Lennar Corporation vs Advanced Drainage Systems Inc — how do they compare? Lennar Corporation trades at $76.43 (market cap $18.44B), while Advanced Drainage Systems Inc trades at $126.04 (market cap $9.52B). The key difference: Lennar Corporation is the larger of the two by 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 Advanced Drainage Systems Inc for 43 Days on average.
| LEN | WMS | |
|---|---|---|
Market Cap | $18.44B | $9.52B |
Volume | 6,012,214 | 907,564 |
Sector | Consumer Cyclical | Basic Materials |
52-Week High | $133.13 | $175.38 |
52-Week Low | $74.44 | $125.33 |
Typical Hold Time | 67 Days | 43 Days |
Enterprise Value | $22.86B | $11.12B |
Dividend Yield | 2.58% | 0.63% |
Signals from Pluang's Aura AI — not financial advice
Lennar (LEN) trades at $76.04, down 0.12% with bearish technical signals and recent earnings misses. The stock shows attractive valuation metrics with P/E of 14.7 and P/B of 0.86, but faces declining profitability with net margin dropping to 4.09% in 2025. Berkshire Hathaway's significant stake accumulation contrasts with Morgan Stanley's sell rating, highlighting divergent views on the housing market recovery timeline.
The investment case balances deep value against cyclical headwinds. While trading below book value and showing institutional confidence from Berkshire, Lennar faces mortgage rate pressures and earnings volatility. The consensus price target of $77.38 suggests limited upside, requiring careful monitoring of housing market conditions and execution on the asset-light strategy.
WMS (Advanced Drainage Systems) trades at $124.92, down 0.92% on the day, with a bearish technical signal from moving averages. The company reported strong Q2 2026 earnings of $2.49 per share, beating estimates, and maintains solid profitability with a 14% net income margin and 24.9% ROE. Recent news includes the release of its 2026 Sustainability Report and a declared dividend of $0.20 per share payable in September 2026.
The outlook is supported by consistent earnings beats and analyst consensus pointing to significant upside with a $188.70 price target. However, a projected negative net cash flow of -$473M for 2026 and bearish technical indicators present near-term risks. Investor sentiment is mixed amid institutional buying and selling activity.
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 →Advanced Drainage Systems Inc is engaged in designing, manufacturing, and marketing thermoplastic corrugated pipe and related water management products in North and South America, and Europe. The company's operating segment includes Pipe
Read more on WMS →