Compare Lennar Corporation (LEN) vs iShares Semiconductor ETF (SOXX) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lennar Corporation vs iShares Semiconductor ETF — how do they compare? Lennar Corporation trades at $76.25 (market cap $18.44B), while iShares Semiconductor ETF trades at $560.4 (market cap $48.19B). The key difference: iShares Semiconductor ETF is far larger — about 2.6× Lennar Corporation's market cap, and Lennar Corporation pays a 2.58% dividend while iShares Semiconductor ETF pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lennar Corporation for 67 Days and iShares Semiconductor ETF for 46 Days on average.
| LEN | SOXX | |
|---|---|---|
Market Cap | $18.44B | $48.19B |
Volume | 6,012,214 | 10,257,578 |
Sector | Consumer Cyclical | Sector/Thematic |
52-Week High | $133.13 | $655.01 |
52-Week Low | $74.44 | $268.10 |
Typical Hold Time | 67 Days | 46 Days |
Enterprise Value | $22.86B | — |
Dividend Yield | 2.58% | — |
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.
SOXX trades at $559.67, down 3.99% on the day but maintains a bullish technical outlook with strong moving average signals. The semiconductor ETF benefits from AI-driven demand, with Bank of America projecting the global chip market could nearly double by 2030. Recent news highlights strong September performance and ongoing institutional interest, though Michael Burry's expanded short position signals some bearish sentiment.
The outlook remains positive given structural AI growth catalysts, but investors face valuation concerns with SOXX trading at a P/E premium versus broader markets. Key risks include concentration in top holdings and potential AI development slowdowns. Wall Street maintains generally bullish ratings based on earnings growth potential.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
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Top news
Latest headlines on both assets
Top news
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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 iShares Semiconductor ETF
SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →
