Lennar Corporation vs TJX Companies Inc — how do they compare? Lennar Corporation trades at $85.85 (market cap $21.05B), while TJX Companies Inc trades at $154.63 (market cap $172.05B). The key difference: TJX Companies Inc is far larger — about 8.2× Lennar Corporation's market cap, and Lennar Corporation pays the higher dividend (2.28%). Which is the better fit depends on your goals.
| LEN | TJX | |
|---|---|---|
Market Cap | $21.05B | $172.05B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $142.40 | $168.41 |
52-Week Low | $81.84 | $132.62 |
Enterprise Value | $24.93B | $180.65B |
Dividend Yield | 2.28% | 1.23% |
Signals from Pluang's Aura AI — not financial advice
Lennar (LEN) trades at $85.82, showing modest daily gains of 0.26% amid mixed technical signals. The stock faces headwinds with three consecutive quarterly earnings misses and declining profitability margins, though valuation metrics remain attractive with P/E of 13.72 and P/B below 1.0. Recent news highlights institutional accumulation and dividend declarations while technical analysis indicates neutral momentum with key resistance at $88.
The outlook remains cautious as declining revenue and net income margins pressure near-term performance, though analyst consensus leans bullish with 46% buy ratings. Key risks include housing affordability challenges and elevated mortgage rates, while potential catalysts include operational efficiency improvements and market share gains in a competitive homebuilding sector.
TJX trades at $154.17, down 2.92% over the past day, with a bearish technical signal from moving averages. The company reported strong earnings beats in recent quarters, with Q1 2026 EPS of $1.19 exceeding the $1.02 estimate. Revenue grew to $56.36 billion in 2025, and net income margin improved to 8.63%. Analysts maintain a bullish consensus with an average price target of $181.80, citing momentum and value prospects.
The outlook for TJX remains positive driven by consistent earnings outperformance and robust profitability metrics like a 61.25% ROE. Key risks include competitive pressures in discount retail and sensitivity to consumer spending trends. The stock offers upside to analyst targets but faces near-term technical headwinds.
Trailing returns across standard periods
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 →TJX is a leading off-price retailer of apparel, home fashions, and other merchandise. It sells a variety of branded goods, opportunistically buying inventory from a network of over 21,000 vendors worldwide. TJX targets undercutting conventional retailers' regular prices by 20%-60%, capitalizing on a flexible merchandising network, relatively low-frills stores, and a treasure-hunt shopping experience to drive margins and inventory turnover. TJX derived 79% of fiscal 2022 revenue from the United States, with 11% from Europe (mostly the United Kingdom and Germany), 9% from Canada, and the remainder from Australia. The company operated 4,689 stores at the end of fiscal 2022 under the T.J. Maxx, T.K. Maxx, Marshalls, HomeGoods, Winners, Homesense, Winners, and Sierra banners.
Read more on TJX →