Lennar Corporation vs iShares Semiconductor ETF — how do they compare? Lennar Corporation trades at $86.62 (market cap $21.05B), while iShares Semiconductor ETF trades at $548.83. The key difference: Lennar Corporation pays a 2.28% dividend while iShares Semiconductor ETF pays none, and iShares Semiconductor ETF is trading nearer its 52-week high, Lennar Corporation nearer its low. Which is the better fit depends on your goals.
| LEN | SOXX | |
|---|---|---|
Market Cap | $21.05B | — |
Sector | Consumer Cyclical | Sector/Thematic |
52-Week High | $142.40 | $655.01 |
52-Week Low | $81.84 | $241.68 |
Enterprise Value | $24.93B | — |
Dividend Yield | 2.28% | — |
Signals from Pluang's Aura AI — not financial advice
Lennar (LEN) trades at $85.6, down 2.93% on the day, with a bearish technical signal from moving averages and recent earnings misses. The stock appears fundamentally undervalued with a P/E of 13.72 and P/S of 0.66, but faces headwinds from declining revenue and net income margins, which fell to 4.93% in 2025. A new housing affordability law offers a potential catalyst, while high mortgage rates and competitive pressures from disruptors like Boxabl present challenges.
The outlook is mixed; valuation metrics suggest upside potential, but weakening profitability and a bearish technical trend warrant caution. The consensus price target of $84.30 implies limited near-term growth, with investment opportunity hinging on a housing market recovery and execution against margin pressures.
No Aura AI signal available yet.
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 →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 →