Lennar Corporation vs Union Pacific Corporation — how do they compare? Lennar Corporation trades at $76.87 (market cap $18.44B), while Union Pacific Corporation trades at $278.62 (market cap $165.27B). The key difference: Union Pacific Corporation is far larger — about 9× Lennar Corporation's market cap, and Lennar Corporation pays the higher dividend (2.58%). Which is the better fit depends on your goals — on Pluang, investors hold Lennar Corporation for 67 Days and Union Pacific Corporation for 105 Days on average.
| LEN | UNP | |
|---|---|---|
Market Cap | $18.44B | $165.27B |
Volume | 6,012,214 | 1,474,117 |
Sector | Consumer Cyclical | Industrials |
52-Week High | $133.13 | $310.62 |
52-Week Low | $74.44 | $216.37 |
Typical Hold Time | 67 Days | 105 Days |
Enterprise Value | $22.86B | $194.33B |
Dividend Yield | 2.58% | 2.04% |
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.
Union Pacific (UNP) trades at $278.34, up 1.33% with strong technical momentum and bullish moving average signals. The company demonstrates robust fundamentals with 28.85% net margins and consistent earnings beats, while maintaining positive cash flow generation. Recent developments include deployment of battery-electric locomotives and progress on the Norfolk Southern combination, positioning the railroad for future growth.
The outlook remains positive with analyst consensus pointing to 19% upside potential to the $332.10 price target. Key opportunities include pricing power from high diesel costs shifting freight to rail, while risks center on merger uncertainty and fuel cost pressures on operating ratios.
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 →Omaha, Nebraska-based Union Pacific is the largest public railroad in North America. Operating on more than 30,000 miles of track in the western two thirds of the U.S., UP generated roughly $22 billion of revenue in 2021 by hauling coal, industrial products, intermodal containers, agriculture goods, chemicals, and automotive goods. UP owns about one fourth of Mexican railroad Ferromex and derives about 10% of its revenue hauling freight to and from Mexico.
Read more on UNP →