
52-Week High | $133.13 | $37.17 |
52-Week Low | $74.44 | $26.42 |
Typical Hold Time | 67 Days | 121 Days |
Enterprise Value | $22.86B | $14.13B |
Dividend Yield | 2.58% | 2.95% |
Signals from Pluang's Aura AI — not financial advice
Lennar (LEN) trades at $77.6, up 1.93% on the day, but remains in a bearish technical trend with recent earnings misses and declining profitability. The stock is trading below its book value with a P/B of 0.86, indicating potential undervaluation, while Berkshire Hathaway's increasing stake to 11.2% provides notable institutional support. Revenue and net income have softened in 2025, with margins under pressure amid a challenging housing market.
The outlook is mixed: strong institutional backing and attractive valuation metrics suggest long-term opportunity, but near-term headwinds from rising mortgage rates, earnings volatility, and bearish technical signals pose risks. Analyst consensus is divided, with a $77.38 price target slightly below the current price, reflecting cautious optimism amid sector uncertainty.
SNN trades at $26.96, up 0.26% on the day, but near its 52-week low amid a bearish technical signal. Recent earnings have mostly beaten expectations, with Q2 2026 EPS of $0.946 exceeding the $0.939 estimate. Revenue grew to $6.16B in 2025, and net income margin improved to 10.08%. The company continues to launch new medical products, such as the EVOS PELVIC System, to drive growth.
The outlook is mixed; strong fundamentals and product innovation support long-term value, but near-term price pressure and analyst caution pose risks. Investors should weigh robust profitability against competitive threats and recent management changes.
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 →Smith & Nephew designs, manufactures, and markets orthopedic devices, sports medicine and arthroscopic technologies, and wound-care solutions. Roughly 42% of the U.K.-based firm's revenue comes from orthopedic products, and another 30% is sports medicine and ENT. The remaining 28% of revenue is from the advanced wound therapy segment. Roughly half of Smith & Nephew's total revenue comes from the United States, just over 30% is from other developed markets, and emerging markets account for the remainder.
Read more on SNN →