Lennar Corporation vs UnitedHealth Group Inc — how do they compare? Lennar Corporation trades at $81.98 (market cap $19.92B), while UnitedHealth Group Inc trades at $436.25 (market cap $382.83B). The key difference: UnitedHealth Group Inc is far larger — about 19.2× Lennar Corporation's market cap, and Lennar Corporation pays the higher dividend (2.41%). Which is the better fit depends on your goals.
| LEN | UNH | |
|---|---|---|
Market Cap | $19.92B | $382.83B |
Sector | Consumer Cyclical | Health |
52-Week High | $142.40 | $431.68 |
52-Week Low | $82.30 | $237.77 |
Enterprise Value | $23.80B | $429.52B |
Dividend Yield | 2.41% | 2.2% |
Signals from Pluang's Aura AI — not financial advice
Lennar (LEN) trades at $81.84, down 2.44% today, near its 52-week low of $81.18. The stock shows bearish technical signals with recent earnings misses and declining profitability margins. Revenue fell to $34.19B in 2025 with net income dropping to $2.08B. Positive catalysts include a favorable housing bill and analyst consensus price target of $84.78, suggesting modest upside from current levels.
LEN presents a value opportunity with low P/E (12.99) and P/B (0.92) ratios, but faces headwinds from housing affordability and rising mortgage rates. Execution on margin recovery and volume growth is critical. Risks include persistent earnings pressure and macroeconomic sensitivity. Institutional sentiment is mixed with 46% buy ratings amid cautious outlook.
UnitedHealth Group (UNH) trades at $426.09, up 0.64% on the day, with a bullish technical signal and strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $6.38 surpassing expectations of $4.94. Revenue growth remains robust, reaching $447.57 billion in 2025, though net margins have compressed to 2.68%. Recent corporate actions include a $2.32 dividend and ongoing share repurchases, while news highlights operational streamlining like reduced pediatric prior authorizations.
UNH's outlook is positive, driven by aging demographics and tech innovation in healthcare, offering upside to the $467.12 consensus target. Risks include regulatory scrutiny, as seen in Massachusetts' Medicaid lawsuit, and margin pressure from rising costs. Institutional sentiment is strongly bullish, with 82.69% of analysts rating it a buy, supporting long-term growth prospects amid sector tailwinds.
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 →UnitedHealth Group is one of the largest private health insurers, providing medical benefits to 50 million members globally, including 5 million outside the U.S. at the end of 2021. As a leader in employer-sponsored, self-directed, and government-backed insurance plans, UnitedHealth has obtained massive scale in managed care. Along with its insurance assets, UnitedHealth's continued investments in its Optum franchises have created a healthcare services colossus that spans everything from medical and pharmaceutical benefits to providing outpatient care and analytics to both affiliated and third-party customers.
Read more on UNH →