Compare Lennar Corporation (LEN) vs Simon Property Group Inc (SPG) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Lennar Corporation vs Simon Property Group Inc — how do they compare? Lennar Corporation trades at $76.69 (market cap $18.44B), while Simon Property Group Inc trades at $199.42 (market cap $64.59B). The key difference: Simon Property Group Inc is far larger — about 3.5× Lennar Corporation's market cap, and Simon Property Group Inc pays the higher dividend (4.46%). Which is the better fit depends on your goals — on Pluang, investors hold Lennar Corporation for 67 Days and Simon Property Group Inc for 99 Days on average.
| LEN | SPG | |
|---|---|---|
Market Cap | $18.44B | $64.59B |
Volume | 6,012,214 | 1,093,907 |
Sector | Consumer Cyclical | Real Estate |
52-Week High | $133.13 | $236.70 |
52-Week Low | $74.44 | $173.35 |
Typical Hold Time | 67 Days | 99 Days |
Enterprise Value | $22.86B | $93.03B |
Dividend Yield | 2.58% | 4.46% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
LEN trades at $77.60, up 1.93% today, but faces a bearish technical outlook with recent earnings misses and declining profitability. Revenue fell to $34.19B in 2025 with net income margin dropping to 6.07%, while valuation ratios like P/E of 14.7 and P/B of 0.86 suggest potential undervaluation. Berkshire Hathaway's increased stake to 11.2% contrasts with analyst caution, as the stock hovers near support at $76 amid weak housing market sentiment.
The stock presents a value opportunity given low P/B and P/S ratios, but risks include persistent earnings underperformance, high mortgage rates pressuring housing demand, and allegations in a short report. Analyst consensus is mixed with a $77.38 price target, implying limited upside, while institutional buying by Berkshire signals long-term confidence amid near-term headwinds.
SPG trades at $199.42, up 0.93% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported strong revenue growth to $6.36B in 2025 and a net income margin of 66.57%, though Q2 2026 EPS missed expectations. Recent news highlights leasing demand strength and a new media network launch, while analyst consensus is a $222.90 price target with 42% buy ratings.
Outlook is mixed: fundamentals are robust with high profitability and dividend yield, but technical weakness and net cash outflows pose risks. Investors may find value in the discounted valuation relative to targets, though sensitivity to interest rates and debt maturities requires caution.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
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 Simon Property Group Inc
Simon Property Group is the second- largest real estate investment trust in the United States. Its portfolio includes an interest in 207 properties: 119 traditional malls, 69 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and five other retail properties. Simon's portfolio averaged $693 in sales per square foot over the 12 months prior to the pandemic. The company also owns a 21% interest in Klepierre, a European retail company with investments in shopping centers in 16 countries, and joint venture interests in 33 premium outlets across 11 countries.
Read more on SPG →
