Lennar Corporation vs TransMedics Group Inc — how do they compare? Lennar Corporation trades at $76.87 (market cap $18.44B), while TransMedics Group Inc trades at $78.15 (market cap $2.74B). The key difference: Lennar Corporation is far larger — about 6.7× TransMedics Group Inc's market cap, and Lennar Corporation pays a 2.58% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lennar Corporation for 67 Days and TransMedics Group Inc for 24 Days on average.
| LEN | TMDX | |
|---|---|---|
Market Cap | $18.44B | $2.74B |
Volume | 6,012,214 | 949,331 |
Sector | Consumer Cyclical | Health |
52-Week High | $133.13 | $150.42 |
52-Week Low | $74.44 | $61.99 |
Typical Hold Time | 67 Days | 24 Days |
Enterprise Value | $22.86B | $3.13B |
Dividend Yield | 2.58% | — |
Signals from Pluang's Aura AI — not financial advice
LEN trades at $76.69, up 0.74% on the day, with a bearish technical signal from moving averages and oscillators. Recent earnings show three consecutive quarterly misses against expectations, with Q3 2026 results pending. Revenue declined to $34.19B in 2025 from $35.4B in 2024, while net income fell to $2.08B. Valuation metrics appear attractive with P/E of 14.7 and P/B of 0.86. Berkshire Hathaway has been accumulating shares, building an 11.2% stake as of October 2026.
The stock presents a value opportunity with below-book valuation and strong institutional interest, but faces headwinds from declining profitability and housing market challenges. Near-term risks include potential earnings volatility and high mortgage rates, while long-term prospects benefit from Berkshire's strategic positioning and the company's asset-light transition.
TransMedics Group (TMDX) trades at $78.17, down 3.58% on the day, with a bearish technical signal and mixed earnings history. The company reported strong 2025 results with $605.49M revenue and $190.29M net income, but 2026 projections show margin compression. Recent news highlights insider buying and leadership changes alongside legal investigations into fiduciary duties, creating a complex sentiment backdrop.
The stock offers growth potential with a consensus price target of $99.75, but faces risks from earnings misses, margin pressure, and ongoing legal scrutiny. Analyst consensus remains bullish with 69% buy ratings, yet investors must weigh robust profitability metrics against execution and regulatory uncertainties.
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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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →